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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 | |||||
|---|---|---|---|---|---|---|---|
| POINTE CAPITAL MANAGEMENT LLC CRD 152520 | Grosse Pointe Farms, MI | Corporate platform LLC | $452.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HOLCOMBE FINANCIAL, INC. CRD 142238 | Atlanta, GA | Corporate platform Corporation | $451.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EDGE FOCUS CAPITAL MANAGEMENT, LLC CRD 309884 | New York, NY | Corporate platform LLC | $451.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| KINETIC INVESTMENT MANAGEMENT, INC. CRD 283034 | Los Angeles, CA | Corporate platform Corporation | $450.9M | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IFC PERSONAL MONEY MANAGERS, INC. CRD 126344 | New York, NY | Corporate platform Corporation | $450.9M | 1 advisors | Hourly charges; Fixed fees | View | |
| HAVENCREST CAPITAL MANAGEMENT, LLC CRD 287944 | Dallas, TX | Corporate platform LLC | $450.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| M1 CAPITAL MANAGEMENT LLC CRD 158269 | Troy, MI | Corporate platform LLC | $450.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| TIMONIER CRD 150748 | Winston Salem, NC | Corporate platform Corporation | $450.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUIDANCE CAPITAL, INC. CRD 323541 | Louisville, KY | Corporate platform Corporation | $449.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HSC WEALTH ADVISORS CRD 105103 | Forest, VA | Corporate platform Corporation | $449.2M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| NIKULSKI FINANCIAL, INC. CRD 151569 | Bettendorf, IA | Corporate platform Corporation | $449.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTBOURNE INVESTMENT ADVISORS INC. CRD 144571 | Annapolis, MD | Corporate platform Corporation | $448.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HARBOUR GROUP INDUSTRIES, INC. CRD 160634 | St.. Louis, MO | Corporate platform Corporation | $448.3M | 22 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADKINS SEALE CAPITAL MANAGEMENT LLC CRD 166749 | Shreveport, LA | Corporate platform LLC | $448.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KERRISDALE CAPITAL MANAGEMENT, LLC CRD 160804 | Miami Beach, FL | Corporate platform LLC | $447.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PETRA FINANCIAL ADVISORS INC CRD 107196 | Colorado Springs, CO | Corporate platform Corporation | $447.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEPHENSON AND COMPANY, INC. CRD 111453 | San Clemente, CA | Corporate platform Corporation | $447.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITED ADVISORS AMERICA CRD 147350 | Prosper, TX | Corporate platform Corporation | $446.5M | 24 advisors | Percentage of AUM | View | |
| L. K. BENSON & COMPANY, P.C. CRD 107908 | Timonium, MD | Corporate platform Corporation | $446.2M | 2 advisors | Hourly charges; Fixed fees | View | |
| BRACCO ASSET MANAGEMENT CRD 326536 | Purchase, NY | Corporate platform LP | $446.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BEATON MANAGEMENT CO INC CRD 104728 | Haverhill, MA | Corporate platform Corporation | $445.7M | 3 advisors | Percentage of AUM | View | |
| SPECTRUM WEALTH ADVISORY GROUP, LLC CRD 298632 | Granite Bay, CA | Corporate platform LLC | $445.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEFAVI WEALTH MANAGEMENT CRD 104961 | Salt Lake City, UT | Corporate platform Corporation | $445.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KING RIVER CAPITAL MANAGEMENT PTY LTD CRD 317361 | Surry Hills, New South Wales | Corporate platform Other (specify) | $444.0M | 10 advisors | Percentage of AUM; Performance-based fees | View |