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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 | |||||
|---|---|---|---|---|---|---|---|
| DETTERBECK WEALTH MANAGEMENT CRD 111594 | Palatine, IL | Corporate platform Corporation | $279.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORIZON FAMILY WEALTH, INC. CRD 315484 | Chicago, IL | Corporate platform Corporation | $278.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERMILLION & WHITE WEALTH MANAGEMENT GROUP CRD 168215 | Phoenixville, PA | Corporate platform LLC | $278.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH ADVISORS GROUP, LLC CRD 291648 | Coralville, IA | Corporate platform LLC | $278.5M | 2 advisors | Percentage of AUM | View | |
| BEACON WEALTH CONSULTANTS, INC. CRD 154939 | Roanoke, VA | Corporate platform Corporation | $278.3M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONWOOD INVESTMENT MANAGEMENT, LLC CRD 108467 | Boston, MA | Corporate platform LLC | $278.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST FINANCIAL ADVISORY SERVICES INC CRD 105031 | Westerly, RI | Corporate platform Corporation | $278.0M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ACCORDANT ADVISORY GROUP, INC. CRD 117474 | Annapolis, MD | Corporate platform Corporation | $278.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MACCO FINANCIAL GROUP, INC. CRD 337398 | Green Bay, WI | Corporate platform Corporation | $277.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KILTER GROUP CRD 330356 | AZ | Corporate platform LLC | $277.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| DELTA CAPITAL MANAGEMENT, LLC CRD 128350 | Maitland, FL | Corporate platform LLC | $277.4M | 6 advisors | Percentage of AUM | View | |
| MILESTONE INVESTMENTS, INC. CRD 47090 | Charlotte, NC | Corporate platform Corporation | $277.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUCKMAN ADVISORY GROUP LLC CRD 131688 | Little Silver, NJ | Corporate platform LLC | $277.3M | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JFR FINANCIAL SERVICES, INC. CRD 124456 | Trenton, MI | Corporate platform Corporation | $276.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GS INVESTMENT INC CRD 107782 | Eagan, MN | Corporate platform Corporation | $276.6M | 3 advisors | Percentage of AUM | View | |
| WESTBOURNE INVESTMENTS, INC. CRD 37499 | Alexandria, VA | Corporate platform Corporation | $276.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CENTERPOINT ADVISORY GROUP, LLC CRD 324181 | Overland Park, KS | Corporate platform LLC | $276.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SIMPLIFI, INC. CRD 154900 | San Diego, CA | Corporate platform Corporation | $276.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRAUSS FINANCIAL GROUP CRD 310512 | Hoover, AL | Corporate platform Corporation | $276.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| INTRACK INVESTMENT MANAGEMENT, INC. CRD 106450 | South Burlington, VT | Corporate platform Corporation | $275.7M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CHALLENGER WEALTH MANAGEMENT CRD 121498 | Aliso Viejo, CA | Corporate platform Corporation | $275.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC CRD 138347 | Corvallis, OR | Corporate platform LLC | $275.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 4WEALTH ADVISORS, INC. CRD 129727 | Burr Ridge, IL | Corporate platform Corporation | $275.3M | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEGAL ADVANTAGE INVESTMENTS, INC. CRD 118131 | CA | Corporate platform Corporation | $275.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |