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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 | |||||
|---|---|---|---|---|---|---|---|
| BEACON FINANCIAL ADVISORS CRD 119672 | Rye Brook, NY | Corporate platform Corporation | $228.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGNOLIA CAPITAL MANAGEMENT CRD 119597 | Cold Spring, NY | Corporate platform Corporation | $227.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BREACH INLET CAPITAL MANAGEMENT, LLC CRD 282056 | Mt. Pleasant, SC | Corporate platform LLC | $227.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| COMMONWEALTH FINANCIAL PLANNERS INC CRD 106831 | Roswell, GA | Corporate platform Corporation | $227.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PILOTAGE PRIVATE WEALTH AG CRD 169908 | Zurich, CA | Corporate platform Corporation | $227.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PODELL FINANCIAL GROUP LLC CRD 325383 | Fairfield, NJ | Corporate platform LLC | $227.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVIEW SERVICES INC CRD 110277 | Brookfield, WI | Corporate platform Corporation | $227.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL CS GROUP, LLC CRD 304523 | Irvine, CA | Corporate platform LLC | $227.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUCCESSFUL MONEY STRATEGIES INC CRD 109829 | Fall River, MA | Corporate platform Corporation | $227.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHIKHARA INVESTMENT MANAGEMENT LP CRD 329963 | New York, NY | Corporate platform LP | $226.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STRUCTURED WEALTH MANAGEMENT, INC. CRD 146611 | Toledo, OH | Corporate platform Corporation | $226.9M | 2 advisors | Percentage of AUM; PLAN FEE | View | |
| ARRIEN INVESTMENTS, INC. CRD 321819 | Boise, ID | Corporate platform Corporation | $226.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| D.H. HILL ADVISORS, INC. CRD 116324 | Kingwood, TX | Corporate platform Corporation | $226.4M | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MENTOR CAPITAL MANAGEMENT INC. CRD 123176 | Chicago, IL | Corporate platform Corporation | $226.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DENALI WEALTH MANAGEMENT, INC. CRD 153323 | Mequon, WI | Corporate platform Corporation | $226.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ANGELUS INVESTMENT CONSULTING, INC. CRD 281413 | Coral Gables, FL | Corporate platform Corporation | $226.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULLSEYE INVESTMENT MANAGEMENT, LLC CRD 145158 | Cincinnciati, OH | Corporate platform LLC | $226.0M | 4 advisors | Percentage of AUM | View | |
| SECFI ADVISORY LIMITED CRD 306961 | New York, NY | Corporate platform Corporation | $225.9M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROFESSIONAL FINANCIAL CRD 125580 | Pittsford, NY | Corporate platform Corporation | $225.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVANSBROOK CAPITAL MANAGEMENT CRD 327916 | CA | Corporate platform LLC | $225.7M | 2 advisors | Percentage of AUM | View | |
| GLOBAL VALUE INVESTMENT CORPORATION CRD 144260 | Milwaukee, WI | Corporate platform Corporation | $225.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| D'ARCY CAPITAL MANAGEMENT, LLC CRD 156264 | San Diego, CA | Corporate platform LLC | $225.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCEANIS FINANCIAL ADVISORS, INC. CRD 307787 | Miami, FL | Corporate platform Corporation | $225.6M | 1 advisors | Percentage of AUM | View | |
| APEX CAPITAL MANAGEMENT, L.L.C. CRD 117059 | Lafayette, LA | Corporate platform LLC | $225.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |