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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 | |||||
|---|---|---|---|---|---|---|---|
| CONCORDE FINANCIAL RESOURCES CRD 117836 | York, SC | Corporate platform Corporation | $231.0M | 2 advisors | Percentage of AUM | View | |
| FOREST ASSET MANAGEMENT LLC CRD 139795 | Riverside, IL | Corporate platform LLC | $230.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD INVESTMENT GROUP, INC CRD 168017 | Fort Bragg, CA | Corporate platform Corporation | $230.3M | 3 advisors | Percentage of AUM | View | |
| ALJEN ASSET MANAGEMENT LLC CRD 128962 | Cedar Knolls, NJ | Corporate platform LLC | $230.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONNECTIVE CAPITAL MANAGEMENT, LLC CRD 161099 | Palo Alto, CA | Corporate platform LLC | $230.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WOODFIELD FINANCIAL ADVISORS, INC. CRD 123279 | Deer Park, IL | Corporate platform Corporation | $230.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOS CAPITAL, INC. CRD 109612 | CA | Corporate platform Corporation | $230.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CHICAGO INVESTMENT ADVISORY COUNCIL, INC. CRD 123243 | St.. Charles, IL | Corporate platform Corporation | $230.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANTVEST FINANCIAL GROUP LLC CRD 310272 | Matawan, NJ | Corporate platform LLC | $230.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WLTH CAPITAL MANAGEMENT, LLC CRD 335594 | Chandler, AZ | Corporate platform LLC | $229.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TURNER FINANCIAL GROUP, INC. CRD 134204 | Pace, FL | Corporate platform Corporation | $229.6M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POWELL WEALTH CRD 144230 | Cornelius, NC | Corporate platform Corporation | $229.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REFLECTION ASSET MANAGEMENT CRD 306663 | CA | Corporate platform LLC | $228.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FORSYTH STREET ASSET MANAGEMENT LLC CRD 310545 | New York, NY | Corporate platform LLC | $228.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BAYESIAN CAPITAL MANAGEMENT, LP CRD 283967 | — | Corporate platform LP | $228.8M | 1 advisors | Performance-based fees | View | |
| CAMPION ASSET MANAGEMENT, LLC CRD 134002 | Fairfax, VA | Corporate platform LLC | $228.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LSB WEALTH MANAGEMENT CRD 310466 | Ankeny, IA | Corporate platform Corporation | $228.8M | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ATLASMARK FINANCIAL, INC. CRD 152635 | Austin, TX | Corporate platform Corporation | $228.6M | 1 advisors | Percentage of AUM | View | |
| CALDERWOOD FINANCIAL STRATEGIES, INC. CRD 313466 | Houston, TX | Corporate platform Corporation | $228.5M | 3 advisors | Percentage of AUM | View | |
| JAT CAPITAL MANAGEMENT LP CRD 311599 | Greenwich, CT | Corporate platform LP | $228.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MEIXLER INVESTMENT MANAGEMENT, LTD. CRD 168223 | Show Low, AZ | Corporate platform Corporation | $228.4M | 1 advisors | Percentage of AUM | View | |
| BOYAR ASSET MANAGEMENT, INC. CRD 105255 | New York, NY | Corporate platform Other (specify) | $228.2M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SNIDER ADVISORS CRD 120943 | Irving, TX | Corporate platform Corporation | $228.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CASCADE WEALTH ADVISORS, INC CRD 158470 | Wenatchee, WA | Corporate platform Corporation | $228.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |