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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 | |||||
|---|---|---|---|---|---|---|---|
| RINALDI WEALTH MANAGEMENT, INC. CRD 311583 | Bonita Springs, FL | Corporate platform Corporation | $243.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREWISE TAX AND WEALTH ADVISORS, INC. CRD 284394 | Topeka, KS | Corporate platform Corporation | $242.8M | 7 advisors | Percentage of AUM | View | |
| 210 FINANCIAL CRD 328570 | Morton, IL | Corporate platform Corporation | $242.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ZEPHYR WEALTH MANAGEMENT CRD 166303 | Westlake Village, CA | Corporate platform Corporation | $242.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CHIRON CAPITAL MANAGEMENT, LLC CRD 308286 | Tallahassee, FL | Corporate platform LLC | $242.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ANSON ANALYTICS CRD 131416 | Tyrone, GA | Corporate platform Corporation | $242.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| NRG WEALTH MANAGEMENT CRD 289548 | Oro Valley, AZ | Corporate platform Corporation | $242.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VANDERBILT AVENUE ASSET MANAGEMENT LLC CRD 145370 | New York, NY | Corporate platform LLC | $241.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ADOLOS ASSET MANAGEMENT CRD 315505 | NC | Corporate platform Corporation | $241.8M | 3 advisors | Fixed fees | View | |
| VANTAGE CONSULTING GROUP INC CRD 105240 | Virginia Beach, VA | Corporate platform Corporation | $241.7M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ROBBINS WEALTH MANAGEMENT CRD 106088 | Erie, PA | Corporate platform Corporation | $241.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1620 INVESTMENT ADVISORS, INC. CRD 119262 | Plymouth, MA | Corporate platform Corporation | $241.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUE MEASURE WEALTH MANAGEMENT CRD 116265 | Omaha, NE | Corporate platform Corporation | $241.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH MANAGEMENT CORPORATION CRD 109576 | Tallahassee, FL | Corporate platform Corporation | $241.5M | 3 advisors | Percentage of AUM | View | |
| TREASURE COAST FINANCIAL PLANNING, INC. CRD 166684 | Vero Beach, FL | Corporate platform Corporation | $241.5M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TABR CAPITAL MANAGEMENT, LLC CRD 129959 | Orange, CA | Corporate platform LLC | $241.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRINETRA INVESTMENT MANAGEMENT LLP CRD 306433 | London | Corporate platform LLP | $241.1M | 5 advisors | Percentage of AUM | View | |
| ENGLISH CAPITAL MANAGEMENT LLC CRD 234790 | Bloomfield Hills, MI | Corporate platform LLC | $241.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CFG RETIREMENT CRD 179516 | Edina, MN | Corporate platform Corporation | $241.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CARLIN WEALTH MANAGEMENT GROUP, LLC CRD 325306 | Austin, TX | Corporate platform LLC | $240.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAROLINA FINANCIAL ADVISORS, INC. CRD 118823 | Greensboro, NC | Corporate platform Corporation | $240.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE KIECKHEFER GROUP CRD 331128 | Mequon, WI | Corporate platform LLC | $240.8M | 2 advisors | Percentage of AUM | View | |
| BURRUS CRD 141435 | Salt Lake City, UT | Corporate platform Corporation | $240.7M | 2 advisors | Percentage of AUM | View | |
| RICHMOND BROTHERS, INC. CRD 158916 | Jackson, MI | Corporate platform Corporation | $240.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |