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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 | |||||
|---|---|---|---|---|---|---|---|
| TABOR ASSET MANAGEMENT, LP CRD 304666 | New York, NY | Corporate platform LP | $577.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BROGAN FINANCIAL CRD 133623 | Knoxville, TN | Corporate platform Corporation | $577.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANGELENO GROUP, LLC CRD 159677 | Beverly Hills, CA | Corporate platform LLC | $576.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NOMURA ASSET MANAGEMENT U.S.A. INC. CRD 108222 | New York, NY | Corporate platform Corporation | $576.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| REZNY WEALTH MANAGEMENT, INC. CRD 109638 | Fort Myers, FL | Corporate platform Corporation | $576.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BERKELEY, INC CRD 117667 | Boise, ID | Corporate platform Corporation | $573.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CURTIS ADVISORY GROUP, LLC CRD 151695 | Santa Barbara, CA | Corporate platform LLC | $573.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FSA ADVISORS, INC. CRD 286251 | Troy, MI | Corporate platform Corporation | $573.4M | 31 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC CRD 130132 | Lake Forest, IL | Corporate platform LLC | $572.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| G.W. SHERWOLD ASSOCIATES, INC. CRD 42186 | Lake Forest, CA | Corporate platform Corporation | $572.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ITHAKA GROUP, LLC CRD 146975 | Arlington, VA | Corporate platform LLC | $572.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CONNING INVESTMENT PRODUCTS, INC. CRD 120387 | Hartford, CT | Corporate platform Corporation | $572.0M | 5 advisors | Percentage of AUM | View | |
| CLEAN YIELD ASSET MANAGEMENT CRD 104826 | Norwich, VT | Corporate platform Corporation | $571.2M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SANCHEZ WEALTH MANAGEMENT GROUP, LLC CRD 169274 | Jacksonville, FL | Corporate platform LLC | $571.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFESTYLE ASSET MANAGEMENT, INC. CRD 157450 | Friendswood, TX | Corporate platform Corporation | $571.2M | 13 advisors | Percentage of AUM; Hourly charges | View | |
| TYRO CAPITAL MANAGEMENT, LLC CRD 312329 | Miami, FL | Corporate platform LLC | $570.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LOOM CAPITAL MANAGEMENT LLC CRD 174093 | New York, NY | Corporate platform LLC | $570.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GUMSHOE CAPITAL MANAGEMENT LLC CRD 328451 | New York, NY | Corporate platform LLC | $570.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TTP INVESTMENTS, INC. CRD 284082 | San Jose, CA | Corporate platform Corporation | $570.6M | 3 advisors | Percentage of AUM; FOR CLIENTS WHOSE MONEY WE DO NOT MANAGE - VERY INFREQUENT | View | |
| BAY HILLS CAPITAL MANAGEMENT, LLC CRD 158603 | San Francisco, CA | Corporate platform LLC | $569.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FREEDOM INVESTMENT MANAGEMENT, INC. CRD 126052 | South Windsor, CT | Corporate platform Corporation | $568.7M | 6 advisors | Percentage of AUM; MINIMUM MONTHLY ACCOUNT FEE | View | |
| RIA ADVISORY GROUP, LLC CRD 152566 | Des Moines, IA | Corporate platform LLC | $568.4M | 25 advisors | Percentage of AUM | View | |
| S.E.E.D. PLANNING GROUP, LLC CRD 188521 | Binghamton, NY | Corporate platform LLC | $568.0M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILLCREST FINANCIAL GROUP CRD 317862 | Thousand Oaks, CA | Corporate platform Corporation | $567.8M | 5 advisors | Percentage of AUM; Fixed fees | View |