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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 | |||||
|---|---|---|---|---|---|---|---|
| CLIENT FIRST INVESTMENT MANAGEMENT LLC CRD 282600 | West Bend, WI | Corporate platform LLC | $271.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVEST CAPITAL PARTNERS CRD 287987 | Springboro, OH | Corporate platform Corporation | $271.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIANCE FINANCIAL CRD 319679 | Wyomissing, PA | Corporate platform Corporation | $271.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRLEAD ASSET MANAGEMENT LLC CRD 297384 | Greenwich, CT | Corporate platform LLC | $271.6M | 3 advisors | PERCENTAGE OF MANAGEMENT FEE | View | |
| ROUND HILL ASSET MANAGEMENT INC CRD 107069 | Pasadena, CA | Corporate platform Corporation | $271.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PARSONEX ADVISORY SERVICES, INC. CRD 160275 | Englewood, CO | Corporate platform Corporation | $271.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HEALTHPOINTCAPITAL MANAGEMENT, LLC CRD 309041 | San Diego, CA | Advisory firm LLC | $271.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HUTNER CAPITAL MANAGEMENT INC. CRD 107896 | Manchester, VT | Corporate platform Corporation | $271.2M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| OFG FINANCIAL SERVICES, INC. CRD 23940 | Topeka, KS | Corporate platform Corporation | $271.0M | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COUNCILMARK ASSET MANAGEMENT, LLC CRD 111748 | Knoxville, TN | Corporate platform LLC | $270.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CBG & COMPANY, INC. CRD 149225 | Fishers, IN | Corporate platform Corporation | $270.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HALLADOR INVESTMENT ADVISORS, INC. CRD 141335 | Reno, NV | Corporate platform Corporation | $270.7M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DAUS FINANCIAL GROUP, LLC CRD 323054 | Kalamazoo, MI | Corporate platform LLC | $270.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAFFLES CAPITAL MANAGEMENT, LLC CRD 161565 | New York, NY | Corporate platform LLC | $270.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THE JENKINS GROUP CRD 125941 | Albany, GA | Corporate platform Corporation | $270.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT CRD 110263 | Redwood City, CA | Corporate platform Corporation | $269.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAWKE FINANCIAL GROUP CRD 301733 | Meridian, ID | Corporate platform LLC | $269.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLACE ADVISORY GROUP, LLC CRD 281049 | Lafayette, CA | Corporate platform LLC | $269.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MADER & SHANNON WEALTH MANAGEMENT CRD 123741 | Kansas City, MO | Corporate platform Corporation | $269.4M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| ATLAS FIDUCIARY SERVICES, INC. CRD 321271 | Concord, NH | Corporate platform Corporation | $269.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITOL FINANCIAL CONSULTANTS, INC. CRD 109800 | Mclean, VA | Corporate platform Corporation | $269.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DUNN CAPITAL MANAGEMENT CRD 328632 | Stuart, FL | Corporate platform LLC | $269.0M | 6 advisors | DUNN IS NOT COMPENSATED DIRECTLY FOR INVESTMENT ADVISORY SERVICE | View | |
| STONEBRIDGE CAPITAL MANAGEMENT INC CRD 106073 | Los Angeles, CA | Corporate platform Corporation | $268.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BYRNE ASSET MANAGEMENT, LLC CRD 125221 | Kingston, NJ | Corporate platform LLC | $268.7M | 5 advisors | Percentage of AUM; Fixed fees | View |