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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 | |||||
|---|---|---|---|---|---|---|---|
| NINTH ETERNITY ASSET MANAGEMENT LLC CRD 306985 | Cambridge, MA | Corporate platform LLC | $238.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WATERWHEEL CAPITAL MANAGEMENT CRD 289407 | Athens | Corporate platform LP | $238.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| JM2 CAPITAL INC. CRD 292351 | Edmond, OK | Corporate platform Corporation | $238.4M | 3 advisors | Percentage of AUM | View | |
| SEQUOIA WEALTH MANAGEMENT GROUP CRD 311268 | CA | Corporate platform LLC | $238.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADMARK ASSET MANAGEMENT LLC CRD 109422 | Dallas, TX | Corporate platform LLC | $238.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GRAPHENE CAPITAL MANAGEMENT LP CRD 330557 | New York, NY | Corporate platform LP | $238.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| 3J CAPITAL CRD 292257 | Sao Paulo | Corporate platform Corporation | $238.0M | 4 advisors | Percentage of AUM · Commissions +2 more | View | |
| QUEST 10 WEALTH BUILDERS, INC. CRD 154092 | Fuquay-Varina, NC | Corporate platform Corporation | $237.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. CRD 157925 | Ashland, OH | Corporate platform Corporation | $237.6M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CARLSBAD WEALTH ADVISORY GROUP, INC. CRD 146587 | Carlsbad, CA | Corporate platform Corporation | $237.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT CRD 171967 | Parsippany, NJ | Corporate platform Corporation | $237.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL FINANCIAL GROUP, INC. CRD 111709 | Littleton, CO | Corporate platform Corporation | $237.4M | 3 advisors | Percentage of AUM | View | |
| NORTH AMERICAN WEALTH ADVISORS INC. CRD 297057 | Jordan, MN | Corporate platform Corporation | $237.3M | 1 advisors | Percentage of AUM | View | |
| ELDERADO FINANCIAL, INC CRD 112908 | Montrose, CO | Corporate platform Corporation | $237.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORT VANCOUVER INVESTMENT MANAGEMENT, LLC CRD 157019 | Vancouver, WA | Corporate platform LLC | $237.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| MINERVA PLANNING GROUP CRD 127263 | Decatur, GA | Corporate platform Corporation | $236.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| YOUR PRIVATE CLIENT GROUP, INC. CRD 292621 | AZ | Corporate platform Corporation | $236.7M | 2 advisors | Percentage of AUM | View | |
| NVEST WEALTH STRATEGIES, INC. CRD 139758 | Powell, OH | Corporate platform Corporation | $236.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SPECTRUM FINANCIAL INC CRD 105618 | Virginia Beach, VA | Corporate platform Corporation | $236.5M | 5 advisors | Percentage of AUM; SERVICE FEE/SUB ADVISORY FEE | View | |
| LANIER FINANCIAL GROUP LLC CRD 152945 | Athens, GA | Corporate platform LLC | $236.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLARES ASSET MANAGEMENT, LLC CRD 144620 | Coral Gables, FL | Corporate platform LLC | $236.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IPSEN ADVISOR GROUP CRD 318010 | Little Rock, AR | Corporate platform LLC | $236.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARLINGTON WEALTH MANAGEMENT CRD 114801 | Arlington Heights, IL | Corporate platform Corporation | $235.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BAMBOO WEALTH STRATEGIES CRD 170093 | San Diego, CA | Corporate platform Corporation | $235.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |