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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 | |||||
|---|---|---|---|---|---|---|---|
| M GROUP CRD 160128 | CA | Corporate platform LLC | $343.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORMULA GROWTH LIMITED CRD 163245 | Montreal | Corporate platform Corporation | $343.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FORMULA GROWTH MANAGEMENT CORP CRD 285005 | New York, NY | Corporate platform Corporation | $343.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COORDINATED FINANCIAL PLANNING CORP CRD 105143 | Cincinnati, OH | Corporate platform Corporation | $343.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. CRD 105959 | Memphis, TN | Corporate platform Corporation | $342.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M3 ADVISORY GROUP, LLC CRD 156208 | Needham Heights, MA | Corporate platform LLC | $342.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLEBROOK ADVISORS CRD 304438 | New York, NY | Corporate platform Corporation | $342.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| J. HAGAN CAPITAL, INC. CRD 168467 | Louisville, KY | Corporate platform Corporation | $341.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMEDLEY FINANCIAL SERVICES INC CRD 110870 | Salt Lake City, UT | Corporate platform Corporation | $341.8M | 6 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| ASTRA CAPITAL MANAGEMENT LLC CRD 284265 | Washington, DC | Corporate platform LLC | $341.5M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ERGAWEALTH ADVISORS, INC. CRD 290030 | Oak Brook, IL | Corporate platform Corporation | $341.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DHODY INVESTMENT GROUP CRD 318610 | Miami Beach, FL | Corporate platform LLC | $341.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THOMAS WRIGHT ASSET MANAGEMENT, INC. CRD 105192 | San Juan, PR | Corporate platform Corporation | $341.3M | 1 advisors | Percentage of AUM | View | |
| FARRINGDON ASSET MANAGEMENT PTE LTD CRD 290461 | Singapore, Singapore | Corporate platform LLC | $341.2M | 11 advisors | Percentage of AUM · Commissions +1 more | View | |
| EUKLES ASSET MANAGEMENT, LLC CRD 156649 | Cincinnati, OH | Corporate platform LLC | $341.1M | 5 advisors | Percentage of AUM | View | |
| CARROLL ADVISORY GROUP CRD 334565 | Texarkana, TX | Corporate platform LLC | $341.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RM PRIVATE WEALTH MANAGEMENT CRD 300082 | Miami, FL | Corporate platform Corporation | $340.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| POST RESCH TALLON GROUP CRD 156302 | Pittsford, NY | Corporate platform Corporation | $340.2M | 5 advisors | Percentage of AUM | View | |
| THE MATHES COMPANY, INC. CRD 109288 | New York, NY | Corporate platform Corporation | $339.8M | 5 advisors | Percentage of AUM | View | |
| AZA CAPITAL MANAGEMENT CRD 109784 | Chicago, IL | Corporate platform Corporation | $339.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| SUPERSTRING CAPITAL MANAGEMENT LP CRD 305743 | New York, NY | Corporate platform LP | $339.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TURNING POINT FINANCIAL CRD 301282 | Frederick, MD | Corporate platform Corporation | $339.4M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TUCKER FINANCIAL GROUP CRD 298292 | Montgomery, AL | Corporate platform Sole prop | $339.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HEALTH CATALYST CAPITAL MANAGEMENT, LLC CRD 282602 | New York, NY | Corporate platform LLC | $339.0M | 4 advisors | Percentage of AUM; Performance-based fees | View |