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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 | |||||
|---|---|---|---|---|---|---|---|
| FIRE CAPITAL MANAGEMENT, LLC CRD 299218 | CA | Corporate platform LLC | $635.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHWEST FINANCIAL SERVICES INC CRD 106805 | Indianapolis, IN | Corporate platform Corporation | $634.9M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| STANLEY CAPITAL MANAGEMENT, LLC CRD 156468 | Houston, TX | Corporate platform LLC | $634.6M | 3 advisors | Performance-based fees | View | |
| SIMCOE CAPITAL MANAGEMENT, LLC CRD 161985 | New York, NY | Corporate platform LLC | $633.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| THE SALVETTI GROUP CRD 324974 | Sacramento, CA | Corporate platform LLC | $633.7M | 4 advisors | Percentage of AUM | View | |
| KENNEDY INVESTMENT GROUP CRD 322605 | West Deptford, NJ | Corporate platform Corporation | $633.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| VICKERMAN INVESTMENT ADVISORS, INC. CRD 313240 | Spokane, WA | Corporate platform Corporation | $632.3M | 5 advisors | Percentage of AUM | View | |
| FORTEM FINANCIAL GROUP, LLC CRD 291662 | Palm Desert, CA | Corporate platform LLC | $631.9M | 6 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. CRD 161288 | IN | Corporate platform Corporation | $631.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAK RETIREMENT PLANNING, INC. CRD 317592 | Columbus, OH | Corporate platform Corporation | $631.0M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| STUART INVESTMENT ADVISORS, INC. CRD 109995 | Austin, TX | Corporate platform Corporation | $630.5M | 2 advisors | Percentage of AUM | View | |
| ACCUVEST GLOBAL ADVISORS, INC. CRD 134096 | Provo, UT | Corporate platform Corporation | $630.5M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DAVIDSON CAPITAL MANAGEMENT, INC CRD 112232 | Corpus Christi, TX | Corporate platform Corporation | $630.3M | 4 advisors | Percentage of AUM | View | |
| NEUMANN CAPITAL MANAGEMENT CRD 112182 | Foster City, CA | Corporate platform LLC | $630.3M | 4 advisors | Percentage of AUM | View | |
| SEARLE & CO. CRD 13035 | Greenwich, CT | Corporate platform Corporation | $629.9M | 7 advisors | Percentage of AUM; Commissions | View | |
| PHAROS CAPITAL GROUP, LLC CRD 158849 | Brentwood, TN | Corporate platform LLC | $629.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SOLAS CAPITAL MANAGEMENT, LLC CRD 159962 | Darien, CT | Corporate platform LLC | $629.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE WEALTH MANAGEMENT CRD 106950 | Westlake, OH | Corporate platform Corporation | $628.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEM ASSET MANAGEMENT, LLC CRD 124332 | Plymouth, MI | Corporate platform LLC | $628.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MERIDIAN INVESTMENT ADVISORS, INC. CRD 107593 | Indianapolis, IN | Corporate platform Corporation | $628.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINDEC WEALTH SERVICES, INC. CRD 311949 | Stockton, CA | Corporate platform Corporation | $627.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALJIAN CAPITAL MANAGEMENT CRD 167381 | Carson City, NV | Corporate platform LLC | $627.8M | 3 advisors | Percentage of AUM | View | |
| KUTSCHER BENNER BARSNESS & STEVENS, INC. CRD 107475 | Seattle, WA | Corporate platform Corporation | $627.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEEPWATER ASSET MANAGEMENT, LLC CRD 316507 | Minneapolis, MN | Corporate platform LLC | $626.7M | 8 advisors | Percentage of AUM; Performance-based fees | View |