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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 | |||||
|---|---|---|---|---|---|---|---|
| FAIRHAVEN FINANCIAL ADVISORY CORPORATION CRD 124266 | East Lansing, MI | Corporate platform Corporation | $377.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FAMILY LEGACY, INC. CRD 110945 | Greenville, SC | Corporate platform Corporation | $377.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| NORTHSTAR ADVISORY GROUP, LLC CRD 306850 | Northfield, NJ | Corporate platform LLC | $377.0M | 3 advisors | Percentage of AUM | View | |
| STRATEGIC PLANNING, INC. CRD 139648 | Columbus, OH | Corporate platform Corporation | $376.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KLEINFELDER CAPITAL, INC. CRD 289345 | Cincinnati, OH | Corporate platform Corporation | $376.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RHODES INVESTMENT ADVISORS, INC. CRD 114245 | Fort Worth, TX | Corporate platform Corporation | $376.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHRISTY CAPITAL MANAGEMENT, INC. CRD 149313 | Macon, GA | Corporate platform Corporation | $376.3M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONCORDE INVESTMENT MANAGEMENT CRD 105237 | Dallas, TX | Corporate platform Corporation | $376.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| STONECREST WEALTH MANAGEMENT, INC CRD 311404 | Chandler, AZ | Corporate platform Corporation | $375.8M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINDELL CAPITAL MANAGEMENT LLC CRD 307394 | New York, NY | Corporate platform LLC | $375.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MELKONIAN CAPITAL MANAGEMENT, LLC CRD 162543 | New York, NY | Corporate platform LLC | $375.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT PLANNING GROUP, LLC CRD 310647 | Malta, NY | Corporate platform LLC | $375.4M | 4 advisors | Percentage of AUM | View | |
| JAGUAR GROWTH ASSET MANAGEMENT, LLC CRD 169571 | Miami, FL | Corporate platform LLC | $375.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CULTIVAR CAPITAL, INC. CRD 160145 | Denton, TX | Corporate platform Corporation | $375.1M | 2 advisors | Percentage of AUM | View | |
| BEAR MOUNTAIN CAPITAL INC. CRD 151151 | Seattle, WA | Corporate platform Corporation | $375.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC CRD 169538 | Jacksonville, FL | Corporate platform LLC | $374.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HALE CAPITAL MANAGEMENT, LP CRD 157220 | New York, NY | Corporate platform LP | $374.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| KM CAPITAL MANAGEMENT, LTD. CRD 132887 | Austin, TX | Corporate platform LP | $374.4M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE PITTI GROUP WEALTH MANAGEMENT, LLC CRD 314685 | Victor, NY | Corporate platform LLC | $374.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AURORA PRIVATE WEALTH, INC. CRD 281604 | Totowa, NJ | Corporate platform Corporation | $374.0M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEMARS FINANCIAL GROUP LLC CRD 116257 | Spokane Valley, WA | Corporate platform LLC | $374.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| B.A. ROBERTS FINANCIAL SERVICES, INC. CRD 289856 | Marquette, MI | Corporate platform Corporation | $373.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DORVAL & CHORNE FINANCIAL ADVISORS CRD 309512 | Maple Grove, MN | Corporate platform Corporation | $373.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TONY WALKER FINANCIAL CRD 145457 | Bowling Green, KY | Corporate platform Corporation | $373.7M | 4 advisors | Percentage of AUM | View |