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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 | |||||
|---|---|---|---|---|---|---|---|
| SUGAR MAPLE ASSET MANAGEMENT, LLC CRD 282632 | Sister Bay, WI | Corporate platform LLC | $291.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE PLANNING GROUP CRD 298496 | Northfield, IL | Corporate platform LLC | $291.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRD EYE CAPITAL MANAGEMENT, LLC CRD 287819 | Miami Beach, FL | Corporate platform LLC | $291.3M | 1 advisors | Percentage of AUM | View | |
| THE ELLERSON GROUP INC CRD 106658 | Annapolis, MD | Corporate platform Corporation | $291.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FLOWERING TREE INVESTMENT MANAGEMENT PTE. LTD. CRD 159747 | Singapore | Corporate platform Other (specify) | $290.8M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LOCKSHIELD PARTNERS, INC. CRD 175433 | Glasgow, KY | Corporate platform Corporation | $290.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRKS FINANCIAL CORP. CRD 118623 | Herndon, VA | Corporate platform Corporation | $290.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GODSHALK WELSH CAPITAL MANAGEMENT, INC. CRD 106410 | Radnor, PA | Corporate platform Corporation | $290.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOX HILL WEALTH MANAGEMENT CRD 321881 | Dedham, MA | Corporate platform Corporation | $290.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC SUN FINANCIAL CORP CRD 284286 | Los Angeles, CA | Corporate platform Corporation | $290.0M | 3 advisors | Percentage of AUM | View | |
| FULL FINANCIAL INC. CRD 330574 | CO | Corporate platform Corporation | $290.0M | 2 advisors | Percentage of AUM | View | |
| LEGACY WEALTH MANAGEMENT GROUP, INC. CRD 322235 | Lynchburg, VA | Corporate platform Corporation | $289.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORSER CAPITAL MANAGEMENT LLC CRD 144847 | Southlake, TX | Corporate platform LLC | $289.8M | 1 advisors | Percentage of AUM | View | |
| HILEY HUNT WEALTH MANAGEMENT, INC. CRD 164942 | Omaha, NE | Corporate platform Corporation | $289.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY CFO INC CRD 127335 | CA | Corporate platform Corporation | $289.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANT KOEHLER & LEVIN LTD. CRD 125531 | CA | Corporate platform Corporation | $289.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCOVA CAPITAL MANAGEMENT LP CRD 298021 | New York, NY | Corporate platform LP | $289.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AIFAM GROUP LLC CRD 158290 | Rye, NY | Corporate platform LLC | $289.2M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NORTH STAR ADVISORY GROUP, LLC CRD 171694 | Beachwood, OH | Corporate platform LLC | $289.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUARDIAN WEALTH MANAGEMENT INC. CRD 154159 | Peoria, IL | Corporate platform Corporation | $289.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL GUIDANCE GROUP, INC. CRD 108799 | TN | Corporate platform Corporation | $288.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WORTH ASSET MANAGEMENT CRD 166970 | Dallas, TX | Corporate platform LLC | $288.2M | 8 advisors | Percentage of AUM | View | |
| KANANI ADVISORY GROUP INC. CRD 288314 | Irvine, CA | Corporate platform Corporation | $288.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL CITIES INVESTMENTS CRD 116185 | Indianapolis, IN | Corporate platform Corporation | $287.9M | 14 advisors | Percentage of AUM · Hourly charges +2 more | View |