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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 | |||||
|---|---|---|---|---|---|---|---|
| LIQUID CAPITAL MANAGEMENT LLC CRD 299577 | Los Angeles, CA | Corporate platform LLC | $287.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADLIGHT CAPITAL MANAGEMENT, LLC CRD 315015 | Greenwich, CT | Corporate platform LLC | $287.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MARTIN NELSON & CO., INC. CRD 2903 | Seattle, WA | Corporate platform Corporation | $287.3M | 4 advisors | Percentage of AUM | View | |
| VALTRION CAPITAL MANAGEMENT, LLC CRD 318048 | Franklin, TN | Corporate platform LLC | $287.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| VALLEY FINANCIAL GROUP CRD 312254 | Ambler, PA | Corporate platform Corporation | $287.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE GORES GROUP, LLC CRD 160598 | Beverly Hills, CA | Corporate platform LLC | $287.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RICE FINANCIAL CONSULTING, INC. CRD 170346 | Los Gatos, CA | Corporate platform Corporation | $287.2M | 5 advisors | Percentage of AUM | View | |
| MCBEATH FINANCIAL GROUP CRD 167188 | Normal, IL | Corporate platform Corporation | $287.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHWAYS WEALTH MANAGEMENT, INC. CRD 154125 | CA | Corporate platform Corporation | $287.0M | 3 advisors | Percentage of AUM | View | |
| GAP ASSET MANAGEMENT, LLC CRD 309925 | South Bend, IN | Corporate platform LLC | $287.0M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LYNX CAPITAL GROUP LTD CRD 120459 | CA | Corporate platform Corporation | $286.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WESTBECK CAPITAL MANAGEMENT LLP CRD 324606 | London, England | Corporate platform LLP | $286.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SKYVIEW FINANCIAL GROUP, LLC CRD 310581 | Ponte Vedra Beach, FL | Corporate platform LLC | $286.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OTTO & ASSOCIATES, INC. CRD 109493 | Norwich, VT | Corporate platform Corporation | $286.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| J.F. WILLIAMS CO., INC. CRD 113569 | Denver, CO | Corporate platform Corporation | $286.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FOUNDATION INVESTMENT GROUP CRD 318369 | Lafayette, CA | Corporate platform LLC | $286.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC CRD 326421 | Clearwater, FL | Corporate platform LLC | $286.1M | 3 advisors | Percentage of AUM | View | |
| LOTUSGROUP ADVISORS CRD 143379 | Denver, CO | Advisory firm LLC | $286.0M | 7 advisors | Percentage of AUM; FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES | View | |
| SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC CRD 336187 | Reno, NV | Corporate platform LLC | $285.8M | 3 advisors | Percentage of AUM | View | |
| FINANCIAL FORUM, INC. CRD 307740 | Spokane, WA | Corporate platform Corporation | $285.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| RIVERCREST CAPITAL MANAGEMENT LLC CRD 284911 | Fort Worth, TX | Corporate platform LLC | $285.7M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| OMNISTAR FINANCIAL GROUP, INC. CRD 138515 | Wilmington, NC | Corporate platform Corporation | $285.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY WEALTH ADVISORS, INC. CRD 281708 | Ventura, CA | Corporate platform Corporation | $285.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PALMER KNIGHT COMPANY CRD 112983 | Jacksonville, FL | Corporate platform Corporation | $285.4M | 2 advisors | Percentage of AUM | View |