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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 | |||||
|---|---|---|---|---|---|---|---|
| HURLEY FINANCIAL GROUP, INC. CRD 108983 | Corvallis, OR | Corporate platform Corporation | $406.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GUERRA WEALTH ADVISORS CRD 282409 | Miami, FL | Corporate platform Corporation | $406.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHLAND ASSET MANAGEMENT CRD 40258 | Minneapolis, MN | Corporate platform Corporation | $405.5M | 22 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. CRD 158511 | San Francisco, CA | Corporate platform LP | $405.4M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| GOODHAVEN CAPITAL MANAGEMENT CRD 156032 | Millburn, NJ | Corporate platform LLC | $405.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FOCUSGROWTH ASSET MANAGEMENT, LP CRD 309245 | New York, NY | Corporate platform LP | $405.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CORE WEALTH MANAGEMENT, INC. CRD 162870 | Jupiter, FL | Corporate platform Corporation | $404.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRE VENTURE CAPITAL, INC. CRD 317875 | Mahwah, NJ | Corporate platform Corporation | $404.6M | 5 advisors | Fixed fees; Performance-based fees | View | |
| S HARRIS FINANCIAL GROUP, LLC CRD 151899 | San Antonio, TX | Corporate platform LLC | $404.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUPREE FINANCIAL GROUP, LLC CRD 131091 | Lexington, KY | Corporate platform LLC | $404.4M | 6 advisors | Percentage of AUM | View | |
| AXIOM FINANCIAL STRATEGIES GROUP, LLC CRD 306618 | New Albany, IN | Corporate platform LLC | $404.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAINSAIL FINANCIAL GROUP CRD 317970 | Bellevue, WA | Corporate platform LLC | $403.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ALEXANDER RANDOLPH ADVISORY INC CRD 106024 | Mclean, VA | Corporate platform Corporation | $403.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TILIA FIDUCIARY PARTNERS, INC. CRD 157852 | Wilmington, NC | Corporate platform Corporation | $403.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORUM PRIVATE CLIENT GROUP CRD 143075 | Fishers, IN | Corporate platform LLC | $403.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LCM CAPITAL MANAGEMENT INC CRD 111074 | Chicago, IL | Corporate platform Corporation | $403.0M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| RATIONAL INVESTMENT MANAGEMENT, LLC CRD 163057 | CA | Corporate platform LLC | $402.6M | 2 advisors | Percentage of AUM | View | |
| BCI SECURITIES, INC. CRD 168047 | Miami, FL | Corporate platform Corporation | $402.2M | 39 advisors | Percentage of AUM; Fixed fees | View | |
| O'NEIL GLOBAL ADVISORS, INC. CRD 308150 | Los Angeles, CA | Corporate platform Corporation | $401.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| AS AVARON ASSET MANAGEMENT CRD 282350 | Tallinn | Corporate platform LLC | $401.9M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| HELM CAPITAL MANAGEMENT CRD 123174 | Seattle, WA | Corporate platform LLC | $400.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NOBLE WEALTH MANAGEMENT P.B.C. CRD 322607 | Greenwood Village, CO | Corporate platform Corporation | $400.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURNS MATTESON CAPITAL MANAGEMENT, LLC CRD 118315 | Corning, NY | Corporate platform LLC | $400.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDEN SPARK INSIGHTS CRD 339382 | Fairfax, VA | Corporate platform Corporation | $400.0M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View |