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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 | |||||
|---|---|---|---|---|---|---|---|
| KG CAPITAL MANAGEMENT, LLC CRD 164500 | Saint Francisville, LA | Corporate platform LLC | $199.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GLENWOOD INVESTMENT GROUP, LLC CRD 132950 | Manchester, NH | Corporate platform LLC | $199.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THE CATALYST GROUP, INC. CRD 333740 | Houston, TX | Corporate platform Corporation | $199.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC CRD 154679 | NY | Corporate platform LLC | $199.3M | 2 advisors | Percentage of AUM | View | |
| RIK SAYLOR FINANCIAL, INC. CRD 165484 | Fairfield, OH | Corporate platform Corporation | $199.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BARRON FINANCIAL GROUP, LLP CRD 140504 | Torrington, CT | Corporate platform LLP | $199.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NESTLERODE & LOY, INC. CRD 2907 | State College, PA | Corporate platform Corporation | $199.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THE BEDMINSTER GROUP CRD 118794 | Bluffton, SC | Corporate platform LLC | $199.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. CRD 297716 | Montevideo, MN | Corporate platform Corporation | $198.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ERICKSON FINANCIAL GROUP, LLC CRD 299818 | Allentown, PA | Corporate platform LLC | $198.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEDARSTONE ADVISORS CRD 172653 | Thousand Oaks, CA | Corporate platform Corporation | $198.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FEYNMAN POINT ASSET MANAGEMENT CRD 330536 | New York, NY | Corporate platform LLC | $198.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PMG WEALTH MANAGEMENT CRD 285899 | Hawthorn Woods, IL | Corporate platform Corporation | $198.3M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| NEWPORT INVESTMENT ADVISORS INC CRD 113175 | Beachwood, OH | Corporate platform Corporation | $198.0M | 2 advisors | Percentage of AUM | View | |
| ENTASIS ASSET MANAGEMENT LLC CRD 282711 | Brookfield, WI | Corporate platform LLC | $197.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| GLADOWSKY CAPITAL MANAGEMENT CORP CRD 45287 | Smithtown, NY | Corporate platform Corporation | $197.8M | 3 advisors | Percentage of AUM; REVENUE BASED ON CLIENT BALANCES IN MONEY MARKET FUNDS | View | |
| ACCRUENT WEALTH ADVISORS CRD 113706 | Winston-Salem, NC | Corporate platform Corporation | $197.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INMAN FINANCIAL SERVICES, INC. CRD 297414 | Portland, OR | Corporate platform Corporation | $197.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| COPPER BEECH FINANCIAL GROUP, LLC CRD 313156 | Moorestown, NJ | Corporate platform LLC | $197.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RYDAR EQUITIES, INC. CRD 154086 | Weatherford, TX | Corporate platform Corporation | $197.4M | 2 advisors | Percentage of AUM | View | |
| APS INVESTMENT MANAGEMENT GROUP CRD 153504 | Jackson, CA | Corporate platform Corporation | $197.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONTINENTAL INVESTORS SERVICES, INC. CRD 29775 | Longview, WA | Corporate platform Corporation | $196.8M | 8 advisors | Percentage of AUM; Commissions | View | |
| THE BENDIX FINANCIAL GROUP, INC. CRD 118999 | Garden City, NY | Corporate platform Corporation | $196.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CERTIFIED PLANNERS, INC. CRD 105364 | San Ramon, CA | Corporate platform Corporation | $196.6M | 2 advisors | Percentage of AUM; Hourly charges | View |