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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 | |||||
|---|---|---|---|---|---|---|---|
| CLEVELAND CAPITAL MANAGEMENT, L.L.C. CRD 341686 | Rocky River, OH | Corporate platform LLC | $215.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VENNLIGHT CAPITAL MANAGEMENT, LP CRD 329148 | CT | Corporate platform LP | $215.7M | 3 advisors | Performance-based fees; MANAGEMENT DRAW | View | |
| LEVIN FUNDING GROUP LLC CRD 170087 | Tucson, AZ | Corporate platform LLC | $215.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALUES FIRST ADVISORS, INC. CRD 148532 | Johnson City, TN | Corporate platform Corporation | $215.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANTAGE INVESTMENT MANAGEMENT CRD 146493 | Louisville, KY | Corporate platform LLC | $215.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ILLUMINE INVESTMENT MANAGEMENT, LLC CRD 311661 | Poulsbo, WA | Corporate platform LLC | $215.2M | 5 advisors | Percentage of AUM | View | |
| PROVIDENCE FINANCIAL AND INSURANCES, INC. CRD 141988 | Woodland Hills, CA | Corporate platform Corporation | $215.0M | 6 advisors | Percentage of AUM; Commissions | View | |
| FINANCIAL SERVICE GROUP INC CRD 107893 | Mount Pleasant, WI | Corporate platform Corporation | $215.0M | 3 advisors | Hourly charges · Fixed fees +1 more | View | |
| FLORIAN FINANCIAL GROUP LLC CRD 123869 | Williamsville, NY | Corporate platform LLC | $215.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADWAY ADVISOR GROUP CRD 324281 | Albany, NY | Corporate platform LLC | $214.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHULTZ FINANCIAL GROUP INCORPORATED CRD 108724 | Reno, NV | Corporate platform Corporation | $214.8M | 4 advisors | Hourly charges; Fixed fees | View | |
| ARCHON CAPITAL MANAGEMENT LLC CRD 130499 | Seattle, WA | Corporate platform LLC | $214.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| 4THOUGHT FINANCIAL GROUP INC. CRD 162997 | Syosset, NY | Corporate platform Corporation | $214.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONTINUITY WEALTH MANAGEMENT, CORP. CRD 111010 | Portland, OR | Corporate platform Corporation | $214.3M | 2 advisors | Percentage of AUM | View | |
| OBJECTIVE CAPITAL MANAGEMENT, LLC CRD 156013 | Fairlawn, OH | Corporate platform LLC | $214.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| COMPASS PLANNING ASSOCIATES, INC. CRD 128014 | CA | Corporate platform Corporation | $213.9M | 3 advisors | Hourly charges; Fixed fees | View | |
| GUNN & COMPANY INVESTMENT MANAGEMENT, INC. CRD 120084 | Jacksonville, FL | Corporate platform Corporation | $213.5M | 2 advisors | Percentage of AUM | View | |
| LONG POINT CAPITAL, INC CRD 163061 | New York, NY | Corporate platform Corporation | $213.5M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| 724 ASSET MANAGEMENT, LLC CRD 318169 | MI | Corporate platform LLC | $213.4M | 2 advisors | Percentage of AUM | View | |
| ELITE INCOME ADVISORS, INC. CRD 285429 | Ellicott City, MD | Corporate platform Corporation | $213.4M | 6 advisors | Hourly charges · Fixed fees +1 more | View | |
| MIAI, INC. CRD 111695 | Dallas, TX | Corporate platform Corporation | $213.3M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. CRD 173083 | Williamsburg, VA | Corporate platform Corporation | $213.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.E. SIMMONS & CO., P.C. CRD 108789 | Dallas, TX | Corporate platform Corporation | $213.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIMMONS CAPITAL GROUP CRD 281122 | Halfmoon, NY | Corporate platform Corporation | $213.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View |