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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 | |||||
|---|---|---|---|---|---|---|---|
| BEACON FINANCIAL STRATEGIES CORP. CRD 132987 | Raleigh, NC | Corporate platform Corporation | $309.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTERN FINANCIAL CORPORATION CRD 6118 | San Diego, CA | Corporate platform Corporation | $309.2M | 2 advisors | Percentage of AUM | View | |
| MILESTONE ASSET MANAGEMENT GROUP, LLC CRD 282896 | Avon, CT | Corporate platform LLC | $309.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW PERSPECTIVES, INC. CRD 113925 | Ridgeland, MS | Corporate platform Corporation | $308.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINIVI INC. CRD 292329 | Westborough, MA | Corporate platform Corporation | $308.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADWAY WEALTH SOLUTIONS CRD 291753 | San Antonio, TX | Corporate platform Corporation | $308.1M | 11 advisors | Percentage of AUM | View | |
| BATTLE INVESTMENT GROUP, LLC CRD 283292 | Atlanta, GA | Corporate platform LLC | $307.9M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| YIM INVESTMENT MANAGEMENT, LLC CRD 136984 | Honolulu, HI | Corporate platform LLC | $307.8M | 1 advisors | Percentage of AUM; Commissions | View | |
| MARATHON FINANCIAL GROUP CRD 338006 | Boston, MA | Corporate platform LLC | $307.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HOLLAND ADVISORY SERVICES, INC. CRD 136302 | Ormond Beach, FL | Corporate platform Corporation | $307.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOMA PERPETUAL CAPITAL MANAGEMENT LLC CRD 321046 | Miami, FL | Corporate platform LLC | $307.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COPLEY INVESTMENT MANAGEMENT, LLC CRD 118014 | NC | Corporate platform LLC | $307.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYMPHONY TECHNOLOGY GROUP, LLC CRD 160676 | Menlo Park, CA | Corporate platform LLC | $307.3M | 88 advisors | Percentage of AUM; Performance-based fees | View | |
| SPECTRA INVESTMENT MANAGEMENT, LLC CRD 288145 | Stuart, FL | Corporate platform LLC | $306.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE WEALTH CAPITAL MANAGEMENT, LLC CRD 331395 | Scottsdale, AZ | Corporate platform LLC | $306.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE SKY CAPITAL CONSULTANTS GROUP, INC. CRD 329575 | Poway, CA | Corporate platform Corporation | $306.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BISON CAPITAL GROUP, LLC CRD 315170 | Edmond, OK | Corporate platform LLC | $306.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MCALLISTER CAPITAL MANAGEMENT CRD 115613 | Jackson, MS | Corporate platform Corporation | $306.2M | 3 advisors | Percentage of AUM | View | |
| ONEAMERICA SECURITIES, INC. CRD 4173 | Indianapolis, IN | Corporate platform Corporation | $306.1M | 306 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINER WEALTH MANAGEMENT, INC. CRD 129987 | Salem, MA | Corporate platform Corporation | $305.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINANS INVESTMENTS CRD 107125 | Las Vegas, NV | Corporate platform Corporation | $305.6M | 4 advisors | Percentage of AUM | View | |
| JOEL ADAMS AND ASSOCIATES INC. CRD 319379 | Asheville, NC | Corporate platform Corporation | $305.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADALTA CAPITAL MANAGEMENT LLC CRD 283771 | New York, NY | Corporate platform LLC | $305.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MWA ASSET MANAGEMENT CRD 142912 | Danvers, MA | Corporate platform Corporation | $305.5M | 2 advisors | Percentage of AUM; Fixed fees | View |