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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 | |||||
|---|---|---|---|---|---|---|---|
| CENTURY MANAGEMENT FINANCIAL ADVISORS CRD 112308 | Austin, TX | Corporate platform Corporation | $679.5M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAXON FINANCIAL GROUP CRD 311687 | Houston, TX | Corporate platform Corporation | $679.1M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRASADA CAPITAL MANAGEMENT, LP CRD 147775 | Houston, TX | Corporate platform LP | $679.1M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGNAL SECURITIES, INC. CRD 15916 | Fort Worth, TX | Corporate platform Corporation | $679.1M | 23 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONUMENT GROUP WEALTH ADVISORS, LLC CRD 111908 | Concord, MA | Corporate platform LLC | $678.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOR WEALTH MANAGEMENT INC CRD 105902 | Cincinnati, OH | Corporate platform Corporation | $678.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HYPOSWISS ADVISORS SA CRD 157400 | Geneva, CA | Corporate platform Corporation | $678.3M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MTM INVESTMENT MANAGEMENT, LLC CRD 297500 | Spartanburg, SC | Corporate platform LLC | $678.1M | 5 advisors | Percentage of AUM | View | |
| CASTLE HARLAN, INC. CRD 158106 | New York, NY | Corporate platform Corporation | $678.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL STRATEGIES GROUP, INC CRD 289054 | Okemos, MI | Corporate platform Corporation | $677.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARDEROCK CAPITAL MANAGEMENT, INC. CRD 104570 | Chevy Chase, MD | Corporate platform Corporation | $677.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LEVERTY FINANCIAL GROUP, LLC CRD 310258 | Hudson, WI | Corporate platform LLC | $676.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOSTON RESEARCH AND MANAGEMENT, INC. CRD 107643 | Manchester, MA | Corporate platform Corporation | $676.2M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| STORDAHL CAPITAL MANAGEMENT, INC. CRD 287916 | Greenwood Village, CO | Corporate platform Corporation | $675.9M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| YIHENG CAPITAL MANAGEMENT, L.P. CRD 163812 | San Francisco, CA | Corporate platform LP | $675.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DEMMING FINANCIAL SERVICES CORP. CRD 120106 | Aurora, OH | Corporate platform Corporation | $675.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RDA FINANCIAL NETWORK CRD 147309 | Akron, IA | Corporate platform Corporation | $675.2M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEGIANCE FINANCIAL GROUP CRD 313110 | Vienna, VA | Corporate platform LLC | $675.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE GOFF FINANCIAL GROUP CRD 114796 | Houston, TX | Corporate platform LLC | $674.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRAL WEALTH MANAGEMENT CRD 146569 | Turlock, CA | Corporate platform Corporation | $673.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PINNACLE FINANCIAL GROUP LLC CRD 116600 | Western Springs, IL | Corporate platform LLC | $672.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFECYCLE FINANCIAL PLANNERS INC. CRD 290250 | Bloomfield Hills, MI | Corporate platform Corporation | $671.7M | 9 advisors | Fixed fees | View | |
| SPIRE CAPITAL MANAGEMENT LLC CRD 161581 | New York, NY | Corporate platform LLC | $671.5M | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| DIVERSIFI CAPITAL INC CRD 242788 | Los Altos, CA | Corporate platform Corporation | $671.4M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View |