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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 | |||||
|---|---|---|---|---|---|---|---|
| FINANCIAL FREEDOM HOUSE CRD 123430 | Waterford, MI | Corporate platform Corporation | $212.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENSENIG CAPITAL ADVISORS, INC. CRD 142821 | Collegeville, PA | Corporate platform Corporation | $212.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCK PARTNERS, INC. CRD 181512 | Corning, NY | Corporate platform Corporation | $212.7M | 2 advisors | Percentage of AUM | View | |
| HARDING WEALTH, INC. CRD 282686 | Tempe, AZ | Corporate platform Corporation | $212.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GEN CAP AMERICA, INC. CRD 160042 | Nashville, TN | Corporate platform Corporation | $212.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| UP CAPITAL MANAGEMENT, INC. CRD 164692 | CA | Corporate platform Corporation | $212.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEQUOIA S.F.A. CRD 158031 | Zurich | Corporate platform Corporation | $212.3M | 2 advisors | Percentage of AUM | View | |
| SACKETT WEALTH ADVISORS, INC. CRD 289950 | Brea, CA | Corporate platform Corporation | $212.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COASTWISE CAPITAL GROUP, LLC CRD 139564 | La Jolla, CA | Corporate platform LLC | $212.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTIUS FINANCIAL, INC. CRD 113268 | Denver, CO | Corporate platform Corporation | $212.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATRICK MAURO INVESTMENT ADVISOR, INC. CRD 122742 | IL | Corporate platform Corporation | $212.1M | 2 advisors | Percentage of AUM | View | |
| ITRUST ASSET MANAGEMENT, LLC CRD 164193 | Lexington, KY | Corporate platform LLC | $211.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORCA INVESTMENT MANAGEMENT, LLC CRD 144377 | Lake Oswego, OR | Corporate platform LLC | $211.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DIAMANT ASSET MANAGEMENT, INC. CRD 107788 | Ridgefield, CT | Corporate platform Corporation | $211.5M | 3 advisors | Percentage of AUM | View | |
| VIRTUE ASSET MANAGEMENT LLC CRD 283438 | Barrington, IL | Corporate platform LLC | $211.4M | 3 advisors | Percentage of AUM | View | |
| BLUE SUMMIT WEALTH MANAGEMENT CRD 148782 | San Diego, CA | Corporate platform Corporation | $211.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMPSON DAVIS ASSET MANAGEMENT CRD 41353 | Richmond, VA | Corporate platform Corporation | $211.3M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CALLAWAY CAPITAL MANAGEMENT, LLC CRD 285709 | Nashville, TN | Corporate platform LLC | $211.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HALBERT WEALTH MANAGEMENT, INC CRD 108294 | Austin, TX | Corporate platform Corporation | $211.2M | 4 advisors | Percentage of AUM | View | |
| APEX INVESTMENT GROUP CRD 333593 | Hudson, MA | Corporate platform LLC | $211.1M | 3 advisors | Percentage of AUM | View | |
| PHASE III ADVISORY SERVICES, LTD CRD 122959 | Buffalo Grove, IL | Corporate platform Corporation | $210.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRAUB CAPITAL MANAGEMENT CRD 136851 | Needham, MA | Corporate platform LLC | $210.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTHCARE ASSET MANAGEMENT, LLC CRD 170382 | Springfield, MO | Corporate platform LLC | $210.8M | 5 advisors | Percentage of AUM | View | |
| MASON CAPITAL PARTNERS CRD 107412 | Boston, MA | Corporate platform Corporation | $210.6M | 4 advisors | Percentage of AUM | View |