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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 | |||||
|---|---|---|---|---|---|---|---|
| WELLINGTON INVESTMENT ADVISORS CRD 283853 | Bloomington, IN | Corporate platform Corporation | $261.4M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| PORTFOLIO ADVISORS, INC. CRD 106111 | Fresno, CA | Corporate platform Corporation | $261.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CGI PLAN ADVISORS, INC. CRD 311275 | Frazer, PA | Corporate platform Corporation | $261.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEYSTONE ASSET MANAGEMENT, INC. CRD 130101 | Mclean, VA | Corporate platform Corporation | $261.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINEBRENNER CAPITAL MANAGEMENT LLC CRD 154708 | Louisville, KY | Corporate platform LLC | $260.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ALAMAR CAPITAL MANAGEMENT, LLC CRD 154413 | Santa Barbara, CA | Corporate platform LLC | $260.3M | 2 advisors | Percentage of AUM | View | |
| BANKER INVESTMENT GROUP CRD 109650 | West Lafayette, IN | Corporate platform Corporation | $260.2M | 3 advisors | Percentage of AUM | View | |
| THE WEALTH CONSERVANCY, INC. CRD 112024 | Boulder, CO | Corporate platform Corporation | $260.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLOBAL FINANCIAL ADVISORY SERVICES, INC. CRD 135234 | Valencia, CA | Corporate platform Corporation | $259.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIS CAPITAL MANAGEMENT CRD 149014 | Jacksonville, FL | Corporate platform LLC | $259.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| COBBLESTONE ASSET MANAGEMENT CRD 326545 | Richmond, VA | Corporate platform LLC | $258.9M | 2 advisors | Percentage of AUM | View | |
| CORINTHIAN CAPITAL GROUP, LLC CRD 160346 | New York, NY | Corporate platform LLC | $258.8M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PACIFIC CAPITAL ASSOCIATES CRD 160407 | San Diego, CA | Corporate platform Corporation | $258.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRITON FINANCIAL GROUP, INC CRD 309294 | Oklahoma City, OK | Corporate platform Corporation | $258.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. CRD 126942 | Savannah, GA | Corporate platform Corporation | $258.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NABITY-JENSEN INVESTMENT MANAGEMENT, INC. CRD 128455 | Omaha, NE | Corporate platform Corporation | $258.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEOSPHERE CAPITAL MANAGEMENT, LLC CRD 160088 | Miami Beach, FL | Corporate platform LLC | $258.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MCDONOUGH CAPITAL MANAGEMENT, INC. CRD 143767 | Orlando, FL | Corporate platform Corporation | $258.2M | 3 advisors | Percentage of AUM | View | |
| HORIZONS WEALTH MANAGEMENT CRD 127457 | Asheville, NC | Corporate platform Corporation | $258.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROFITS PLUS CAPITAL MANAGEMENT, LLC CRD 118294 | Nampa, ID | Corporate platform LLC | $258.1M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| MALVERN CAPITAL MANAGEMENT CRD 292396 | Malvern, PA | Corporate platform LLC | $258.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VILLAGE WEALTH ADVISORS CRD 296866 | Westlake Village, CA | Corporate platform Corporation | $257.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MA ASSET MANAGEMENT, LLC CRD 283673 | Irvington, NY | Corporate platform LLC | $257.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KURAMO CAPITAL MANAGEMENT, LLC CRD 160614 | New York, NY | Corporate platform LLC | $257.7M | 19 advisors | Percentage of AUM; Performance-based fees | View |