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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 | |||||
|---|---|---|---|---|---|---|---|
| TGS FINANCIAL ADVISORS CRD 107289 | Radnor, PA | Corporate platform Corporation | $426.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| OMNI 360 WEALTH, INC. CRD 124878 | Plainsboro, NJ | Corporate platform Corporation | $425.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APPOMATTOX ADVISORY, INC CRD 153731 | New York, NY | Corporate platform Corporation | $425.6M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| QUAD-CITIES INVESTMENT GROUP, LLC CRD 154113 | Davenport, IA | Corporate platform LLC | $425.5M | 6 advisors | Percentage of AUM | View | |
| STONEHEARTH CAPITAL MANAGEMENT CRD 128866 | Danvers, MA | Corporate platform LLC | $425.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| DYNAMIC CORE CAPITAL PARTNERS CRD 282733 | Jacksonville Beach, FL | Corporate platform Corporation | $425.2M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ASHDON INVESTMENT MANAGEMENT, LLC CRD 130180 | Tullahoma, TN | Corporate platform LLC | $425.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LIFEMARK SECURITIES CORP. CRD 16204 | Rochester, NY | Corporate platform Corporation | $424.9M | 78 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GAMMA ASSET MANAGEMENT LLC CRD 300050 | San Juan, PR | Corporate platform LLC | $424.8M | 8 advisors | Percentage of AUM | View | |
| SYRIOS WEALTH MANAGEMENT GROUP CRD 332139 | La Jolla, CA | Corporate platform Corporation | $424.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MASCAGNI WEALTH MANAGEMENT, INC. CRD 115046 | Clinton, MS | Corporate platform Corporation | $424.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. CRD 106454 | Fairhope, AL | Corporate platform LLC | $424.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMART MONEY GROUP, LLC CRD 284187 | Eastland, TX | Corporate platform LLC | $424.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST CITY CAPITAL MANAGEMENT INC CRD 104780 | Savannah, GA | Corporate platform Corporation | $423.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SAGEVEST WEALTH MANAGEMENT CRD 143562 | Mclean, VA | Corporate platform Corporation | $423.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. CRD 287683 | San Luis Obispo, CA | Corporate platform Corporation | $423.0M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL WEALTH INVESTMENTS CRD 311698 | Scranton, PA | Corporate platform Corporation | $423.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MCCARTHY ASSET MANAGEMENT, INC. CRD 118285 | Redwood Shores, CA | Corporate platform Corporation | $422.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MAREK CAPITAL MANAGEMENT LP CRD 333745 | New York, NY | Corporate platform LP | $422.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ONCE CAPITAL MANAGEMENT, LLC CRD 289714 | New York, NY | Corporate platform LLC | $422.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| THE ESTATE PLANNERS GROUP CRD 124418 | Yardley, PA | Corporate platform LLC | $422.1M | 5 advisors | Percentage of AUM | View | |
| TRUFP CRD 299212 | Cumming, GA | Corporate platform Corporation | $421.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCHER INVESTMENT GROUP, INC. CRD 110966 | Pittsford, NY | Corporate platform Corporation | $421.5M | 4 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| JGB CAPITAL MANAGEMENT L.P. CRD 163658 | Westport, CT | Corporate platform LP | $421.0M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View |