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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 | |||||
|---|---|---|---|---|---|---|---|
| FAMILY CAPITAL MANAGEMENT CRD 111230 | Grand Rapids, MI | Corporate platform Corporation | $435.1M | 4 advisors | Percentage of AUM; PERCENTAGE OF NET WORTH | View | |
| BRANDON FINANCIAL PLANNING, INC. CRD 110267 | Memphis, TN | Corporate platform Corporation | $434.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPREHENSIVE FINANCIAL PLANNING, INC. CRD 110937 | East Petersburg, PA | Corporate platform Corporation | $434.1M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY CRD 15356 | New York, NY | Corporate platform Corporation | $434.1M | 2 advisors | REFER TO SCHEDULE D, MISCELLANEOUS | View | |
| SPARK INVESTMENT MANAGEMENT LLC CRD 160815 | New York, NY | Corporate platform LLC | $433.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| L1 CAPITAL GLOBAL INC. CRD 310223 | Miami Beach, FL | Corporate platform Corporation | $433.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SANTORI & PETERS CRD 105978 | Canonsburg, PA | Corporate platform Corporation | $433.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FSB PREMIER WEALTH MANAGEMENT, INC. CRD 15898 | Waterloo, IA | Corporate platform Corporation | $431.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRICORD ADVISORS, INC. CRD 155749 | Riverside, CA | Corporate platform Corporation | $431.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERMARKET CORPORATION CRD 161833 | New York, NY | Corporate platform Corporation | $431.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ETF PORTFOLIO PARTNERS, INC. CRD 128366 | Leawood, KS | Corporate platform Corporation | $431.1M | 4 advisors | Percentage of AUM | View | |
| CUTLER CAPITAL MANAGEMENT CRD 107463 | Worcester, MA | Corporate platform LLC | $430.8M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SOCHA FINANCIAL GROUP, LLC CRD 299263 | Corning, NY | Corporate platform LLC | $430.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED CAPITAL MANAGEMENT CRD 284766 | Bloomfield Hills, MI | Corporate platform LLC | $429.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS FINANCIAL GROUP, INC. CRD 125186 | Deerfield Beach, FL | Corporate platform Corporation | $429.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYMPHONY FINANCIAL SERVICES, INC. CRD 125058 | Akron, OH | Corporate platform Corporation | $428.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC CRD 105053 | Omaha, NE | Corporate platform Corporation | $428.6M | 4 advisors | Percentage of AUM | View | |
| BLUE WATER ASSET MANAGEMENT CRD 175362 | Grand Rapids, MI | Corporate platform LLC | $428.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP CRD 285361 | New York, NY | Corporate platform LP | $428.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BELAY INVESTMENT GROUP, LLC CRD 281985 | Sherman Oaks, CA | Corporate platform LLC | $427.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SAG HARBOR CAPITAL MANAGEMENT, LLC CRD 161490 | Great Neck, NY | Corporate platform LLC | $427.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CARE EQUITY CAPITAL MANAGEMENT, L.P. CRD 312131 | NY | Corporate platform LP | $426.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| HACKMAN FINANCIAL GROUP CRD 282027 | Cincinnati, OH | Corporate platform Corporation | $426.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEP MANAGEMENT CORPORATION CRD 161855 | New York, NY | Corporate platform Corporation | $426.6M | 8 advisors | Percentage of AUM; Performance-based fees | View |