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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 | |||||
|---|---|---|---|---|---|---|---|
| ODYSSEY GROUP WEALTH ADVISORS CRD 336636 | Lancaster, PA | Corporate platform LLC | $420.9M | 3 advisors | Percentage of AUM | View | |
| GRAHAM, BORDELON, GOLSON & GILBERT, INC. CRD 104612 | Monroe, LA | Corporate platform Corporation | $420.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASCADE INVESTMENT GROUP, INC. CRD 35844 | Colorado Springs, CO | Corporate platform Corporation | $419.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| HOLLANDER ASSET MANAGEMENT LLC CRD 150343 | Miami, FL | Corporate platform LLC | $419.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| R.W. ROGE & COMPANY, INC CRD 104645 | Bohemia, NY | Corporate platform Corporation | $419.5M | 4 advisors | Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE | View | |
| EMBLEM GROUP, L.P. CRD 329533 | Boston, MA | Corporate platform LP | $419.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| HARLOW WEALTH MANAGEMENT, INC. CRD 148315 | Vancouver, WA | Corporate platform Corporation | $419.4M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MOONTOWER ASSET MANAGEMENT LP CRD 328999 | Austin, TX | Corporate platform LP | $419.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SEABIRD INVESTMENT PARTNERS CRD 284125 | San Diego, CA | Corporate platform Corporation | $419.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| P4G CAPITAL MANAGEMENT, LLC CRD 300645 | Stateline, NV | Corporate platform LLC | $419.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVER OAK ADVISORY GROUP CRD 108298 | Portland, OR | Corporate platform Corporation | $418.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE OAK CAPITAL MANAGEMENT, LLC CRD 170339 | Purchase, NY | Corporate platform LLC | $418.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LINCOLN CAPITAL CORPORATION CRD 109922 | East Greenwich, RI | Corporate platform Corporation | $418.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MAUNEY-PITT FINANCIAL MANAGEMENT, INC. CRD 337870 | Shelby, NC | Corporate platform Corporation | $418.0M | 2 advisors | Percentage of AUM | View | |
| FRUTH INVESTMENT MANAGEMENT CRD 107273 | Houston, TX | Corporate platform Corporation | $417.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ARTIST CAPITAL MANAGEMENT LLC CRD 296835 | New York, NY | Corporate platform LLC | $417.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EAGLE WEALTH MANAGEMENT GROUP INC. CRD 327052 | Valencia, CA | Corporate platform Corporation | $417.5M | 5 advisors | Percentage of AUM | View | |
| STRATEGIC ASSET MANAGEMENT GROUP ADVISORS CRD 135832 | Pompano Beach, FL | Corporate platform Corporation | $416.5M | 3 advisors | Percentage of AUM | View | |
| TWO PRIME INC. CRD 316015 | NC | Corporate platform Corporation | $416.5M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MARKET INVESTMENT GROUP, LLC CRD 334248 | Wichita, KS | Corporate platform LLC | $416.4M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHVIEW CAPITAL MANAGEMENT, LLC CRD 306195 | Buffalo Grove, IL | Corporate platform LLC | $416.3M | 3 advisors | Percentage of AUM | View | |
| BARD ASSOCIATES INC CRD 104984 | Chicago, IL | Corporate platform Corporation | $416.2M | 4 advisors | Percentage of AUM | View | |
| R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. CRD 131804 | St.. Louis, MO | Corporate platform Corporation | $415.9M | 7 advisors | Percentage of AUM | View | |
| ALLARD PARTNERS LIMITED CRD 138933 | Central | Corporate platform Corporation | $415.9M | 3 advisors | Percentage of AUM; Performance-based fees | View |