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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 | |||||
|---|---|---|---|---|---|---|---|
| MALTIN WEALTH MANAGEMENT, INC. CRD 164330 | CA | Corporate platform Corporation | $507.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HELVETIA INVESTMENT ADVISORS CRD 171155 | Lugano, CA | Corporate platform Corporation | $506.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SENECA HOUSE ADVISORS CRD 210519 | Richmond, VA | Corporate platform Corporation | $506.1M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| EAB INVESTMENT GROUP, LLC CRD 165865 | Bala Cynwyd, PA | Corporate platform LLC | $506.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| POLAR CAPITAL (AMERICA) CORPORATION CRD 155389 | Tampa, FL | Corporate platform Corporation | $505.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| OLIVER CAPITAL MANAGEMENT CRD 127606 | Seattle, WA | Corporate platform LLC | $505.5M | 1 advisors | Percentage of AUM | View | |
| PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. CRD 119436 | Wayzata, MN | Corporate platform Corporation | $505.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FYRA CAPITAL MANAGEMENT CRD 315100 | St.. Charles, MO | Corporate platform LLC | $504.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEINBERGER ASSET MANAGEMENT, INC CRD 106176 | Los Angeles, CA | Corporate platform Corporation | $503.6M | 3 advisors | Percentage of AUM; PERCENTAGE OF PLAN ASSETS | View | |
| ETESIAN WEALTH ADVISORS, INC. CRD 152127 | West Linn, OR | Corporate platform Corporation | $503.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRUM CAPITAL MANAGEMENT LLC CRD 137964 | Stamford, CT | Corporate platform LLC | $503.2M | 5 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| PROSPERITY FINANCIAL GROUP, INC. CRD 339321 | San Ramon, CA | Corporate platform Corporation | $503.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAYBROOK CAPITAL CORP CRD 107679 | Sag Harbor, NY | Corporate platform Corporation | $502.7M | 2 advisors | Percentage of AUM | View | |
| BOLTWOOD CAPITAL MANAGEMENT CRD 110293 | Walnut Creek, CA | Corporate platform Corporation | $502.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC CRD 106796 | Atlanta, GA | Corporate platform Corporation | $502.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST WASHINGTON CORPORATION CRD 6681 | Seattle, WA | Corporate platform Corporation | $501.2M | 3 advisors | Percentage of AUM | View | |
| GOOGINS ADVISORS, INC. CRD 13985 | Middleton, WI | Corporate platform Corporation | $501.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OTUS CAPITAL MANAGEMENT LIMITED CRD 284879 | London | Corporate platform Other (specify) | $501.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SABREPOINT CAPITAL MANAGEMENT CRD 283638 | Dallas, TX | Corporate platform LP | $499.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EVT FINANCIAL ADVISORS CRD 155268 | Zurich, AZ | Corporate platform Corporation | $498.9M | 3 advisors | Percentage of AUM | View | |
| PRESIDIO CAPITAL MANAGEMENT, LLC CRD 304501 | San Diego, CA | Corporate platform LLC | $498.9M | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLARK FINANCIAL SERVICES GROUP, INC. CRD 110650 | Chesterfield, MO | Corporate platform Corporation | $498.7M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| RUEDI WEALTH MANAGEMENT, INC. CRD 173262 | Champaign, IL | Corporate platform Corporation | $498.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOCORRO ASSET MANAGEMENT CRD 304401 | Dallas, TX | Corporate platform LP | $497.9M | 3 advisors | Percentage of AUM | View |