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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 | |||||
|---|---|---|---|---|---|---|---|
| CEF ADVISORS CRD 115562 | CA | Corporate platform Corporation | $186.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GRANITE FINANCIAL GROUP CRD 168675 | Brookfield, WI | Corporate platform LLC | $186.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST ANALYSIS CAPITAL MANAGEMENT LLC CRD 161373 | Chicago, IL | Corporate platform LLC | $186.2M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| RIDGE CAPITAL MANAGEMENT, LLC CRD 127200 | John Creek, GA | Corporate platform LLC | $186.0M | 4 advisors | Percentage of AUM | View | |
| HILLSPRING FINANCIAL, INC. CRD 113938 | Surprise, AZ | Corporate platform Corporation | $186.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RETIREMENT FINANCIAL GROUP, LLC CRD 322692 | Beaumont, TX | Corporate platform LLC | $185.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| THE KOCEN FINANCIAL GROUP, INC. CRD 112129 | Rancho Mirage, CA | Corporate platform Corporation | $185.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DIAMOND CLIENT GROUP, LLC CRD 310570 | The Woodlands, TX | Corporate platform LLC | $185.8M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S.F. EHRLICH ASSOCIATES, INC. CRD 121356 | Cranford, NJ | Corporate platform Corporation | $185.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DOHENY ASSET MANAGEMENT, L.L.C. CRD 106434 | Los Angeles, CA | Corporate platform LLC | $185.7M | 2 advisors | Percentage of AUM | View | |
| SEVEN SIX CAPITAL MANAGEMENT, LLC CRD 299257 | New York, NY | Corporate platform LLC | $185.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LARSON FINANCIAL PLANNING INC. CRD 155671 | MA | Corporate platform Corporation | $185.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NILES INVESTMENT MANAGEMENT, LLC CRD 329384 | Plantation, FL | Corporate platform LLC | $185.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GUILD INVESTMENT MANAGEMENT, INC. CRD 108390 | Westlake Village, CA | Corporate platform Corporation | $185.2M | 3 advisors | Percentage of AUM; Subscription fees | View | |
| HALBERSTADT FINANCIAL CONSULTANTS INC CRD 109462 | Princeton, NJ | Corporate platform Corporation | $185.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHWARZ INVESTMENT PARTNERS CRD 113556 | Silver Lake, KS | Corporate platform Corporation | $184.9M | 2 advisors | Percentage of AUM | View | |
| WYNNEFIELD CAPITAL, INC. CRD 157604 | New York, NY | Corporate platform Corporation | $184.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CYPRESS POINT CAPITAL MANAGEMENT, LLC CRD 167195 | CA | Corporate platform LLC | $184.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE WORLEY BANKS GROUP, LLC CRD 306890 | Creve Coeur, MO | Corporate platform LLC | $184.3M | 2 advisors | Percentage of AUM | View | |
| MADRID RETIREMENT ADVISORS CRD 172464 | Manhattan Beach, CA | Corporate platform Corporation | $184.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONGEVITY CAPITAL MANAGEMENT CRD 328283 | Thousand Oaks, CA | Corporate platform LLC | $184.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COOPER FINANCIAL SERVICES, INC. CRD 104671 | Shelton, CT | Corporate platform Corporation | $184.1M | 2 advisors | Percentage of AUM | View | |
| X CUBED CAPITAL MANAGEMENT LLC CRD 313966 | Minneapolis, MN | Corporate platform LLC | $184.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BULLSEYE ASSET MANAGEMENT LLC CRD 153990 | Denver, CO | Corporate platform LLC | $183.9M | 2 advisors | Percentage of AUM; Performance-based fees | View |