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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 | |||||
|---|---|---|---|---|---|---|---|
| PLANNED SOLUTIONS, INC. CRD 105052 | Folsom, CA | Corporate platform Corporation | $671.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| MONTROSE ADVISORS INC CRD 105918 | New York, NY | Corporate platform Corporation | $670.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST FINANCIAL COACHING, INC. CRD 152070 | Mt. Clemens, MI | Corporate platform Corporation | $670.6M | 14 advisors | Fixed fees; SOLICITORS FEES | View | |
| NORTHLEAF CAPITAL ADVISORS LTD. CRD 145014 | Toronto, Ontario | Corporate platform Corporation | $670.4M | 70 advisors | Percentage of AUM; Performance-based fees | View | |
| LOMBARD ADVISERS INCORPORATED CRD 108231 | Baltimore, MD | Corporate platform Corporation | $669.8M | 30 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC CAPITAL CRD 159294 | Corona, CA | Corporate platform Corporation | $668.6M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| THE OAK RIDGE FINANCIAL SERVICES GROUP, INC CRD 42941 | Golden Valley, MN | Corporate platform Corporation | $668.6M | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPYRE WEALTH PARTNERS CRD 107212 | Overland Park, KS | Corporate platform Corporation | $668.3M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OPENGATE CAPITAL MANAGEMENT, LLC CRD 213518 | New York, NY | Corporate platform LLC | $666.8M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| IRC WEALTH CRD 132022 | Atlanta, GA | Corporate platform Corporation | $666.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| PRESTIGE WEALTH MANAGEMENT GROUP, LLC CRD 127381 | Flemington, NJ | Corporate platform LLC | $666.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS CAPITAL CORPORATION CRD 112323 | Braintree, MA | Corporate platform Corporation | $663.6M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC CRD 115120 | Dallas, TX | Corporate platform LLC | $663.2M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CALVERT STREET CAPITAL PARTNERS, INC. CRD 158096 | Towson, MD | Corporate platform Corporation | $663.1M | 17 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CRUDEN BAY INVESTMENT MANAGEMENT, LLC CRD 284787 | Westlake Village, CA | Corporate platform LLC | $663.1M | 4 advisors | Percentage of AUM | View | |
| BARE WEALTH ADVISORS CRD 328043 | Gap, PA | Corporate platform Corporation | $662.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| PENDER CAPITAL MANAGEMENT, LLC CRD 281448 | Dallas, TX | Corporate platform LLC | $661.4M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE GENWEALTH GROUP, INC. CRD 154569 | Maplewood, NJ | Corporate platform Corporation | $661.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BANORTE ASSET MANAGEMENT, INC. CRD 290555 | Houston, TX | Corporate platform Corporation | $661.2M | 17 advisors | Percentage of AUM | View | |
| WILLIAMS ASSET MANAGEMENT CRD 338196 | Columbia, MD | Corporate platform Corporation | $661.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HOLDERNESS INVESTMENTS CO CRD 106530 | Greensboro, NC | Corporate platform Corporation | $660.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODLANDER INVESTMENT MANAGEMENT, LLC CRD 317830 | Dallas, TX | Corporate platform LLC | $660.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHSTAR ASSET MANAGEMENT COMPANY, LLC CRD 328279 | Blue Bell, PA | Corporate platform LLC | $659.8M | 2 advisors | Percentage of AUM | View | |
| ARCHER CAPITAL GROUP MANAGEMENT, LLC CRD 317047 | Los Angeles, CA | Corporate platform LLC | $659.6M | 8 advisors | Percentage of AUM; Performance-based fees | View |