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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 | |||||
|---|---|---|---|---|---|---|---|
| KUNATH KARREN RINNE & ATKIN LLC CRD 104531 | Seattle, WA | Corporate platform Corporation | $373.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THE KARRAS COMPANY, INC. CRD 109578 | Roy, UT | Corporate platform Corporation | $372.9M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MARGNA PEAK ADVISORS AG CRD 128649 | Zurich, LA | Corporate platform Corporation | $372.5M | 3 advisors | Percentage of AUM | View | |
| ARBOR CAPITAL MANAGEMENT INC CRD 111362 | Anchorage, AK | Corporate platform Corporation | $372.5M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| BESTIGE HOLDINGS, LLC CRD 305343 | UT | Corporate platform LLC | $372.4M | 7 advisors | Performance-based fees; MONITORING FEE & TRANSACTION FEE | View | |
| UNITED BROKERAGE SERVICES INC CRD 39062 | Parkersburg, WV | Corporate platform Corporation | $372.3M | 55 advisors | Percentage of AUM | View | |
| INVICTA FINANCIAL GROUP CRD 288008 | Yuma, AZ | Corporate platform Corporation | $371.1M | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ORION CAPITAL MANAGEMENT LLC CRD 119428 | Coronado, CA | Corporate platform LLC | $370.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MACRO ADVISORS, INC. CRD 118832 | York, PA | Corporate platform Corporation | $370.9M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| HELM INVESTMENT MANAGEMENT, LLC CRD 141773 | Denver, CO | Corporate platform LLC | $370.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARCHER INVESTMENT MANAGEMENT CRD 146852 | CA | Corporate platform LLC | $370.8M | 4 advisors | Percentage of AUM | View | |
| JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. CRD 312630 | Houston, TX | Corporate platform LP | $370.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ATALA FINANCIAL INC CRD 318371 | Calabasas, CA | Corporate platform Corporation | $370.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT PLANNING SPECIALISTS, INC. CRD 139358 | Ashland, OR | Corporate platform Corporation | $370.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CORDANT WEALTH PARTNERS CRD 152395 | Portland, OR | Corporate platform Corporation | $370.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MASONRY CAPITAL MANAGEMENT, LLC CRD 292664 | Charlottesville, VA | Corporate platform LLC | $370.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WARWICK GROUP II, INC. CRD 161549 | CT | Corporate platform Corporation | $369.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COSNER FINANCIAL GROUP, LLC CRD 147942 | Windsor, CO | Corporate platform LLC | $369.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLASSY MOUNTAIN ADVISORS, INC. CRD 314937 | Bethesda, MD | Corporate platform Corporation | $369.8M | 6 advisors | Percentage of AUM | View | |
| CAMDEN PARTNERS HOLDINGS, LLC CRD 117011 | Owings Mills, MD | Corporate platform LLC | $369.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| M.Z. KARK & ASSOCIATES, INC CRD 106627 | Denver, CO | Corporate platform Corporation | $369.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BIG INVESTMENT SERVICES CRD 291437 | Dover, DE | Corporate platform Corporation | $369.3M | 4 advisors | Percentage of AUM | View | |
| BARON FINANCIAL GROUP LLC CRD 144234 | Fair Lawn, NJ | Corporate platform LLC | $369.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| YOSEMITE CAPITAL MANAGEMENT CRD 124298 | Newport Beach, CA | Corporate platform LLC | $369.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |