Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| REGENCY CAPITAL MANAGEMENT INC. CRD 312435 | Honolulu, HI | Corporate platform Corporation | $364.1M | 2 advisors | Percentage of AUM | View | |
| SOLITUDE FINANCIAL SERVICES, INC. CRD 150348 | Charlottesville, VA | Corporate platform Corporation | $363.5M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC CRD 150434 | Dallas, TX | Corporate platform LLC | $363.4M | 4 advisors | Percentage of AUM | View | |
| SARONA ASSET MANAGEMENT INC. CRD 160963 | Kitchener | Corporate platform Corporation | $363.0M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKETRIDERS CRD 147963 | Chesterfield, MO | Corporate platform Corporation | $363.0M | 4 advisors | Percentage of AUM; Subscription fees | View | |
| STRATEGIC INCOME GROUP LLC CRD 165839 | Chandler, AZ | Corporate platform LLC | $362.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACE FINANCIAL ADVISORS CRD 318359 | Hillsboro, OR | Corporate platform Corporation | $362.1M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| BRIGGS WEALTH MANAGEMENT, INC. CRD 125518 | Glastonbury, CT | Corporate platform Corporation | $362.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MRA ADVISORY GROUP CRD 287933 | Sarasota, FL | Corporate platform LLC | $361.3M | 8 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| UNION SQUARE GLOBAL WEALTH MANAGEMENT CRD 111776 | San Francisco, CA | Corporate platform Corporation | $361.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| COX CAPITAL MANAGEMENT LLC CRD 117593 | Andover, MA | Corporate platform LLC | $361.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| DEARBORN CAPITAL MANAGEMENT, LLC CRD 155473 | Chicago, IL | Corporate platform LLC | $360.9M | 4 advisors | Percentage of AUM | View | |
| SIERRA INVESTMENT MANAGEMENT, LLC CRD 106615 | Santa Monica, CA | Corporate platform LLC | $360.9M | 8 advisors | Percentage of AUM | View | |
| WEALTH PLANNING GROUP CRD 291708 | Baltimore, MD | Corporate platform LLC | $360.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSCENDENT CAPITAL GROUP CRD 316872 | Edmond, OK | Corporate platform LLC | $360.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SONATA CAPITAL GROUP INC CRD 111277 | Seattle, WA | Corporate platform Corporation | $360.7M | 5 advisors | Percentage of AUM | View | |
| GOLDMAN LANCASTER, INC. CRD 136134 | Long Beach, CA | Corporate platform Corporation | $360.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASCADE INVESTMENT ADVISORS, INC. CRD 117294 | Oregon City, OR | Corporate platform Corporation | $360.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ACP CAPITAL MANAGEMENT, LLC CRD 138556 | Miami, FL | Corporate platform LLC | $360.3M | 12 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| JESSUP WEALTH MANAGEMENT CRD 323035 | Dayton, OH | Corporate platform Corporation | $360.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DECKER RETIREMENT PLANNING INC. CRD 284281 | Lehi, UT | Corporate platform Corporation | $359.9M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| U. S. BOSTON CAPITAL CORPORATION CRD 5251 | Lincoln, MA | Corporate platform Corporation | $359.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOK & BYNUM CAPITAL MANAGEMENT, LLC CRD 149454 | Birmingham, AL | Corporate platform LLC | $359.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| KESSLER INVESTMENT GROUP, LLC CRD 153696 | Columbus, IN | Corporate platform LLC | $359.7M | 4 advisors | Percentage of AUM; Fixed fees | View |