Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| ASSET PRESERVATION GROUP INC CRD 108150 | Grapevine, TX | Corporate platform Corporation | $321.2M | 2 advisors | Percentage of AUM | View | |
| ADVISORS FINANCIAL, INC. CRD 144837 | Vienna, VA | Corporate platform Corporation | $321.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC FINANCIAL PARTNERS, LTD CRD 148858 | CA | Corporate platform Corporation | $321.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOOMEY INVESTMENT MANAGEMENT, INC CRD 127346 | Wallingford, CT | Corporate platform Corporation | $321.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENTINEL ADVISORY GROUP, LLC CRD 338121 | Middleton, WI | Corporate platform LLC | $320.8M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| AWM FINANCIAL SERVICES INC. CRD 144351 | The Woodlands, TX | Corporate platform Corporation | $320.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADASINA SOCIAL CAPITAL CRD 151411 | — | Corporate platform Corporation | $320.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALHAMBRA INVESTMENT MANAGEMENT LLC CRD 138537 | Palmetto Bay, FL | Corporate platform LLC | $320.2M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SAWYER & CO INC CRD 112849 | Boston, MA | Corporate platform Corporation | $320.1M | 3 advisors | Percentage of AUM | View | |
| ARROYO INVESTMENT GROUP, LLC CRD 130243 | Pasadena, CA | Corporate platform LLC | $319.5M | 3 advisors | Percentage of AUM | View | |
| OPTIVEST, INC. CRD 137070 | San Juan Capistrano, CA | Corporate platform Corporation | $319.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHILLIP B. WHITE CO., INC CRD 300623 | San Luis Obispo, CA | Corporate platform Corporation | $318.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC CRD 288841 | New York, NY | Corporate platform LLC | $318.5M | 80 advisors | Fixed fees; Performance-based fees | View | |
| GENERAL PARTNER, INC. CRD 302070 | PA | Corporate platform Corporation | $318.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FMI CRD 117600 | Ardmore, OK | Corporate platform Corporation | $318.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMPACT INVESTORS CRD 289028 | AZ | Corporate platform Corporation | $318.2M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| MODEL WEALTH CRD 299798 | CO | Corporate platform Corporation | $318.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIBUNE INVESTMENT GROUP CRD 329330 | New York, NY | Corporate platform LP | $318.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| 4:8 FINANCIAL CRD 335831 | Canby, OR | Corporate platform Corporation | $318.0M | 4 advisors | Percentage of AUM | View | |
| RANSOM ADVISORY CRD 318747 | MA | Corporate platform Corporation | $317.9M | 1 advisors | Percentage of AUM | View | |
| MEIRA WEALTH CRD 108648 | Coral Gables, FL | Corporate platform Corporation | $317.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWIN SECURITIES, INC. CRD 158318 | New York, NY | Corporate platform Corporation | $317.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DELTROIT ASSET MANAGEMENT (US) LLC CRD 334438 | CT | Corporate platform LLC | $317.7M | 1 advisors | TRANSFER PRICING BASED ON COST PLUS | View | |
| LEGACY FINANCIAL ADVISORS CORPORATION CRD 115384 | Bloomington, MN | Corporate platform Corporation | $317.7M | 2 advisors | Percentage of AUM; Commissions | View |