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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 | |||||
|---|---|---|---|---|---|---|---|
| FLC CAPITAL ADVISORS CRD 111822 | Palm Desert, CA | Corporate platform Corporation | $822.2M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ALTA FOX CAPITAL MANAGEMENT, LLC CRD 295816 | Fort Worth, TX | Corporate platform LLC | $821.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW HARBOR FINANCIAL GROUP, LLC CRD 155528 | Worcester, MA | Corporate platform LLC | $820.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.P. MARVEL WEALTH MANAGEMENT, INC. CRD 144364 | Boston, MA | Corporate platform Corporation | $820.7M | 6 advisors | Percentage of AUM | View | |
| SEGRA CAPITAL MANAGEMENT, LLC CRD 167306 | Palm Beach, FL | Corporate platform LLC | $820.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ALBITZ/MILOE AND ASSOCIATES, INC. CRD 104777 | Torrance, CA | Corporate platform Corporation | $820.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALICENTI ADVISORY SERVICES INC CRD 110669 | Elmira, NY | Corporate platform Corporation | $820.0M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| PREMIER FINANCIAL GROUP INC CRD 107314 | Eureka, CA | Corporate platform Corporation | $819.9M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| FSA WEALTH PARTNERS CRD 104513 | Rockville, MD | Corporate platform Corporation | $819.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORS MANAGEMENT GROUP INC CRD 113020 | La Crosse, WI | Corporate platform Corporation | $819.6M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREYROCK CAPITAL GROUP CRD 156816 | Chicago, IL | Corporate platform LLC | $818.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CLEAR BROOK ADVISORS, INC. CRD 132045 | Boston, MA | Corporate platform Corporation | $817.8M | 4 advisors | Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| A. N. CULBERTSON & COMPANY, INC. CRD 108341 | Charlottesville, VA | Corporate platform Corporation | $817.8M | 5 advisors | Percentage of AUM | View | |
| SSA WEALTH ADVISORS CRD 161357 | Zurich, CA | Corporate platform Corporation | $817.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SHULMAN DEMEO ASSET MANAGEMENT, LLC CRD 142897 | Lake Success, NY | Corporate platform LLC | $815.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LORNE STEINBERG WEALTH MANAGEMENT INC. CRD 290262 | Montreal, Quebec, CA | Corporate platform Corporation | $814.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ELDRIDGE INVESTMENT ADVISORS INC CRD 106380 | Manchester, NH | Corporate platform Corporation | $814.3M | 8 advisors | Percentage of AUM | View | |
| CLARITAS CAPITAL CRD 329689 | Nashville, TN | Corporate platform Corporation | $814.0M | 6 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. CRD 298353 | Highlands Ranch, CO | Corporate platform Corporation | $813.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ASSETBUILDER, INC. CRD 142665 | Allen, TX | Corporate platform Corporation | $812.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| NELSON CAPITAL MANAGEMENT, LLC CRD 129776 | Menlo Park, CA | Corporate platform LLC | $810.8M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| INVESTMENT MANAGEMENT ASSOCIATES CRD 110900 | Greenwood Village, CO | Corporate platform Corporation | $810.0M | 4 advisors | Percentage of AUM; CONSULTING FEE BASED ON ASSET SIZE | View | |
| THE ADVOCATE GROUP, LLC CRD 155270 | Minnetonka, MN | Corporate platform LLC | $809.9M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| THE ADVISORY GROUP OF SAN FRANCISCO, LLC CRD 108110 | San Francisco, CA | Corporate platform LLC | $809.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View |