Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| MCCOLLUM CHRISTOFERSON GROUP, LLC CRD 268812 | Amherst, NY | Corporate platform LLC | $415.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC CRD 290062 | Sherman Oaks, CA | Corporate platform LLC | $415.5M | 3 advisors | Percentage of AUM | View | |
| BROADCREST ASSET MANAGEMENT, LLC CRD 287590 | Winter Park, FL | Corporate platform LLC | $415.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| GOODMAN ADVISORY GROUP, LLC CRD 285637 | Needham, MA | Corporate platform LLC | $415.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST WILSHIRE SECURITIES MANAGEMENT, INC. CRD 171971 | Pasadena, CA | Corporate platform Corporation | $415.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHEAST PLANNING ASSOCIATES, INC. CRD 131406 | Bedford, NH | Corporate platform Corporation | $414.0M | 69 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOKOSAK ADVISORY GROUP, LLC CRD 287538 | Urbandale, IA | Corporate platform LLC | $413.9M | 4 advisors | Percentage of AUM | View | |
| OAK ASSET MANAGEMENT, LLC CRD 287856 | Westlake Village, CA | Corporate platform LLC | $413.8M | 4 advisors | Percentage of AUM | View | |
| CLEARWELL GROUP CRD 306186 | Tampa, FL | Corporate platform LLC | $413.5M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTHBRIDGE FINANCIAL GROUP, LLC CRD 310394 | Tampa, FL | Corporate platform LLC | $413.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SWS CAPITAL MANAGEMENT, LLC CRD 119043 | New York, NY | Corporate platform LLC | $413.1M | 4 advisors | Percentage of AUM | View | |
| ALTAMONT CAPITAL MANAGEMENT CRD 118979 | Asheville, NC | Corporate platform LLC | $412.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| KERBEROS CAPITAL MANAGEMENT LLC CRD 315699 | Chicago, IL | Corporate platform LLC | $412.2M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LAKESIDE ADVISORS INC CRD 104540 | Seattle, WA | Corporate platform Corporation | $412.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETIX & BOTTE FINANCIAL CRD 170020 | La Mesa, CA | Corporate platform Corporation | $411.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AURELIUS CAPITAL MANAGEMENT, LP CRD 157325 | New York, NY | Corporate platform LP | $411.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CURBSTONE FINANCIAL MANAGEMENT CORP. CRD 13348 | Manchester, NH | Corporate platform Corporation | $411.7M | 6 advisors | Percentage of AUM | View | |
| GRANDVIEW ASSET MANAGEMENT LLC CRD 172357 | Harrisburg, PA | Corporate platform LLC | $411.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HALL CAPITAL MANAGEMENT COMPANY, INC. CRD 108141 | Barrington, RI | Corporate platform Corporation | $411.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YAKIRA CAPITAL MANAGEMENT, INC. CRD 159398 | Westport, CT | Corporate platform Corporation | $411.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EVEREST PRIVATE WEALTH CRD 142945 | Cupertino, CA | Corporate platform Corporation | $410.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCESS FINANCIAL RESOURCES INC. CRD 109495 | Oklahoma City, OK | Corporate platform Corporation | $410.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE SQUARE ASSET MANAGEMENT, LLC CRD 296802 | New York, NY | Corporate platform LLC | $410.3M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PAVAKI CAPITAL MANAGEMENT, LLC CRD 316395 | CO | Corporate platform LLC | $410.1M | 2 advisors | Performance-based fees | View |