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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 | |||||
|---|---|---|---|---|---|---|---|
| ACCENT CAPITAL MANAGEMENT, LLC CRD 319275 | Centerville, OH | Corporate platform LLC | $382.7M | 4 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING HAWAII, INC. CRD 153930 | Honolulu, HI | Corporate platform Corporation | $382.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROCTOR FINANCIAL CRD 122021 | Sherborn, MA | Corporate platform Corporation | $382.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CARTER FINANCIAL GROUP, INC. CRD 301025 | Barrington, IL | Corporate platform Corporation | $382.2M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DESTINY CAPITAL CORPORATION CRD 111196 | Denver, CO | Corporate platform Corporation | $382.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EATON FINANCIAL GROUP CRD 316323 | Coral Springs, FL | Corporate platform LLC | $382.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PICTET ASSET MANAGEMENT (USA) CORP CRD 306378 | New York, NY | Corporate platform Corporation | $382.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE STRATEGIC FINANCIAL ALLIANCE CRD 126514 | Atlanta, GA | Corporate platform Corporation | $382.0M | 41 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CRD 174335 | Bratenahl, OH | Corporate platform LLC | $382.0M | 2 advisors | Percentage of AUM | View | |
| SNYDER WEALTH GROUP CRD 106425 | Medford, NY | Corporate platform Corporation | $382.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE ROCK FINANCIAL GROUP CRD 298558 | Rehoboth Beach, DE | Corporate platform LLC | $381.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PECAUT WEALTH MANAGEMENT CRD 2997 | Sioux City, IA | Corporate platform Corporation | $381.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HARBOUR INVESTMENT MANAGEMENT L.L.C. CRD 111166 | Edmonds, WA | Corporate platform LLC | $381.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANDING POINT FINANCIAL GROUP CRD 312978 | Avon, OH | Corporate platform LLC | $381.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| RUBEY & RUST CAPITAL MANAGEMENT, LLC CRD 282776 | CA | Corporate platform LLC | $381.0M | 2 advisors | Percentage of AUM | View | |
| IMS CAPITAL MANAGEMENT CRD 105939 | Clackamas, OR | Corporate platform LLC | $380.9M | 7 advisors | Percentage of AUM | View | |
| MYRIAD ASSET MANAGEMENT ADVISORS LLC CRD 335546 | West Palm Beach, FL | Corporate platform LLC | $380.9M | 2 advisors | Percentage of AUM | View | |
| BUTTONWOOD CAPITAL MANAGEMENT (BCM) CRD 174857 | Scottsdale, AZ | Corporate platform LLC | $380.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHILOSMITH CAPITAL CORPORATION CRD 162082 | Stamford, CT | Corporate platform Corporation | $380.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNCAP MANAGEMENT CRD 304638 | New Orleans, LA | Corporate platform Corporation | $380.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DARDEN WEALTH GROUP CRD 294926 | Ann Arbor, MI | Corporate platform Corporation | $379.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY CONSULTING GROUP CRD 108541 | Plano, TX | Corporate platform LLC | $378.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| AGNELLO FINANCIAL GROUP, INC. CRD 141522 | West Palm Beach, FL | Corporate platform Corporation | $378.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED CRD 125142 | Toronto, On | Corporate platform Corporation | $377.8M | 13 advisors | Percentage of AUM | View |