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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 | |||||
|---|---|---|---|---|---|---|---|
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP CRD 313103 | Portland, OR | Corporate platform Corporation | $808.9M | 4 advisors | Percentage of AUM | View | |
| SUNBURST FINANCIAL GROUP, LLC CRD 283605 | Vestavia Hills, AL | Corporate platform LLC | $808.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RMWC CRD 147359 | New York, NY | Corporate platform Corporation | $807.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVENTUS AG CRD 167142 | Zurich, TX | Corporate platform Corporation | $807.2M | 3 advisors | Percentage of AUM | View | |
| MAYFAIR ADVISORY GROUP, LLC CRD 304668 | Birmingham, AL | Corporate platform LLC | $806.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| DROMS STRAUSS WEALTH MANAGEMENT CRD 108620 | St.. Louis, MO | Corporate platform Corporation | $806.3M | 5 advisors | Percentage of AUM | View | |
| FIRESTONE CAPITAL MANAGEMENT INC CRD 106366 | South Miami, FL | Corporate platform Corporation | $806.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHSTAR ASSET MANAGEMENT, INC CRD 107138 | Boston, MA | Corporate platform Corporation | $805.9M | 9 advisors | Percentage of AUM | View | |
| HENRICKSON NAUTA WEALTH ADVISORS, INC. CRD 141201 | Belmont, MI | Corporate platform Corporation | $805.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATHMORE CAPITAL ADVISORS CRD 135008 | Charlotte, NC | Corporate platform Corporation | $805.0M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| MASTERS CAPITAL MANAGEMENT, L.L.C. CRD 137605 | Atlanta, GA | Corporate platform LLC | $804.6M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BARNEGAT FUND MANAGEMENT INC. CRD 158347 | Hoboken, NJ | Corporate platform Corporation | $803.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLECLAW CAPITAL MANAGEMENT LLC CRD 134045 | Boston, MA | Corporate platform LLC | $803.3M | 4 advisors | Percentage of AUM | View | |
| POETIC GROUP LLC CRD 293886 | Hackensack, NJ | Corporate platform LLC | $802.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE L. WARNER COMPANIES, INC CRD 108001 | Timonium, MD | Corporate platform Corporation | $802.4M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COMPASS GROUP EQUITY PARTNERS CRD 317244 | St.. Louis, MO | Corporate platform LLC | $801.5M | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| KUHN ADVISORS, INC. CRD 117816 | Durham, NC | Corporate platform Corporation | $800.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPTON WEALTH ADVISORY GROUP, LLC CRD 281732 | Virginia Beach, VA | Corporate platform LLC | $800.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAFFER TENGLER INVESTMENTS, INC. CRD 108068 | Nashville, TN | Corporate platform Corporation | $800.1M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREEKMUR ASSET MANAGEMENT, LLC CRD 306903 | Morton, IL | Corporate platform LLC | $800.0M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAROLINA WEALTH MANAGEMENT, INC. CRD 131393 | Greenville, NC | Corporate platform Corporation | $798.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCNAMARA FINANCIAL SERVICES, INC. CRD 154311 | Marshfield, MA | Corporate platform Corporation | $797.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROFFITT & GOODSON INC. CRD 105278 | Knoxville, TN | Corporate platform Corporation | $797.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOLGER NOLAN FLEMING DOUGLAS INCORPORATED CRD 319 | Washington, DC | Corporate platform Corporation | $797.4M | 22 advisors | Percentage of AUM | View |