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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 | |||||
|---|---|---|---|---|---|---|---|
| CHRISTINE MESSMER, P.C. CRD 121202 | Collegeville, PA | Corporate platform Corporation | $240.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| FORBES FINANCIAL PLANNING, INC. CRD 143912 | East Greenwich, RI | Corporate platform Corporation | $240.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KANE INVESTMENT MANAGEMENT, INC. CRD 127337 | Los Gatos, CA | Corporate platform Corporation | $240.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| EADS & HEALD WEALTH MANAGEMENT CRD 105524 | Atlanta, GA | Corporate platform Corporation | $240.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| INTERACTIVE FINANCIAL ADVISORS CRD 125117 | New Lenox, IL | Corporate platform Corporation | $240.4M | 33 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA CAPITAL MANAGEMENT LLC CRD 106248 | Red Bank, NJ | Corporate platform LLC | $240.2M | 3 advisors | Percentage of AUM | View | |
| ALLIED PORTFOLIO MANAGEMENT, INC. CRD 113809 | Tucson, AZ | Corporate platform Corporation | $240.2M | 1 advisors | Percentage of AUM | View | |
| CLEARFIELD CAPITAL MANAGEMENT LP CRD 174981 | New York, NY | Corporate platform LP | $240.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BUTTONWOOD GROUP ADVISORS LLC CRD 173608 | Uniondale, NY | Corporate platform LLC | $240.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUE WEALTH ADVISORY GROUP CRD 306523 | Miami, FL | Corporate platform LLC | $240.1M | 3 advisors | Percentage of AUM; CONSULTING FEES | View | |
| LANE BROTHERS INVESTMENT COUNSEL CRD 105968 | Prescott, AZ | Corporate platform Corporation | $240.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| IFS GROUP CRD 328774 | Mechanicsburg, PA | Corporate platform LLC | $240.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOYOLA ASSET MANAGEMENT LLC CRD 153255 | Coral Gables, FL | Corporate platform LLC | $239.9M | 3 advisors | Percentage of AUM | View | |
| THE CIRCUMFERENCE GROUP LLC CRD 159012 | Little Rock, AR | Corporate platform LLC | $239.6M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIVANT CUSTOM PORTFOLIO GROUP LLC CRD 129803 | San Diego, CA | Corporate platform LLC | $239.4M | 5 advisors | Percentage of AUM | View | |
| BRIAN LOW FINANCIAL GROUP, LLC CRD 306346 | Baton Rouge, LA | Corporate platform LLC | $239.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASTANEA PARTNERS INC. CRD 160229 | Newton, MA | Corporate platform Corporation | $239.0M | 4 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| ORRELL CAPITAL MANAGEMENT CRD 112487 | Livermore, CA | Corporate platform Corporation | $238.9M | 2 advisors | Percentage of AUM | View | |
| ORCAM FINANCIAL GROUP, LLC CRD 164874 | CA | Corporate platform LLC | $238.9M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| SNOWCAP CAPITAL MANAGEMENT CRD 146883 | Dallas, TX | Corporate platform LLC | $238.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT MANAGEMENT & PLANNING LLC CRD 146041 | Greenville, DE | Corporate platform LLC | $238.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TOTAL WEALTH PLANNING AND MANAGEMENT, INC. CRD 166664 | AK | Corporate platform Corporation | $238.8M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CPR INVESTMENTS INC CRD 139067 | Rochester, MI | Corporate platform Corporation | $238.8M | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GANIM PRIVATE WEALTH CRD 285679 | Shelton, CT | Corporate platform Corporation | $238.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |