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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 | |||||
|---|---|---|---|---|---|---|---|
| VICTORIA CAPITAL MANAGEMENT, INC. CRD 107665 | Charleston, SC | Corporate platform Corporation | $305.5M | 3 advisors | Percentage of AUM | View | |
| RETIREMENT CAPITAL STRATEGIES, INC. CRD 139009 | San Jose, CA | Corporate platform Corporation | $305.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KACHKOVSKY & FISHER, INC. CRD 117811 | San Diego, CA | Corporate platform Corporation | $305.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YON DRAKE & ASSOCIATES INC CRD 111491 | Columbia, SC | Corporate platform Corporation | $304.7M | 2 advisors | Percentage of AUM | View | |
| FUTURE FINANCES INC CRD 105190 | Columbus, OH | Corporate platform Corporation | $304.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SIMS INVESTMENT MANAGEMENT LLC CRD 169491 | Cincinnati, OH | Corporate platform LLC | $304.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERGENROEDER FINANCIAL ADVISORS, INC. CRD 121278 | Timonium, MD | Corporate platform Corporation | $304.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHERN CAPITAL RETIREMENT SERVICES, INC. CRD 163327 | Spokane, WA | Corporate platform Corporation | $304.2M | 8 advisors | Percentage of AUM | View | |
| OAKWOOD CAPITAL, INC. CRD 112399 | St.. Louis Park, MN | Corporate platform Corporation | $304.2M | 18 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PROFESSIONAL FINANCIAL MANAGEMENT, INC. CRD 118117 | Bozeman, MT | Corporate platform Corporation | $304.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| COLTRANE ASSET MANAGEMENT, L.P. CRD 165131 | New York, NY | Corporate platform LP | $304.0M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PROVIDER FINANCIAL, INC. CRD 168964 | Indianapolis, IN | Corporate platform Corporation | $304.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC CRD 144069 | Newport Beach, CA | Corporate platform LLC | $303.9M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GBC INVESTMENT GROUP CRD 308511 | FL | Corporate platform LLC | $303.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEY GROUP MANAGEMENT, INC. CRD 146054 | Fountain Hills, AZ | Corporate platform Corporation | $303.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. CRD 32338 | Hagatna, AZ | Corporate platform Corporation | $303.5M | 4 advisors | Percentage of AUM | View | |
| CAMPBELL CAPITAL MANAGEMENT INC CRD 106130 | Miami, FL | Corporate platform Corporation | $303.3M | 1 advisors | Percentage of AUM | View | |
| INTEGRATED FINANCIAL SOLUTIONS, INC. CRD 112038 | Reston, VA | Corporate platform Corporation | $303.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABBOT FINANCIAL MANAGEMENT, INC CRD 111040 | Andover, MA | Corporate platform Corporation | $303.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ALBANYADVISOR GROUP LLC CRD 316226 | Albany, NY | Corporate platform LLC | $302.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BREAKWATER INVESTMENT MANAGEMENT CRD 150841 | Seattle, WA | Corporate platform LLC | $302.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALETHEA CAPITAL MANAGEMENT, LLC CRD 156500 | CA | Corporate platform LLC | $302.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MACK INVESTMENT SECURITIES, INC. CRD 17643 | Northfield, IL | Corporate platform Corporation | $302.6M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACCESS FINANCIAL GROUP, INC. CRD 33065 | Chicago, IL | Corporate platform Corporation | $302.3M | 5 advisors | Percentage of AUM | View |