Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| SEASCAPE CAPITAL MANAGEMENT,LLC CRD 126928 | Portsmouth, NH | Corporate platform LLC | $466.9M | 3 advisors | Percentage of AUM | View | |
| WIDMANN FINANCIAL SERVICES CRD 289106 | Bowie, MD | Corporate platform Corporation | $466.8M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLOSED LOOP CAPITAL MANAGEMENT CRD 307079 | New York, NY | Corporate platform LLC | $466.4M | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| BLOOMFIELD CAPITAL HOLDINGS, LLC CRD 169198 | Birmingham, MI | Corporate platform LLC | $465.7M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| CLELLAND & COMPANY INC CRD 105406 | San Diego, CA | Corporate platform Corporation | $465.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROWROOT CAPITAL MANAGEMENT, LLC CRD 285193 | Marina Del Rey, CA | Corporate platform LLC | $465.5M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST CITIZENS ASSET MANAGEMENT, INC CRD 140777 | Raleigh, NC | Corporate platform Corporation | $465.1M | 32 advisors | Percentage of AUM | View | |
| VERT ASSET MANAGEMENT LLC CRD 288445 | Sausalito, CA | Corporate platform LLC | $464.4M | 2 advisors | Percentage of AUM | View | |
| OBRIEN GREENE & CO INC CRD 110281 | Media, PA | Corporate platform Corporation | $464.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SLW INVESTMENT MANAGEMENT, LLC CRD 332006 | Dallas, TX | Corporate platform LLC | $464.2M | 2 advisors | Percentage of AUM | View | |
| SARD WEALTH MANAGMENT GROUP, LLC CRD 123457 | Atlanta, GA | Corporate platform LLC | $464.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TUFTON CAPITAL MANAGEMENT, LLC CRD 113543 | Hunt Valley, MD | Corporate platform LLC | $463.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONARCH WEALTH STRATEGIES CRD 136029 | Santa Barbara, CA | Corporate platform Corporation | $463.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| HARMONY ASSET MANAGEMENT LLC CRD 116069 | Scottsdale, AZ | Corporate platform LLC | $462.5M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIERRA ASSET MANAGEMENT CRD 108685 | Oakhurst, CA | Corporate platform LLC | $462.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARTER CAPITAL MANAGEMENT, INC CRD 35919 | Brookfield, WI | Corporate platform LLC | $462.2M | 4 advisors | Percentage of AUM | View | |
| GREENLEA LANE CAPITAL MANAGEMENT LLC CRD 162012 | CT | Corporate platform LLC | $461.9M | 2 advisors | Fixed fees; Performance-based fees | View | |
| ADIRONDACK FINANCIAL SERVICES CORP CRD 126155 | Utica, NY | Corporate platform Corporation | $461.8M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| REYL OVERSEAS LTD. CRD 152526 | ZüRich, CA | Corporate platform Corporation | $461.6M | 8 advisors | Percentage of AUM | View | |
| RED IRON GROUP MANAGEMENT, LLC CRD 317920 | Menlo Park, CA | Corporate platform LLC | $461.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BETA WEALTH GROUP, INC CRD 165224 | San Diego, CA | Corporate platform Corporation | $460.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERMILLION WEALTH MANAGEMENT INC. CRD 281978 | Rosemount, MN | Corporate platform Corporation | $459.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SEASIDE WEALTH MANAGEMENT, INC. CRD 271039 | Carlsbad, CA | Corporate platform Corporation | $459.3M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OWEN LARUE FINANCIAL GROUP CRD 289436 | Elizabethtown, KY | Corporate platform LLC | $458.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |