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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 | |||||
|---|---|---|---|---|---|---|---|
| TAGSTONE CAPITAL, INC. CRD 158864 | Charlotte, NC | Corporate platform Corporation | $368.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SAGE CAPITAL MANAGEMENT LLC CRD 108547 | CA | Corporate platform LLC | $368.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PERSIMMON CAPITAL MANAGEMENT CRD 334563 | Blue Bell, PA | Corporate platform LP | $368.5M | 2 advisors | Percentage of AUM | View | |
| SAXONY CAPITAL MANAGEMENT, LLC CRD 122692 | Saint Louis, MO | Corporate platform LLC | $367.9M | 6 employees | Percentage of AUM · Hourly charges +2 more | View | |
| TULL FINANCIAL GROUP, INC. CRD 112235 | Chesapeake, VA | Corporate platform Corporation | $367.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. CRD 324586 | Somers, NY | Corporate platform Corporation | $367.0M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGY FINANCIAL GROUP CRD 164531 | Phoenix, AZ | Corporate platform LLC | $366.7M | 10 advisors | Percentage of AUM; Hourly charges | View | |
| ODER INVESTMENT MANAGEMENT, LLC CRD 134506 | Woodland Hills, CA | Corporate platform LLC | $366.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| T. ANTON INVESTMENT HOUSE, INC. CRD 174970 | Madison, WI | Corporate platform Corporation | $366.6M | 3 advisors | Percentage of AUM | View | |
| JACOBS ASSET MANAGEMENT, LLC CRD 156563 | New York, NY | Corporate platform LLC | $366.4M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SHIRA RIDGE WEALTH MANAGEMENT CRD 117627 | San Rafael, CA | Corporate platform Corporation | $366.4M | 2 advisors | Percentage of AUM | View | |
| M. E. ALLISON & CO., INC. CRD 1047 | San Antonio, TX | Corporate platform Corporation | $366.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROYAL OAK FINANCIAL GROUP CRD 166391 | Worthington, OH | Corporate platform LLC | $366.0M | 1 employees | Percentage of AUM; Hourly charges | View | |
| NORTH CAPITAL CRD 148802 | Salt Lake City, UT | Corporate platform Corporation | $365.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHICAGO WEALTH MANAGEMENT, INC. CRD 112271 | Chicago, IL | Corporate platform Corporation | $365.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFLECTION CAPITAL MANAGEMENT, LLC CRD 333157 | San Francisco, CA | Corporate platform LLC | $365.6M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| INNOVIUS CAPITAL MANAGEMENT, LLC CRD 311568 | San Francisco, CA | Corporate platform LLC | $365.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TEALWOOD ASSET MANAGEMENT CRD 105245 | Minneapolis, MN | Corporate platform Corporation | $365.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BEAUMONT ASSET MANAGEMENT, LLC CRD 150407 | Beaumont, TX | Corporate platform LLC | $365.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLEGIATE PEAKS ASSET MANAGEMENT, LLC CRD 322086 | Denver, CO | Corporate platform LLC | $365.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KONDO WEALTH ADVISORS, INC CRD 175347 | Pasadena, CA | Corporate platform Corporation | $365.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUCERNE CAPITAL MANAGEMENT, LP CRD 111288 | Greenwich, CT | Corporate platform LP | $364.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FPC INVESTMENT ADVISORY, INC. CRD 122728 | Petaluma, CA | Corporate platform Corporation | $364.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEBOLD CAPITAL MANAGEMENT, INC CRD 122941 | Lisle, IL | Corporate platform Corporation | $364.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |