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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPE INVESTMENT ADVISORY, INC. CRD 146384 | Mcdonough, GA | Corporate platform Corporation | $473.7M | 28 advisors | Percentage of AUM | View | |
| TOWLE & CO CRD 110862 | Denver, CO | Corporate platform Corporation | $473.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE WATER WEALTH CRD 164432 | Portland, OR | Corporate platform Corporation | $472.8M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| LIGHTHOUSE FINANCIAL SERVICES INC CRD 110367 | Brea, CA | Corporate platform Corporation | $472.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRAIGHT PATH WEALTH MANAGEMENT CRD 148897 | Jenison, MI | Corporate platform Corporation | $472.5M | 10 advisors | Percentage of AUM; Hourly charges | View | |
| CABANA ASSET MANAGEMENT CRD 151418 | Fayetteville, AR | Corporate platform LLC | $471.8M | 5 advisors | Percentage of AUM | View | |
| BIRINYI ASSOCIATES, INC. CRD 107169 | Westport, CT | Corporate platform Corporation | $471.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE STERLING GROUP CRD 111782 | Pasadena, CA | Corporate platform LLC | $471.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ILLUMINATION WEALTH MANAGEMENT CRD 149576 | San Diego, CA | Corporate platform Corporation | $471.1M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| ATYANT CAPITAL MANAGEMENT LTD CRD 165518 | Port-Louis, FL | Corporate platform Corporation | $470.2M | 7 employees | Percentage of AUM; Performance-based fees | View | |
| BCS PRIVATE WEALTH MANAGEMENT CRD 174761 | Rumson, NJ | Corporate platform Corporation | $469.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| TAYLOR HOFFMAN CAPITAL MANAGEMENT CRD 309329 | Richmond, VA | Corporate platform LLC | $469.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARCATAUR CAPITAL MANAGEMENT LLC CRD 124663 | Milwaukee, WI | Corporate platform LLC | $469.5M | 7 advisors | Percentage of AUM | View | |
| KINGSBRIDGE WEALTH MANAGEMENT, INC. CRD 165560 | Las Vegas, NV | Corporate platform Corporation | $469.3M | 4 advisors | Percentage of AUM; PROJECT ADMINISTRATION FEES | View | |
| LAKESHORE FINANCIAL PLANNING INC. CRD 299129 | Saint Clair Shores, MI | Corporate platform Corporation | $469.3M | 3 advisors | Percentage of AUM | View | |
| SPEECE THORSON CAPITAL GROUP INC CRD 106052 | Minnetonka, MN | Corporate platform Corporation | $469.0M | 4 advisors | Percentage of AUM | View | |
| CHESAPEAKE ASSET MANAGEMENT LLC CRD 108994 | New York, NY | Corporate platform LLC | $468.8M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CAPCO ASSET MANAGEMENT, LLC CRD 141325 | Tampa, FL | Corporate platform LLC | $468.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PEMBROOK CAPITAL MANAGEMENT LLC CRD 161420 | New York, NY | Corporate platform LLC | $468.5M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BROWN FINANCIAL ADVISORY CRD 155548 | Fairhope, AL | Corporate platform Corporation | $468.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTITUDE ADVISORY GROUP L.L.C. CRD 116083 | Gig Harbor, WA | Corporate platform LLC | $467.5M | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTH BRANCH CAPITAL MANAGEMENT, L.P. CRD 307344 | Oak Brook, IL | Corporate platform LP | $467.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| YUKON WEALTH MANAGEMENT, INC. CRD 109413 | Overland Park, KS | Corporate platform Corporation | $467.4M | 2 advisors | Percentage of AUM; CONSULTING | View | |
| COSTON, MCISAAC & SHEA FINANCIAL ADVISORS CRD 194515 | Bar Harbor, ME | Corporate platform Corporation | $466.9M | 11 advisors | Percentage of AUM; Fixed fees | View |