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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 | |||||
|---|---|---|---|---|---|---|---|
| BATES FINANCIAL ADVISORS, INC. CRD 116515 | Rockford, IL | Corporate platform Corporation | $439.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| GROUNDFORCE CAPITAL MANAGEMENT, LLC CRD 299383 | Mill Valley, CA | Corporate platform LLC | $439.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTRESS WEALTH GROUP CRD 308968 | Winter Park, FL | Corporate platform LLC | $439.1M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPIVAK ASSET MANAGEMENT, LLC CRD 125714 | Avon, CT | Corporate platform LLC | $439.1M | 1 advisors | Percentage of AUM | View | |
| TA CAPITAL MANAGEMENT, LLC CRD 169326 | Sewell, NJ | Corporate platform LLC | $438.9M | 4 advisors | Percentage of AUM | View | |
| GABLES CAPITAL MANAGEMENT, INC. CRD 109608 | Miami, FL | Corporate platform Corporation | $438.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWPORT INVESTMENT MANAGEMENT, LLC CRD 153918 | Chicago, IL | Corporate platform LLC | $438.8M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC CRD 124281 | Fort Wayne, IN | Corporate platform Corporation | $438.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HENDLEY & CO. INC. CRD 110465 | Zanesville, OH | Corporate platform Corporation | $438.2M | 2 advisors | Percentage of AUM | View | |
| ARNOLD WEITZ & CO CRD 108026 | Elkhorn, NE | Corporate platform Corporation | $438.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHULZ WEALTH, LTD. CRD 172194 | Mansfield, TX | Corporate platform Corporation | $438.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ACCESS FINANCIAL SERVICES, INC. CRD 115361 | Minneapolis, MN | Corporate platform Corporation | $437.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE LLOYD ADVISORY GROUP CRD 150582 | Suwanee, GA | Corporate platform LLC | $437.6M | 6 advisors | Percentage of AUM | View | |
| CROWN WEALTH GROUP LLC CRD 299732 | Charlotte, NC | Corporate platform LLC | $437.5M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HERBERT J. SIMS CAPITAL MANAGEMENT, INC. CRD 134510 | Fairfield, CT | Corporate platform Corporation | $436.9M | 25 advisors | Percentage of AUM | View | |
| PEACHTREE WEALTH ADVISORS, INC CRD 139779 | Atlanta, GA | Corporate platform Corporation | $436.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRACTICE FINANCIAL GROUP CRD 289256 | Jacksonville, OR | Corporate platform LLC | $436.8M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| FOGEL CAPITAL MANAGEMENT INC CRD 108212 | Stuart, FL | Corporate platform Corporation | $436.7M | 7 advisors | Percentage of AUM | View | |
| WESTEND CAPITAL MANAGEMENT, LLC. CRD 120545 | Sausalito, CA | Corporate platform LLC | $436.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL ASSET MANAGEMENT CORP CRD 106643 | Chappaqua, NY | Corporate platform Corporation | $436.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUHLENKAMP & CO INC CRD 110787 | Wexford, PA | Corporate platform Corporation | $435.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OFF ROAD CAPITAL MANAGEMENT LLC CRD 285344 | New York, NY | Corporate platform LLC | $435.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRINCETON CAPITAL MANAGEMENT LLC CRD 113926 | Red Bank, NJ | Corporate platform LLC | $435.5M | 6 advisors | Percentage of AUM; PERFORMANCE FEE PAID TO RELATED PARTY | View | |
| MMHP INVESTMENT ADVISORS CRD 107861 | Thomasville, GA | Corporate platform Corporation | $435.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |