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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 | |||||
|---|---|---|---|---|---|---|---|
| WINSLOW ASSET MANAGEMENT INC CRD 106337 | Beachwood, OH | Corporate platform Corporation | $626.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CROSSTIMBERS CAPITAL GROUP, LLC CRD 285144 | Houston, TX | Corporate platform LLC | $626.2M | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EPSILON FINANCIAL GROUP, INC. CRD 111990 | Fairfield, CA | Corporate platform Corporation | $626.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B&C FINANCIAL ADVISORS CRD 110295 | Ponte Vedra Beach, FL | Corporate platform Corporation | $626.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDIA INVESTMENT MANAGEMENT LP CRD 311098 | Boston, MA | Corporate platform LP | $625.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CLIMBER CAPITAL SA CRD 284784 | Nyon, Vaud, CA | Corporate platform Corporation | $625.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PVG ASSET MANAGEMENT CORP CRD 105541 | Centennial, CO | Corporate platform Corporation | $624.9M | 6 advisors | Percentage of AUM | View | |
| BRAVE FAMILY ADVISORS CRD 108512 | Summit, NJ | Corporate platform Corporation | $624.3M | 5 advisors | Percentage of AUM | View | |
| LOUNTZIS ASSET MANAGEMENT, LLC CRD 118923 | Wyomissing, PA | Corporate platform LLC | $624.1M | 3 advisors | Percentage of AUM | View | |
| MACHINE INVESTMENT GROUP, LP CRD 315219 | New York, NY | Corporate platform LP | $623.7M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SHERRILL & HUTCHINS FINANCIAL ADVISORY INC CRD 105302 | Atlanta, GA | Corporate platform Corporation | $623.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DHJJ FINANCIAL ADVISORS CRD 107034 | Naperville, IL | Corporate platform Corporation | $623.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FCA CORP CRD 110658 | Houston, TX | Corporate platform Corporation | $623.1M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAPANOWICZ FINANCIAL CRD 157523 | Pittsburgh, PA | Corporate platform Corporation | $622.3M | 7 advisors | Percentage of AUM; PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME | View | |
| GATEWOOD CAPITAL MANAGEMENT LLC CRD 282128 | New York, NY | Corporate platform LLC | $622.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| 12TH STREET ASSET MANAGEMENT CRD 153528 | Nashville, TN | Corporate platform LLC | $621.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AVISO WEALTH MANAGEMENT CRD 108146 | Bellevue, WA | Corporate platform Corporation | $621.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTUS WEALTH GROUP, LLC CRD 287848 | Colorado Springs, CO | Corporate platform LLC | $620.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL ADVISERS, INC. CRD 118442 | Raleigh, NC | Corporate platform Corporation | $620.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BNA WEALTH CRD 39326 | Rock Hill, SC | Corporate platform Corporation | $619.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CORUS FAMILY WEALTH ADVISORS, INC. CRD 114702 | Mckinney, TX | Corporate platform Corporation | $619.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RED ARTS CAPITAL MANAGEMENT, LLC CRD 316396 | Chicago, IL | Corporate platform LLC | $619.5M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BANNER CAPITAL MANAGEMENT, LLC CRD 326949 | Lehi, UT | Corporate platform LLC | $619.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TRI-AD CAPITAL MANAGEMENT I, LLC CRD 324364 | Escondido, CA | Corporate platform LLC | $619.0M | 1 advisors | Percentage of AUM; Fixed fees | View |