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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 | |||||
|---|---|---|---|---|---|---|---|
| CROSSLAYER CAPITAL MANAGEMENT LLC CRD 318810 | CA | Corporate platform LLC | $235.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, LLC CRD 155416 | WA | Corporate platform LLC | $235.5M | 2 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| BIRCH CAPITAL MANAGEMENT, LLC CRD 152302 | MO | Corporate platform LLC | $235.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTLAND PRIVATE WEALTH MANAGEMENT, INC. CRD 171321 | Portland, OR | Corporate platform Corporation | $235.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CREW CAPITAL MANAGEMENT, LTD. CRD 125402 | Cincinnati, OH | Corporate platform LLC | $235.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. CRD 145096 | San Rafael, CA | Corporate platform Corporation | $235.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHVP CRD 156928 | Zurich, AK | Corporate platform Corporation | $235.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIG SIOUX WEALTH MANAGEMENT CRD 299593 | Watertown, SD | Corporate platform Corporation | $235.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHLAND CAPITAL MANAGEMENT CRD 146452 | Virginia, MN | Corporate platform LLC | $235.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CAMELOTTA ADVISORS CRD 128053 | San Francisco, CA | Corporate platform Corporation | $234.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEVIS INVESTMENT MANAGEMENT, LLC CRD 167750 | Plano, TX | Corporate platform LLC | $234.8M | 1 advisors | Percentage of AUM | View | |
| PEAK INVESTMENT ADVISORS, INC. CRD 113967 | Colorado Springs, CO | Corporate platform Corporation | $234.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| REEF INVESTMENT MANAGEMENT LLC CRD 309186 | Lehi, UT | Corporate platform LLC | $234.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RADEMACHER FINANCIAL, INC. CRD 114067 | Lawrence, KS | Corporate platform Corporation | $234.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLEAIR ASSET MANAGEMENT, LLC CRD 290882 | Belleair Bluffs, FL | Corporate platform LLC | $234.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PRIMESTOR INVESTMENT MANAGEMENT, LLC CRD 322066 | Culver City, CA | Corporate platform LLC | $234.2M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPITAL MANAGEMENT ADVISOR GROUP, LLC CRD 304617 | Walnut Creek, CA | Corporate platform LLC | $234.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA FINANCIAL ADVISORS, INC CRD 121907 | Kensington, MD | Corporate platform Corporation | $234.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| NEW CHINA CAPITAL MANAGEMENT CORP. CRD 295905 | Stamford, CT | Corporate platform Corporation | $233.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNTAIN SQUARE ASSET MANAGEMENT CRD 316955 | Cincinnati, OH | Corporate platform LLC | $233.7M | 3 advisors | Percentage of AUM | View | |
| THE ARANDA GROUP ADVISORS, LLC CRD 302100 | Jenkintown, PA | Corporate platform LLC | $233.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ADAPTATION FINANCIAL ADVISORS INC. CRD 309192 | Oklahoma City, OK | Corporate platform Corporation | $233.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRENTVIEW INVESTMENT MANAGEMENT, LLC CRD 300409 | Northfield, IL | Corporate platform LLC | $233.4M | 4 advisors | Percentage of AUM | View | |
| CATALYST FINANCIAL NW CORPORATION CRD 168534 | Gresham, OR | Corporate platform Corporation | $233.4M | 2 advisors | Percentage of AUM | View |