Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| GAMBIT CAPITAL MANAGEMENT, LLC CRD 318313 | AZ | Corporate platform LLC | $167.5M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| RANDALL & ASSOCIATES WEALTH MANAGEMENT CRD 323846 | Butler, PA | Corporate platform Corporation | $167.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MONITOR GROUP, INC. CRD 126576 | Martinez, GA | Corporate platform Corporation | $167.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARMORY CAPITAL MANAGEMENT, LLC CRD 149008 | Syracuse, NY | Corporate platform LLC | $167.1M | 2 advisors | Percentage of AUM | View | |
| BOYER FINANCIAL SERVICES, INC. CRD 331868 | Newport Beach, CA | Corporate platform Corporation | $167.0M | 2 advisors | Percentage of AUM | View | |
| MCDONNELL CAPITAL MANAGEMENT CRD 164252 | Frankfort, IL | Corporate platform LLC | $166.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.P. CAPITAL MANAGEMENT, INC. CRD 142109 | Eugene, OR | Corporate platform Corporation | $166.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL GAINS INCORPORATED CRD 111717 | Niles, IL | Corporate platform Corporation | $166.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TR CAPITAL MANAGEMENT, LLC CRD 164268 | Rockville Centre, NY | Corporate platform LLC | $166.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| V29 CAPITAL MANAGEMENT, LLC CRD 338081 | — | Corporate platform LLC | $166.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| W & S MANAGEMENT SERVICES, INC. CRD 127852 | Rochester, NY | Corporate platform Corporation | $166.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LYONS CAPITAL GROUP CRD 335733 | Shreveport, LA | Corporate platform LLC | $165.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BURGESS CHAMBERS & ASSOCIATES INC CRD 110164 | Orlando, FL | Corporate platform Corporation | $165.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUTUAL TRUST ADVISORY GROUP CRD 277060 | Estero, FL | Corporate platform Corporation | $165.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISDOM FINANCIAL PLANNING CRD 145275 | Tampa, FL | Corporate platform Corporation | $165.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAGAN COCOZZA ASSET MANAGEMENT CRD 154321 | CA | Corporate platform Corporation | $165.4M | 2 advisors | Percentage of AUM | View | |
| RED SWAN PRIVATE CLIENT CRD 307278 | Houston, TX | Corporate platform Corporation | $165.3M | 2 advisors | Percentage of AUM; ONE TIME CONSULTING FEE | View | |
| PEAK CAPITAL MANAGEMENT, LLC CRD 141488 | Greenwood Village, CO | Corporate platform LLC | $165.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| NEW ENGLAND SCHOONER, INC. CRD 129552 | Peabody, MA | Corporate platform Corporation | $165.2M | 4 advisors | Percentage of AUM | View | |
| EFFECTIVE ASSETS CRD 285744 | CA | Corporate platform Corporation | $165.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUNNYMEDE CAPITAL ADVISORS, INC. CRD 128974 | OH | Corporate platform Corporation | $165.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PR WEALTH MANAGEMENT GROUP CRD 173711 | East Moline, IL | Corporate platform Corporation | $164.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIALLY SPEAKING INC CRD 106255 | Greenwood Village, CO | Corporate platform Corporation | $164.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SLO MONEY MANAGERS CRD 331617 | Atascadero, CA | Corporate platform Corporation | $164.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |