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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 | |||||
|---|---|---|---|---|---|---|---|
| CAMBRIDGE FINANCIAL GROUP, INC. CRD 112254 | Columbus, OH | Corporate platform Corporation | $331.3M | 3 advisors | Percentage of AUM | View | |
| INSIGHT FOLIOS CRD 174411 | Charlotte, NC | Corporate platform Corporation | $331.3M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YODER WEALTH MANAGEMENT CRD 291826 | Walnut Creek, CA | Corporate platform Corporation | $331.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPLEY FINANCIAL GROUP, INC. CRD 283070 | San Diego, CA | Corporate platform Corporation | $331.2M | 7 advisors | Percentage of AUM; REFERRAL FEES | View | |
| THE NESTEGG GROUP, INC. CRD 118419 | Lincolnwood, IL | Corporate platform Corporation | $331.0M | 3 advisors | Percentage of AUM | View | |
| BERNARDI ASSET MANAGEMENT, LLC CRD 120110 | Northfield, IL | Corporate platform LLC | $331.0M | 10 advisors | Percentage of AUM | View | |
| SANDSTONE ASSET MANAGEMENT INC. CRD 152742 | Calgary, CA | Corporate platform Corporation | $330.7M | 4 advisors | Percentage of AUM | View | |
| LYNCH ASSET MANAGEMENT, INC. CRD 159938 | NJ | Corporate platform Corporation | $330.6M | 2 advisors | Percentage of AUM | View | |
| UNIPLAN INVESTMENT COUNSEL, INC. CRD 154718 | Milwaukee, WI | Corporate platform Corporation | $330.5M | 10 advisors | Percentage of AUM | View | |
| MONEYWATCH ADVISORS, INC. CRD 107337 | Lexington, KY | Corporate platform Corporation | $329.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC CRD 154616 | Orlando, FL | Corporate platform LLC | $329.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAGON FINANCIAL PARTNERS CRD 158041 | Woodland Hills, CA | Corporate platform Corporation | $329.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWERS ADVISORY GROUP, LLC CRD 172252 | Highland, IL | Corporate platform LLC | $329.5M | 3 advisors | Percentage of AUM | View | |
| BRYSPEN, INCORPORATED CRD 109004 | Washington, DC | Corporate platform Corporation | $329.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TECHQUITY CAPITAL MANAGEMENT CRD 162322 | Austin, TX | Corporate platform LLC | $329.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ARTIFEX FINANCIAL GROUP, LLC CRD 140643 | Oakwood, OH | Corporate platform LLC | $328.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WOLF RIVER CAPITAL MANAGEMENT, LLC CRD 149038 | Memphis, TN | Corporate platform LLC | $328.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| OMC FINANCIAL SERVICES LTD CRD 110528 | Dewitt, NY | Corporate platform Corporation | $328.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| STERNECK CAPITAL MANAGEMENT LLC CRD 111463 | Kansas City, MO | Corporate platform LLC | $327.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OXFORD WEALTH GROUP, LLC CRD 319561 | Orlando, FL | Corporate platform LLC | $327.9M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| WEITZEL FINANCIAL SERVICES, INC. CRD 27346 | Dubuque, IA | Corporate platform Corporation | $327.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUDSON CAPITAL ADVISORY, INC. CRD 304163 | Buffalo, NY | Corporate platform Corporation | $327.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCORD INVESTMENT COUNSEL CRD 107901 | Irvine, CA | Corporate platform Corporation | $327.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CIMARRON WEALTH MANAGEMENT, INC. CRD 299627 | Montrose, CO | Corporate platform Corporation | $327.3M | 7 advisors | Percentage of AUM; Fixed fees | View |