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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 | |||||
|---|---|---|---|---|---|---|---|
| PIONEER WEALTH MANAGEMENT GROUP CRD 133429 | Austin, TX | Corporate platform Corporation | $399.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONECREST ADVISORS, INC. CRD 142095 | Austin, TX | Corporate platform Corporation | $398.8M | 24 advisors | Percentage of AUM; Fixed fees | View | |
| LESTER FINANCIAL GROUP, LLC CRD 317036 | Champaign, IL | Corporate platform LLC | $398.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY CRD 123322 | Mechanicsburg, PA | Corporate platform Corporation | $398.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PROMETHEUS CAPITAL MANAGEMENT CORP. CRD 121982 | Yardley, PA | Corporate platform Corporation | $397.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RALEIGH CAPITAL MANAGEMENT INC. CRD 149538 | Cary, NC | Corporate platform Corporation | $397.8M | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PERENNIAL ADVISORS GROUP, LLC CRD 128600 | Westford, MA | Corporate platform LLC | $397.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BAYARD ASSET MANAGEMENT LLC CRD 177515 | Princeton, NJ | Corporate platform LLC | $397.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WEBB FINANCIAL GROUP CRD 106617 | Bloomington, MN | Corporate platform Corporation | $397.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LDR CAPITAL MANAGEMENT, LLC CRD 162329 | New York, NY | Corporate platform LLC | $397.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BEACON FINANCIAL PLANNING, INC CRD 175372 | Hyannis, MA | Corporate platform Corporation | $397.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ANABRANCH CAPITAL MANAGEMENT, LP CRD 309151 | Stamford, CT | Corporate platform LP | $397.0M | 2 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| NEW INSIGHT WEALTH ADVISORS CRD 318083 | San Ramon, CA | Corporate platform Corporation | $396.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SARA-BAY FINANCIAL CORP. CRD 133443 | Sarasota, FL | Corporate platform Corporation | $396.8M | 3 advisors | Percentage of AUM | View | |
| FAMILY WEALTH ADVISORY GROUP, LLC CRD 130595 | Cincinnati, OH | Corporate platform LLC | $396.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KIRTLAND FINANCIAL MANAGEMENT, INC. CRD 131138 | Coral Gables, FL | Corporate platform Corporation | $396.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE VISUALIZE GROUP LP CRD 327531 | New York, NY | Corporate platform LP | $396.1M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DIASTOLE WEALTH MANAGEMENT CRD 111604 | Guilford, CT | Corporate platform Corporation | $396.0M | 9 advisors | Percentage of AUM | View | |
| POINCIANA ADVISORS GROUP, LLC CRD 137423 | Palm Beach Gardens, FL | Corporate platform LLC | $396.0M | 1 advisors | Percentage of AUM | View | |
| GUNDERSON CAPITAL MANAGEMENT CRD 140795 | Mount Pleasant, SC | Corporate platform LLC | $395.8M | 2 advisors | Percentage of AUM | View | |
| ECIO, INC. CRD 301432 | Madison, WI | Corporate platform Corporation | $395.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC CRD 312404 | DE | Corporate platform LLC | $395.6M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| MANN FINANCIAL GROUP CRD 297878 | Detroit Lakes, MN | Corporate platform Corporation | $395.5M | 2 advisors | Percentage of AUM | View | |
| INDIA CAPITAL MANAGEMENT LIMITED CRD 162996 | Trianon | Corporate platform Corporation | $395.3M | 5 advisors | Percentage of AUM; Performance-based fees | View |