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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 | |||||
|---|---|---|---|---|---|---|---|
| DWP CRD 121841 | Grosse Pointe Farms, MI | Corporate platform Corporation | $208.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CRD 172205 | Sarasota, FL | Corporate platform Corporation | $207.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAGULL LANE ASSET MANAGEMENT LLC CRD 282566 | Huntington Beach, CA | Corporate platform LLC | $207.9M | 2 advisors | Percentage of AUM; THIRD-PARTY ADVISORY FEES | View | |
| GARLIKOV ADVISORS INC CRD 112352 | Columbus, OH | Corporate platform Corporation | $207.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BURNHAM STERLING ASSET MANAGEMENT LLC CRD 283907 | Cos Cob, CT | Corporate platform LLC | $206.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLIANCE INVESTMENT MANAGEMENT, LLC CRD 152012 | Jenison, MI | Corporate platform LLC | $206.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FLYING POINT FINANCIAL, INC. CRD 107915 | North Andover, MA | Corporate platform Corporation | $206.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH ADVISORS GROUP, INC. CRD 285863 | Utica, MI | Corporate platform Corporation | $206.7M | 6 advisors | Hourly charges · Fixed fees +1 more | View | |
| STILLWATER WEALTH MANAGEMENT GROUP LLC CRD 309796 | Juno Beach, FL | Corporate platform LLC | $206.6M | 3 advisors | Percentage of AUM | View | |
| KENNETH FRENKE & CO CRD 109352 | Arden, NC | Corporate platform Corporation | $206.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HFH PLANNING INC. CRD 114046 | CA | Corporate platform Corporation | $206.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARKVIEW ASSET MANAGEMENT, INC. CRD 307977 | Oakbrook Terrace, IL | Corporate platform Corporation | $206.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAUER WEALTH MANAGEMENT INC. CRD 152977 | Colorado Springs, CO | Corporate platform Corporation | $205.9M | 3 advisors | Percentage of AUM | View | |
| SRT GROUP LLC CRD 330219 | West Palm Beach, FL | Corporate platform LLC | $205.6M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MANHATTAN GLOBAL ASSET MANAGEMENT LLC CRD 334452 | Las Vegas, NV | Corporate platform LLC | $205.5M | 1 advisors | Percentage of AUM | View | |
| THE PUTNEY FINANCIAL GROUP LLC CRD 111639 | San Rafael, CA | Corporate platform LLC | $205.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSBON CAPITAL MANAGEMENT, LLC CRD 134731 | Boston, MA | Corporate platform LLC | $205.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BROWN CAPITAL MANAGEMENT, LLC CRD 174101 | Little Rock, AR | Corporate platform LLC | $205.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| WHITE ROCK OIL & GAS HOLDINGS, LLC CRD 165255 | Plano, TX | Corporate platform LLC | $205.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CHESAPEAKE INVESTMENT MANAGEMENT LLC CRD 119010 | Mclean, VA | Corporate platform LLC | $205.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FLAVIN FINANCIAL SERVICES, INC. CRD 144473 | Melbourne, FL | Corporate platform Corporation | $205.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 3RD CREEK INVESTMENTS CRD 115945 | CA | Corporate platform Corporation | $204.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE HERBST GROUP, LLC CRD 309319 | MT | Corporate platform LLC | $204.8M | 4 advisors | Percentage of AUM | View | |
| KOHLHEPP INVESTMENT ADVISORS, LTD. CRD 113989 | Doylestown, PA | Corporate platform Corporation | $204.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |