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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 | |||||
|---|---|---|---|---|---|---|---|
| ALPHA CAPITAL MANAGEMENT GROUP LLC CRD 283624 | Denver, CO | Corporate platform LLC | $734.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ABLE FINANCIAL GROUP, LLC CRD 323646 | Scottsdale, AZ | Corporate platform LLC | $732.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKBA CAPITAL MANAGEMENT, LLC CRD 108542 | San Francisco, CA | Corporate platform LLC | $732.0M | 5 advisors | Percentage of AUM; PERCENTAGE OF MODEL PORTFOLIO ASSETS | View | |
| NEWMAN DIGNAN & SHEERAR, INC CRD 107565 | Providence, RI | Corporate platform Corporation | $731.3M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SEVENBRIDGE FINANCIAL GROUP, LLC CRD 281037 | Harrisburg, PA | Corporate platform LLC | $731.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTUM FINANCIAL SERVICES INC. CRD 121631 | Indianapolis, IN | Corporate platform Corporation | $730.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TILLER PRIVATE WEALTH, INC. CRD 111268 | Bethlehem, PA | Corporate platform Corporation | $730.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| IPSWICH INVESTMENT MANAGEMENT COMPANY, INC CRD 106625 | Beverly, MA | Corporate platform Corporation | $730.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CARBON DIRECT CAPITAL MANAGEMENT LLC CRD 317548 | New York, NY | Corporate platform LLC | $729.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| VARIANT CRD 306409 | New York, NY | Corporate platform Corporation | $729.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HUBER CAPITAL MANAGEMENT LLC CRD 143344 | El Segundo, CA | Corporate platform LLC | $729.2M | 6 advisors | Percentage of AUM | View | |
| LESKO SECURITIES, INC. CRD 10091 | Vestal, NY | Corporate platform Corporation | $728.5M | 12 advisors | Percentage of AUM; Hourly charges | View | |
| COOPERATIVE FUNERAL FUND INC CRD 107631 | Madison, CT | Corporate platform Corporation | $727.8M | 2 advisors | Percentage of AUM | View | |
| TRADEWINDS CAPITAL MANAGEMENT, LLC CRD 145934 | Bellingham, WA | Corporate platform LLC | $727.3M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTUM FINANCIAL PLANNING SERVICES, INC. CRD 115877 | Spokane, WA | Corporate platform Corporation | $727.2M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVER HEIGHTS CAPITAL MANAGEMENT INC. CRD 284757 | Toronto, Ontario | Corporate platform Corporation | $727.1M | 2 advisors | Percentage of AUM | View | |
| WOODSTOCK WEALTH MANAGEMENT, INC. CRD 283472 | Woodstock, GA | Corporate platform Corporation | $726.6M | 26 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KAYDAN WEALTH MANAGEMENT, INC. CRD 108964 | Fenton, MI | Corporate platform Corporation | $726.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RENAISSANCE INVESTMENT GROUP, LLC CRD 153679 | Lenox, MA | Corporate platform LLC | $726.1M | 5 advisors | Percentage of AUM | View | |
| BRIGHT FINANCIAL ADVISORS, INC. CRD 107931 | Portage, MI | Corporate platform Corporation | $725.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM INVESTMENT MANAGEMENT CRD 174058 | Miami, FL | Corporate platform LLC | $725.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THE PATTEN GROUP, INC. CRD 168255 | Chattanooga, TN | Corporate platform Corporation | $725.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKER INVESTMENT MANAGEMENT, LLC CRD 112798 | CA | Corporate platform LLC | $725.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUNORTH CAPITAL MANAGEMENT, LLC CRD 165285 | Kalamazoo, MI | Corporate platform LLC | $724.5M | 4 advisors | Percentage of AUM; Fixed fees | View |