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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 | |||||
|---|---|---|---|---|---|---|---|
| TORTUGA WEALTH MANAGEMENT CRD 153737 | Torrance, CA | Corporate platform Corporation | $222.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THREE PEAKS CAPITAL MANAGEMENT, LLC CRD 127402 | Castle Rock, CO | Corporate platform LLC | $222.9M | 4 advisors | Percentage of AUM | View | |
| CAREY WEALTH MANAGEMENT CRD 173885 | San Ramon, CA | Corporate platform Corporation | $222.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALDEBARAN FINANCIAL INC CRD 105741 | Kingsport, TN | Corporate platform Corporation | $222.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL PRESERVATION PARTNERS, INC. CRD 126340 | Bronxville, NY | Corporate platform Corporation | $222.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| KERUSSO CAPITAL MANAGEMENT, LLC CRD 316352 | Winston-Salem, NC | Corporate platform LLC | $222.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| Q CAPITAL SOLUTIONS CRD 297541 | CA | Corporate platform Corporation | $222.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHILLIP JAMES FINANCIAL CO. CRD 168228 | Plymouth, MN | Corporate platform Corporation | $222.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MANGAN WEALTH MANAGEMENT CRD 143863 | Seattle, WA | Corporate platform Corporation | $222.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BISCHOFF WEALTH MANAGEMENT GROUP, LLC CRD 171652 | Greenwood, IN | Corporate platform LLC | $222.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OPTIMIZE FINANCIAL INC. CRD 315963 | Laguna Hills, CA | Corporate platform Corporation | $221.7M | 3 advisors | Percentage of AUM | View | |
| ADRIAN DAY ASSET MANAGEMENT CRD 105985 | Dorado, PR | Corporate platform Corporation | $221.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC PARK FINANCIAL, INC. CRD 122867 | Laguna Hills, CA | Corporate platform Corporation | $221.6M | 1 advisors | Percentage of AUM | View | |
| BOND TECH INC CRD 105979 | Bellbrook, OH | Corporate platform Corporation | $221.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC CRD 117097 | New London, NH | Corporate platform LLC | $221.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVANTRA FAMILY WEALTH, INC. CRD 288209 | Mechanicsburg, PA | Corporate platform Corporation | $221.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCTAGON ASSET MANAGEMENT, LLC CRD 286248 | Charlotte, NC | Corporate platform LLC | $221.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL PARTNERSHIPS CRD 300844 | Seattle, WA | Corporate platform Corporation | $221.1M | 25 advisors | Percentage of AUM; PERFORMANCE ALLOCATION | View | |
| PARA WEALTH ADVISORS, INC. CRD 322683 | Camas, WA | Corporate platform Corporation | $221.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PULLEN INVESTMENT MANAGEMENT CRD 310149 | Bradenton, FL | Corporate platform LLC | $221.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KROON & MITCHELL ASSET MANAGEMENT LLC CRD 168120 | Grand Rapids, MI | Corporate platform LLC | $220.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC CRD 145420 | Baltimore, MD | Corporate platform LLC | $220.9M | 10 advisors | Percentage of AUM | View | |
| BALLAST ASSET MANAGEMENT CRD 311116 | Dallas, TX | Corporate platform LP | $220.7M | 3 advisors | Percentage of AUM | View | |
| STRATEGIC FINANCIAL PLANNING, INC. CRD 118450 | Plano, TX | Corporate platform Corporation | $220.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |