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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 | |||||
|---|---|---|---|---|---|---|---|
| DEANE RETIREMENT STRATEGIES, INC. CRD 127096 | New Orleans, LA | Corporate platform Corporation | $250.7M | 3 advisors | Percentage of AUM | View | |
| STONE CREEK GROUP, LLC CRD 182512 | Englewood, CO | Corporate platform LLC | $250.6M | 1 advisors | Percentage of AUM | View | |
| WEALTHMD CORPORATION CRD 140498 | Louisville, KY | Corporate platform Corporation | $250.5M | 1 advisors | Percentage of AUM | View | |
| RECURRING CAPITAL MANAGEMENT COMPANY, LLC CRD 285114 | Austin, TX | Corporate platform LLC | $250.4M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LIG CAPITAL MANAGEMENT, LLC CRD 130489 | Oklahoma City, OK | Corporate platform LLC | $250.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOKAN WEALTH MANAGEMENT CRD 328005 | Overland Park, KS | Corporate platform Corporation | $250.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| COGENT PRIVATE WEALTH CRD 319092 | Orlando, FL | Corporate platform Corporation | $250.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| EHRLICH FINANCIAL GROUP CRD 325595 | Laguna Niguel, CA | Corporate platform LLC | $250.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTURA WEALTH ADVISORS INC. CRD 309501 | Santa Clara, CA | Corporate platform Corporation | $250.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BEADELL A D INVESTMENT COUNSEL INC CRD 106946 | Mequon, WI | Corporate platform Corporation | $250.0M | 2 advisors | Percentage of AUM | View | |
| INVESTOLOGY INC. CRD 130408 | Reston, VA | Corporate platform Corporation | $250.0M | 3 advisors | Percentage of AUM | View | |
| SWISS USADVISORS CRD 158706 | Zurich | Corporate platform Corporation | $250.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RUTHERFORD INVESTMENT MANAGEMENT CRD 167545 | Portland, OR | Corporate platform LLC | $250.0M | 4 advisors | Percentage of AUM | View | |
| BRAUN-BOSTICH & ASSOCIATES INC. CRD 288336 | Canonsburg, PA | Corporate platform Corporation | $249.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| VANDALIA WEALTH CRD 340089 | Charleston, WV | Corporate platform Corporation | $249.6M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC CRD 155306 | AL | Corporate platform LLC | $249.5M | 2 advisors | Percentage of AUM | View | |
| SUMMIT WEALTH MANAGEMENT GROUP, INC. CRD 170029 | Camarillo, CA | Corporate platform Corporation | $249.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALABASAS ADVISORY GROUP, LLC CRD 288224 | Westlake Village, CA | Corporate platform LLC | $249.5M | 2 advisors | Percentage of AUM | View | |
| CHANCELLOR FINANCIAL GROUP WB LP CRD 159563 | Wilkes-Barre, PA | Corporate platform LP | $249.3M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOLTON INVESTMENT CRD 104684 | Towson, MD | Corporate platform Corporation | $249.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKEWOOD ASSET MANAGEMENT, LLC CRD 174887 | Naperville, IL | Corporate platform LLC | $248.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CASSEDY FINANCIAL GROUP, INC. CRD 111446 | Tampa, FL | Corporate platform Corporation | $248.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DWD PORTFOLIO SOLUTIONS, INC. CRD 121435 | Pittsburgh, PA | Corporate platform Corporation | $248.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| THE CLIFFORD GROUP LLC CRD 318897 | Wayland, MA | Corporate platform LLC | $248.3M | 3 advisors | Percentage of AUM | View |