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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 | |||||
|---|---|---|---|---|---|---|---|
| PINE HAVEN INVESTMENT COUNSEL, INC. CRD 129365 | CA | Corporate platform Corporation | $193.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC CRD 291484 | Cincinnati, OH | Corporate platform LLC | $193.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAZAZIAN ASSET MANAGEMENT, LLC CRD 328433 | Fort Lauderdale, FL | Corporate platform LLC | $193.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HINCHLEY ADVISORY GROUP, LLC CRD 157860 | Centennial, CO | Corporate platform LLC | $193.1M | 1 advisors | Percentage of AUM | View | |
| CAPE ANN CAPITAL, INC. CRD 128942 | Concord, MA | Corporate platform Corporation | $193.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WICKHAM FINANCIAL & INSURANCE SERVICES CRD 307299 | Marietta, GA | Corporate platform Corporation | $193.0M | 3 advisors | Percentage of AUM | View | |
| BAYBRIDGE CAPITAL GROUP, LLC CRD 284867 | Livermore, CA | Corporate platform LLC | $192.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SETCHFIELD ASSET MANAGEMENT CRD 113289 | Bradenton, FL | Corporate platform LLC | $192.8M | 1 advisors | Percentage of AUM | View | |
| NUMA CRD 164602 | Miami, FL | Corporate platform Corporation | $192.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL ELEMENTS, INC CRD 148557 | Rolling Meadows, IL | Corporate platform Corporation | $192.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEL-SETTE CAPITAL MANAGEMENT, LLC CRD 159052 | Schenectady, NY | Corporate platform LLC | $192.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| EXCEL CAPITAL MANAGEMENT CORP CRD 109229 | Warren, NJ | Corporate platform Corporation | $192.5M | 2 advisors | Percentage of AUM | View | |
| SOUTHERN CAPITAL SERVICES INC CRD 105582 | Daphne, AL | Corporate platform Corporation | $192.5M | 6 advisors | Percentage of AUM | View | |
| CIG ASSET MANAGEMENT, INC. CRD 123609 | Southfield, MI | Corporate platform Corporation | $192.5M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PARK STATE ASSET MANAGEMENT LLC CRD 336573 | Beverly, MA | Corporate platform LLC | $192.4M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE ARCHER CONSULTING GROUP, LLC CRD 156062 | Thibodaux, LA | Corporate platform LLC | $192.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK TREE INVESTMENT ADVISORS CRD 111095 | Pittsburgh, PA | Corporate platform Corporation | $192.2M | 2 advisors | Percentage of AUM | View | |
| VINES CAPITAL MANAGEMENT, LLC CRD 298727 | Monroe, LA | Corporate platform LLC | $192.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DESERT ROSE CAPITAL MANAGEMENT, INC. CRD 154331 | Meridian, ID | Corporate platform Corporation | $192.1M | 10 advisors | Percentage of AUM | View | |
| CLS FINANCIAL ADVISORS, INC. CRD 152892 | Portland, OR | Corporate platform Corporation | $192.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETTEE INVESTORS INC CRD 105553 | Rowayton, CT | Corporate platform Corporation | $191.9M | 5 advisors | Percentage of AUM | View | |
| FIVE PINE WEALTH CRD 317657 | Coeur D'Alene, ID | Corporate platform Corporation | $191.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| K2 FINANCIAL INC. CRD 300913 | Glendora, CA | Corporate platform Corporation | $191.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC CRD 295193 | MA | Corporate platform LLC | $191.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |