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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 | |||||
|---|---|---|---|---|---|---|---|
| MONTE FINANCIAL GROUP, LLC CRD 150119 | Guilford, CT | Corporate platform LLC | $482.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE LEWIS FINANCIAL GROUP CRD 315692 | Ashburn, VA | Corporate platform LLC | $482.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHYSICIANS FINANCIAL SERVICES, INC. CRD 118519 | Raleigh, NC | Corporate platform Corporation | $482.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PING CAPITAL MANAGEMENT, INC. CRD 308358 | New York, NY | Corporate platform Corporation | $482.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SS&H FINANCIAL ADVISORS, INC. CRD 112256 | Troy, MI | Corporate platform Corporation | $482.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMET CAPITAL MANAGEMENT CRD 167047 | New York, NY | Corporate platform LLC | $481.8M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE PEAK PRIVATE CLIENT GROUP, LLC CRD 282003 | Scottsdale, AZ | Corporate platform LLC | $481.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARBOR ADVISORY CORPORATION CRD 105151 | Portsmouth, NH | Corporate platform Corporation | $480.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EATON-CAMBRIDGE INC. CRD 116798 | Phoenix, AZ | Corporate platform Corporation | $480.7M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NINE TEN CAPITAL MANAGEMENT CRD 171420 | Chicago, IL | Corporate platform LLC | $480.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ADAMS ASHBY FINANCIAL ADVISORS CRD 149683 | Sacramento, CA | Corporate platform Corporation | $479.8M | 2 advisors | Percentage of AUM | View | |
| TOWNSEND ASSET MANAGEMENT CORP. CRD 108216 | Raleigh, NC | Corporate platform Corporation | $479.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET ADVISORY GROUP, INC. CRD 106618 | Kinnelon, NJ | Corporate platform Corporation | $479.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC CRD 331469 | Greenwich, CT | Corporate platform LLC | $479.2M | 3 advisors | Performance-based fees | View | |
| ELMWOOD WEALTH MANAGEMENT CRD 165639 | Berkeley, CA | Corporate platform Corporation | $477.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TINGEY ADVISORS INC CRD 107539 | Salt Lake City, UT | Corporate platform Corporation | $477.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BARNES WEALTH MANAGEMENT GROUP CRD 132189 | Bakersfield, CA | Corporate platform Corporation | $477.2M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MIDATLANTIC CAPITAL MANAGEMENT, INC. CRD 116524 | Richmond, VA | Corporate platform Corporation | $477.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JW ASSET MANAGEMENT, LLC CRD 160805 | FL | Corporate platform LLC | $476.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| RFG WEALTH ADVISORY CRD 173862 | Argyle, TX | Corporate platform Corporation | $476.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC CRD 298843 | Lakewood, CO | Corporate platform LLC | $476.0M | 2 advisors | Performance-based fees; PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS | View | |
| ALLGEN FINANCIAL ADVISORS, INC. CRD 126877 | Orlando, FL | Corporate platform Corporation | $475.2M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORIKO CAPITAL MANAGEMENT LLC CRD 126343 | New York, NY | Corporate platform LLC | $475.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARKOWSKI INVESTMENTS CRD 141883 | AL | Corporate platform Corporation | $473.9M | 11 advisors | Percentage of AUM; Hourly charges | View |