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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 | |||||
|---|---|---|---|---|---|---|---|
| SPINOSA WEALTH MANAGEMENT GROUP CRD 170903 | Mandeville, LA | Corporate platform LLC | $191.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARAVALLI CAPITAL MANAGEMENT LP CRD 327861 | New York, NY | Corporate platform LP | $191.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCHOR CAPITAL CRD 123543 | Aliso Viejo, CA | Corporate platform Corporation | $191.2M | 1 advisors | Percentage of AUM; FLAT FEE | View | |
| INVESTMENT MANAGEMENT CORPORATION CRD 107246 | Roanoke, VA | Corporate platform Corporation | $191.2M | 3 advisors | Percentage of AUM | View | |
| HIGH PLAINS INVESTMENT ADVISORS, INC. CRD 114404 | Lubbock, TX | Corporate platform Corporation | $191.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M83 INVESTMENT GROUP, LLC CRD 332416 | Calabasas, CA | Corporate platform LLC | $191.0M | 4 advisors | Percentage of AUM | View | |
| DRH INVESTMENTS, INC. CRD 164945 | Thousand Oaks, CA | Corporate platform Corporation | $191.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| D & G ADVISORY GROUP, L.L.C. CRD 125055 | AZ | Corporate platform LLC | $190.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEYER CAPITAL MANAGEMENT LLC. CRD 106904 | Cincinnati, OH | Corporate platform LLC | $190.8M | 2 advisors | Percentage of AUM | View | |
| MASUS FINANCIAL GROUP, LTD. CRD 174339 | Batavia, IL | Corporate platform Corporation | $190.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ARMADA ADVISORS CRD 150416 | Pensacola, FL | Corporate platform Corporation | $190.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATEGRA CAPITAL MANAGEMENT, LLC CRD 164245 | Vienna, VA | Corporate platform LLC | $190.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COVE WEALTH MANAGEMENT CRD 114236 | Houston, TX | Corporate platform Corporation | $190.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUEPRINT WEALTH MANAGEMENT INC. CRD 325099 | Ellicott City, MD | Corporate platform Corporation | $190.0M | 1 advisors | Percentage of AUM | View | |
| T&T CAPITAL MANAGEMENT CRD 158407 | AZ | Corporate platform LLC | $189.8M | 4 advisors | Percentage of AUM; OTHER INVESTMENT ADVISER FOR SUB-ADVISORY SERVICES | View | |
| CALVERT WEALTH MANAGEMENT, INC. CRD 115639 | Dunkirk, MD | Corporate platform Corporation | $189.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ODYSSEY CAPITAL ADVISORS INC. CRD 299034 | Bala Cynwyd, PA | Corporate platform Corporation | $189.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL STRATEGIES GROUP CRD 122030 | Fargo, ND | Corporate platform LLC | $189.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELM3 FINANCIAL GROUP, LLC CRD 140594 | Alpharetta, GA | Corporate platform LLC | $189.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLEDSOE ASSET MANAGEMENT, LLC CRD 145943 | Phoenix, AZ | Corporate platform LLC | $189.0M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| HAMILTON MANOR & ASSOCIATES CRD 155865 | La Jolla, CA | Corporate platform Corporation | $188.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KRS CAPITAL MANAGEMENT, LLC CRD 142928 | Bloomfield Hills, MI | Corporate platform LLC | $188.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AZARIAS CAPITAL MANAGEMENT, L.P. CRD 174466 | Westchester, PA | Corporate platform LP | $188.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SEED WEALTH MANAGEMENT, INC. CRD 171920 | CA | Corporate platform Corporation | $188.8M | 1 advisors | Percentage of AUM | View |