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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 | |||||
|---|---|---|---|---|---|---|---|
| DWM ASSET MANAGEMENT, LLC CRD 143224 | Stamford, CT | Corporate platform LLC | $645.0M | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| HERON BAY CAPITAL MANAGEMENT CRD 305537 | Bloomfield Hills, MI | Corporate platform LLC | $643.8M | 5 advisors | Percentage of AUM | View | |
| RICHARDS MERRILL WEALTH MANAGEMENT CRD 713 | Spokane, WA | Corporate platform Corporation | $643.6M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| HERITAGE WEALTH MANAGEMENT, INC. CRD 316956 | San Diego, CA | Corporate platform Corporation | $643.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CURASSET CAPITAL MANAGEMENT, LLC CRD 316522 | Newark, NJ | Corporate platform LLC | $643.2M | 6 advisors | Percentage of AUM | View | |
| CHAPIN DAVIS ASSET MANAGEMENT CRD 28116 | Baltimore, MD | Corporate platform Corporation | $642.8M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FINANCIAL RESOURCE CENTER CRD 316747 | Carmel, IN | Corporate platform Corporation | $642.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE HARBOR ADVISORS, INC. CRD 179523 | Houston, TX | Corporate platform Corporation | $642.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PHOENIX WEALTH ADVISORS INC. CRD 118412 | Chapel Hill, NC | Corporate platform Corporation | $641.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RIGGS ASSET MANAGEMENT CO INC CRD 107233 | Dallas, PA | Corporate platform Corporation | $640.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MWA FINANCIAL SERVICES, INC. CRD 112630 | Rock Island, IL | Corporate platform Corporation | $640.0M | 164 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WATCHMAN GROUP, INC. CRD 133690 | Plano, TX | Corporate platform Corporation | $639.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURPHY POHLAD ASSET MANAGEMENT LLC CRD 109973 | Eden Prairie, MN | Corporate platform LLC | $639.7M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CONCORD ASSET MANAGEMENT, LLC CRD 310710 | Abingdon, VA | Corporate platform LLC | $639.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CONSEQUENT CAPITAL MANAGEMENT, LLC CRD 285262 | Atlanta, GA | Corporate platform LLC | $639.3M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTHEAST ADVISERS, INC. CRD 108835 | Paoli, PA | Corporate platform Corporation | $639.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLATORE FINANCIAL, INC. CRD 143543 | The Woodlands, TX | Corporate platform Corporation | $638.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLORADO CAPITAL MANAGEMENT CRD 114011 | Boulder, CO | Corporate platform Corporation | $638.4M | 10 advisors | Percentage of AUM; Hourly charges | View | |
| HEMSLEY ADVISORS, LTD. CRD 106414 | Chicago, IL | Corporate platform Corporation | $638.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESOURCE FINANCIAL GROUP, LTD. CRD 119833 | Wilmette, IL | Corporate platform Corporation | $637.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TIMBER CREEK CAPITAL MANAGEMENT, LLC CRD 146220 | Boston, MA | Corporate platform LLC | $636.8M | 3 advisors | Percentage of AUM | View | |
| KARMEL CAPITAL MANAGEMENT LLC CRD 307701 | Solana Beach, CA | Corporate platform LLC | $636.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FISCHER FINANCIAL SERVICES INC CRD 104616 | Harrisburg, PA | Corporate platform Corporation | $636.1M | 3 advisors | Percentage of AUM | View | |
| THE ROXBOROUGH GROUP CRD 310949 | San Francisco, CA | Corporate platform LLC | $636.0M | 12 advisors | Percentage of AUM; Performance-based fees | View |