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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 | |||||
|---|---|---|---|---|---|---|---|
| HUGHES WARREN, INC. CRD 145570 | Edmond, OK | Corporate platform Corporation | $220.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ASSET MANAGEMENT STRATEGIES, INC. CRD 135173 | Indianapolis, IN | Corporate platform Corporation | $220.2M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNSTONE ASSET MANAGEMENT CRD 328895 | New York, NY | Corporate platform LP | $220.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TERRA NOVA ASSET MANAGEMENT LLC CRD 111676 | New York, NY | Corporate platform LLC | $220.2M | 2 advisors | Percentage of AUM | View | |
| CORNERSTONE FINANCIAL GROUP CRD 324255 | Appleton, WI | Corporate platform LLC | $220.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STABILIS CAPITAL MANAGEMENT, LP CRD 161553 | New York, NY | Corporate platform LP | $220.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC SWISS ADVISORS AG CRD 169335 | Wollerau, TX | Corporate platform Corporation | $220.0M | 3 advisors | Percentage of AUM | View | |
| SKYOAK CAPITAL, INC. CRD 154248 | Las Vegas, NV | Corporate platform Corporation | $219.2M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| ROBERT STEPHEN CAPITAL MANAGEMENT LLC CRD 118588 | Tulsa, OK | Corporate platform LLC | $219.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOUR QUADRANT WEALTH ADVISORS, INC. CRD 130753 | Carmel, IN | Corporate platform Corporation | $219.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ALLY BRIDGE GROUP (NY) LLC CRD 291072 | New York, NY | Corporate platform LLC | $218.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| EMC CAPITAL MANAGEMENT, LLC CRD 167761 | Houston, TX | Corporate platform LLC | $218.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAN BLAS ADVISORY, INC. CRD 296929 | Atlanta, GA | Corporate platform Corporation | $218.9M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAUGHAN AND COMPANY SECURITIES, INC. CRD 18826 | Ridgewood, NJ | Corporate platform Corporation | $218.9M | 4 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CHRISTIAN FINANCIAL ADVISORS CRD 165811 | New Braunfels, TX | Corporate platform Corporation | $218.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOSTER & WOOD, INC. CRD 165362 | Lake Oswego, OR | Corporate platform Corporation | $218.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL CONSULTING & ASSET MANAGEMENT CRD 41438 | Lincoln, NE | Corporate platform Corporation | $218.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GRIFFITH & WERNER, INC. CRD 136380 | Canton, GA | Corporate platform Corporation | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC PLANNING GROUP, INC. CRD 124855 | Wellesley, MA | Corporate platform Corporation | $218.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MIAMI VALLEY PORTFOLIO MANAGEMENT INC CRD 106389 | Brookville, OH | Corporate platform Corporation | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARK SQUARE FINANCIAL GROUP LLC CRD 332268 | Roswell, GA | Corporate platform LLC | $218.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIPPLE EFFECT ASSET MANAGEMENT LP CRD 331250 | New York, NY | Corporate platform LP | $218.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT HILL ADVISORY CRD 283228 | Port Washington, NY | Corporate platform Corporation | $218.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IRTH CAPITAL MANAGEMENT, LP CRD 330696 | New York, NY | Corporate platform LP | $218.3M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View |