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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 | |||||
|---|---|---|---|---|---|---|---|
| ABBINGTON INVESTMENT GROUP, LLC CRD 174407 | South Portland, ME | Corporate platform LLC | $202.1M | 3 advisors | Percentage of AUM | View | |
| KCD FINANCIAL, INC. CRD 127473 | Green Bay, WI | Corporate platform Corporation | $202.1M | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| J M BROWN FINANCIAL PARTNERS CRD 118427 | Tulsa, OK | Corporate platform Corporation | $202.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOWALSKI FINANCIAL INC. CRD 300424 | Minneapolis, MN | Corporate platform Corporation | $202.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PORTAGE WEALTH INC CRD 340012 | Oakville | Corporate platform Corporation | $202.0M | 5 advisors | Percentage of AUM | View | |
| KRAEMATON INVESTMENT ADVISORS, INC. CRD 126869 | Braintree, MA | Corporate platform Corporation | $201.5M | 1 advisors | Percentage of AUM | View | |
| KEYSTONE WEALTH ADVISORS, INCORPORATED CRD 153418 | Eagan, MN | Corporate platform Corporation | $201.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PACIFIC FINANCIAL STRATEGIES, INC CRD 151434 | Thousand Oaks, CA | Corporate platform Corporation | $201.2M | 3 advisors | Percentage of AUM; HOURLY/FIXED FEES FOR FINANCIAL PLANNING | View | |
| MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC CRD 284788 | New York, NY | Corporate platform LLC | $201.0M | 7 advisors | Percentage of AUM; ORIGINATION FEE AND/OR TERMINATION FEES | View | |
| LEGION PARTNERS ASSET MANAGEMENT, LLC CRD 164136 | Los Angeles, CA | Corporate platform LLC | $200.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE CAPITAL CRD 304083 | Omaha, NE | Corporate platform Corporation | $200.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULHAM & CO CRD 158374 | Wellesley, MA | Corporate platform Corporation | $200.2M | 11 advisors | Fixed fees; Performance-based fees | View | |
| THOMPSON CAPITAL MANAGEMENT, LLC CRD 300993 | CA | Corporate platform LLC | $200.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CHAPMAN INVESTMENT MANAGEMENT, LLC CRD 166826 | CA | Corporate platform LLC | $200.1M | 1 advisors | Percentage of AUM | View | |
| ASSET MANAGEMENT GROUP CRD 319444 | Cartersville, GA | Corporate platform Corporation | $200.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLEN CAPITAL MANAGEMENT, LLC CRD 135147 | Vancouver, WA | Corporate platform LLC | $200.0M | 2 advisors | Percentage of AUM | View | |
| NEWBORE WEALTH MANAGEMENT, INC. CRD 306441 | Gladstone, OR | Corporate platform Corporation | $200.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WH CORNERSTONE INVESTMENTS INC. CRD 119725 | Duxbury, MA | Corporate platform Corporation | $200.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAPPHIRE BLUE INVESTMENT PARTNERS CRD 291609 | Fenton, MI | Corporate platform Corporation | $200.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLAGSHIP CAPITAL MANAGEMENT INC CRD 108354 | Media, PA | Corporate platform Corporation | $199.9M | 3 advisors | Percentage of AUM | View | |
| PLANNING WORKS ADVISORY, INC. CRD 317834 | Austin, TX | Corporate platform Corporation | $199.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLIED ASSET ADVISORS INC CRD 112441 | Hometown, IL | Corporate platform Corporation | $199.8M | 1 advisors | Percentage of AUM | View | |
| KAPUSTA FINANCIAL GROUP CRD 123349 | Pittsburgh, PA | Corporate platform Corporation | $199.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL ASSET MANAGEMENT, INC. CRD 120597 | Columbus, OH | Corporate platform Corporation | $199.5M | 2 advisors | Percentage of AUM | View |