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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 | |||||
|---|---|---|---|---|---|---|---|
| ELEVATED FINANCIAL GROUP CRD 334353 | Indianapolis, IN | Corporate platform LLC | $532.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEETO CAPITAL GROUP, LLC CRD 286538 | Coral Gables, FL | Corporate platform LLC | $531.4M | 4 advisors | Percentage of AUM | View | |
| SARDIS GROUP, LLC CRD 333854 | Atlanta, GA | Corporate platform LLC | $531.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| PENSION & WEALTH MANAGEMENT ADVISORS CRD 309546 | Waltham, MA | Corporate platform Corporation | $529.8M | 9 advisors | Percentage of AUM | View | |
| DENVER WEALTH MANAGEMENT, INC. CRD 284868 | Denver, CO | Corporate platform Corporation | $529.8M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARRETT & COMPANY CRD 1175 | Providence, RI | Corporate platform Corporation | $529.7M | 4 advisors | Percentage of AUM | View | |
| BENEDICT FINANCIAL ADVISORS, INC. CRD 116690 | Atlanta, GA | Corporate platform Corporation | $529.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CH GLOBAL CAPITAL MANAGEMENT, LLC CRD 283431 | New York, NY | Corporate platform LLC | $529.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PETERSON WEALTH SERVICES INC. CRD 288620 | South Ogden, UT | Corporate platform Corporation | $528.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC CRD 170442 | Portsmouth, NH | Corporate platform LLC | $528.3M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARISTON SERVICES GROUP, LLC CRD 146255 | San Diego, CA | Corporate platform LLC | $527.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COMPASS GROUP INVESTMENTS SOLUTIONS LLC CRD 305680 | Miami, FL | Corporate platform LLC | $526.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTHERN CAPITAL MANAGEMENT, INC. CRD 111379 | Spokane, WA | Corporate platform Corporation | $526.7M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RETIREMENT WELLNESS GROUP CRD 297255 | Pasadena, CA | Corporate platform LLC | $526.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CONSTELLATION ASSET MANAGEMENT CRD 157140 | Sao Paulo | Corporate platform Other (specify) | $526.4M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| AURDAN CAPITAL MANAGEMENT, LLC CRD 330304 | Wayne, PA | Corporate platform LLC | $526.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| GRAYBILL WEALTH MANAGEMENT, LTD. CRD 112046 | Elmhurst, IL | Corporate platform Corporation | $525.8M | 2 advisors | Percentage of AUM | View | |
| GOLD INVESTMENT MANAGEMENT LTD. CRD 152056 | Edmonton, WA | Corporate platform Corporation | $525.8M | 3 advisors | Percentage of AUM | View | |
| REIFY WEALTH ADVISORS, INC. CRD 121978 | Indianapolis, IN | Corporate platform Corporation | $524.4M | 11 advisors | Percentage of AUM; Hourly charges | View | |
| DLK INVESTMENT MANAGEMENT CRD 149096 | Solana Beach, CA | Corporate platform LLC | $524.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. CRD 144008 | Austin, TX | Corporate platform Corporation | $523.4M | 1 advisors | Percentage of AUM | View | |
| VOYA INVESTMENT MANAGEMENT (UK) LIMITED CRD 319170 | London | Corporate platform Other (specify) | $522.1M | 10 advisors | Percentage of AUM | View | |
| MCLAUGHLIN RYDER INVESTMENTS, INC. CRD 147529 | Alexandria, VA | Corporate platform Corporation | $522.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DG CAPITAL MANAGEMENT, LLC CRD 157258 | New York, NY | Corporate platform LLC | $521.9M | 11 advisors | Percentage of AUM; Performance-based fees | View |