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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 | |||||
|---|---|---|---|---|---|---|---|
| CORRELL CO. INVESTMENT SERVICES CORP. CRD 38995 | Hickory Hills, IL | Corporate platform Corporation | $233.3M | 4 advisors | Percentage of AUM | View | |
| WINDMARK INVESTMENT PARTNERS, INC. CRD 131880 | Wilmington, DE | Corporate platform Corporation | $233.3M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| WALKER FINANCIAL ADVISORS INC CRD 106268 | Mission Viejo, CA | Corporate platform Corporation | $233.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONWOOD WEALTH MANAGEMENT, INC. CRD 128699 | Hurricane, WV | Corporate platform Corporation | $233.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WE ALLIANCE WEALTH ADVISORS, INC. CRD 175405 | Roseville, CA | Corporate platform Corporation | $233.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR WEALTH MANAGEMENT GROUP LLC CRD 329286 | West Palm Beach, FL | Corporate platform LLC | $233.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT FINANCIAL ADVISORS, INC. CRD 145007 | Middletown, OH | Corporate platform Corporation | $232.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OBERON ASSET MANAGEMENT, LLC CRD 123494 | New York, NY | Corporate platform LLC | $232.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CRD 112414 | Irvine, CA | Corporate platform Corporation | $232.7M | 3 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC CRD 142617 | Scottsdale, AZ | Corporate platform LLC | $232.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW CAPITAL PARTNERS CRD 160075 | Birmingham, AL | Corporate platform Corporation | $232.6M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOUNT VERNON ASSOCIATES INC CRD 107099 | Baltimore, MD | Corporate platform Corporation | $232.5M | 2 advisors | Percentage of AUM | View | |
| INTEGRATED CAPITAL MANAGEMENT, INC. CRD 149489 | Jessup, PA | Corporate platform Corporation | $232.4M | 5 advisors | Percentage of AUM; ASSETS UNDER ADVISEMENT | View | |
| BLACK IMPACT GROUP, LLC CRD 313748 | Los Angeles, CA | Corporate platform LLC | $232.1M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ECON WEALTH MANAGEMENT CRD 226774 | Harrisburg, PA | Corporate platform Corporation | $232.1M | 4 advisors | Percentage of AUM | View | |
| TIMECAPITAL INVESTOR ADVISORY SERVICES INC CRD 105672 | Port Jefferson Station, NY | Corporate platform Corporation | $232.1M | 2 advisors | Percentage of AUM | View | |
| PIEDMONT CAPITAL MANAGEMENT, LLC CRD 165775 | Whitefish, MT | Corporate platform LLC | $231.8M | 3 advisors | Percentage of AUM | View | |
| LOUDON INVESTMENT MANAGEMENT, LLC CRD 113641 | West Lebanon, NH | Corporate platform LLC | $231.8M | 3 advisors | Percentage of AUM | View | |
| ALPHA INNOVATIONS LTD. CRD 300529 | Hamilton | Corporate platform Corporation | $231.5M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROPPEL CAPITAL MANAGEMENT LLC CRD 310237 | Park Ridge, IL | Corporate platform LLC | $231.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SVRN ASSET MANAGEMENT, LLC CRD 222518 | Austin, TX | Corporate platform LLC | $231.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL CONCEPTS UNLIMITED, INC. CRD 118641 | GA | Corporate platform Corporation | $231.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDREW HILL INVESTMENT ADVISORS, INC. CRD 141590 | Naples, FL | Corporate platform Corporation | $231.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DRAPER ASSET MANAGEMENT, LLC CRD 148136 | Smithtown, NY | Corporate platform LLC | $231.0M | 6 advisors | Percentage of AUM | View |