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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 | |||||
|---|---|---|---|---|---|---|---|
| GREYLOCK CAPITAL MANAGEMENT, LLC CRD 137825 | Stamford, CT | Corporate platform LLC | $313.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CTS FINANCIAL PLANNING, INC. CRD 110960 | Chicago, IL | Corporate platform Corporation | $313.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUST ADVISORY GROUP LTD CRD 106926 | Birmingham, AL | Corporate platform Corporation | $313.5M | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAWKEYE CAPITAL MANAGEMENT, LLC CRD 157316 | Miami Beach, FL | Corporate platform LLC | $312.8M | 2 advisors | Percentage of AUM | View | |
| JPC WEALTH MANAGEMENT, INC. CRD 120267 | Petaluma, CA | Corporate platform Corporation | $312.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLMENT FINANCIAL CRD 166746 | Elmhurst, IL | Corporate platform Corporation | $312.7M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAGODA INVESTMENT MANAGEMENT, L.P. CRD 170961 | New York, NY | Corporate platform LP | $312.6M | 2 advisors | Percentage of AUM | View | |
| MONERE WEALTH MANAGEMENT, INC. CRD 173076 | Schaumburg, IL | Corporate platform Corporation | $312.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TILIA HOLDINGS, LLC CRD 292148 | Chicago, IL | Corporate platform LLC | $311.9M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHSTAR FINANCIAL PLANNERS, INC. CRD 131507 | Plantation, FL | Corporate platform Corporation | $311.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERNATIONAL MONEY MATTERS PVT LTD CRD 329433 | Bangalore, Karnataka | Corporate platform Corporation | $311.6M | 21 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILLER CAPITAL CRD 124489 | Troy, MI | Corporate platform Corporation | $311.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRIFFITHS, DREHER & EVANS, P.S., CPAS CRD 142448 | Spokane, WA | Corporate platform Corporation | $311.4M | 10 advisors | Percentage of AUM | View | |
| MISSION FINANCIAL GROUP, LLC CRD 311876 | Las Vegas, NV | Corporate platform LLP | $310.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONSTELLATION CAPITAL MANAGEMENT LLC CRD 161275 | NJ | Corporate platform LLC | $310.7M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| TWO POINT CAPITAL MANAGEMENT, INC. CRD 131816 | Pittsford, NY | Corporate platform Corporation | $310.5M | 3 advisors | Percentage of AUM | View | |
| GENERAL EQUITY HOLDINGS LP CRD 287823 | Brooklyn, NY | Corporate platform LP | $310.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GUARDIAN INVESTMENT MANAGEMENT CRD 104935 | Tiburon, CA | Corporate platform LLC | $310.3M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| HUDSON ADVISOR SERVICES, INC. CRD 107769 | Buffalo, NY | Corporate platform Corporation | $310.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| H. C. DENISON CO. CRD 1628 | Sheboygan, WI | Corporate platform Corporation | $310.0M | 4 advisors | Percentage of AUM | View | |
| AMERICAN WEALTH MANAGEMENT, INC. CRD 25536 | Alpharetta, GA | Corporate platform Corporation | $310.0M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| WINDWARD PRIVATE WEALTH MANAGEMENT INC. CRD 113761 | Overland Park, KS | Corporate platform Corporation | $309.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| STORR GROUP CRD 324212 | West Palm Beach, FL | Corporate platform LLC | $309.5M | 5 advisors | Percentage of AUM; 1) % OF PORTFOLIO COMPANY EBITDA 2) CARRIED INTEREST | View | |
| TRUNORTH FINANCIAL SERVICES, INC. CRD 111308 | Chambersburg, PA | Corporate platform Corporation | $309.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |