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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 | |||||
|---|---|---|---|---|---|---|---|
| O'CONNOR FINANCIAL GROUP LLC CRD 168636 | Quincy, IL | Corporate platform LLC | $275.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CHARTER RESEARCH & INVESTMENT GROUP INC CRD 106452 | Southport, CT | Corporate platform Corporation | $275.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CMR CAPITAL MANAGEMENT, LLC CRD 284054 | Pasadena, CA | Corporate platform LLC | $275.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHICAGO INVESTMENT ADVISORY GROUP CRD 142810 | Mokena, IL | Corporate platform Corporation | $275.1M | 7 advisors | Percentage of AUM | View | |
| RUSSELL CAPITAL MANAGEMENT, LLC CRD 109513 | Lexington, KY | Corporate platform LLC | $275.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| 1492 CAPITAL MANAGEMENT, LLC CRD 148566 | Milwaukee, WI | Corporate platform LLC | $274.6M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BERRY WEALTH GROUP CRD 327346 | Granbury, TX | Corporate platform LP | $274.5M | 2 advisors | Percentage of AUM | View | |
| LUMOS CAPITAL GROUP LLC CRD 306528 | New York, NY | Corporate platform LLC | $274.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SUTTERFIELD FINANCIAL GROUP, INC. CRD 115652 | Bartlesville, OK | Corporate platform Corporation | $274.4M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELITE FINANCIAL, INC. CRD 286667 | Lewiston, ID | Corporate platform Corporation | $274.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SIGNATURE FINANCIAL SERVICES, LTD CRD 123729 | Arlington Heights, IL | Corporate platform Corporation | $274.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE WEALTH GROUP, LLC CRD 128560 | Tampa, FL | Corporate platform LLC | $274.0M | 1 advisors | Percentage of AUM | View | |
| JP WEALTH MANAGEMENT, INC. CRD 129475 | Mt. Pleasant, SC | Corporate platform Corporation | $274.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UDINE WEALTH MANAGEMENT INC. CRD 147158 | CA | Corporate platform Corporation | $273.9M | 2 advisors | Percentage of AUM | View | |
| JAMES RIVER ASSET MANAGEMENT, LLC CRD 117917 | Midlothian, VA | Corporate platform LLC | $273.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRACEADA PARTNERS CRD 337421 | Modesto, CA | Corporate platform Corporation | $273.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RECKONER CAPITAL MANAGEMENT LLC CRD 333863 | New York, NY | Corporate platform LLC | $273.4M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| NORMANDY INVESTMENT ADVISORS CRD 316321 | Leawood, KS | Corporate platform Corporation | $273.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| UHLMANN INVESTMENT MANAGEMENT, L.L.C. CRD 118025 | Skokie, IL | Corporate platform LLC | $273.2M | 9 advisors | Percentage of AUM | View | |
| NESTEGG ADVISORS, INC. CRD 125878 | Hauppauge, NY | Corporate platform Corporation | $272.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MENDEL CAPITAL MANAGEMENT, LLC CRD 311919 | Little Rock, AR | Corporate platform LLC | $272.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 46 PEAKS INVESTMENT ADVISORY GROUP CRD 306902 | Newtown, PA | Corporate platform LLC | $272.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RYAN INVESTMENTS CRD 115755 | Basalt, CO | Corporate platform Corporation | $272.0M | 4 advisors | Percentage of AUM | View | |
| WEALTH ASSET MANAGERS CRD 14377 | Spokane, WA | Corporate platform Corporation | $272.0M | 9 advisors | Percentage of AUM | View |