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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 | |||||
|---|---|---|---|---|---|---|---|
| BROYHILL ASSET MANAGEMENT, LLC CRD 120462 | Charlotte, NC | Corporate platform LLC | $204.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MCGINN PENNINGER INVESTMENT MANAGEMENT INC. CRD 107396 | Alexandria, VA | Corporate platform Corporation | $204.4M | 3 advisors | Percentage of AUM | View | |
| THE WILLIAM ALLAN CORPORATION CRD 133147 | Fort Collins, CO | Corporate platform Corporation | $204.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PROSPECT FINANCIAL GROUP LLC CRD 133953 | CA | Corporate platform LLC | $204.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUIRY CAPITAL MANAGEMENT, LLC CRD 122056 | Palm Beach Gardens, FL | Corporate platform LLC | $204.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MONIMUS CAPITAL MANAGEMENT, LP CRD 309855 | Woodbridge, NJ | Corporate platform LP | $204.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TETON WEALTH GROUP LLC CRD 311230 | Murray, UT | Corporate platform LLC | $204.0M | 8 advisors | Percentage of AUM | View | |
| GEHRIG CAPITAL MANAGEMENT, INC. CRD 123250 | Merrillville, IN | Corporate platform Corporation | $203.9M | 5 advisors | Percentage of AUM | View | |
| CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. CRD 157296 | Bannockburn, IL | Corporate platform LLC | $203.9M | 4 advisors | Percentage of AUM; INCENTIVE ALLOCATIONS | View | |
| HARKNESS CAPITAL MANAGEMENT LLC CRD 289882 | New York, NY | Corporate platform LLC | $203.8M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOLER CAPITAL MANAGEMENT CRD 106969 | CA | Corporate platform LLC | $203.8M | 2 advisors | Percentage of AUM | View | |
| SG REAL ESTATE I CRD 334205 | Southfield, MI | Corporate platform Corporation | $203.5M | 5 advisors | Percentage of AUM | View | |
| WAZEE STREET CAPITAL MANAGEMENT LLC CRD 159165 | Greenwood Village, CO | Corporate platform LLC | $203.4M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BALL & COMPANY CRD 133950 | CA | Corporate platform Corporation | $203.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNTAX RESEARCH, INC. CRD 151948 | Boca Raton, FL | Corporate platform Corporation | $202.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHICAGO CAPITAL MANAGEMENT, LLC CRD 175453 | Chicago, IL | Corporate platform LLC | $202.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CFM ADVISORS INC CRD 111581 | Hauppauge, NY | Corporate platform Corporation | $202.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WERNAU ASSET MANAGEMENT CRD 129473 | Gloucester, MA | Corporate platform Corporation | $202.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEELHEAD CAPITAL MANAGEMENT, LLC CRD 173440 | Fort Worth, TX | Corporate platform LLC | $202.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HANSEN & ASSOCIATES FINANCIAL GROUP INC. CRD 168363 | Roseville, CA | Corporate platform Corporation | $202.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCGUIRE CAPITAL ADVISORS, INC. CRD 164549 | Bethany, OK | Corporate platform Corporation | $202.4M | 4 advisors | Percentage of AUM | View | |
| PHIL A. YOUNKER & ASSOCIATES, LTD. CRD 311775 | AK | Corporate platform Corporation | $202.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JOHNSON LYMAN WEALTH ADVISORS CRD 150150 | Los Altos, CA | Corporate platform Corporation | $202.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SOUNDHAVEN CAPITAL MANAGEMENT CRD 170821 | CA | Corporate platform LLC | $202.1M | 2 advisors | Percentage of AUM; Fixed fees | View |