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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 | |||||
|---|---|---|---|---|---|---|---|
| ANDREW GARRETT, INC. CRD 29931 | New York, NY | Corporate platform Corporation | $521.3M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENIN MANAGEMENT CORP CRD 110988 | CA | Corporate platform Corporation | $521.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KINGDOM FINANCIAL GROUP, LLC CRD 155676 | Peoria, AZ | Corporate platform LLC | $520.9M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAUL CAPITAL CRD 121168 | San Francisco, CA | Corporate platform Corporation | $520.9M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| UNCOMMON CENTS INVESTING CRD 290105 | Janesville, WI | Corporate platform Corporation | $519.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BROADOAK ASSET MANAGEMENT, LLC CRD 148901 | Bethesda, MD | Corporate platform LLC | $519.0M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHSTAR FINANCIAL COMPANIES, INC. CRD 119396 | Conshohocken, PA | Corporate platform Corporation | $519.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| MATSON FINANCIAL ADVISORS, INC. CRD 122480 | Danbury, CT | Corporate platform Corporation | $518.9M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SUMMIT HOUSE CAPITAL MANAGEMENT, LLC CRD 306823 | Dallas, TX | Corporate platform LLC | $518.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BOARDMAN BAY CAPITAL MANAGEMENT LLC CRD 164577 | New York, NY | Corporate platform LLC | $518.4M | 3 advisors | Percentage of AUM; PERFORMANCE ALLOCATION | View | |
| INDEPENDENT WEALTH NETWORK, INC. CRD 286262 | Urbandale, IA | Corporate platform Corporation | $518.4M | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUDSON HILL CAPITAL MANAGEMENT, LLC CRD 316815 | New York, NY | Corporate platform LLC | $518.1M | 5 advisors | Performance-based fees | View | |
| PARKSHORE WEALTH MANAGEMENT CRD 148052 | Granite Bay, CA | Corporate platform Corporation | $517.9M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JZ PARTNERS CRD 160932 | New York, NY | Corporate platform Corporation | $517.5M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIANCE WEALTH MANAGEMENT GROUP, LLC CRD 169573 | Flemington, NJ | Corporate platform LLC | $517.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHELSEA MANAGEMENT COMPANY CRD 110399 | Woodland Hills, CA | Corporate platform Corporation | $517.0M | 3 advisors | Percentage of AUM | View | |
| SOWA FINANCIAL GROUP CRD 107646 | Lincoln, RI | Corporate platform Corporation | $517.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GIFFORD FONG ASSOCIATES CRD 142917 | Lafayette, CA | Corporate platform Corporation | $517.0M | 5 advisors | Percentage of AUM | View | |
| 801 WEST CAPITAL MANAGEMENT, LLC CRD 168417 | Lake Oswego, OR | Corporate platform LLC | $515.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRUDENT INVESTORS CRD 127284 | Lake Forest, CA | Corporate platform Corporation | $515.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CID CAPITAL II, INC. CRD 160776 | Carmel, IN | Corporate platform Corporation | $515.8M | 12 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| THE MAIN STREET GROUP CRD 175502 | Glen Allen, VA | Corporate platform Corporation | $515.3M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRISM ADVISORS, INC. CRD 286474 | Studio City, CA | Corporate platform Corporation | $515.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAVEN WEALTH GROUP CRD 148099 | Houston, TX | Corporate platform LLC | $514.8M | 8 advisors | Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN | View |