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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 | |||||
|---|---|---|---|---|---|---|---|
| ROGAN & ASSOCIATES CRD 42762 | Safety Harbor, FL | Corporate platform Corporation | $709.6M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| LINCOLN PEAK CAPITAL MANAGEMENT, LLC CRD 292864 | Boston, MA | Corporate platform LLC | $706.5M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BOND & DEVICK WEALTH PARTNERS CRD 283682 | Saint Louis Park, MN | Corporate platform Corporation | $705.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REMPART ASSET MANAGEMENT CRD 154209 | Montreal, Quebec, TX | Corporate platform Corporation | $705.2M | 5 advisors | Percentage of AUM | View | |
| LATTICEWORK CAPITAL MANAGEMENT LLC CRD 281690 | Dallas, TX | Corporate platform LLC | $705.1M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HALTER FERGUSON FINANCIAL INC CRD 109563 | Carmel, IN | Corporate platform Corporation | $705.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WINDSOR CAPITAL MANAGEMENT, LLC CRD 116593 | Phoenix, AZ | Corporate platform LLC | $703.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CRD 148494 | Singapore City | Corporate platform Corporation | $702.7M | 4 advisors | FEES FROM PARENT COMPANY REVIEWED ANNUALLY | View | |
| SAFEGUARD INVESTMENT ADVISORY GROUP, LLC CRD 146132 | Corona, CA | Corporate platform LLC | $702.3M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| CORE WEALTH ADVISORS, INC. CRD 174386 | Lakeland, FL | Corporate platform Corporation | $702.1M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLYMPUS PEAK ASSET MANAGEMENT LP CRD 299460 | Greenwich, CT | Corporate platform LP | $702.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. CRD 109767 | Norwell, MA | Corporate platform Corporation | $701.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PREISZ FINANCIAL CRD 144469 | Portland, OR | Corporate platform Corporation | $701.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STILLWATER ASSET MANAGEMENT, LLC CRD 288535 | Stillwater, MN | Corporate platform LLC | $701.4M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ATLAS ASSET MANAGEMENT LLC CRD 173561 | Guaynabo, PR | Corporate platform LLC | $700.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 360 FINANCIAL CRD 168600 | Wayzata, MN | Corporate platform Corporation | $700.5M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HFM WEALTH MANAGEMENT CRD 105039 | West Hartford, CT | Corporate platform Corporation | $699.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACADIAN ASSET MANAGEMENT CRD 323400 | Singapore | Corporate platform Other (specify) | $697.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DIESSLIN GROUP, INC. CRD 110557 | Fort Worth, TX | Corporate platform Other (specify) | $696.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MALTESE CAPITAL MANAGEMENT, LLC CRD 138175 | New York, NY | Corporate platform LLC | $695.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| OPTIMUM QUANTVEST CORPORATION CRD 301469 | Dallas, TX | Corporate platform Corporation | $695.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGH FALLS ADVISORS, INC. CRD 108678 | Rochester, NY | Corporate platform Corporation | $694.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUESHIFT ASSET MANAGEMENT CRD 290637 | Red Bank, NJ | Corporate platform LLC | $694.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. CRD 226535 | Bristol, CT | Corporate platform Corporation | $694.3M | 27 advisors | Percentage of AUM · Hourly charges +2 more | View |