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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 | |||||
|---|---|---|---|---|---|---|---|
| BROOKS, MOORE & ASSOCIATES, INC. CRD 105716 | Chattanooga, TN | Corporate platform Corporation | $348.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FACTOR INVESTING GROUP CRD 315131 | Westborough, MA | Corporate platform Corporation | $348.8M | 4 advisors | Percentage of AUM | View | |
| EGI FINANCIAL, INC. CRD 120607 | Akron, OH | Corporate platform Corporation | $348.7M | 8 advisors | Percentage of AUM; Hourly charges | View | |
| TRILL IMPACT ADVISORY INC. CRD 328179 | New York, NY | Corporate platform Corporation | $348.2M | 4 advisors | SEE MISC. SECTION ON SCHEDULE D. | View | |
| ELLIOTT COVE CAPITAL MANAGEMENT CRD 123636 | Seattle, WA | Corporate platform LLC | $348.2M | 4 advisors | Percentage of AUM | View | |
| WAFD WEALTH, INC CRD 337346 | Seattle, WA | Corporate platform Corporation | $348.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN RETIREMENT PLANNING GROUP INC CRD 108300 | Las Vegas, NV | Corporate platform Corporation | $348.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITED FINANCIAL PLANNING GROUP LLC CRD 149843 | Hauppauge, NY | Corporate platform LLC | $347.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIGHT SIDE CAPITAL MANAGEMENT, LLC CRD 166062 | San Francisco, CA | Corporate platform LLC | $346.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ANGELLIST ASSET MANAGEMENT, LLC CRD 330361 | Seattle, WA | Corporate platform LLC | $346.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GEBHARDT GROUP, INC CRD 142903 | Lafayette, CA | Corporate platform Corporation | $346.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GBM WEALTH MANAGEMENT, INC. CRD 145049 | Houston, TX | Corporate platform Corporation | $346.4M | 8 advisors | Percentage of AUM | View | |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC CRD 161661 | Miami, FL | Corporate platform LLC | $346.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT ELM CAPITAL MANAGEMENT, LLC CRD 284304 | Palm Beach Gardens, FL | Corporate platform LLC | $346.1M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BIP CAPITAL MANAGEMENT SERVICES, LLC CRD 300757 | Atlanta, GA | Corporate platform LLC | $345.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTRESS PLANNING GROUP CRD 157900 | Pewaukee, WI | Corporate platform LLC | $345.3M | 5 advisors | Percentage of AUM | View | |
| HICKS CAPITAL MANAGEMENT, LLC CRD 158609 | Columbus, OH | Corporate platform LLC | $344.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTRINSIC WEALTH COUNSEL, INC. CRD 105022 | Tempe, AZ | Corporate platform Corporation | $344.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEPSIS, INC. CRD 141203 | Minneapolis, MN | Corporate platform Corporation | $344.5M | 18 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| GUINNESS ATKINSON ASSET MANAGEMENT, INC. CRD 124465 | Pasadena, CA | Corporate platform Corporation | $344.4M | 24 advisors | Percentage of AUM | View | |
| PROSPERA CAPITAL MANAGEMENT, LLC CRD 330390 | AZ | Corporate platform LLC | $343.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE CLARK GROUP ASSET MANAGEMENT CRD 164405 | Dana Point, CA | Corporate platform Corporation | $343.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BOURNE LENT ASSET MANAGAMENT, INC. CRD 111114 | Pawling, NY | Corporate platform Corporation | $343.9M | 3 advisors | Percentage of AUM | View | |
| CAMBRIAN CAPITAL MANAGEMENT, L.L.C. CRD 324623 | Newtown Square, PA | Corporate platform LLC | $343.8M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View |