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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 | |||||
|---|---|---|---|---|---|---|---|
| BUTTONWOOD FINANCIAL GROUP, LLC CRD 151164 | Kansas City, MO | Corporate platform LLC | $659.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DECAGON ASSET MANAGEMENT LLP CRD 319363 | London | Corporate platform LLP | $659.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| OPTIMA ASSET MANAGEMENT INC CRD 106095 | Dallas, TX | Corporate platform Corporation | $657.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SPECTRUM ASSET MANAGEMENT INC CRD 111007 | Newport Beach, CA | Corporate platform Corporation | $657.3M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THRIVE CAPITAL MANAGEMENT, LLC CRD 281347 | Fort Washington, PA | Corporate platform LLC | $656.7M | 13 advisors | Percentage of AUM; Hourly charges | View | |
| OLD GLORY ASSET MANAGEMENT LLC CRD 126013 | Malvern, PA | Corporate platform LLC | $655.9M | 2 advisors | Percentage of AUM | View | |
| CORNELL POCHILY INVESTMENT ADVISORS, INC. CRD 145355 | Ithaca, NY | Corporate platform Corporation | $654.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLABORATIVE WEALTH CRD 142106 | Lake Mary, FL | Corporate platform Corporation | $653.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RINGS CAPITAL MANAGEMENT LLC CRD 166601 | Chicago, IL | Corporate platform LLC | $653.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COLLEGIATE CAPITAL MANAGEMENT, INC. CRD 118205 | Raleigh, NC | Corporate platform Corporation | $653.0M | 4 advisors | Percentage of AUM | View | |
| WEBER ASSET MANAGEMENT, INC. CRD 106267 | Lake Success, NY | Corporate platform Corporation | $651.5M | 7 advisors | Percentage of AUM | View | |
| ADVANCED ASSET MANAGEMENT ADVISORS, INC. CRD 119859 | Dublin, OH | Corporate platform Corporation | $651.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MONEX ASSET MANAGEMENT, INC. CRD 148123 | Houston, TX | Corporate platform Corporation | $650.9M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| ANDA ASSET MANAGEMENT CO., LTD. CRD 165123 | Seoul | Corporate platform Other (specify) | $650.0M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| MIDWEST PROFESSIONAL PLANNERS, LTD. CRD 112995 | Wausau, WI | Corporate platform Corporation | $649.3M | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DALE K. EHRHART, INC. CRD 35971 | Venice, FL | Corporate platform Corporation | $648.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| REAP FINANCIAL GROUP, LLC CRD 144560 | Austin, TX | Corporate platform LLC | $648.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5C CAPITAL MANAGEMENT, LLC CRD 284213 | Woodcliff Lake, NJ | Corporate platform LLC | $648.1M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALTUM CAPITAL MANAGEMENT, LLC CRD 160123 | New York, NY | Corporate platform LLC | $647.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GPB CAPITAL HOLDINGS, LLC CRD 169825 | Greenwich, CT | Corporate platform LLC | $646.2M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAMBRIDGE FINANCIAL GROUP, LLC CRD 117428 | Tucson, AZ | Corporate platform LLC | $645.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRIUMPH CAPITAL MANAGEMENT CRD 282814 | Denver, CO | Corporate platform Corporation | $645.6M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHANKERVALLEAU WEALTH ADVISORS, INC. CRD 117527 | Skokie, IL | Corporate platform Corporation | $645.3M | 6 advisors | Percentage of AUM | View | |
| DAFNA CAPITAL MANAGEMENT, LLC CRD 129053 | Los Angeles, CA | Corporate platform LLC | $645.2M | 7 advisors | Percentage of AUM; Performance-based fees | View |