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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL INVESTMENT MANAGEMENT, INC CRD 113917 | Lee'S Summit, MO | Corporate platform Corporation | $558.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PAULSON WEALTH MANAGEMENT INC. CRD 150374 | West Palm Beach, FL | Corporate platform Corporation | $558.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAIRIE WEALTH ADVISORS, INC. CRD 165266 | Omaha, NE | Corporate platform Corporation | $558.0M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| F&V CAPITAL MANAGEMENT, L.L.C. CRD 146399 | Boca Raton, FL | Corporate platform LLC | $557.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTUM FINANCIAL ADVISORS INC CRD 113563 | Rockville, MD | Corporate platform Corporation | $557.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NICOLLET INVESTMENT MANAGEMENT, INC. CRD 109401 | Minneapolis, MN | Corporate platform Corporation | $557.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINITY CAPITAL MANAGEMENT, LLC CRD 143097 | Santa Barbara, CA | Corporate platform LLC | $556.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTCHESTER CAPITAL MANAGEMENT INC CRD 110961 | Omaha, NE | Corporate platform Corporation | $556.3M | 3 advisors | Percentage of AUM | View | |
| SARASIN ASSET MANAGEMENT LIMITED CRD 115788 | London, CA | Corporate platform Corporation | $555.0M | 7 advisors | Percentage of AUM | View | |
| ION PACIFIC, INC. CRD 328607 | Venice, CA | Corporate platform Corporation | $554.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNTX CAPITAL MANAGEMENT CORP. CRD 161332 | Dallas, TX | Corporate platform Corporation | $554.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| HELLER WEALTH MANAGEMENT CRD 124261 | Melville, NY | Corporate platform Corporation | $553.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVALON GLOBAL ASSET MANAGEMENT LLC CRD 107785 | San Francisco, CA | Corporate platform LLC | $553.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PEGASUS ASSET MANAGEMENT INC CRD 104766 | Morristown, NJ | Corporate platform Corporation | $553.6M | 3 advisors | Percentage of AUM | View | |
| ASSET PLANNING, INC CRD 111535 | Los Alamitos, CA | Corporate platform Corporation | $553.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TSP CAPITAL MANAGEMENT GROUP, LLC CRD 131889 | Summit, NJ | Corporate platform LLC | $553.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. CRD 133046 | Darien, CT | Corporate platform LP | $552.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| OMEGA FINANCIAL GROUP, LLC CRD 164147 | Santa Barbara, CA | Corporate platform LLC | $552.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEDORA CAPITAL, INC. CRD 177523 | Napa, CA | Corporate platform Corporation | $550.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNIDER FINANCIAL GROUP CRD 117392 | Bellevue, WA | Corporate platform Corporation | $549.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VARCOV CO. CRD 335143 | Darien, CT | Corporate platform Corporation | $549.6M | 2 advisors | Fixed fees; Performance-based fees | View | |
| IAS WEALTH MANAGEMENT, INC. CRD 112486 | The Woodlands, TX | Corporate platform Corporation | $549.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STILES FINANCIAL SERVICES, INC. CRD 117023 | Edina, MN | Corporate platform Corporation | $548.7M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EXOME ASSET MANAGEMENT LLC CRD 304585 | New York, NY | Corporate platform LLC | $548.6M | 6 advisors | Percentage of AUM; Performance-based fees | View |