Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| WESTWIND CAPITAL CRD 106802 | Las Cruces, NM | Corporate platform Corporation | $795.9M | 8 advisors | Percentage of AUM | View | |
| MCRAE CAPITAL MANAGEMENT INC. CRD 104567 | Morristown, NJ | Corporate platform Corporation | $795.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| Q3 ASSET MANAGEMENT CORPORATION CRD 137839 | Birmingham, MI | Corporate platform Corporation | $794.7M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HURLOW WEALTH MANAGEMENT GROUP, INC. CRD 282587 | Bloomington, IN | Corporate platform Corporation | $794.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC CRD 310407 | Menlo Park, CA | Corporate platform LLC | $793.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CLAYTON FINANCIAL GROUP, LLC CRD 226729 | St.. Louis, MO | Corporate platform LLC | $793.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ACKERMAN ASSET MANAGEMENT, LLC CRD 137958 | MD | Corporate platform LLC | $793.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONARCH PLAN ADVISORS CRD 286612 | Simi Valley, CA | Corporate platform Corporation | $792.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| THE WEALTH COLLABORATIVE, INC. CRD 142618 | Corona Del Mar, CA | Corporate platform Corporation | $791.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARATHON CAPITAL MANAGEMENT CRD 119416 | Hunt Valley, MD | Corporate platform LLC | $790.1M | 4 advisors | Percentage of AUM | View | |
| LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC CRD 149487 | Stamford, CT | Corporate platform LLC | $790.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ASTARIS CAPITAL MANAGEMENT LLP CRD 160262 | London | Corporate platform LLP | $789.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTHILL FINANCIAL ADVISORS, INC. CRD 152506 | San Rafael, CA | Corporate platform Corporation | $789.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOEY INVESTMENTS, INC. CRD 152103 | Coatesville, PA | Corporate platform Corporation | $788.3M | 1 advisors | Percentage of AUM | View | |
| HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC CRD 297174 | Charlotte, NC | Corporate platform LLC | $788.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MMA ASSET MANAGEMENT LLC CRD 155426 | Conshohocken, PA | Corporate platform LLC | $787.8M | 18 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BELL INVESTMENT ADVISORS INC CRD 108383 | Orinda, CA | Corporate platform Corporation | $787.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYCAMORE FINANCIAL GROUP CRD 14143 | Kokomo, IN | Corporate platform Corporation | $787.4M | 4 advisors | Percentage of AUM | View | |
| CORNER CAPITAL MANAGEMENT, LLC CRD 317086 | New York, NY | Corporate platform LLC | $787.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| WARBURTON CAPITAL MANAGEMENT, LLC CRD 141969 | Tulsa, OK | Corporate platform LLC | $786.6M | 6 advisors | Percentage of AUM; FIXED MONTHLY FEES | View | |
| VESTGEN INVESTMENT MANAGEMENT CRD 118851 | Egg Harbor Twp., NJ | Corporate platform LLC | $786.6M | 16 advisors | Percentage of AUM; Hourly charges | View | |
| PIN OAK INVESTMENT ADVISORS INC CRD 105550 | Houston, TX | Corporate platform Corporation | $784.8M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FLAGSTAR ADVISORS, INC. CRD 104233 | New York, NY | Corporate platform Corporation | $784.3M | 37 advisors | Percentage of AUM | View | |
| AUGUSTINE ASSET MANAGEMENT INC CRD 105801 | Jacksonville, FL | Corporate platform Corporation | $783.3M | 4 advisors | Percentage of AUM | View |