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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 | |||||
|---|---|---|---|---|---|---|---|
| TALARA CAPITAL MANAGEMENT, LLC CRD 158866 | Montclair, NJ | Corporate platform LLC | $317.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH PRO ADVISORS, INC. CRD 169266 | Sarasota, FL | Corporate platform Corporation | $317.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCA PRIVATE WEALTH, INC. CRD 140913 | Greenville, SC | Corporate platform Corporation | $317.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC CRD 281741 | Medford, NJ | Corporate platform LLC | $317.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MENDEL MONEY MANAGEMENT INC CRD 105974 | Northbrook, IL | Corporate platform Corporation | $317.1M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SWISHER FINANCIAL CONCEPTS, INC. CRD 121384 | Westerville, OH | Corporate platform Corporation | $317.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FIRST FINANCIAL GROUP CRD 134006 | Raleigh, NC | Corporate platform Corporation | $317.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DKM WEALTH MANAGEMENT, INC. CRD 316778 | Stockton, CA | Corporate platform Corporation | $316.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THE MUSTICO FINANCIAL GROUP, INC. CRD 125763 | Elmira, NY | Corporate platform Corporation | $316.5M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. CRD 109232 | Rockville, MD | Corporate platform Corporation | $316.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PACIFICA PARTNERS CAPITAL MANAGEMENT CRD 148834 | Surrey, AZ | Corporate platform Corporation | $316.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARQUETTE ASSOCIATES, INC. CRD 118655 | West Chester, PA | Corporate platform Corporation | $315.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THAMES FINANCIAL MANAGEMENT CRD 126295 | Norwich, CT | Corporate platform Corporation | $315.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CAMARDA WEALTH ADVISORY GROUP CRD 113784 | Fleming Island, FL | Corporate platform LLC | $315.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALKER ASSET MANAGEMENT, LLC CRD 284951 | AR | Corporate platform LLC | $315.3M | 1 advisors | Percentage of AUM | View | |
| LINCOLN ENERGY HOLDINGS LLC CRD 333026 | Englewood, CO | Corporate platform LLC | $315.3M | 7 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FORTE ASSET MANAGEMENT, LLC CRD 132969 | CA | Corporate platform LLC | $315.2M | 1 advisors | Percentage of AUM | View | |
| WMS WEALTH PLANNERS CRD 305481 | Pittsburgh, PA | Corporate platform Corporation | $314.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| VISTA ADVISOR GROUP, LLC CRD 307268 | Walnut Creek, CA | Corporate platform LLC | $314.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORTER INVESTMENT MANAGEMENT, LLC CRD 119880 | Cincinnati, OH | Corporate platform LLC | $314.5M | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FAUSER GROUP, LLC CRD 282351 | Mercer Island, WA | Corporate platform LLC | $314.5M | 1 advisors | Percentage of AUM | View | |
| BERNARD WEALTH MANAGEMENT CORP. CRD 159533 | Royal Oak, MI | Corporate platform Corporation | $314.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC CRD 149101 | Lookout Mountain, TN | Corporate platform LLC | $314.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TIETON CAPITAL MANAGEMENT CRD 135769 | Yakima, WA | Corporate platform LLC | $314.0M | 2 advisors | Percentage of AUM | View |