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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 | |||||
|---|---|---|---|---|---|---|---|
| WILLIAM MADISON ADVISORS, INC. CRD 294782 | Abilene, TX | Corporate platform Corporation | $497.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SCHMIDT FINANCIAL MANAGEMENT CRD 328247 | Kirkland, WA | Corporate platform Corporation | $497.5M | 2 advisors | Percentage of AUM | View | |
| ESCHLER ASSET MANAGEMENT LLP CRD 311807 | London | Corporate platform LLP | $497.2M | 31 advisors | Percentage of AUM; Performance-based fees | View | |
| VERDIS INVESTMENT MANAGEMENT, LLC CRD 134445 | West Conshohocken, PA | Corporate platform LLC | $497.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE MILWEALTH GROUP, LLC CRD 108931 | Milwaukee, WI | Corporate platform LLC | $496.9M | 5 advisors | Percentage of AUM | View | |
| ALEXANDER INVESTMENT SERVICES CO. CRD 1037 | Louisville, KY | Corporate platform Corporation | $496.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| RELEVANCE CAPITAL MANAGEMENT CRD 159983 | Denton, TX | Corporate platform Corporation | $495.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP CRD 284310 | Menlo Park, CA | Corporate platform LP | $495.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MONARCH CAPITAL MANAGEMENT INC CRD 106244 | Fort Wayne, IN | Corporate platform Corporation | $495.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PIEDMONT CAPITAL MANAGEMENT, LLC CRD 155682 | Greenboro, NC | Corporate platform LLC | $495.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SEMMAX FINANCIAL ADVISORS, INC. CRD 144978 | Winston-Salem, NC | Corporate platform Corporation | $495.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREYSTONE FINANCIAL GROUP, LLC CRD 306595 | Bloomfield Hills, MI | Corporate platform LLC | $494.9M | 3 advisors | Percentage of AUM | View | |
| STERLING WEALTH MANAGEMENT, INC. CRD 131304 | Champaign, IL | Corporate platform Corporation | $494.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINCOLNSHIRE MANAGEMENT, INC. CRD 157144 | New York, NY | Corporate platform Corporation | $494.4M | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| BALANCED WEALTH GROUP LLC CRD 328007 | Westlake, OH | Corporate platform LLC | $494.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HFM INVESTMENT ADVISORS, INC. CRD 115799 | DE | Corporate platform Corporation | $493.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UAS ASSET MANAGEMENT CRD 21274 | New York, NY | Corporate platform Corporation | $493.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE NORTH MANAGEMENT GROUP, LLC CRD 161042 | Stamford, CT | Corporate platform LLC | $492.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MASTODON ADVISORY GROUP CRD 283494 | TX | Corporate platform LLC | $492.5M | 1 advisors | Percentage of AUM | View | |
| ENGLE CAPITAL MANAGEMENT, L.P. CRD 178525 | Greenwich, CT | Corporate platform LP | $492.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MONETARY MANAGEMENT GROUP INC CRD 110284 | St. Louis, MO | Corporate platform Corporation | $492.3M | 4 advisors | Percentage of AUM | View | |
| THE O'DONNELL GROUP CRD 162562 | Chico, CA | Corporate platform Corporation | $492.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRICK & KYLE ASSOCIATES INC CRD 107771 | Newtown, PA | Corporate platform Corporation | $491.7M | 3 advisors | Percentage of AUM | View | |
| MARYLAND CAPITAL ADVISORS, INC. CRD 134875 | Chester, MD | Corporate platform Corporation | $490.8M | 3 advisors | Percentage of AUM; Fixed fees | View |