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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 | |||||
|---|---|---|---|---|---|---|---|
| PATRICK FINANCIAL GROUP LLC. CRD 124610 | Brighton, MI | Corporate platform LLC | $170.4M | 1 advisors | Percentage of AUM | View | |
| ALLISON INVESTMENT MANAGEMENT, LLC CRD 124645 | Columbia, SC | Corporate platform LLC | $170.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HOPLON ASSET MANAGEMENT, L.P. CRD 318798 | Greenwich, CT | Corporate platform LP | $170.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FOCUS 401 (K) GROUP, LLC CRD 172217 | Addison, TX | Corporate platform LLC | $169.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DEL MAR WEALTH MANAGEMENT INC CRD 175022 | Del Mar, CA | Corporate platform Corporation | $169.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMBARCADERO FINANCIAL GROUP CRD 140929 | San Francisco, CA | Corporate platform LLC | $169.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE CHARTIST CRD 105072 | Long Beach, CA | Corporate platform Corporation | $169.7M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| DDELTA REAL ESTATE INVESTMENTS CRD 326662 | Austin, TX | Corporate platform Corporation | $169.6M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DELOS CAPITAL MANAGEMENT, LP CRD 170010 | New York, NY | Corporate platform LP | $169.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SILVA CAPITAL MANAGEMENT LLC CRD 154504 | Chicago, IL | Corporate platform LLC | $169.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTUS CAPITAL PARTNERS, INC. CRD 159529 | Wilton, CT | Corporate platform Corporation | $169.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GLADWYN FINANCIAL ADVISORS, INC. CRD 135544 | VA | Corporate platform Corporation | $169.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BALEEN CAPITAL MANAGEMENT LLC CRD 311438 | Las Vegas, NV | Corporate platform LLC | $168.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. CRD 125584 | Old Tappan, NJ | Corporate platform Corporation | $168.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MEYER GATES FINANCIAL ADVISORS, INC CRD 125046 | West Chester, OH | Corporate platform Corporation | $168.7M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ELITE RETIREMENT GROUP CRD 312178 | Plover, WI | Corporate platform Corporation | $168.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| STEWARDSHIP CAPITAL CRD 110944 | Independence, MO | Corporate platform Corporation | $168.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TLC GROUP INVESTMENT ADVISORS, LLC CRD 137814 | State College, PA | Corporate platform LLC | $168.4M | 2 advisors | Percentage of AUM | View | |
| SOMNIO FINANCIAL GROUP, LLC CRD 174217 | Glastonbury, CT | Corporate platform LLC | $168.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DRAGON CAPITAL MANAGEMENT (HK) LIMITED CRD 287890 | Central | Corporate platform Corporation | $168.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NOVADIUS WEALTH MANAGEMENT CRD 148229 | Overland Park, KS | Corporate platform Corporation | $168.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIPAOLO FINANCIAL GROUP, INC. CRD 309637 | Lutz, FL | Corporate platform Corporation | $168.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NORTH FORTY TWO & CO. CRD 148417 | Lake Oswego, OR | Corporate platform Corporation | $167.9M | 1 advisors | Percentage of AUM | View | |
| LILLIANO CAPITAL MANAGEMENT LLC CRD 339106 | Phoenix, AZ | Corporate platform LLC | $167.9M | 1 advisors | Percentage of AUM | View |