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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 | |||||
|---|---|---|---|---|---|---|---|
| INTREPID FINANCIAL PLANNING GROUP, LLC CRD 112196 | Carmel, IN | Corporate platform LLC | $390.4M | 3 advisors | Percentage of AUM | View | |
| PRUDENT MAN INVESTMENT MANAGEMENT CRD 104574 | Lousiville, CO | Corporate platform Corporation | $390.2M | 3 advisors | Percentage of AUM | View | |
| BLUESTONE CAPITAL MANAGEMENT, LLC CRD 157841 | Wayne, PA | Corporate platform LLC | $390.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HAHN CAPITAL MANAGEMENT, LLC CRD 108911 | Walnut Creek, CA | Corporate platform LLC | $390.0M | 5 advisors | Percentage of AUM | View | |
| LEGEND FINANCIAL ADVISORS INC CRD 108207 | Pittsburgh, PA | Corporate platform Corporation | $389.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAVOIR FAIRE CAPITAL MANAGEMENT, LP CRD 306994 | Norwalk, CT | Corporate platform LP | $389.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SENTINEL WEALTH MANAGEMENT, INC. CRD 122235 | Reston, VA | Corporate platform Corporation | $388.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| REED FINANCIAL SERVICES, INC. CRD 112179 | Cleveland, OH | Corporate platform Corporation | $388.6M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COSTELLO ASSET MANAGEMENT, INC. CRD 123249 | Feasterville, PA | Corporate platform Corporation | $388.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOCOTRA MANAGEMENT, INC. CRD 328954 | Sacramento, CA | Corporate platform Corporation | $388.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PATHWAYS ADVISORY GROUP, INC. CRD 143817 | Fresno, CA | Corporate platform Corporation | $388.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| WHEELHOUSE ADVISORY GROUP, LLC CRD 312806 | St.. Louis, MO | Corporate platform LLC | $388.1M | 8 advisors | Percentage of AUM · Commissions +1 more | View | |
| BRIAN D. LOWDER, INC. CRD 105972 | San Diego, CA | Corporate platform Corporation | $388.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC CRD 283786 | Stamford, CT | Corporate platform LLC | $387.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUNDVIEW ADVISORS CRD 114437 | Olympia, WA | Corporate platform Corporation | $387.2M | 6 advisors | Percentage of AUM | View | |
| MACROVIEW INVESTMENT MANAGEMENT LLC CRD 149621 | Bethesda, MD | Corporate platform LLC | $387.1M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| LEWIS ASSET MANAGEMENT CRD 143409 | Lafayette, CA | Corporate platform LLC | $387.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ARCHVEST WEALTH ADVISORS, INC. CRD 172087 | Concord, CA | Corporate platform Corporation | $387.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOUTHWEST INVESTMENT ADVISORS, INC. CRD 312685 | Tucson, AZ | Corporate platform Corporation | $386.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERMILLION FINANCIAL ADVISORS, INC. CRD 119239 | South Barrington, IL | Corporate platform Corporation | $386.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1836 ASSET MANAGEMENT, LLC CRD 313389 | Garland, TX | Corporate platform LLC | $386.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SKYLINE ADVISORS, INC. CRD 188511 | Bellingham, WA | Corporate platform Corporation | $386.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| OSTROFE FINANCIAL CONSULTANTS INC CRD 110064 | Grass Valley, CA | Corporate platform Corporation | $386.4M | 3 advisors | Percentage of AUM | View | |
| HD MONEY, INC. CRD 167623 | Sarasota, FL | Corporate platform Corporation | $386.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View |