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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 | |||||
|---|---|---|---|---|---|---|---|
| CANNON CAPITAL MANAGEMENT, INC. CRD 144247 | Salt Lake City, UT | Corporate platform Corporation | $386.1M | 3 advisors | Percentage of AUM | View | |
| TAPPALPHA CRD 327980 | WA | Corporate platform Corporation | $386.0M | 1 advisors | Percentage of AUM; % OF NET POSITIVE OPTIONS INCOME AS SUB-ADVISER | View | |
| WILLS FINANCIAL GROUP, LLC CRD 334431 | Richmond, VA | Corporate platform LLC | $385.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ALDEN INVESTMENT GROUP CRD 317077 | Wayne, PA | Corporate platform LLC | $385.7M | 38 advisors | Percentage of AUM; Fixed fees | View | |
| RANCH CAPITAL ADVISORS INC. CRD 300966 | Sarasota, FL | Corporate platform Corporation | $385.5M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELEVATE WEALTH ADVISORY, INC. CRD 149713 | Athens, GA | Corporate platform Corporation | $385.5M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REALTA INVESTMENT ADVISORS, INC CRD 134952 | Wilmington, DE | Corporate platform Corporation | $385.4M | 54 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH MANAGEMENT RESOURCES, INC. CRD 45452 | Smithfield, RI | Corporate platform Corporation | $385.2M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAIRN INVESTMENT GROUP CRD 143601 | Vancouver, WA | Corporate platform Corporation | $385.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PSI CAPITAL MANAGEMENT CRD 117105 | Lancaster, PA | Corporate platform Corporation | $384.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC ASSET MANAGEMENT, LLC CRD 115157 | Gig Harbor, WA | Corporate platform LLC | $384.8M | 5 advisors | Percentage of AUM | View | |
| AGVICTUS CAPITAL MANAGEMENT LLC CRD 307047 | Alpharetta, GA | Corporate platform LLC | $384.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LASALLE DEBT INVESTORS, INC. CRD 158422 | Los Angeles, CA | Corporate platform Corporation | $384.7M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| NOMURA CAPITAL MANAGEMENT LLC CRD 324417 | New York, NY | Corporate platform LLC | $384.1M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CHALKSTREAM CAPITAL GROUP, L.P. CRD 153734 | NY | Corporate platform LP | $384.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ATLANTIC INVESTMENT MANAGEMENT, INC CRD 137698 | New York, NY | Corporate platform Corporation | $384.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PARAGON FINANCIAL SERVICES CRD 164832 | Richmond, VA | Corporate platform Corporation | $383.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPARTAN PLANNING GROUP CRD 166599 | Greensboro, NC | Corporate platform LLC | $383.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ARCADIA WEALTH MANAGEMENT CRD 165504 | Smithtown, NY | Corporate platform Corporation | $383.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| VOLT INVESTMENT HOLDINGS LLC CRD 306923 | Brooklyn, NY | Corporate platform LLC | $383.5M | 4 advisors | Fixed fees; Performance-based fees | View | |
| CASCADES CAPITAL ASSET MANAGEMENT, LLC CRD 167102 | Greensboro, NC | Corporate platform LLC | $383.3M | 3 advisors | Percentage of AUM | View | |
| KEATING INVESTMENT COUNSELORS INC CRD 110134 | Delray Beach, FL | Corporate platform Corporation | $383.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL MANAGEMENT LLC CRD 109416 | Greensboro, NC | Corporate platform LLC | $383.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. CRD 165145 | Buffalo, MN | Corporate platform Corporation | $382.9M | 9 advisors | Percentage of AUM; Fixed fees | View |