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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 | |||||
|---|---|---|---|---|---|---|---|
| JAMES T. BORELLO & CO. CRD 16860 | East Dundee, IL | Corporate platform Corporation | $514.1M | 4 advisors | Percentage of AUM | View | |
| SEARCY FINANCIAL SERVICES, INC. CRD 105807 | Overland Park, KS | Corporate platform Corporation | $514.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISER WEALTH MANAGEMENT, INC CRD 125282 | Marietta, GA | Corporate platform Corporation | $513.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOWER BAY ASSET MANAGEMENT LP CRD 317104 | Stamford, CT | Corporate platform LP | $513.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| DEW POINT CAPITAL CRD 305010 | Los Angeles, CA | Corporate platform Corporation | $513.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADWING CAPITAL MANAGEMENT LLC CRD 328881 | Dallas, TX | Corporate platform LLC | $513.1M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SYSTIMA CAPITAL MANAGEMENT CRD 168318 | Chicago, IL | Corporate platform LLC | $512.6M | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L CRD 156177 | Troy, MI | Corporate platform LLC | $512.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| CYPRESS POINT INVESTMENT MANAGEMENT LP CRD 316549 | Mill Valley, CA | Corporate platform LP | $512.4M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MISAKI CAPITAL INC. CRD 282308 | Tokyo | Corporate platform Corporation | $512.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CLIENT 1ST ADVISORY GROUP CRD 167790 | Dunedin, FL | Corporate platform LLC | $511.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OWNER RESOURCE GROUP, LLC CRD 164028 | Austin, TX | Corporate platform LLC | $511.1M | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES CRD 109766 | Pasadena, CA | Corporate platform Corporation | $510.9M | 2 advisors | Percentage of AUM | View | |
| SHOKER INVESTMENTS CRD 107857 | IL | Corporate platform Corporation | $510.8M | 2 advisors | Percentage of AUM | View | |
| HORIZON FINANCIAL CRD 305239 | West Henrietta, NY | Corporate platform Corporation | $510.2M | 9 advisors | Percentage of AUM | View | |
| CHASE INVESTMENT COUNSEL CORPORATION CRD 104648 | Charlottesville, VA | Corporate platform Corporation | $509.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADISON ADVISORY SERVICES, INC. CRD 132386 | White Plains, NY | Corporate platform Corporation | $509.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOVER PARTNERS INC CRD 105133 | Dayton, OH | Corporate platform Corporation | $508.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| IBN ASSET MANAGEMENT, LLC CRD 290114 | Thousand Oaks, CA | Corporate platform LLC | $508.2M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| QUADRATIC CAPITAL MANAGEMENT LLC CRD 172768 | Greenwich, CT | Corporate platform LLC | $508.1M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL DESIGNS CORPORATION CRD 14829 | Claremont, CA | Corporate platform Corporation | $507.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEA FINANCIAL ADVISORS, INC. CRD 144919 | Madison, WI | Corporate platform Corporation | $507.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| THE LAM GROUP, INC. CRD 128055 | CA | Corporate platform Corporation | $507.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MEP CAPITAL MANAGEMENT, LLC CRD 304299 | New York, NY | Corporate platform LLC | $507.3M | 5 advisors | Percentage of AUM; Performance-based fees | View |