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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 | |||||
|---|---|---|---|---|---|---|---|
| ALLUVIAL CAPITAL MANAGEMENT, LLC CRD 169638 | IL | Corporate platform LLC | $172.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| AETERNITAS INVESTMENT MANAGEMENT, LLC CRD 338936 | Yardley, PA | Corporate platform LLC | $172.5M | 2 advisors | Percentage of AUM | View | |
| VANNOY ADVISORY GROUP, INC. CRD 145806 | Austin, TX | Corporate platform Corporation | $172.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARGENT WEALTH MANAGEMENT, INC. CRD 135376 | Round Rock, TX | Corporate platform Corporation | $172.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHGUARD ADVISORS, INC. CRD 297192 | Placerville, CA | Corporate platform Corporation | $172.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LARSEN WEALTH MANAGEMENT CRD 146620 | El Dorado Hills, CA | Corporate platform Corporation | $172.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STEINBERG ASSET MANAGEMENT, LLC CRD 118968 | New York, NY | Corporate platform LLC | $172.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTOR ADVISORY GROUP CRD 106837 | Charlotte, NC | Corporate platform LLC | $172.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. CRD 105522 | Orleans, MA | Corporate platform Corporation | $172.0M | 2 advisors | Percentage of AUM | View | |
| CHESAPEAKE CAPITAL CORPORATION CRD 282099 | Tampa, FL | Corporate platform Corporation | $171.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| OPULEN FINANCIAL GROUP, LLC CRD 173963 | Arlington, VA | Corporate platform LLC | $171.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVOLUTION WEALTH MANAGEMENT INC. CRD 307644 | Fort Myers, FL | Corporate platform Corporation | $171.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCOTTSDALE WEALTH PLANNING, INC. CRD 169248 | Scottsdale, AZ | Corporate platform Corporation | $171.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RIDGEBACK CAPITAL MANAGEMENT CRD 113848 | Bellaire, TX | Corporate platform LLC | $171.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| TAM FINANCIAL ADVISORS, LLC CRD 125496 | MD | Corporate platform Corporation | $171.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENESIS FINANCIAL GROUP, LLC CRD 327996 | Paramus, NJ | Corporate platform LLC | $171.3M | 1 advisors | Percentage of AUM | View | |
| R.J. CLOUD ADVISORS & COMPANY CRD 289371 | Bixby, OK | Corporate platform Corporation | $171.3M | 3 advisors | Percentage of AUM | View | |
| LITTLEJOHN FINANCIAL SERVICES INC CRD 155113 | Roseburg, OR | Corporate platform Corporation | $171.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DONALD W. NICHOLSON & ASSOCIATES LTD CRD 107054 | Wilmington, DE | Corporate platform Corporation | $171.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEB CAPITAL MANAGEMENT LLC CRD 315241 | Columbus, OH | Corporate platform LLC | $171.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAMANS CAPITAL MANAGEMENT, LLC CRD 118404 | Waltham, MA | Corporate platform LLC | $170.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PROACTIVE CAPITAL MANAGEMENT, INC. CRD 297791 | Topeka, KS | Corporate platform Corporation | $170.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEY INTELLIGENCE CRD 164597 | Santa Clara, CA | Corporate platform Corporation | $170.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACESETTER FINANCIAL GROUP, L.L.C. CRD 123287 | Lincoln, IL | Corporate platform LLC | $170.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |