Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| LUNT CAPITAL MANAGEMENT INC. CRD 125183 | Holladay, UT | Corporate platform Corporation | $601.5M | 3 advisors | Percentage of AUM | View | |
| STEVENS CAPITAL PARTNERS CRD 317517 | Omaha, NE | Corporate platform Corporation | $600.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAINSAIL ASSET MANAGEMENT, LLC CRD 128373 | Birmingham, AL | Corporate platform LLC | $598.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC CRD 147814 | Carmel, CA | Corporate platform Corporation | $598.7M | 8 advisors | Percentage of AUM | View | |
| AVATHON CAPITAL MANAGEMENT LP CRD 332243 | Chicago, IL | Corporate platform LP | $598.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITENER CAPITAL MANAGEMENT, INC CRD 106865 | Rocky Mount, NC | Corporate platform Corporation | $598.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CONCORDE ASSET MANAGEMENT, LLC CRD 140367 | Ann Arbor, MI | Corporate platform LLC | $598.4M | 67 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VELOCITY CAPITAL MANAGEMENT LLC CRD 321641 | New York, NY | Corporate platform LLC | $598.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BROOKSTONE ASSET MANAGEMENT, LLC CRD 153467 | Wheaton, IL | Corporate platform LLC | $597.9M | 4 advisors | Percentage of AUM | View | |
| MAYTUS CAPITAL MANAGEMENT, LLC CRD 288640 | New York, NY | Corporate platform LLC | $597.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JAFFA CAPITAL MANAGEMENT LLC CRD 325411 | Clifton, NJ | Corporate platform LLC | $597.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MEASURED RISK PORTFOLIOS CRD 141422 | San Diego, CA | Corporate platform Corporation | $597.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CFCI CRD 128257 | Bloomington, IN | Corporate platform Corporation | $595.6M | 21 advisors | Percentage of AUM; Hourly charges | View | |
| ENDEAVOR PRIVATE WEALTH, INC. CRD 313053 | Topeka, KS | Corporate platform Corporation | $595.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFFINITY INVESTMENT GROUP, LLC CRD 117191 | Exeter, NH | Corporate platform LLC | $595.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OCTAHEDRON CAPITAL MANAGEMENT, L.P. CRD 309209 | Burlingame, CA | Corporate platform LP | $594.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL RESOURCE MANAGEMENT,INC. CRD 106768 | Deerfield, IL | Corporate platform Corporation | $593.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FUND DIRECT ADVISORS INC. CRD 155363 | Greensboro, NC | Corporate platform Corporation | $593.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GREENSLEDGE ASSET MANAGEMENT LLC CRD 307732 | Glastonbury, CT | Corporate platform LLC | $592.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GDA LUMA CAPITAL MANAGEMENT, LP CRD 314502 | Miami, FL | Corporate platform LP | $592.4M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| POEHLING CAPITAL MANAGEMENT, INC. CRD 131668 | Madison, WI | Corporate platform Corporation | $591.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE LEGACY FINANCIAL GROUP, INC. CRD 135059 | Tulsa, OK | Corporate platform Corporation | $590.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MASTER'S WEALTH MANAGEMENT INC. CRD 328693 | Leola, PA | Corporate platform Corporation | $589.5M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| VOISARD ASSET MANAGEMENT GROUP CRD 118048 | Grand Rapids, MI | Corporate platform Corporation | $589.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |