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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL PLANS & STRATEGIES, INC. CRD 123793 | Greenwood, IN | Corporate platform Corporation | $610.6M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEINAND FINANCIAL, INC. CRD 328590 | Lacey, WA | Corporate platform Corporation | $610.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERRA CAPITAL MANAGEMENT, LLC CRD 155860 | Englewood, NJ | Corporate platform LLC | $610.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| WISE PLANNING, INC. CRD 123821 | CA | Corporate platform Corporation | $610.3M | 6 advisors | Hourly charges; Fixed fees | View | |
| ENDOWMENT WEALTH MANAGEMENT, INC. CRD 108652 | Appleton, WI | Corporate platform Corporation | $609.2M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CORNERSTONE WEALTH ADVISORS, INC. CRD 124947 | Edina, MN | Corporate platform Corporation | $608.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| BEACON HARBOR WEALTH ADVISORS CRD 300243 | Virginia Beach, VA | Corporate platform Corporation | $608.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCAPITA INVESTMENT MANAGEMENT US INC. CRD 168148 | Atlanta, GA | Corporate platform Corporation | $607.3M | 8 advisors | Percentage of AUM | View | |
| THE ENTERPRISE INVESTMENT COMPANY CRD 116889 | Farmington Hills, MI | Corporate platform Corporation | $607.1M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| DREXEL MORGAN & CO. CRD 151053 | Radnor, PA | Corporate platform Corporation | $607.0M | 2 advisors | Percentage of AUM | View | |
| CANARAS CAPITAL MANAGEMENT, LLC CRD 142766 | New York, NY | Corporate platform LLC | $606.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CALDWELL SUTTER CAPITAL, INC. CRD 10489 | Sausalito, CA | Corporate platform Corporation | $605.7M | 5 advisors | Percentage of AUM | View | |
| PROSTATIS FINANCIAL ADVISORS GROUP CRD 132662 | Hanover, MD | Corporate platform LLC | $605.4M | 16 advisors | Percentage of AUM; Hourly charges | View | |
| KAH CAPITAL MANAGEMENT, LLC CRD 298287 | Mclean, VA | Corporate platform LLC | $605.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLAS BROWN CRD 133408 | Louisville, KY | Corporate platform Corporation | $605.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| INSTITUTIONAL CAPITAL MANAGEMENT, INC. CRD 108986 | CO | Corporate platform Corporation | $605.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROALTUS USA CRD 310955 | TX | Corporate platform Corporation | $604.9M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LAGO ASSET MANAGEMENT CRD 305631 | Chicago, IL | Corporate platform LLC | $604.9M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE WEALTH ADVISORS CRD 312545 | Cincinnati, OH | Corporate platform Corporation | $604.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ACKERMAN CAPITAL MANAGEMENT CRD 123824 | Dallas, TX | Corporate platform LLC | $604.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DEUTERIUM CAPITAL MANAGEMENT, LLC CRD 294051 | Clearwater, FL | Corporate platform LLC | $603.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TUCKER ASSET MANAGEMENT LLC CRD 174844 | Littleton, CO | Corporate platform LLC | $603.6M | 69 advisors | Percentage of AUM; Hourly charges | View | |
| VENDERA MANAGEMENT HOLDINGS, LLC CRD 175116 | Dallas, TX | Corporate platform LLC | $602.8M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ENDEAVOUR CAPITAL ADVISORS INC. CRD 137689 | Greenwich, CT | Corporate platform Corporation | $602.7M | 4 advisors | Percentage of AUM; Performance-based fees | View |