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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 | |||||
|---|---|---|---|---|---|---|---|
| HAHN FINANCIAL GROUP CRD 169787 | Sioux Falls, SD | Corporate platform Corporation | $188.7M | 9 advisors | Percentage of AUM | View | |
| MCCULLEY FINANCIAL GROUP, LLC CRD 154891 | Westchester, IL | Corporate platform LLC | $188.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILER WEALTH MANAGEMENT CRD 108682 | Longwood, FL | Corporate platform Corporation | $188.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILSHIRE QUINN CAPITAL, INC. CRD 148012 | San Diego, CA | Corporate platform Corporation | $188.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| VINE CAPITAL MANAGEMENT, LLC CRD 269894 | AZ | Corporate platform LLC | $188.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIMBER POINT CAPITAL MANAGEMENT CRD 307366 | White Plains, NY | Corporate platform LLC | $188.3M | 3 advisors | Percentage of AUM | View | |
| CROSS STATE FINANCIAL GROUP LLC CRD 282011 | Albuquerque, NM | Corporate platform LLC | $188.3M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRANK FINANCIAL ADVISORS CRD 147537 | Carlsbad, CA | Corporate platform Corporation | $188.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL CONSULTANTS GROUP INC CRD 108062 | Cumming, GA | Corporate platform Corporation | $188.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | Marina Del Rey, CA | Corporate platform LLC | $188.1M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| SADDLEROCK CAPITAL MANAGEMENT LLC CRD 330801 | New York, NY | Corporate platform LLC | $187.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WALL STREET FINANCIAL GROUP, INC. CRD 289051 | Carlinville, IL | Corporate platform Corporation | $187.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| COLMAN KNIGHT ADVISORY GROUP, LLC CRD 119696 | Acton, MA | Corporate platform LLC | $187.7M | 4 advisors | Hourly charges; Fixed fees | View | |
| FINARC INVESTMENTS, INC. CRD 166571 | Norwood, MA | Corporate platform Corporation | $187.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUANTITATIVE ASSET MANAGEMENT, LLC CRD 143279 | Minnetonka, MN | Corporate platform LLC | $187.4M | 2 advisors | Percentage of AUM | View | |
| JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC CRD 315237 | Ammon, ID | Corporate platform LLC | $187.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARBOR ASSET PLANNING, INC. CRD 144944 | GA | Corporate platform Corporation | $187.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HELMSMAN FINANCIAL GROUP, LLC CRD 113780 | Woodinville, WA | Corporate platform LLC | $187.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ERISA ADVISERS, INC. CRD 170487 | Brentwood, TN | Corporate platform Corporation | $187.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE DOOR ASSET MANAGEMENT, LLC CRD 314457 | Stamford, CT | Corporate platform LLC | $187.0M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DUTCH ASSET CORPORATION CRD 170884 | Selkirk, NY | Corporate platform Corporation | $186.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVID P. GILLIAM & ASSOCIATES, INC. CRD 285515 | Muncie, IN | Corporate platform Corporation | $186.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 365 WEALTH MANAGEMENT GROUP CRD 314674 | Mason, OH | Corporate platform LLC | $186.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLOCK WEALTH MANAGEMENT, INC CRD 146042 | CA | Corporate platform Corporation | $186.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |