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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 | |||||
|---|---|---|---|---|---|---|---|
| CRESAP, INC. CRD 25899 | Radnor, PA | Corporate platform Corporation | $339.0M | 4 advisors | Percentage of AUM; FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV | View | |
| DIVERSIFIED FINANCIAL MANAGEMENT CRD 171813 | Norwell, MA | Corporate platform Corporation | $338.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE ADVISORY GROUP CRD 306661 | Rock Hill, SC | Corporate platform LLC | $338.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOOKENDS FINANCIAL PLANNING CRD 305301 | Indianapolis, IN | Corporate platform Corporation | $338.3M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| NICHOLSON MEYER CAPITAL MANAGEMENT, INC. CRD 105580 | Kansas City, MO | Corporate platform Corporation | $338.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADDINGTON FINANCIAL GROUP LLC CRD 114584 | CO | Corporate platform LLC | $338.1M | 2 advisors | Percentage of AUM | View | |
| TECHNOMART RGA INC CRD 107891 | Baltimore, MD | Corporate platform Corporation | $337.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| UWHARRIE INVESTMENT ADVISORS, INC. CRD 117592 | Albemarle, NC | Corporate platform Corporation | $337.8M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| LUCAS GROUP FINANCIAL ADVISORS, LLC CRD 326880 | Freeport, IL | Corporate platform LLC | $337.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUTIMA CAPITAL MANAGEMENT LLC CRD 284629 | New York, NY | Corporate platform LLC | $337.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EVOADVISORS CRD 149615 | Richmond, VA | Corporate platform Corporation | $337.2M | 6 advisors | Fixed fees | View | |
| THE NALLS SHERBAKOFF GROUP, LLC CRD 168239 | Knoxville, TN | Corporate platform LLC | $337.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MULLANEY KEATING & WRIGHT INC CRD 110743 | Middletown, CT | Corporate platform Corporation | $337.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRU INDEPENDENCE ASSET MANAGEMENT, LLC CRD 168256 | Portland, OR | Corporate platform LLC | $336.9M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EVERSTAR ASSET MANAGEMENT, LLC CRD 313334 | Mooresville, NC | Corporate platform LLC | $336.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSEMBLY WEALTH CRD 108834 | Mill Valley, CA | Corporate platform Corporation | $336.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOURNEY FINANCIAL GROUP, INC. CRD 123565 | Buffalo Grove, IL | Corporate platform Corporation | $336.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADG WEALTH MANAGEMENT GROUP, LLC CRD 132341 | Metairie, LA | Corporate platform LLC | $336.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LOON LAKE CAPITAL MANAGEMENT LP CRD 339830 | Boston, MA | Corporate platform LP | $336.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SHARED VISION WEALTH GROUP CRD 325000 | AZ | Corporate platform LLC | $335.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST DALLAS SECURITIES, INC. CRD 24549 | Dallas, TX | Corporate platform Corporation | $335.7M | 9 advisors | Commissions | View | |
| MID-AMERICAN WEALTH ADVISORY GROUP CRD 301621 | Kansas City, MO | Corporate platform Corporation | $335.6M | 6 advisors | Percentage of AUM | View | |
| PERSONAL FINANCIAL PROFILES INC CRD 109327 | Coral Springs, FL | Corporate platform Corporation | $335.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MENARD FINANCIAL GROUP, LLC CRD 299404 | Houston, TX | Corporate platform LLC | $335.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |