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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 | |||||
|---|---|---|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. CRD 286005 | Fort Lauderdale, FL | Corporate platform Corporation | $722.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE BRYDON GROUP CRD 324247 | Washington, D.c., DC | Corporate platform LLC | $721.5M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| DECAGON ASSET MANAGEMENT (US) LP CRD 322135 | New York, NY | Corporate platform LP | $720.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MATERETSKY FINANCIAL GROUP CRD 292353 | Boynton Beach, FL | Corporate platform Corporation | $720.8M | 4 advisors | Percentage of AUM | View | |
| RS CRUM INC. CRD 158621 | Newport Beach, CA | Corporate platform Corporation | $720.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TOWERCREST CAPITAL MANAGEMENT, LLC CRD 152069 | Newtown, PA | Corporate platform LLC | $717.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH MANAGEMENT ASSOCIATES, INC. CRD 117606 | Cherry Hill, NJ | Corporate platform Corporation | $717.4M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LYGH CAPITAL PTE. LTD. CRD 321637 | Singapore | Corporate platform Corporation | $716.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AISLING CAPITAL MANAGEMENT LP CRD 269994 | New York, NY | Corporate platform LP | $716.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MORIN PRIVATE CLIENT GROUP, LLC CRD 154565 | CA | Corporate platform LLC | $716.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| G. A. REPPLE & COMPANY CRD 17486 | Casselberry, FL | Corporate platform Corporation | $716.3M | 39 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| RBF WEALTH ADVISORS CRD 104771 | St.. Louis, MO | Corporate platform Corporation | $716.1M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTRIUS CAPITAL MANAGEMENT, INC. CRD 121529 | Novi, MI | Corporate platform Corporation | $716.0M | 8 advisors | Percentage of AUM | View | |
| FINANCIAL MANAGEMENT STRATEGIES, INC. CRD 120818 | Broadview Hts., OH | Corporate platform Corporation | $714.2M | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA INVESTMENT CONSULTING GROUP, LLC CRD 139721 | Milwaukee, WI | Corporate platform LLC | $713.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ESSEX INVESTMENT MANAGEMENT COMPANY, LLC CRD 109962 | Boston, MA | Corporate platform LLC | $712.7M | 9 advisors | Percentage of AUM | View | |
| EXCALIBUR MANAGEMENT CORP CRD 110836 | Waltham, MA | Corporate platform Corporation | $712.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ASTON CAPITAL MANAGEMENT CRD 291310 | Coral Gables, FL | Corporate platform LLC | $711.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES CRD 311385 | Eden Prairie, MN | Corporate platform Corporation | $711.0M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| LIFELONG WEALTH ADVISORS, INC. CRD 331847 | Arden Hills, MN | Corporate platform Corporation | $710.4M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| THE CAPITAL MANAGEMENT CORPORATION CRD 112242 | Glen Allen, VA | Corporate platform Corporation | $710.1M | 7 advisors | Percentage of AUM | View | |
| PEAK PLANNING GROUP, LLC CRD 289891 | Centennial, CO | Corporate platform LLC | $710.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC CRD 298254 | Westerville, OH | Corporate platform LLC | $709.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| NAVISTA WEALTH MANAGEMENT, INC. CRD 332373 | Minnetonka, MN | Corporate platform Corporation | $709.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |