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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 | |||||
|---|---|---|---|---|---|---|---|
| CLAIRMONT CAPITAL GROUP, LLC CRD 313639 | Los Angeles, CA | Corporate platform LLC | $160.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HARDING FINANCIAL GROUP CRD 135731 | Westerville, OH | Corporate platform LLC | $160.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVERSIONES SURA CRD 318065 | Miami, FL | Corporate platform Corporation | $160.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE WEALTH GROUP, LTD CRD 154106 | Raleigh, NC | Corporate platform Corporation | $160.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| TURLOFF FINANCIAL CONSULTING INC. CRD 117465 | CA | Corporate platform Corporation | $160.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECTRUM ADVISORS, INC. CRD 114805 | Plano, TX | Corporate platform Corporation | $160.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WARNKE/NICHOLS LTD. CRD 112181 | Delafield, WI | Corporate platform Corporation | $160.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | Fort Atkinson, WI | Corporate platform Corporation | $159.9M | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE WATER CAPITAL MANAGEMENT, LLC CRD 127193 | Apex, NC | Corporate platform LLC | $159.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WIREGRASS ASSET MANAGEMENT CRD 284608 | Thomasville, GA | Corporate platform LLC | $159.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RAI WEALTH MANAGEMENT CRD 277137 | Placentia, CA | Corporate platform Corporation | $159.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOULTON WEALTH MANAGEMENT, INC CRD 304598 | Spokane Valley, WA | Corporate platform Corporation | $159.7M | 3 advisors | Percentage of AUM | View | |
| ZIDEL FINANCIAL INC. CRD 135047 | Breckenridge, CO | Corporate platform Corporation | $159.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RETIREMENT SOLUTIONS GROUP CRD 289069 | Franklin, TN | Corporate platform Corporation | $159.6M | 3 advisors | Fixed fees; REFERRAL FEES | View | |
| RETIREMENT ADVISORS, INC. CRD 122122 | Mobile, AL | Corporate platform Corporation | $159.6M | 1 advisors | Percentage of AUM | View | |
| BLUE MOON CAPITAL MANAGEMENT LLC CRD 311941 | Boston, MA | Corporate platform LLC | $159.5M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FUSCO FINANCIAL SERVICES INC CRD 106841 | Wilton Manors, FL | Corporate platform Corporation | $159.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STRADA FINANCIAL GROUP LLC CRD 316987 | Boring, OR | Corporate platform LLC | $159.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | Houston, TX | Corporate platform LLC | $159.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HACKETT FINANCIAL GROUP, LLC CRD 141656 | Wimberley, TX | Corporate platform LLC | $159.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SANKALA GROUP LLC CRD 154806 | CO | Corporate platform LLC | $159.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| PLUS GROUP WEALTH ADVISORS, LLC CRD 300714 | Belgium, WI | Corporate platform LLC | $158.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVEST INC. CRD 146357 | Lexington, KY | Corporate platform Corporation | $158.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADIUS WEALTH MANAGEMENT, INC. CRD 168159 | Boston, MA | Corporate platform Corporation | $158.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |