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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 | |||||
|---|---|---|---|---|---|---|---|
| GLASS LAKES CAPITAL MANAGEMENT LLC CRD 290064 | Overland Park, KS | Corporate platform LLC | $178.3M | 2 advisors | Percentage of AUM | View | |
| INDEX TECHNOLOGIES GROUP LLC CRD 327771 | New York, NY | Corporate platform LLC | $178.3M | 6 advisors | Percentage of AUM | View | |
| THE WATERMILL GROUP CRD 163370 | Boston, MA | Corporate platform LLC | $178.1M | 9 advisors | Fixed fees · Performance-based fees +1 more | View | |
| FIDUCIARY WEALTH GROUP, LLC CRD 299711 | Centerville, OH | Corporate platform LLC | $178.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SMB FINANCIAL SERVICES, INC. CRD 154216 | Portland, OR | Corporate platform Corporation | $177.8M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| GASBER FINANCIAL ADVISORS, INC CRD 157329 | Folsom, CA | Corporate platform Corporation | $177.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONWAY FINANCIAL GROUP, LLC CRD 117608 | Chesterfield, MO | Corporate platform LLC | $177.7M | 2 advisors | Fixed fees | View | |
| TDC CAPITAL ADVISORS, INC. CRD 117769 | College Station, TX | Corporate platform Corporation | $177.6M | 1 advisors | Percentage of AUM | View | |
| FARRIS CAPITAL MANAGEMENT INC. CRD 169051 | Carrollton, TX | Corporate platform Corporation | $177.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLLINGSWORTH AVENT AVERRE & PURVIS, PA CRD 118943 | Raleigh, NC | Corporate platform Corporation | $177.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| OAK FINANCIAL GROUP INC CRD 106293 | CA | Corporate platform Corporation | $177.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NEWCORP WEALTH MANAGEMENT CRD 297125 | Alpharetta, GA | Corporate platform Corporation | $177.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARATHON MISSION, INC. CRD 288654 | Latham, NY | Corporate platform Corporation | $177.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FAMILYWEALTH ASSET MANAGEMENT CRD 147869 | Lake Mary, FL | Corporate platform LLC | $177.0M | 3 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| PROSPERITEA PLANNING CRD 282041 | Greenfield, MA | Corporate platform Corporation | $176.9M | 4 advisors | Hourly charges · Fixed fees +1 more | View | |
| BRADYCO FINANCIAL CRD 127204 | ME | Corporate platform Corporation | $176.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ENR ASSET MANAGEMENT, INCORPORATED CRD 136315 | Westmount, Quebec, AL | Corporate platform Corporation | $176.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PRIME MERIDIAN CAPITAL MANAGEMENT, LLC CRD 166003 | Walnut Creek, CA | Corporate platform LLC | $176.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BEYOND FINANCIAL SERVICES CRD 286350 | Fremont, CA | Corporate platform Corporation | $176.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LADD CAPITAL MANAGEMENT LLC CRD 105162 | New Haven, CT | Corporate platform LLC | $176.6M | 0 total employees | Percentage of AUM | View | |
| SUMMIT CAPITAL INC. CRD 121335 | — | Corporate platform Corporation | $176.6M | 3 advisors | Percentage of AUM | View | |
| CAPSTONE INVESTMENT GROUP CRD 159918 | Olympia, WA | Corporate platform LLC | $176.4M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| ADVISORENGINE PORTFOLIO SOLUTIONS INC. CRD 336317 | Raleigh, NC | Corporate platform Corporation | $176.4M | 1 advisors | Percentage of AUM | View | |
| COLLAR CAPITAL MANAGEMENT, LLC CRD 152325 | Appleton, WI | Corporate platform LLC | $176.3M | 3 advisors | Percentage of AUM; Fixed fees | View |