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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 | |||||
|---|---|---|---|---|---|---|---|
| LATKO WEALTH MANAGEMENT, LTD. CRD 282423 | Frankfort, IL | Corporate platform Corporation | $327.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARDENT CAPITAL MANAGEMENT, INC. CRD 108264 | Cincinnati, OH | Corporate platform Corporation | $327.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WILKERSON ADVISORY GROUP LLC CRD 334668 | Columbia, MO | Corporate platform LLC | $326.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAW & ASSOCIATES INC CRD 105350 | Glen Echo, MD | Corporate platform Corporation | $326.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAY RIVERS GROUP WEALTH PARTNERS CRD 290095 | Williamsburg, VA | Corporate platform Corporation | $326.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESILIENT CAPITAL MANAGEMENT, LLC CRD 318997 | Dallas, TX | Corporate platform LLC | $326.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFEPLAN GROUP CRD 144157 | Raleigh, NC | Corporate platform Corporation | $326.0M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RESOLUTE GLOBAL PARTNERS, LTD. CRD 160743 | Hamilton | Corporate platform Corporation | $325.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CATAWBA RIVER CAPITAL CRD 134217 | Lake Wylie, SC | Corporate platform Corporation | $325.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TREIBERG WEALTH MANAGEMENT CRD 284140 | Tucson, AZ | Corporate platform Corporation | $325.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIVERSAL FINANCIAL SERVICES INC. CRD 131558 | Guaynabo, PR | Corporate platform Corporation | $324.6M | 1 advisors | Percentage of AUM | View | |
| LIGHT ARC CAPITAL MANAGEMENT LLC CRD 339985 | Greenwich, CT | Corporate platform LLC | $324.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| VISTA INVESTMENT MANAGEMENT, LLC CRD 116068 | Pittsburgh, PA | Corporate platform LLC | $323.9M | 4 advisors | Percentage of AUM | View | |
| GALAXY INVESTMENT MANAGEMENT, LLC CRD 281589 | Uniondale, NY | Corporate platform LLC | $323.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TORQUE ASSET MANAGEMENT LLC CRD 335621 | NE | Corporate platform LLC | $323.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AULL & MONROE CRD 104830 | Mobile, AL | Corporate platform Corporation | $323.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTREPID INVESTMENT MANAGEMENT, LLC CRD 192522 | Houston, TX | Corporate platform LLC | $322.8M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LAUER CAPITAL MANAGEMENT LTD CRD 109660 | Sioux Falls, SD | Corporate platform Corporation | $322.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OSCEOLA CAPITAL MANAGEMENT CRD 301565 | Tampa, FL | Corporate platform LLC | $322.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NICHOLSON WEALTH MANAGEMENT GROUP CRD 327001 | Charleston, SC | Corporate platform LLC | $322.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SHUM FINANCIAL GROUP, INC. CRD 285426 | Alameda, CA | Corporate platform Other (specify) | $322.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARDSHIP ADVISORY GROUP, LLC CRD 165710 | Clermont, FL | Corporate platform LLC | $321.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B.B. GRAHAM & COMPANY, INC. CRD 41533 | Orange, CA | Corporate platform Corporation | $321.7M | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HF ADVISORY GROUP, LLC CRD 309051 | Annapolis, MD | Corporate platform LLC | $321.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |