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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 | |||||
|---|---|---|---|---|---|---|---|
| SUMMIT GROUP RETIREMENT PLANNERS, INC. CRD 169823 | Exton, PA | Corporate platform Corporation | $302.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INVESTMENT ADVISORS CRD 118269 | Washington D.c., DC | Corporate platform Corporation | $302.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYPRESS INVESTMENT MANAGEMENT, LLC CRD 327810 | Oakbrook Terrace, IL | Corporate platform LLC | $302.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FAI ADVISORS, INC. CRD 122132 | Farmington Hills, MI | Corporate platform Corporation | $302.0M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CORE FINANCIAL CRD 155205 | El Segundo, CA | Corporate platform Corporation | $301.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD BRIDGE CAPITAL MANAGEMENT PRIVATE LIMITED CRD 299571 | Mumbai | Corporate platform Other (specify) | $301.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRAXIS CAPITAL MANAGEMENT LLC CRD 333052 | Chicago, IL | Corporate platform LLC | $301.4M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIRABLE CRD 307472 | New York, NY | Corporate platform Corporation | $301.0M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| JOHNSON FINANCIAL ADVISORS CRD 104621 | Tempe, AZ | Corporate platform Corporation | $301.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CASTLE RIDGE ASSET MANAGEMENT LIMITED CRD 309774 | Toronto, Ontario | Corporate platform Corporation | $300.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAUBLE & HARRE WEALTH MANAGEMENT, INC. CRD 143812 | St.. Louis, MO | Corporate platform Corporation | $300.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSITION FINANCIAL ADVISORS GROUP, LLC CRD 116089 | AZ | Corporate platform LLC | $300.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINNACLE CAPITAL MANAGEMENT, LLC CRD 141661 | East Syracuse, NY | Corporate platform LLC | $300.5M | 7 advisors | Percentage of AUM | View | |
| STANGIER WEALTH MANAGEMENT CRD 171336 | Clackamas, OR | Corporate platform Corporation | $300.4M | 4 advisors | Percentage of AUM | View | |
| WESTWOOD WEALTH MANAGEMENT CRD 290658 | Los Angeles, CA | Corporate platform Corporation | $300.4M | 2 advisors | Percentage of AUM | View | |
| WEALTH ADVISORS NETWORK, INC. CRD 113836 | Hastings, NE | Corporate platform Corporation | $300.3M | 8 advisors | Percentage of AUM; REFERRAL FEES FROM THIRD PARTY MONEY MANAGER | View | |
| KRENSAVAGE ASSET MANAGEMENT, LLC CRD 168976 | New York, NY | Corporate platform LLC | $300.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CLOUD CAPITAL MANAGEMENT CRD 317325 | Seattle, WA | Corporate platform LLC | $300.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SPRENG CAPITAL MANAGEMENT, INC. CRD 119902 | Bucyrus, OH | Corporate platform Corporation | $300.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| AZZENDO WEALTH ADVISORS CRD 145919 | Coral Gables, FL | Corporate platform Corporation | $300.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENNON FINANCIAL CRD 301130 | Sarasota, FL | Corporate platform Corporation | $300.0M | 1 advisors | Percentage of AUM | View | |
| ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM CRD 7726 | Liberty Lake, WA | Corporate platform Corporation | $300.0M | 6 advisors | Percentage of AUM | View | |
| SECURITY FIRST FINANCIAL CRD 122408 | Swartz Creek, MI | Corporate platform Corporation | $299.5M | 2 advisors | Percentage of AUM | View | |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP CRD 288555 | Greenwich, CT | Corporate platform LP | $299.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View |