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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 | |||||
|---|---|---|---|---|---|---|---|
| AWANI CAPITAL MANAGEMENT LP CRD 335179 | Fulton, MD | Corporate platform LP | $268.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MEMPHIS CAPITAL MANAGEMENT, LLC CRD 134522 | Memphis, TN | Corporate platform LLC | $268.6M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VIEWPOINT CAPITAL MANAGEMENT CRD 158899 | Seattle, WA | Corporate platform LLC | $267.8M | 1 advisors | Percentage of AUM | View | |
| SOVIERO ASSET MANAGEMENT, LP CRD 298418 | New York, NY | Corporate platform LP | $267.7M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RIVERPLACE CAPITAL MANAGEMENT INC CRD 109079 | Jacksonville, FL | Corporate platform Corporation | $267.4M | 5 advisors | Percentage of AUM | View | |
| RETIREMENTADVICE | JKA CRD 153803 | Anaheim, CA | Corporate platform Corporation | $267.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| C.M.BIDWELL & ASSOCIATES LTD CRD 107449 | CA | Corporate platform Corporation | $267.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TERRA PARTNERS ASSET MANAGEMENT CRD 166117 | Naxxar | Corporate platform Corporation | $266.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DECATHLON CAPITAL MANAGEMENT II, LLC CRD 175030 | Park City, UT | Corporate platform LLC | $266.7M | 5 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| DYNAMIC WEALTH GROUP CRD 326607 | NV | Corporate platform LLC | $266.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HARBOUR WEALTH MANAGEMENT GROUP, INC. CRD 314496 | Daniel Island, SC | Corporate platform Corporation | $266.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC CRD 128097 | Bend, OR | Corporate platform LLC | $266.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TASSEL CAPITAL MANAGEMENT, INC CRD 121112 | Matthews, NC | Corporate platform Corporation | $266.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT PLANOLOGY, INC. CRD 171302 | Alexandria, VA | Corporate platform Corporation | $265.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROAD CAPITAL MANAGEMENT LP CRD 317609 | — | Corporate platform LP | $265.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CERDA MUNOZ ADVISORS, INC CRD 170784 | Whittier, CA | Corporate platform Corporation | $265.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THINAGEE INVESTMENTS INC. CRD 165054 | Chevy Chase, MD | Corporate platform Corporation | $265.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BERNZOTT CAPITAL ADVISORS CRD 104583 | Camarillo, CA | Corporate platform Corporation | $265.4M | 2 advisors | Percentage of AUM | View | |
| SPRAKER WEST WEALTH MANAGEMENT, INC CRD 147075 | Winter Park, FL | Corporate platform Corporation | $265.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IH2 ADVISORS & COMPANY CRD 325788 | Wilmington, DE | Corporate platform Corporation | $265.3M | 3 advisors | Percentage of AUM; ADVISORY PLATFORM FEES | View | |
| DEMETER TACTICAL INVESTMENTS CORP. CRD 329512 | Prospect, KY | Corporate platform Corporation | $265.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LIVELLO CAPITAL MANAGEMENT LP CRD 305403 | New York, NY | Corporate platform LP | $265.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE DALA GROUP, LLC CRD 291828 | Hoffman Estates, IL | Corporate platform LLC | $265.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ECHELON GROUP CRD 333195 | Boise, ID | Corporate platform Corporation | $265.2M | 5 advisors | Percentage of AUM; Fixed fees | View |