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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 | |||||
|---|---|---|---|---|---|---|---|
| LYNK CAPITAL MANAGEMENT COMPANY, LLC CRD 329038 | Jacksonville, FL | Corporate platform LLC | $359.6M | 3 advisors | Percentage of AUM; SEE SCHEDULE D, MISCELLANEOUS | View | |
| NOVAK & POWELL FINANCIAL SERVICES, INC. CRD 112970 | St.. Petersburg, FL | Corporate platform Corporation | $359.5M | 7 advisors | Percentage of AUM | View | |
| WASHINGTON PARK CAPITAL MANAGEMENT, LLC CRD 338939 | Portland, OR | Corporate platform LLC | $359.5M | 3 advisors | Percentage of AUM | View | |
| THE DAVID J. YVARS GROUP INC. CRD 328901 | CA | Corporate platform Corporation | $359.3M | 4 advisors | Percentage of AUM | View | |
| RIDGEPATH CAPITAL MANAGEMENT LLC CRD 283343 | Knoxville, TN | Corporate platform LLC | $358.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFEWAY FINANCIAL CORPORATION CRD 114276 | Plano, TX | Corporate platform Corporation | $358.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLOVERFIELDS CAPITAL GROUP, LP CRD 306590 | Minneapolis, MN | Corporate platform Corporation | $358.7M | 1 advisors | Percentage of AUM | View | |
| ARARAT CAPITAL MANAGEMENT LP CRD 291783 | Westport, CT | Corporate platform Corporation | $358.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| POINT WINDWARD ADVISORS, INC. CRD 110457 | New York, NY | Corporate platform Corporation | $358.6M | 8 advisors | Percentage of AUM; Commissions | View | |
| CALIFORNIA CAPITAL MANAGEMENT CRD 130734 | Burbank, CA | Corporate platform LLC | $358.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIS CAPITAL MANAGEMENT L.P. CRD 107971 | Wilton, CT | Corporate platform LP | $358.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE WEALTH MANAGEMENT CRD 122394 | Houston, TX | Corporate platform Corporation | $357.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCDONALD CAPITAL MANAGEMENT CRD 114531 | Lubbock, TX | Corporate platform LLC | $357.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PAPAMARKOU WELLNER PERKIN ADVISORS CRD 131796 | New York, NY | Corporate platform Corporation | $357.5M | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LIFESPAN FINANCIAL STRATEGIES, INC. CRD 119800 | Weston, FL | Corporate platform Corporation | $357.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONTVUE CAPITAL MANAGEMENT, INC. CRD 116807 | Lynchburg, VA | Corporate platform Corporation | $357.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HOULIHAN FINANCIAL RESOURCE GROUP, LTD. CRD 116670 | Ashburn, VA | Corporate platform Corporation | $357.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GKV CAPITAL MANAGEMENT CO INC CRD 108767 | Walnut Creek, CA | Corporate platform Corporation | $357.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 284547 | Dunmore, PA | Corporate platform LLC | $356.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONHEGAN CAPITAL MANAGEMENT, LLC CRD 304428 | CT | Corporate platform LLC | $356.0M | 1 advisors | Percentage of AUM | View | |
| ARGYLE CAPITAL MANAGEMENT, LLC CRD 106576 | Center Valley, PA | Corporate platform LLC | $355.7M | 3 advisors | Percentage of AUM; CONSULTING OR ADMINISTRATIVE FEES | View | |
| HARRINGTON INVESTMENTS, INC. CRD 110790 | Napa, CA | Corporate platform Corporation | $355.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FPNAVIGATORS CRD 332831 | Maple Grove, MN | Corporate platform Corporation | $355.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HANOVER ADVISORS, INC CRD 119655 | Seneca, SC | Corporate platform Corporation | $354.9M | 2 advisors | Percentage of AUM; DPL, NITROGEN | View |