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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 | |||||
|---|---|---|---|---|---|---|---|
| QUINT CAPITAL MANAGEMENT CRD 26586 | New York, NY | Corporate platform Corporation | $162.1M | 15 advisors | Percentage of AUM; Fixed fees | View | |
| ARBOR INVESTMENT MANAGEMENT CRD 154735 | Ann Arbor, MI | Corporate platform LLC | $162.0M | 2 advisors | Percentage of AUM | View | |
| CORKERN & CO., INC. CRD 104730 | Little Rock, AR | Corporate platform Corporation | $161.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CONFIDENTIAL MANAGEMENT ADVISORS, INC. CRD 125936 | Troy, MI | Corporate platform Corporation | $161.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINCUS CAPITAL MANAGEMENT, LP CRD 336500 | New York, NY | Corporate platform LP | $161.5M | 2 advisors | Percentage of AUM | View | |
| BLOM & HOWELL FINANCIAL PLANNING, INC. CRD 311830 | Modesto, CA | Corporate platform Corporation | $161.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELITE WEALTH MANAGEMENT, INC. CRD 333159 | Plover, WI | Corporate platform Corporation | $161.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| NEWGROUND SOCIAL INVESTMENT CRD 117060 | Seattle, WA | Corporate platform Corporation | $161.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOREST ROAD ASSET MANAGEMENT LLC CRD 315600 | Los Angeles, CA | Corporate platform LLC | $161.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WILLIAMS WEALTH MANAGEMENT GROUP, INC. CRD 147341 | Bradenton, FL | Corporate platform Corporation | $161.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE HARBOR ASSET MANAGEMENT, INC. CRD 108089 | WA | Corporate platform Corporation | $160.9M | 2 advisors | Percentage of AUM | View | |
| MEDICUS WEALTH PLANNING, INC. CRD 282904 | Draper, UT | Corporate platform Corporation | $160.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| GLAXIS CAPITAL MANAGEMENT, LLC CRD 134227 | Sarasota, FL | Corporate platform LLC | $160.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| RESEARCH & PORTFOLIO MANAGEMENT CRD 157609 | Crescent Springs, KY | Corporate platform Corporation | $160.8M | 3 advisors | Percentage of AUM | View | |
| ZENDAMENTALS CRD 148411 | Chicago, IL | Corporate platform Corporation | $160.7M | 1 advisors | Percentage of AUM | View | |
| KELLY WEALTH MANAGEMENT, INC. CRD 328386 | Royal Oak, MI | Corporate platform Corporation | $160.6M | 2 advisors | Percentage of AUM | View | |
| DORMAN FINANCIAL MANAGEMENT, P.A. CRD 136881 | Maitland, FL | Corporate platform Corporation | $160.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RBF CAPITAL MANAGEMENT, INC. CRD 164524 | Sarasota, FL | Corporate platform Corporation | $160.6M | 1 advisors | Percentage of AUM | View | |
| SUMMATION CAPITAL MANAGEMENT, L.P. CRD 331645 | New York, NY | Corporate platform LP | $160.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BOUNTIFUL INVESTMENT MANAGEMENT LLC CRD 281437 | Rumford, RI | Corporate platform LLC | $160.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLLIER FINANCIAL, INC CRD 175207 | Denver, CO | Corporate platform Corporation | $160.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KROPOG FINANCIAL GROUP, LLC CRD 282747 | Mandeville, LA | Corporate platform LLC | $160.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WITT FINANCIAL GROUP, LLC CRD 156462 | Crossville, TN | Corporate platform LLC | $160.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OLD OAK FINANCIAL PLANNING, INC. CRD 122500 | Brighton, MI | Corporate platform Corporation | $160.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |