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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 | |||||
|---|---|---|---|---|---|---|---|
| ATWATER WEALTH MANAGEMENT, INC. CRD 172749 | Boston, MA | Corporate platform Corporation | $248.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOVA WEALTH MANAGEMENT, INC. CRD 169450 | Bonita Springs, FL | Corporate platform Corporation | $247.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| KEYSTONE FINANCIAL GROUP, INC. CRD 129301 | Atlanta, GA | Corporate platform Corporation | $247.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMPLIUS ASSET MANAGEMENT, LLC CRD 334991 | Blue Bell, PA | Corporate platform LLC | $247.3M | 8 advisors | Percentage of AUM | View | |
| ANCHOR BAY CAPITAL, INC. CRD 116913 | Carlsbad, CA | Corporate platform Corporation | $247.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERVEST LTD CRD 104614 | Chevy Chase, MD | Corporate platform Corporation | $247.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EUDAIMONIA ASSET MANAGEMENT, LLC CRD 299379 | Winchester, TN | Corporate platform LLC | $246.9M | 2 advisors | BASIS POINT PLATFORM FEE | View | |
| JULEX CAPITAL MANAGEMENT CRD 166053 | Natick, MA | Corporate platform LLC | $246.7M | 3 advisors | Percentage of AUM; % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS | View | |
| STRIVE FINANCIAL GROUP, LLC CRD 333298 | Carmel, IN | Corporate platform LLC | $246.7M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TACONIC ADVISORS CRD 123961 | Saugerties, NY | Corporate platform Corporation | $246.3M | 4 advisors | Fixed fees | View | |
| MCKINNEY CAPITAL MANAGEMENT CRD 338774 | Houston, TX | Corporate platform LLC | $246.1M | 2 advisors | Percentage of AUM | View | |
| WEALTHWAY FINANCIAL ADVISORS CRD 108824 | Norfolk, VA | Corporate platform Corporation | $245.6M | 2 advisors | Percentage of AUM | View | |
| OPTIMIST RETIREMENT GROUP, LLC CRD 119086 | Bellevue, WA | Corporate platform LLC | $245.3M | 2 advisors | Percentage of AUM; Commissions | View | |
| MERRION INVESTMENT MANAGEMENT CO, LLC CRD 139143 | Cranford, NJ | Corporate platform LLC | $244.8M | 3 advisors | Percentage of AUM | View | |
| KULTURA CAPITAL MANAGEMENT LP CRD 327510 | Park City, UT | Corporate platform LP | $244.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| 994 GROUP CRD 289923 | Austin, TX | Corporate platform LLC | $244.7M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEON CAPITAL MANAGEMENT, LLC CRD 332987 | Dallas, TX | Corporate platform LLC | $244.7M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| BOYCE & ASSOCIATES WEALTH CONSULTING, INC. CRD 288157 | Cedar Park, TX | Corporate platform Corporation | $244.6M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL CRD 110376 | Long Beach, CA | Corporate platform Corporation | $244.3M | 2 advisors | Percentage of AUM | View | |
| RICHARDSON WEALTH (USA) LIMITED CRD 166090 | Toronto, Ontario, AZ | Corporate platform Corporation | $243.9M | 74 advisors | Percentage of AUM | View | |
| FOUNDATION CAPITAL MANAGEMENT, LLC CRD 142659 | East Norriton, PA | Corporate platform LLC | $243.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEGENT EQUITY ADVISORS INC. CRD 114518 | Houston, TX | Corporate platform Corporation | $243.7M | 3 advisors | Percentage of AUM | View | |
| PINNACLE WEALTH MANAGEMENT GROUP, INC. CRD 281935 | Plymouth, MI | Corporate platform Corporation | $243.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRATTES WEALTH PARTNERS CRD 298746 | Newport Beach, CA | Corporate platform Corporation | $243.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |