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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 | |||||
|---|---|---|---|---|---|---|---|
| SHIMA CAPITAL MANAGEMENT LLC CRD 320929 | Irvine, CA | Corporate platform LLC | $164.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| POLLOCK PLANNING ASSOCIATES INC CRD 105409 | NJ | Corporate platform Corporation | $164.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FLOYD FINANCIAL GROUP LLC CRD 226773 | Springfield, MO | Corporate platform LLC | $164.5M | 2 advisors | Percentage of AUM | View | |
| RDM CAPITAL ASSOCIATES INC CRD 106941 | Red Bank, NJ | Corporate platform Corporation | $164.5M | 3 advisors | Percentage of AUM | View | |
| NOBSCOT INVESTMENT MANAGEMENT LLC CRD 283289 | Wellesley, MA | Corporate platform LLC | $164.2M | 1 advisors | Percentage of AUM | View | |
| LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC CRD 167834 | CA | Corporate platform LLC | $164.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACT CAPITAL MANAGEMENT, LLC CRD 307272 | Wayne, PA | Corporate platform LLC | $163.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RIVER RAISIN INVESTMENT PARTNERS, INC. CRD 298014 | Monroe, MI | Corporate platform Corporation | $163.5M | 2 advisors | Percentage of AUM | View | |
| RISLEY CAPITAL MANAGEMENT LLC CRD 157271 | Ellisville, MO | Corporate platform LLC | $163.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BELL CITY WEALTH, INC. CRD 326354 | Hillsboro, OH | Corporate platform Corporation | $163.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. CRD 311890 | New York, NY | Corporate platform Corporation | $163.3M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| INTEGRITY WEALTH MANAGEMENT, INC. CRD 150103 | Spokane, WA | Corporate platform Corporation | $163.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLUTINGER WILLIAMS & VERHOYE INC CRD 111082 | San Diego, CA | Corporate platform Corporation | $163.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARCHAMBO FINANCIAL ADVISORS, INC. CRD 129927 | Bartlesville, OK | Corporate platform Corporation | $163.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIBERTAS WEALTH MANAGEMENT GROUP, INC. CRD 157769 | Columbus, OH | Corporate platform Corporation | $163.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COLLIE FINANCIAL PLANNING, INC. CRD 134884 | Black Mountain, NC | Corporate platform Corporation | $162.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DECAMILLA CAPITAL MANAGEMENT LLC CRD 108027 | Sacramento, CA | Corporate platform LLC | $162.9M | 1 advisors | Percentage of AUM | View | |
| MAIN ADVISORY, INC. CRD 328040 | Canonsburg, PA | Corporate platform Corporation | $162.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| 1207 CAPITAL GROUP, LLC CRD 162611 | Juneau, AK | Corporate platform LLC | $162.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTROCK ASSET MANAGEMENT, LLC CRD 174408 | Little Rock, AR | Corporate platform LLC | $162.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SAVANT INVESTMENT ADVISERS, INC. CRD 121794 | Homewood, IL | Corporate platform Corporation | $162.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPERED INVESTMENT MANAGEMENT LTD. CRD 158837 | North Vancouver, British Columbia | Corporate platform Corporation | $162.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| F.I.G. FINANCIAL ADVISORY SERVICES, INC. CRD 105506 | Oklahoma City, OK | Corporate platform Corporation | $162.4M | 3 advisors | Percentage of AUM | View | |
| DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT CRD 159708 | Fayetteville, GA | Corporate platform Corporation | $162.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |