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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 | |||||
|---|---|---|---|---|---|---|---|
| BLACK SWIFT GROUP, LLC CRD 286084 | Boulder, CO | Corporate platform LLC | $694.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MONEDA USA, INC. CRD 157833 | New York, NY | Corporate platform Corporation | $694.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CAMBRIDGE ADVISORS INC CRD 104851 | Omaha, NE | Corporate platform Corporation | $693.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BW & ASSOCIATES, INC. CRD 116471 | Orange, CA | Corporate platform Corporation | $692.8M | 2 advisors | Percentage of AUM | View | |
| VERECAN CAPITAL MANAGEMENT INC. CRD 336801 | Halifax, OH | Corporate platform Corporation | $692.7M | 18 advisors | Percentage of AUM | View | |
| COVENANT ASSET MANAGEMENT, LLC CRD 108567 | Chester, NJ | Corporate platform LLC | $692.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAMSEY QUANTITATIVE SYSTEMS, INC. CRD 175257 | Louisville, KY | Corporate platform Corporation | $691.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LAZARI CAPITAL MANAGEMENT, INC. CRD 172932 | Burbank, CA | Corporate platform Corporation | $691.1M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. CRD 152104 | Coral Gables, FL | Corporate platform Corporation | $690.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILESTONE ASSET MANAGEMENT, LLC CRD 310441 | Pittsburgh, PA | Corporate platform LLC | $690.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLAN GROUP FINANCIAL, INC. CRD 116508 | Oklahoma City, OK | Corporate platform Corporation | $690.3M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| FAMILY INVESTMENT CENTER CRD 113799 | Saint Joseph, MO | Corporate platform Corporation | $689.3M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAST END FINANCIAL GROUP, INC. CRD 110584 | Riverhead, NY | Corporate platform Corporation | $689.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 9YARDS CAPITAL MANAGEMENT LP CRD 299727 | New York, NY | Corporate platform LP | $687.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MAROTTA WEALTH MANAGEMENT, INC. CRD 115645 | Charlottesville, VA | Corporate platform Corporation | $686.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHERN FINANCIAL ADVISORS, INC CRD 121088 | Bloomfield Hills, MI | Corporate platform Corporation | $684.0M | 9 advisors | Fixed fees | View | |
| PHOCAS FINANCIAL CORPORATION CRD 135470 | Alameda, CA | Corporate platform Corporation | $682.7M | 5 advisors | Percentage of AUM | View | |
| RC CAPITAL CRD 162297 | Cincinnati, OH | Corporate platform Corporation | $682.1M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| VENTIRA PRIVATE WEALTH MANAGEMENT LTD. CRD 164792 | Zurich, FL | Corporate platform Corporation | $682.0M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| BROAD RUN INVESTMENT MANAGEMENT, LLC CRD 165067 | Arlington, VA | Corporate platform LLC | $681.8M | 4 advisors | Percentage of AUM | View | |
| DASH INVESTMENTS CRD 135281 | Woodland Hills, CA | Corporate platform Corporation | $681.6M | 7 advisors | Percentage of AUM | View | |
| SYNERGY INVESTMENT MANAGEMENT LLC CRD 305961 | Altamonte Springs, FL | Corporate platform LLC | $681.5M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| LEES MONSOUR GROUP CRD 318023 | Shreveport, LA | Corporate platform LLC | $681.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VON BORSTEL & ASSOCIATES CRD 309746 | The Dalles, OR | Corporate platform Corporation | $680.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |