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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 | |||||
|---|---|---|---|---|---|---|---|
| ABRA CAPITAL MANAGEMENT, LP CRD 323353 | San Francisco, CA | Corporate platform LP | $334.7M | 5 advisors | Percentage of AUM | View | |
| WEIK CAPITAL MANAGEMENT CRD 107068 | Wyomissing, PA | Corporate platform Corporation | $334.7M | 6 advisors | Percentage of AUM | View | |
| WEALTHHARBOR CAPITAL GROUP, LLC CRD 118614 | Metairie, LA | Corporate platform LLC | $334.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SLAYTON LEWIS INC CRD 114596 | Salt Lake City, UT | Corporate platform Corporation | $334.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEWELL FINANCIAL GROUP, INC. CRD 333535 | CA | Corporate platform Corporation | $334.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENVISION CAPITAL MANAGEMENT INC CRD 107150 | CA | Corporate platform Corporation | $334.1M | 2 advisors | Percentage of AUM | View | |
| EVERMONT WEALTH CRD 168581 | Claremont, CA | Corporate platform Corporation | $333.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOOD HARBOR ADVISORS, INC. CRD 143492 | Gloucester, MA | Corporate platform Corporation | $333.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT PARTNERS ASSET MANAGEMENT CRD 121812 | Metuchen, NJ | Corporate platform Corporation | $333.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FAIRFIELD FINANCIAL ADVISORS CRD 106408 | Wellesley, MA | Corporate platform Corporation | $333.2M | 4 advisors | Percentage of AUM | View | |
| CHARTER ADVISORY CORPORATION CRD 113390 | Indianapolis, IN | Corporate platform Corporation | $333.1M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIBENEDETTO & ASSOCIATES LTD CRD 108092 | Loves Park, IL | Corporate platform Corporation | $333.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC CRD 136069 | Charlottesville, VA | Corporate platform LLC | $333.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC CRD 291380 | The Villages, FL | Corporate platform LLC | $332.8M | 7 advisors | Percentage of AUM | View | |
| LAURUS GLOBAL EQUITY MANAGEMENT INC. CRD 317604 | Toronto | Corporate platform Corporation | $332.7M | 4 advisors | Percentage of AUM | View | |
| OPUS INVESTMENT MANAGEMENT LLC CRD 163262 | New York, NY | Corporate platform LLC | $331.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GEN FINANCIAL MANAGEMENT INC. CRD 110179 | Plymouth, MN | Corporate platform Corporation | $331.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THE HOGAN-KNOTTS FINANCIAL GROUP, INC. CRD 106758 | Red Bank, NJ | Corporate platform Corporation | $331.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| OCEANIC INVESTMENT MANAGEMENT LIMITED CRD 160287 | Douglas | Corporate platform Corporation | $331.5M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ELIOS FINANCIAL GROUP, INC. CRD 119873 | Westlake, OH | Corporate platform Corporation | $331.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CORAZON GROUP LLC CRD 285865 | Chicago, IL | Corporate platform LLC | $331.5M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| RAINIER FAMILY WEALTH, INC. CRD 332062 | Tacoma, WA | Corporate platform Corporation | $331.5M | 3 advisors | Percentage of AUM | View | |
| SECTORAL ASSET MANAGEMENT INC. CRD 110345 | Montreal, Quebec | Corporate platform Corporation | $331.4M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CHARLES FISH INVESTMENTS, INC. CRD 110445 | Irvine, CA | Corporate platform Corporation | $331.3M | 4 advisors | Percentage of AUM; Fixed fees | View |