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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 | |||||
|---|---|---|---|---|---|---|---|
| STRATEGAS ASSET MANAGEMENT, LLC CRD 172000 | New York, NY | Corporate platform LLC | $458.4M | 15 advisors | Percentage of AUM; A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS | View | |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC CRD 110932 | O'Fallon, IL | Corporate platform LLC | $457.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAMOUNT GROUP REAL ESTATE ADVISOR LLC CRD 161324 | New York, NY | Corporate platform LLC | $457.7M | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RETIREMENT CONSULTING GROUP, INC. CRD 311184 | Lake Oswego, OR | Corporate platform Corporation | $457.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SMITH FINANCIAL CRD 154022 | Kokomo, IN | Corporate platform Corporation | $456.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOSELEY INVESTMENT MANAGEMENT, INC. CRD 124152 | Bradention, FL | Corporate platform Corporation | $456.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GARDNER LEWIS ASSET MANAGEMENT LP CRD 105033 | Chadds Ford, PA | Corporate platform LP | $456.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE WAVE WEALTH PLANNERS CRD 130163 | Sacramento, CA | Corporate platform Corporation | $456.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACCESS INVESTMENT MANAGEMENT, LLC CRD 322491 | Atlanta, GA | Corporate platform LLC | $456.4M | 2 advisors | Percentage of AUM | View | |
| CYPRESS ASSET MANAGEMENT INC CRD 106593 | Houston, TX | Corporate platform Corporation | $455.8M | 3 advisors | Percentage of AUM | View | |
| MULLOOLY ASSET MANAGEMENT, INC. CRD 121184 | Wall Township, NJ | Corporate platform Corporation | $455.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CHANEY CAPITAL MANAGEMENT INC. CRD 116511 | Lynnwood, WA | Corporate platform Corporation | $455.5M | 6 advisors | Percentage of AUM | View | |
| FLOURISH WEALTH MANAGEMENT INC. CRD 170591 | Edina, MN | Corporate platform Corporation | $455.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE CAPITAL MANAGEMENT, LLC CRD 110177 | Mandeville, LA | Corporate platform LLC | $455.2M | 2 advisors | Percentage of AUM | View | |
| SELECTIVE WEALTH MANAGEMENT, INC. CRD 164882 | Forest, VA | Corporate platform Corporation | $454.8M | 8 advisors | Percentage of AUM | View | |
| CONFIDENCE WEALTH MANAGEMENT, INC. CRD 127383 | Los Angeles, CA | Corporate platform Corporation | $454.1M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAKEFIELD ASSET MANAGEMENT, LLLP CRD 143720 | Englewood, CO | Corporate platform Other (specify) | $454.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SILVER GROVE ADVISORY SERVICES CRD 287512 | Orchard Park, NY | Corporate platform Corporation | $453.6M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRENTISS SMITH & COMPANY, INC. CRD 110928 | Brattleboro, VT | Corporate platform Corporation | $453.1M | 5 advisors | Percentage of AUM | View | |
| IMZ ADVISORY INC. CRD 314890 | Boca Raton, FL | Corporate platform Corporation | $452.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NOVA R WEALTH, INC. CRD 169574 | Overland Park, KS | Corporate platform Corporation | $452.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPEN INVESTMENT MANAGEMENT INC. CRD 112081 | Grand Rapids, MI | Corporate platform Corporation | $452.5M | 5 advisors | Percentage of AUM | View | |
| CERTIOR FINANCIAL GROUP, LLC CRD 285502 | King Of Prussia, PA | Corporate platform LLC | $452.3M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AUDENT GLOBAL ASSET MANAGEMENT, LLC CRD 308166 | West Hollywood, CA | Corporate platform LLC | $452.3M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View |