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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 | |||||
|---|---|---|---|---|---|---|---|
| WILLIAMS FINANCIAL GROUP CRD 310008 | Mobile, AL | Corporate platform LLC | $354.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LLOYD HARBOR CAPITAL MANAGEMENT, LLC CRD 304646 | Cold Spring Harbor, NY | Corporate platform LLC | $354.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPSTONE WEALTH CRD 130128 | Billings, MT | Corporate platform Corporation | $354.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIFE PLANNING PARTNERS, INC. CRD 129338 | Jacksonville, FL | Corporate platform Corporation | $354.0M | 5 advisors | Hourly charges; Fixed fees | View | |
| CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC CRD 164517 | Miami, FL | Corporate platform LLC | $353.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NORRIS FINANCIAL GROUP, LLC CRD 129422 | Greenville, SC | Corporate platform LLC | $353.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACK MAPLE CAPITAL MANAGEMENT LP CRD 168385 | Milwaukee, WI | Corporate platform LP | $352.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| FORAGER CAPITAL MANAGEMENT, LLC CRD 158835 | Birmingham, AL | Corporate platform LLC | $352.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JDM FINANCIAL GROUP LLC CRD 122057 | CA | Corporate platform LLC | $352.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTRESS FINANCIAL GROUP, LLC CRD 315329 | Rochester, MN | Corporate platform LLC | $352.3M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CHERRY CREEK INVESTMENT ADVISORS INC CRD 107426 | Englewood, CO | Corporate platform Corporation | $351.9M | 2 advisors | Percentage of AUM | View | |
| LFA CRD 114674 | St.. Cloud, MN | Corporate platform Corporation | $351.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CRD 147014 | Saline, MI | Corporate platform Corporation | $351.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SITRIN CAPITAL MANAGEMENT, LLC CRD 282436 | Century City, CA | Corporate platform LLC | $351.1M | 6 advisors | Percentage of AUM | View | |
| ELITE CAPITAL MANAGEMENT GROUP, LLC CRD 144228 | TX | Corporate platform LLC | $350.9M | 3 advisors | Percentage of AUM | View | |
| THREE BEARINGS FIDUCIARY ADVISORS, INC. CRD 283926 | Hampton, NH | Corporate platform Corporation | $350.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORCAP INVESTMENT MANAGEMENT, L.P. CRD 132975 | Austin, TX | Corporate platform LP | $350.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIDGEWATER ASSET MANAGEMENT LLC CRD 169832 | Chesterfield, MO | Corporate platform LLC | $350.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| V2 FINANCIAL GROUP, LLC CRD 142189 | CA | Corporate platform LLC | $350.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| JONES ROAD CAPITAL MANAGEMENT, L.P. CRD 296822 | New York, NY | Corporate platform LP | $350.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SPX CAPITAL MANAGEMENT LLC CRD 297944 | New York, NY | Corporate platform LLC | $350.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| TURN8 PRIVATE WEALTH INC. CRD 167608 | Pointe Claire, TX | Corporate platform Corporation | $350.0M | 3 advisors | Percentage of AUM; SUBADVISOR FEES | View | |
| PAUL MANNERS & ASSOCIATES, INC. CRD 110996 | Marietta, GA | Corporate platform Corporation | $349.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALTRIARCH ASSET MANAGEMENT, LLC CRD 328482 | Charleston, SC | Corporate platform LLC | $349.1M | 5 advisors | Performance-based fees; SERVICING FEE | View |