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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 | |||||
|---|---|---|---|---|---|---|---|
| SHOTWELL RUTTER BAER INC CRD 122789 | Lansing, MI | Corporate platform Corporation | $183.9M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARDEN CAPITAL MANAGEMENT, INC. CRD 141769 | AZ | Corporate platform Corporation | $183.5M | 3 advisors | Percentage of AUM | View | |
| OPEN DOOR INVESTMENT MANAGEMENT LTD. CRD 159123 | San Francisco, CA | Corporate platform Other (specify) | $183.4M | 10 advisors | Percentage of AUM; PERCENTAGE OF FUND NET INCOME OF PORTFOLIO MANAGERS | View | |
| HOFFMAN, ALAN N. INVESTMENT MANAGEMENT CRD 109454 | MA | Corporate platform Sole prop | $183.4M | 1 advisors | Percentage of AUM | View | |
| ELEVATE CAPITAL ADVISORS CRD 288190 | Eagle, CO | Corporate platform Corporation | $183.3M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| JLENS CRD 331778 | New York, NY | Corporate platform Corporation | $183.3M | 5 advisors | Percentage of AUM; DATA LICENSING / SHARE OF ETF PROFITS AFTER EXPENSES | View | |
| MILLER, GESKO & COMPANY INC. CRD 109671 | Buffalo, NY | Corporate platform Corporation | $183.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| WILLIAMSON LEGACY GROUP, LLC CRD 318629 | CA | Corporate platform LLC | $183.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ALTAMONT WEALTH MANAGEMENT, INC. CRD 136031 | Livermore, CA | Corporate platform Corporation | $182.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVARIANT INVESTMENT MANAGEMENT CRD 168772 | Camp Hill, PA | Corporate platform LLC | $182.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| GODFREY FINANCIAL ASSOCIATES, INC. CRD 126189 | Glenmont, NY | Corporate platform Corporation | $182.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH GROUP, LLC CRD 166118 | Tulsa, OK | Corporate platform LLC | $182.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOLD FINANCIAL GROUP CRD 316409 | Mendota Heights, MN | Corporate platform LLC | $182.5M | 3 advisors | Percentage of AUM | View | |
| THE PENSION GROUP CRD 293819 | Dublin, OH | Corporate platform LLC | $182.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARVIEW WEALTH MANAGEMENT CRD 166812 | Charlotte, NC | Corporate platform Corporation | $182.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALLEGIANCE FINANCIAL ADVISORS, INC. CRD 127293 | Jacksonville, FL | Corporate platform Corporation | $181.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMMETT INVESTMENT MANAGEMENT, LP CRD 299543 | New York, NY | Corporate platform LP | $181.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CANNON ADVISORS CRD 293929 | Charlotte, NC | Corporate platform Corporation | $181.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRADESCO GLOBAL ADVISORS CRD 134416 | Coral Gables, FL | Corporate platform Corporation | $181.5M | 11 advisors | Percentage of AUM | View | |
| U.S. WEALTH GROUP, LLC CRD 141062 | LA | Corporate platform LLC | $181.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RBP INVESTMENT ADVISORS INC. CRD 137830 | AZ | Corporate platform Corporation | $181.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAKESHORE CAPITAL GROUP, INC. CRD 325609 | Rolling Meadows, IL | Corporate platform Corporation | $181.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BALANCED FINANCIAL PLANNING, INC. CRD 128161 | Overland Park, KS | Corporate platform Corporation | $181.3M | 1 advisors | Hourly charges; Fixed fees | View | |
| RUTHERFORD ASSET PLANNING, INC. CRD 128036 | Tampa, FL | Corporate platform Corporation | $181.3M | 1 advisors | Percentage of AUM; Fixed fees | View |