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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 | |||||
|---|---|---|---|---|---|---|---|
| THE PERSPECTIVE GROUP CRD 175294 | Lawrence, KS | Corporate platform LLC | $225.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ADVISORY GROUP, INC. CRD 114539 | Dallas, TX | Corporate platform Corporation | $224.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PLEXO CAPITAL MANAGEMENT, LLC CRD 298402 | — | Corporate platform LLC | $224.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT PLANS, INC. CRD 286214 | Westerville, OH | Corporate platform Corporation | $224.9M | 1 advisors | Percentage of AUM | View | |
| PRATO CAPITAL MANAGEMENT CRD 289917 | White Plains, NY | Corporate platform Corporation | $224.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REB CAPITAL MANAGEMENT, LLC CRD 301890 | Dallas, TX | Corporate platform LLC | $224.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL MANAGEMENT, INC. CRD 108350 | Little Rock, AR | Corporate platform Corporation | $224.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUN GROUP WEALTH PARTNERS LLC CRD 166372 | Irvine, CA | Corporate platform LLC | $224.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROWMARK ASSET MANAGEMENT, LLC CRD 307161 | Denver, CO | Corporate platform LLC | $224.4M | 2 advisors | Percentage of AUM | View | |
| MERITIS WEALTH MANAGEMENT, INC. CRD 336539 | Potomac, MD | Corporate platform Corporation | $224.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) CRD 321735 | Los Angeles, CA | Corporate platform LLC | $224.4M | 4 advisors | Percentage of AUM | View | |
| MCALISTER, SWEET & ASSOCIATES, INC. CRD 290626 | Houston, TX | Corporate platform Corporation | $224.2M | 3 advisors | Percentage of AUM | View | |
| ALDER FINANCIAL GROUP INC CRD 108837 | Atlanta, GA | Corporate platform Corporation | $224.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MAINSTREAM CAPITAL MANAGEMENT CRD 297145 | Los Angeles, CA | Corporate platform LLC | $224.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CREIGHTON CAPITAL MANAGEMENT LLC CRD 307737 | — | Corporate platform LLC | $224.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KOKUA CAPITAL MANAGEMENT CRD 168439 | CA | Corporate platform LLC | $223.9M | 2 advisors | Percentage of AUM | View | |
| WEALTH TEAMS ALLIANCE CRD 168907 | Irvine, CA | Corporate platform Corporation | $223.9M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EASLEY INVESTMENT CONSULTANTS, INC. CRD 307258 | Ridgeland, MS | Corporate platform Corporation | $223.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| STERLING WEALTH ADVISORS, INC. CRD 124121 | Plantation, FL | Corporate platform Corporation | $223.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEACON CAPITAL ADVISORY GROUP CRD 333090 | Charlotte, NC | Corporate platform LLC | $223.5M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| NOBLE WEALTH MANAGEMENT, INC. CRD 169963 | Newport Beach, CA | Corporate platform Corporation | $223.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALLEY BROOK CAPITAL GROUP CRD 122460 | Venetia, PA | Corporate platform Corporation | $223.3M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| SPRING CAPITAL MANAGEMENT CRD 282842 | Amarillo, TX | Corporate platform LLC | $223.0M | 2 advisors | Percentage of AUM | View | |
| WHALEN FINANCIAL CRD 311869 | Las Vegas, NV | Corporate platform Corporation | $223.0M | 4 advisors | Percentage of AUM; Fixed fees | View |