Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| STRATEGIC ASSET MANAGEMENT LLC. CRD 306384 | Rochester, MN | Corporate platform LLC | $218.3M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| HIGHPASS ASSET MANAGEMENT LLC CRD 159535 | Denver, CO | Corporate platform LLC | $218.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROCKBRIDGE ASSET MANAGEMENT, LLC CRD 329880 | Alexandria, VA | Corporate platform LLC | $218.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MADDEN FUNDS MANAGEMENT CRD 110309 | Oak Park, IL | Corporate platform Corporation | $217.9M | 2 advisors | Percentage of AUM | View | |
| CEDRUS WEALTH GROUP CRD 334995 | Andover, MN | Corporate platform LLC | $217.8M | 4 advisors | Percentage of AUM | View | |
| ENSPYRE WEALTH ADVISORS, INC. CRD 300992 | Woodbury, MN | Corporate platform Corporation | $217.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND FINANCIAL STRATEGIES GROUP, LLC CRD 286261 | Madison, MS | Corporate platform LLC | $217.7M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CALLAHAN CAPITAL MANAGEMENT CRD 110568 | Steamboat Springs, CO | Corporate platform Corporation | $217.5M | 3 advisors | Percentage of AUM | View | |
| PRESIDIO WEALTH MANAGEMENT CRD 333404 | Midvale, UT | Corporate platform Corporation | $217.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ADVANCED PORTFOLIO STRATEGIES CRD 284697 | Torrance, CA | Corporate platform Corporation | $217.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHTRUST ASSET MANAGEMENT, LLC CRD 174901 | Destin, FL | Corporate platform LLC | $217.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIOVACCO CAPITAL MANAGEMENT CRD 125071 | — | Corporate platform LLC | $217.3M | 1 advisors | Percentage of AUM | View | |
| SHERIDAN CAPITAL MANAGEMENT, LLC CRD 156705 | CA | Corporate platform LLC | $217.2M | 1 advisors | Percentage of AUM | View | |
| COSTELLO FINANCIAL PLANNING, INC. CRD 175295 | IL | Corporate platform Corporation | $217.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CUTTER FINANCIAL GROUP LLC CRD 290016 | Falmouth, MA | Corporate platform LLC | $216.9M | 3 advisors | Percentage of AUM | View | |
| LIFETIME WEALTH MANAGEMENT P.C. CRD 145492 | Rockwall, TX | Corporate platform Corporation | $216.9M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE SIMMONS PARTNERSHIP, INC CRD 156740 | Towson, MD | Corporate platform Corporation | $216.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AEGIS WEALTH MANAGEMENT, INC. CRD 301990 | Guthrie Center, IA | Corporate platform Corporation | $216.5M | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HOFER & ASSOCIATES WEALTH MANAGEMENT CRD 282005 | Thousand Oaks, CA | Corporate platform Corporation | $216.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTA ADVISORY GROUP, INC. CRD 105966 | Maitland, FL | Corporate platform Corporation | $216.3M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CORE CAPITAL MANAGEMENT, LLC CRD 162814 | Chicago, IL | Corporate platform LLC | $216.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROSPERITY ADVISORY GROUP LLC CRD 310720 | Victor, NY | Corporate platform LLC | $216.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ICP GROUP INVESTMENT MANAGER, LLC CRD 219518 | Dallas, TX | Corporate platform LLC | $215.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WEDGEWOOD INVESTORS INC CRD 104834 | Erie, PA | Corporate platform Corporation | $215.8M | 2 advisors | Percentage of AUM | View |