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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| VALLE FINANCIAL GROUP CRD 324947 | Doral, FL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| VAULTAX CAPITAL MARKETS INC. CRD 342212 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VBOT COIN LTD CRD 340294 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VELISARIS INVESTMENT CONSULTING SERVICES, INC. CRD 123094 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| VENEROSO WEALTH MANAGEMENT CRD 342014 | Woodbury, NY | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERITAS CRD 289469 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VEROS CAPITAL MANAGEMENT, INC. CRD 127904 | Santa Ana, CA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| VEXORYLAX LTD CRD 342588 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VIBURNUM MANAGEMENT PTE. LTD. CRD 306277 | Singapore, Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VICTORY STRATEGIC HOLDINGS LLC CRD 342142 | Broomfield, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VIRTUE ASSETS LTD. CRD 293308 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VISION BLUE CAPITAL LIMITED CRD 325059 | St. Peter Port | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VISION2020 WEALTH MANAGEMENT CORP. CRD 154149 | Scottsdale, AZ | Corporate platform Corporation | — | 0 total employees | Percentage of AUM | View | |
| VLPD CAPITAL MANAGEMENT LTD CRD 342689 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VOYAGE SECURITIES LTD. CRD 339566 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WALLACE WEALTH ADVISORY, INC. CRD 342291 | Jamaica, NY | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| WARREN FINANCIAL SERVICE CRD 119066 | Exton, PA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WATERTON COPPER MANAGEMENT, INC. CRD 332363 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WATERTON GOLD MANAGEMENT INC. CRD 342482 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WAVEFRONT US CORPORATION CRD 155018 | Dallas, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. CRD 119127 | Houston, TX | Corporate platform Corporation | — | 4 advisors | Hourly charges; Fixed fees | View | |
| WEALTH MANAGEMENT ASSOCIATES, INC. CRD 119041 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH STRATEGIES COUNSELORS, INC CRD 122292 | Naperville, IL | Corporate platform Corporation | — | 2 advisors | Fixed fees | View | |
| WEALTHINFRA INC CRD 339358 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View |