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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 | |||||
|---|---|---|---|---|---|---|---|
| FAIRBANKS CAPITAL MANAGEMENT, INC. CRD 107650 | Rancho Santa Fe, CA | Corporate platform Corporation | $210.6M | 3 advisors | Percentage of AUM | View | |
| SKY-MOUNTAIN CAPITAL MANAGEMENT CRD 312915 | Ketchum, ID | Corporate platform Corporation | $210.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IMPACT SHARES CRD 282472 | Dallas, TX | Corporate platform Corporation | $210.4M | 1 advisors | Percentage of AUM | View | |
| SUCCESSION FINANCIAL, INC CRD 336434 | Mckinney, TX | Corporate platform Corporation | $210.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CRESCENT STERLING LTD. CRD 106633 | Metairie, LA | Corporate platform Corporation | $210.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALCOSTA CAPITAL MANAGEMENT, INC. CRD 128679 | San Ramon, CA | Corporate platform Corporation | $210.2M | 1 advisors | Percentage of AUM | View | |
| DANIEL INVESTMENT GROUP INC. CRD 338851 | Royal Oak, MI | Corporate platform Corporation | $210.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDER CAPITAL ADVISORS, INC. CRD 112499 | Seattle, WA | Corporate platform Corporation | $210.0M | 2 advisors | Percentage of AUM | View | |
| MAGELLAN PLANNING GROUP CRD 338739 | Atlanta, GA | Corporate platform Corporation | $210.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LUMMIS ASSET MANAGEMENT, L.P. CRD 114357 | Fort Worth, TX | Corporate platform Partnership | $210.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IMG WEALTH MANAGEMENT, INC. CRD 285966 | Jacksonville, FL | Corporate platform Corporation | $209.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TELLIGENT INVESTMENT MANAGEMENT, LLC CRD 118798 | Admiralty, Hong Kong | Corporate platform LLC | $209.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SHELLMAN INVESTMENT MANAGEMENT, LLC CRD 316579 | Coral Gables, FL | Corporate platform LLC | $209.6M | 3 advisors | Percentage of AUM | View | |
| CANNON BEACH FINANCIAL ADVISORS CRD 140959 | San Ramon, CA | Corporate platform Corporation | $209.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL INVESTMENT TEAM ("FIT") CRD 145724 | Portland, OR | Corporate platform Corporation | $209.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CREATIVE INVESTMENT GROUP CRD 334028 | Nashville, TN | Corporate platform LLC | $209.0M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| WERLINICH ASSET MANAGEMENT, L.L.C. CRD 125663 | NY | Corporate platform LLC | $209.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL ASSET MANAGEMENT, LLC CRD 284505 | Denver, CO | Corporate platform LLC | $208.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CAVU WEALTH MANAGEMENT CRD 299089 | Lakeside, CA | Corporate platform Corporation | $208.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADSON WEALTH ADVISORS INC. CRD 338608 | Santa Rosa, CA | Corporate platform Corporation | $208.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHOENIX REALTY GROUP, LLC CRD 160249 | New York, NY | Corporate platform LLC | $208.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| GO WEALTH MANAGEMENT CRD 290254 | Eugene, OR | Corporate platform Corporation | $208.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONGVIEW FINANCIAL ADVISORS, INC. CRD 122451 | Huntsville, AL | Corporate platform Corporation | $208.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WELLSPRING CAPITAL MANAGEMENT LLC CRD 161184 | New York, NY | Corporate platform LLC | $208.1M | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View |