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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 | |||||
|---|---|---|---|---|---|---|---|
| GENROCK CAPITAL MANAGEMENT, LP CRD 290265 | Palm Beach, FL | Corporate platform LP | $257.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC CRD 151765 | Davis, CA | Corporate platform LLC | $257.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIAS INVESTORS CRD 120715 | Hamilton | Corporate platform Corporation | $257.4M | 5 advisors | Percentage of AUM | View | |
| CLARITY ASSET MANAGEMENT, INC. CRD 115699 | Ames, IA | Corporate platform Corporation | $257.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| 103 ADVISORY GROUP CRD 314694 | Chicago, IL | Corporate platform LLC | $257.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CENTER FOR ASSET MANAGEMENT, LLC CRD 147981 | Palm Beach Gardens, FL | Corporate platform LLC | $257.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NEW MILLENNIUM GROUP CRD 299249 | Sandy, UT | Corporate platform LLC | $257.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RD LEWIS WEALTH MANAGEMENT CRD 156073 | Maitland, FL | Corporate platform Corporation | $256.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WISCONSIN CAPITAL MANAGEMENT, LLC CRD 110394 | Madison, WI | Corporate platform LLC | $256.6M | 2 advisors | Percentage of AUM | View | |
| CMG CAPITAL MANAGEMENT GROUP, INC. CRD 110750 | Malvern, PA | Corporate platform Corporation | $256.5M | 8 advisors | Percentage of AUM; Subscription fees | View | |
| VIENNA ASSET MANAGEMENT LLC CRD 299725 | Saratoga, CA | Corporate platform LLC | $256.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DELARME WEALTH MANAGEMENT, INC. CRD 328372 | Palos Verdes Estates, CA | Corporate platform Corporation | $256.5M | 3 advisors | Percentage of AUM | View | |
| ESTATE & TRUST ADVISORS CRD 123802 | Riverwoods, IL | Corporate platform Corporation | $256.5M | 4 advisors | Percentage of AUM | View | |
| TUDOR FINANCIAL, INC. CRD 121495 | Dayton, OH | Corporate platform Corporation | $256.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICHARDSON FINANCIAL SERVICES CRD 130715 | Medway, MA | Corporate platform Corporation | $256.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC CRD 170918 | Seattle, WA | Corporate platform LLC | $256.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC CRD 307987 | West Des Moines, IA | Corporate platform LLC | $256.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SWBC INVESTMENT COMPANY CRD 140994 | San Antonio, TX | Corporate platform Corporation | $256.0M | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CERTIS CAPITAL MANAGEMENT, INC. CRD 144290 | Santa Barbara, CA | Corporate platform Corporation | $255.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| KRUSEN CAPITAL MANAGEMENT, LLC CRD 150754 | West Palm Beach, FL | Corporate platform LLC | $255.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WINONA CAPITAL MANAGEMENT, LLC CRD 162882 | Chicago, IL | Corporate platform LLC | $255.6M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| RELEVE FINANCIAL GROUP CRD 285243 | Scottsdale, AZ | Corporate platform LLC | $255.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SOUND INVESTMENT MANAGEMENT INC CRD 107438 | Tualatin, OR | Corporate platform Corporation | $255.5M | 4 advisors | Percentage of AUM | View | |
| MEROS INVESTMENT MANAGEMENT, LP CRD 305152 | Dallas, TX | Corporate platform LP | $255.5M | 2 advisors | Percentage of AUM; Performance-based fees | View |