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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 | |||||
|---|---|---|---|---|---|---|---|
| SJHL FINANCIAL GROUP CRD 285946 | Mcpherson, KS | Corporate platform LLC | $174.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| UNLIMITED CRD 322644 | New York, NY | Corporate platform Corporation | $174.5M | 3 advisors | Percentage of AUM | View | |
| MURPHY & MULLICK CAPITAL MANAGEMENT CORP CRD 328629 | Smithtown, NY | Corporate platform Corporation | $174.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JMS CAPITAL GROUP WEALTH SERVICES, LLC CRD 281325 | Sewickley, PA | Corporate platform LLC | $174.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HANSEATIC MANAGEMENT SERVICES INC CRD 107110 | Albuquerque, NM | Corporate platform Corporation | $174.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHANCELLOR WEALTH MANAGEMENT, INC. CRD 112918 | Atlanta, GA | Corporate platform Corporation | $174.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IVANOFF WEALTH MANAGEMENT INC. CRD 325275 | Cypress, CA | Corporate platform Corporation | $174.0M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| JAYKAY WEALTH ADVISORS, INC. CRD 170192 | Houston, TX | Corporate platform Corporation | $173.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENCHMARK CAPITAL GROUP LTD. CRD 123698 | Galena, IL | Corporate platform Corporation | $173.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUGLASS INVESTMENT GROUP CRD 331223 | Wichita, KS | Corporate platform LLC | $173.6M | 2 advisors | Percentage of AUM | View | |
| PINAFORE WEALTH COUNSEL INC. CRD 170540 | Durham, NC | Corporate platform Corporation | $173.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEUENSCHWANDER ASSET MANAGEMENT, LLC CRD 125179 | Mcfarland, WI | Corporate platform LLC | $173.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. CRD 323146 | Portland, OR | Corporate platform Corporation | $173.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IFC CRD 283976 | Auburn, CA | Corporate platform Corporation | $173.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM CAPITAL MANAGEMENT CRD 120805 | Reno, NV | Corporate platform LLC | $173.4M | 1 advisors | Percentage of AUM | View | |
| ASCO FINANCIAL GROUP, INC. CRD 124395 | Kingston, PA | Corporate platform Corporation | $173.2M | 2 advisors | Percentage of AUM | View | |
| LEIBMAN FINANCIAL SERVCES, INC. CRD 323120 | Louisville, NE | Corporate platform Corporation | $173.1M | 4 advisors | Percentage of AUM | View | |
| GASAWAY INVESTMENT ADVISORS, INC. CRD 123807 | Kalamazoo, MI | Corporate platform Corporation | $173.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERNATIONAL ASSET MANAGEMENT CRD 123418 | San Mateo, CA | Corporate platform Corporation | $173.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WABASH CAPITAL, INC. CRD 107932 | Terre Haute, IN | Corporate platform Corporation | $173.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SHUTTLEWORTH & COMPANY CRD 121382 | Powell, OH | Corporate platform Corporation | $173.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAYBEACH CAPITAL MANAGEMENT, LLC CRD 327539 | Rye, NY | Corporate platform LLC | $172.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MIDWESTERN FINANCIAL GROUP CRD 270022 | Iowa City, IA | Corporate platform LLC | $172.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIBERTY ASSET MANAGEMENT, INC. CRD 135791 | Woodridge, IL | Corporate platform Corporation | $172.7M | 3 advisors | Percentage of AUM | View |