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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 | |||||
|---|---|---|---|---|---|---|---|
| INFUSIVE ASSET MANAGEMENT INC. CRD 285765 | New York, NY | Corporate platform Corporation | $295.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COLBERT INVESTMENT MANAGEMENT CO CRD 108642 | Miami, FL | Corporate platform Corporation | $295.8M | 2 advisors | Percentage of AUM | View | |
| HWA FINANCIAL GROUP CRD 120745 | Ellicott City, MD | Corporate platform Corporation | $295.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUILD CAPITAL MANAGEMENT CRD 307569 | CA | Corporate platform LLC | $295.2M | 9 advisors | Performance-based fees | View | |
| DOUGLAS CAPITAL MANAGEMENT INC CRD 106262 | Jacksonville, FL | Corporate platform Corporation | $295.2M | 3 advisors | Percentage of AUM | View | |
| CARPENTER, CLAYDON ADVISORS, INC. CRD 143516 | Maitland, FL | Corporate platform Corporation | $294.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARDSHIP TRUST ADVISORS CRD 121348 | Grandville, MI | Corporate platform Corporation | $294.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ILLUMEN CAPITAL MANAGEMENT, LLC CRD 305411 | Oakland, CA | Corporate platform LLC | $294.9M | 4 advisors | Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER | View | |
| WALL CAPITAL GROUP, INC. CRD 105913 | Phoenix, AZ | Corporate platform Corporation | $294.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BUILDGROUP MANAGEMENT CRD 289150 | Austin, TX | Advisory firm LLC | $294.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. CRD 116556 | Richland, WA | Corporate platform Corporation | $294.3M | 9 advisors | Percentage of AUM | View | |
| RESOLUTE WEALTH ADVISOR, INC. CRD 290349 | Findlay, OH | Corporate platform Corporation | $293.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. CRD 106574 | Elmhurst, NY | Corporate platform Corporation | $293.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVATE PORTFOLIOS, INC. CRD 111905 | San Mateo, CA | Corporate platform Corporation | $293.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TATE PRIVATE WEALTH ADVISERS CRD 120938 | Sacramento, CA | Corporate platform Corporation | $293.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MASTERTON CAPITAL MANAGEMENT, LP CRD 308917 | New York, NY | Corporate platform LP | $293.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MFA WEALTH SERVICES CRD 169013 | Thousand Oaks, CA | Corporate platform Corporation | $293.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 22V ASSET MANAGEMENT CRD 323898 | New York, NY | Corporate platform LLC | $293.0M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. CRD 162268 | Ann Arbor, MI | Corporate platform Corporation | $292.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HEMMING& WEALTH MANAGEMENT, INC. CRD 300918 | Traverse City, MI | Corporate platform Corporation | $292.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE FINANCIAL GROUP,LLC CRD 129246 | Omaha, NE | Corporate platform LLC | $292.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEU WEALTH GROUP CRD 316673 | CA | Corporate platform LLC | $291.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG ISLAND WEALTH MANAGEMENT, INC. CRD 173363 | Melville, NY | Corporate platform Corporation | $291.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MADDEN ADVISORY SERVICES, INC. CRD 112607 | Jacksonville, FL | Corporate platform Corporation | $291.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |