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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 | |||||
|---|---|---|---|---|---|---|---|
| FINGERLAKES WEALTH MANAGEMENT, INC. CRD 149709 | Ithaca, NY | Corporate platform Corporation | $285.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW ENGLAND RESEARCH & MANAGEMENT, INC. CRD 110739 | Chicago, IL | Corporate platform Corporation | $285.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| AYRSHIRE CAPITAL MANAGEMENT LLC CRD 157883 | Westport, CT | Corporate platform LLC | $285.1M | 2 advisors | Percentage of AUM | View | |
| PANDORA WEALTH, INC. CRD 331816 | Oakbrook Terrace, IL | Corporate platform Corporation | $285.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PHYSICIAN FAMILY FINANCIAL ADVISORS INC CRD 138433 | Beaverton, OR | Corporate platform Corporation | $284.9M | 3 advisors | Fixed fees | View | |
| PEARSON CREEK CAPITAL MANAGEMENT LLC CRD 160354 | Chicago, IL | Corporate platform LLC | $284.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KANE COMPANY WEALTH MANAGEMENT, INC. CRD 115756 | Johnston, IA | Corporate platform Corporation | $284.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE WEALTH MANAGEMENT GROUP CRD 313269 | Greeneville, TN | Corporate platform LLC | $284.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTHOUSE RETIREMENT CRD 147403 | Ponte Vedra, FL | Corporate platform Corporation | $284.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPEN WINDOW FINANCIAL SOLUTIONS, LTD. CRD 131562 | Reno, NV | Corporate platform Corporation | $284.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FOUNDRY FINANCIAL GROUP, INC. CRD 116823 | Laconia, NH | Corporate platform Corporation | $284.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREEMAN, WILL & NIEMEIER, INC. CRD 121628 | Evansville, IN | Corporate platform Corporation | $284.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT CRD 1329 | Macon, GA | Corporate platform Corporation | $284.2M | 5 advisors | Percentage of AUM | View | |
| PENINSULA ASSET MANAGEMENT INC CRD 108600 | Bradenton, FL | Corporate platform Corporation | $284.1M | 2 advisors | Percentage of AUM | View | |
| HOLDER WEALTH MANAGEMENT CRD 170086 | Champaign, IL | Corporate platform Corporation | $284.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| VITAL INVESTMENT MANAGEMENT LLC CRD 300811 | Loveland, CO | Corporate platform LLC | $283.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EDEN CAPITAL MANAGEMENT LLC CRD 290418 | New York, NY | Corporate platform LLC | $283.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ZOE FINANCIAL, INC. CRD 285158 | New York, NY | Corporate platform Corporation | $283.5M | 2 advisors | Percentage of AUM · REFERRAL +1 more | View | |
| MODUM ASSET MANAGEMENT LLC CRD 316200 | Mexico City, NY | Corporate platform LLC | $283.2M | 4 advisors | Percentage of AUM | View | |
| BERKSHIRE CAPITAL HOLDINGS INC CRD 107175 | CA | Corporate platform Corporation | $283.0M | 1 advisors | Percentage of AUM | View | |
| BULMAN WEALTH GROUP CRD 313552 | Roseville, CA | Corporate platform Corporation | $283.0M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIG CAPITAL MANAGEMENT, LLC CRD 290099 | Jacksonville, FL | Corporate platform LLC | $283.0M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| COOPER CAPITAL GROUP CRD 305121 | Encinitas, CA | Corporate platform LLC | $282.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STOLZ & ASSOCIATES, PS CRD 117216 | Tacoma, WA | Corporate platform Corporation | $282.2M | 3 advisors | Percentage of AUM | View |