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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 | |||||
|---|---|---|---|---|---|---|---|
| PARATUS FINANCIAL, INC. CRD 133361 | Dallas, TX | Corporate platform Corporation | $757.4M | 7 advisors | Hourly charges; Fixed fees | View | |
| HI-LINE CAPITAL MANAGEMENT, LLC CRD 149522 | Watertown, SD | Corporate platform LLC | $756.6M | 2 advisors | Percentage of AUM | View | |
| G2 CAPITAL MANAGEMENT, LLC CRD 286521 | Columbus, OH | Corporate platform LLC | $756.5M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MOLLER WEALTH PARTNERS CRD 110493 | Northfield, IL | Corporate platform Corporation | $755.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE FIN CAPITAL, INC. CRD 108451 | Warren, RI | Corporate platform Corporation | $755.9M | 2 advisors | Percentage of AUM | View | |
| SAGEGUARD FINANCIAL GROUP, LLC CRD 160266 | Goodlettsville, TN | Corporate platform LLC | $755.7M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOTAL CLARITY WEALTH MANAGEMENT, INC CRD 142728 | St.. Charles, IL | Corporate platform Corporation | $755.4M | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALIGHT CAPITAL MANAGEMENT LP CRD 174705 | New York, NY | Corporate platform LP | $754.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AIR ASSET MANAGEMENT CRD 288165 | Chicago, IL | Corporate platform LLC | $754.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NAVPOINT FINANCIAL, INC. CRD 109432 | Prior Lake, MN | Corporate platform Corporation | $752.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALLAST, INC. CRD 152695 | Lexington, KY | Corporate platform Corporation | $751.5M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NYMBUS CAPITAL INC. CRD 298214 | Montreal, Quebec | Corporate platform Corporation | $751.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| GATOR CAPITAL MANAGEMENT, LLC CRD 147067 | Tampa, FL | Corporate platform LLC | $751.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TILSON FINANCIAL GROUP INC CRD 110890 | New Providence, NJ | Corporate platform Corporation | $750.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEVENS FOSTER FINANCIAL ADVISORS CRD 115752 | Bloomington, MN | Corporate platform Corporation | $750.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HOPWOOD FINANCIAL SERVICES, INC. CRD 127927 | Reston, VA | Corporate platform Corporation | $750.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERDE CAPITAL MANAGEMENT, INC. CRD 147179 | Clarkston, MI | Corporate platform Corporation | $749.8M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SOUTHERNSUN ASSET MANAGEMENT LLC CRD 154572 | Memphis, TN | Corporate platform LLC | $749.4M | 15 advisors | Percentage of AUM | View | |
| CYTIUM INVESTMENT MANAGEMENT, LLC CRD 327890 | New York, NY | Corporate platform LLC | $749.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SFE INVESTMENT COUNSEL INC. CRD 145530 | Los Angeles, CA | Corporate platform Corporation | $748.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| PORTER WHITE INVESTMENT ADVISORS, INC. CRD 110876 | Birmingham, AL | Corporate platform Corporation | $748.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLER FINANCIAL PLANNING GROUP, INC. CRD 159564 | Columbus, OH | Corporate platform Corporation | $747.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETRA CAPITAL MANAGEMENT, INC. CRD 277042 | Seoul | Corporate platform Corporation | $747.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PAX FINANCIAL GROUP CRD 284164 | San Antonio, TX | Corporate platform LLC | $747.1M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View |