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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 | |||||
|---|---|---|---|---|---|---|---|
| PACIFIC WEALTH STRATEGIES GROUP, INC. CRD 144789 | Santa Barbara, CA | Corporate platform Corporation | $253.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING RETIREMENT GROUP OF SACRAMENTO CRD 168397 | Roseville, CA | Corporate platform Corporation | $253.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AURORA INVESTMENT COUNSEL CRD 107460 | Atlanta, GA | Corporate platform Corporation | $252.7M | 2 advisors | Percentage of AUM | View | |
| TREASURE INVESTMENT MANAGEMENT, LLC CRD 309258 | Scottsdale, AZ | Corporate platform LLC | $252.7M | 4 employees | Percentage of AUM | View | |
| MERCURY INVESTMENT GROUP CRD 125245 | Memphis, TN | Corporate platform LLC | $252.6M | 3 advisors | Percentage of AUM | View | |
| PATRICK M. SWEENEY & ASSOCIATES, INC CRD 112802 | Libertyville, IL | Corporate platform Corporation | $252.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAYLOR SECURITIES SERVICES, INC. CRD 304070 | Harrisburg, PA | Corporate platform Corporation | $252.5M | 4 advisors | Percentage of AUM | View | |
| WAYCROSS INVESTMENT MANAGEMENT CO CRD 105034 | Bellingham, WA | Corporate platform Corporation | $252.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ABBIT MANAGEMENT CORP CRD 110507 | Grand Haven, MI | Corporate platform Corporation | $252.3M | 3 advisors | Percentage of AUM | View | |
| WINTERS FINANCIAL GROUP, INC. CRD 309549 | Westlake Village, CA | Corporate platform Corporation | $252.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JCP INVESTMENT MANAGEMENT, LLC CRD 150635 | Houston, TX | Corporate platform LLC | $252.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CRD 106288 | Milwaukee, WI | Corporate platform LLC | $252.3M | 3 advisors | Percentage of AUM | View | |
| QCA CAPITAL MANAGEMENT INC CRD 112104 | Los Angeles, CA | Corporate platform Corporation | $252.2M | 5 advisors | Percentage of AUM | View | |
| MURPHY WEALTH MANAGEMENT GROUP CRD 277161 | Fishkill, NY | Corporate platform Other (specify) | $251.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COINSHARES ASSET MANAGEMENT (US) LLC CRD 314541 | New York, NY | Corporate platform LLC | $251.9M | 1 advisors | Percentage of AUM | View | |
| ADVANCED FINANCIAL STRATEGIES INC CRD 108296 | Irvine, CA | Corporate platform Corporation | $251.7M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| RESEARCH FINANCIAL STRATEGIES CRD 153247 | Rockville, MD | Corporate platform Corporation | $251.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARETEX CAPITAL MANAGEMENT, LP CRD 296753 | New York, NY | Corporate platform LP | $251.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WINDWARD WEALTH STRATEGIES, INC. CRD 175126 | Oshkosh, WI | Corporate platform Corporation | $251.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHECKS & BALANCES, INC. CRD 112145 | Atlanta, GA | Corporate platform Corporation | $251.1M | 1 advisors | Percentage of AUM | View | |
| LEGACY WEALTH MANAGEMENT INC. CRD 173453 | Manassas, VA | Corporate platform Corporation | $251.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SEEK FIRST INC. CRD 312546 | Campbell, CA | Corporate platform Corporation | $251.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| AC INVESTMENT MANAGEMENT LLC CRD 140443 | New York, NY | Corporate platform LLC | $251.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BIOS CAPITAL MANAGEMENT, LP CRD 298955 | Fort Worth, TX | Corporate platform Partnership | $250.9M | 6 advisors | Percentage of AUM; Performance-based fees | View |