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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 | |||||
|---|---|---|---|---|---|---|---|
| SENDER COMPANY & PARTNERS, INC. CRD 282319 | New York, NY | Corporate platform Corporation | $264.8M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CRD 309098 | Portland, OR | Corporate platform LLC | $264.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BIRCH FINANCIAL GROUP CRD 332057 | Keene, NH | Corporate platform LLC | $264.7M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| C.W. O'CONNER WEALTH ADVISORS, INC. CRD 125646 | Duluth, GA | Corporate platform Corporation | $264.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FULLER INVESTMENT MANAGEMENT COMPANY CRD 167467 | Pasadena, CA | Corporate platform Corporation | $264.5M | 3 advisors | Percentage of AUM | View | |
| WILON WEALTH MANAGEMENT CRD 313185 | Urbandale, IA | Corporate platform Corporation | $264.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLACE HART CAPITAL MANAGEMENT CRD 285981 | Lexington, KY | Corporate platform LLC | $264.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHSTONE GROUP CRD 107549 | Richmond, VA | Corporate platform Corporation | $263.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WELCH INVESTMENT GROUP, LLC CRD 131006 | Grants Pass, OR | Corporate platform LLC | $263.8M | 2 advisors | Percentage of AUM | View | |
| GUIDESTREAM FINANCIAL, INC. CRD 150890 | Spring Arbor, MI | Corporate platform Corporation | $263.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHOKSHI & QUEEN WEALTH ADVISORS CRD 313833 | San Diego, CA | Corporate platform Corporation | $263.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HARMONY POINT WEALTH ADVISORS, INC. CRD 323643 | Irvine, CA | Corporate platform Corporation | $263.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CRESTWOOD CAPITAL MANAGEMENT, L.P. CRD 160807 | New York, NY | Corporate platform LP | $263.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| JC CAPITAL ADVISORS GROUP LLC CRD 339298 | Stamford, CT | Corporate platform LLC | $263.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| REDWOOD FINANCIAL NETWORK CRD 157834 | Solon, OH | Corporate platform Corporation | $262.8M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEWPORT WEALTH ADVISORS, INC. CRD 137159 | Newport Beach, CA | Corporate platform Corporation | $262.6M | 6 advisors | Percentage of AUM | View | |
| TAMALPAIS ASSET MANAGEMENT CRD 301017 | Larkspur, CA | Corporate platform LLC | $262.5M | 4 advisors | Percentage of AUM | View | |
| EMPERY ASSET MANAGEMENT, LP CRD 148180 | New York City, NY | Corporate platform LP | $262.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BRUCKE FINANCIAL, INC. CRD 291307 | IL | Corporate platform Corporation | $262.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIPPON WEALTH MANAGEMENT GROUP LLC CRD 136485 | Houston, TX | Corporate platform LLC | $262.3M | 4 advisors | Percentage of AUM | View | |
| SPRUCE POINT CAPITAL MANAGEMENT, LLC CRD 288248 | Riverhead, NY | Corporate platform LLC | $262.2M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PRING TURNER CRD 110931 | Alamo, CA | Corporate platform Corporation | $262.1M | 2 advisors | Percentage of AUM | View | |
| AG DILLON ASSET MANAGEMENT LP CRD 328384 | New York, NY | Corporate platform LP | $262.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRADFORD FINANCIAL SERVICES CORP CRD 133220 | MA | Corporate platform Corporation | $261.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |