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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 | |||||
|---|---|---|---|---|---|---|---|
| SMP ASSET MANAGEMENT, LLC CRD 162653 | — | Corporate platform LLC | $255.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANT PRIVATE WEALTH MANAGEMENT CRD 292917 | Pleasanton, CA | Corporate platform Corporation | $255.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACAP ASSET MANAGEMENT, INC. CRD 149452 | Studio City, CA | Corporate platform Corporation | $255.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGE CREEK GLOBAL, INC. CRD 106992 | OH | Corporate platform Corporation | $254.8M | 3 advisors | Percentage of AUM | View | |
| GLENORCHY CAPITAL LIMITED CRD 305636 | AZ | Corporate platform Corporation | $254.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| O'BRIEN INVESTMENT MANAGEMENT, LLC CRD 284057 | Torrance, CA | Corporate platform LLC | $254.3M | 2 advisors | Percentage of AUM | View | |
| WESTPARK WEALTH ADVISORS, INC. CRD 130914 | Houston, TX | Corporate platform Corporation | $254.3M | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MENDOTA FINANCIAL GROUP, LLC CRD 136294 | Madison, WI | Corporate platform LLC | $254.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| FAMILY FIDUCIARY SERVICES, INC. CRD 146339 | Beverly, MA | Corporate platform Corporation | $254.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERWEST INVESTMENT MANAGEMENT, LLC CRD 339697 | New York, NY | Corporate platform LLC | $254.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRATED WEALTH MANAGEMENT, INC. CRD 141092 | Uniontown, OH | Corporate platform Corporation | $254.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VENOR CAPITAL MANAGEMENT LP CRD 158327 | New York, NY | Corporate platform LP | $254.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTCO ADVISORY SERVICES, INC. CRD 120755 | Lynbrook, NY | Corporate platform Corporation | $254.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANTY FINANCIAL MANAGEMENT, INC. CRD 118945 | Ballston Spa, NY | Corporate platform Corporation | $254.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ADDIS & HILL, INCORPORATED CRD 117495 | Wayne, PA | Corporate platform Corporation | $254.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC CRD 305013 | Milford, CT | Corporate platform LLC | $253.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| INDIANO CAPITAL MANAGEMENT CRD 122620 | Rochester, NY | Corporate platform Corporation | $253.8M | 2 advisors | Percentage of AUM | View | |
| MENDON CAPITAL ADVISORS CORP CRD 113058 | Key Largo, FL | Corporate platform Corporation | $253.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DECATUR CAPITAL MANAGEMENT, INC. CRD 120679 | Decatur, GA | Corporate platform Corporation | $253.7M | 4 advisors | Percentage of AUM | View | |
| GATE CITY CAPITAL MANAGEMENT, LLC CRD 289122 | Chicago, IL | Corporate platform LLC | $253.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WASHBURN CAPITAL MANAGEMENT INC. CRD 125708 | Vero Beach, FL | Corporate platform Corporation | $253.6M | 3 advisors | Percentage of AUM | View | |
| CLEAR POINT ADVISORS, INC. CRD 111775 | Melville, NY | Corporate platform Corporation | $253.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA ANALYTICS INVESTMENT GROUP LLC CRD 109844 | Los Angeles, CA | Corporate platform LLC | $253.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSCEND ADVISOR GROUP, LLC CRD 311746 | Milwaukee, WI | Corporate platform LLC | $253.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |