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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 | |||||
|---|---|---|---|---|---|---|---|
| WHITCOMB & HESS, INC. CRD 121064 | Ashland, OH | Corporate platform Corporation | $490.7M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTUM CAPITAL GROUP CRD 160267 | Houston, TX | Corporate platform LLC | $490.6M | 65 advisors | Percentage of AUM; Performance-based fees | View | |
| REDSTONE ADVISORS INC CRD 107699 | Wichita, KS | Corporate platform Corporation | $490.6M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| THE LIFE WEALTH GROUP CRD 332978 | Winter Garden, FL | Corporate platform LLC | $490.6M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNERGY FUND MANAGEMENT GROUP LIMITED CRD 168167 | Central | Corporate platform Other (specify) | $490.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FOURPOINTS INVESTMENT MANAGERS S.A.S CRD 164612 | Paris | Corporate platform Corporation | $490.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MONTGOMERY INVESTMENT MANAGEMENT INC CRD 105417 | Rockville, MD | Corporate platform Corporation | $490.0M | 2 advisors | Percentage of AUM | View | |
| MARQUIS WEALTH MANAGEMENT GROUP CRD 116604 | Fort Myers, FL | Corporate platform LLC | $489.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IFRAH FINANCIAL SERVICES, INC. CRD 136925 | Little Rock, AR | Corporate platform Corporation | $489.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE DEGREE ADVISORS, INC. CRD 170392 | San Diego, CA | Corporate platform Corporation | $489.0M | 6 advisors | Percentage of AUM | View | |
| WESTERLY CAPITAL MANAGEMENT LLC CRD 140089 | San Francisco, CA | Corporate platform LLC | $488.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PARKVIEW LTD. CRD 160171 | Zurich, LA | Corporate platform Corporation | $488.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL AVENGERS, INC. CRD 119636 | Oakland, CA | Corporate platform Corporation | $488.4M | 2 advisors | Percentage of AUM | View | |
| HIXON ZUERCHER CAPITAL MANAGEMENT CRD 123465 | Findlay, OH | Corporate platform LLC | $487.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROWN, LISLE/CUMMINGS, INC CRD 1331 | Providence, RI | Corporate platform Corporation | $487.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| DB FITZPATRICK CRD 105671 | Boise, ID | Corporate platform Corporation | $487.0M | 7 advisors | Percentage of AUM | View | |
| ROSENBLUM SILVERMAN SUTTON SF INC CRD 105774 | San Francisco, CA | Corporate platform Corporation | $486.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NWK GROUP CRD 124186 | San Francisco, CA | Corporate platform Corporation | $485.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THE AMBRUS GROUP LLC CRD 316761 | Tampa, FL | Corporate platform LLC | $485.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| XEBEC ASSET MANAGEMENT, LLC CRD 305669 | Dallas, TX | Corporate platform LLC | $484.5M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTMAN ADVISORS CRD 281778 | Chicago, IL | Corporate platform Corporation | $483.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUTTONWOOD FINANCIAL ADVISORS, INC. CRD 144926 | Baltimore, MD | Corporate platform Corporation | $483.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| VAN STRUM & TOWNE INC CRD 106228 | San Francisco, CA | Corporate platform Corporation | $483.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ASTORIA STRATEGIC WEALTH, INC. CRD 113510 | NY | Corporate platform Corporation | $482.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |