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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 | |||||
|---|---|---|---|---|---|---|---|
| HAMEL ASSOCIATES,INC. CRD 107128 | Center Valley, PA | Corporate platform Corporation | $548.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CACHETECH CRD 327688 | Logan, UT | Corporate platform Corporation | $547.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLORIDA ATLANTIC SECURITIES CORP. CRD 43272 | Miami, FL | Corporate platform Corporation | $547.1M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| JET WEALTH ADVISORS CRD 333645 | La Jolla, CA | Corporate platform Corporation | $546.5M | 6 advisors | Percentage of AUM | View | |
| MACH-1 FINANCIAL GROUP, LLC CRD 298195 | Rogers, AR | Corporate platform LLC | $546.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| WHITEGATE INVESTMENT COUNSELORS, INC. CRD 107732 | Concord, NH | Corporate platform Corporation | $545.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EVANS CAPITAL MANAGEMENT ASSOCIATES CRD 110699 | Bellevue, WA | Corporate platform Corporation | $545.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMHERST CAPITAL MANAGEMENT LLC CRD 174130 | New York, NY | Corporate platform LLC | $544.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PENOBSCOT FINANCIAL ADVISORS CRD 286211 | Portland, ME | Corporate platform Corporation | $544.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODREID INVESTMENT COUNSEL CORP. CRD 146982 | Toronto | Corporate platform Corporation | $544.1M | 7 advisors | Percentage of AUM | View | |
| PROSPERITY PLANNING CRD 298268 | North Kansas City, MO | Corporate platform Corporation | $543.2M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| HEADWATER INVESTMENT CONSULTING,INC. CRD 133009 | Mcminnville, OR | Corporate platform Corporation | $543.0M | 5 advisors | Percentage of AUM | View | |
| COMMON CENTS PLANNING CRD 120131 | Glen Mills, PA | Corporate platform Corporation | $542.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| JUNO FINANCIAL GROUP LLC CRD 336362 | Richmond, VA | Corporate platform LLC | $541.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| AFFILIATED FINANCIAL ADVISORS INC CRD 108154 | Milwaukee, WI | Corporate platform Corporation | $541.5M | 4 advisors | Percentage of AUM | View | |
| RELATION WEALTH MANAGEMENT, INC. CRD 329961 | Tulsa, OK | Corporate platform Corporation | $541.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| VENREX INVESTMENT MANAGEMENT LLP CRD 324009 | London, NY | Corporate platform LLP | $541.0M | 6 advisors | Performance-based fees; MANAGEMENT FEES BASED ON COMMITTED CAPITAL | View | |
| CONSILIUM INVESTMENT MANAGEMENT LLC CRD 131934 | Fort Lauderdale, FL | Corporate platform LLC | $540.6M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| HEROLD ADVISORS, INC. CRD 105090 | New York, NY | Corporate platform Corporation | $540.2M | 8 advisors | Percentage of AUM; MARGIN PARTICIPATION | View | |
| LK&A INVESTMENT COUNSEL CRD 106635 | Pasadena, CA | Corporate platform Corporation | $540.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SPIRIT OF AMERICA MANAGEMENT CORP CRD 110023 | Syosset, NY | Corporate platform Corporation | $540.0M | 32 advisors | Percentage of AUM | View | |
| DYNAMIC FINANCIAL GROUP CRD 288763 | Cedar Falls, IA | Corporate platform LLC | $539.6M | 3 advisors | Percentage of AUM | View | |
| NCM CAPITAL MANAGEMENT, LLC CRD 151109 | Ramsey, NJ | Corporate platform LLC | $539.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| K FUND CAPITAL MANAGEMENT, LLC CRD 318110 | Los Angeles, CA | Corporate platform LLC | $539.3M | 1 advisors | Percentage of AUM; Performance-based fees | View |