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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 | |||||
|---|---|---|---|---|---|---|---|
| SCG ASSET MANAGEMENT LLC CRD 311843 | Naperville, IL | Corporate platform LLC | $158.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| VERUS FINANCIAL GROUP CRD 315153 | Sugar Land, TX | Corporate platform Corporation | $158.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NITOR CAPITAL MANAGEMENT CRD 173067 | Englewood Cliffs, NJ | Corporate platform LLC | $158.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FC360 WEALTH MANAGEMENT, INC. CRD 171788 | Roseville, CA | Corporate platform Corporation | $158.2M | 1 advisors | Percentage of AUM | View | |
| GILBERT CAPITAL GROUP CRD 117268 | CO | Corporate platform Corporation | $158.1M | 1 advisors | Percentage of AUM | View | |
| THE EIDEARD GROUP, LLC CRD 139834 | Bedford, NH | Corporate platform LLC | $158.1M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PROVIDENT LIVING FINANCIAL SERVICES CRD 282665 | Lehi, UT | Corporate platform Corporation | $158.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAROLD DANCE INVESTMENTS CRD 1582 | Logan, UT | Corporate platform Corporation | $158.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARUS GROUP LLC CRD 310156 | New York, NY | Corporate platform LLC | $158.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SREP CAPITAL MANAGEMENT, LLC CRD 296281 | Greenwich, CT | Corporate platform LLC | $157.9M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VALORAN CAPITAL MANAGEMENT CRD 313634 | Naperville, IL | Corporate platform LLC | $157.8M | 3 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| AVOCET CAPITAL MANAGEMENT LLC CRD 156261 | Northbrook, IL | Corporate platform LLC | $157.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| J.V.B. INVESTMENT COMPANY CRD 3998 | Jackson, MI | Corporate platform Corporation | $157.6M | 5 advisors | Percentage of AUM | View | |
| MORK CAPITAL MANAGEMENT CRD 136154 | Healdsburg, CA | Corporate platform LLC | $157.4M | 1 advisors | Percentage of AUM | View | |
| MERIDA CAPITAL HOLDINGS LLC CRD 287784 | Rye, NY | Corporate platform LLC | $157.3M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WATER VALLEY INVESTMENT ADVISORS, INC. CRD 116936 | Sioux Center, IA | Corporate platform Corporation | $157.2M | 3 advisors | Percentage of AUM | View | |
| FINEC ASSET MANAGEMENT CRD 231789 | San Diego, CA | Corporate platform LLC | $157.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROOTED PLANNING GROUP CRD 284120 | Corning, NY | Corporate platform LLC | $157.0M | 3 advisors | Fixed fees | View | |
| LIFESTYLE FREEDOM ADVISORY GROUP, LLC CRD 283512 | Bradenton, FL | Corporate platform LLC | $156.8M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LOTUSGROUP CAPITAL CRD 298973 | Denver, CO | Advisory firm LLC | $156.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PROFOCUS INCORPORATED CRD 113954 | Phoenix, AZ | Corporate platform Corporation | $156.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIMON WEALTH MANAGEMENT LTD. CRD 298566 | Ra'Anana | Corporate platform Corporation | $156.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAR WEALTH MANAGEMENT CORPORATION CRD 341885 | Bingham Farms, MI | Corporate platform Corporation | $156.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELTURA CAPITAL MANAGEMENT, LLC CRD 318320 | New York, NY | Corporate platform LLC | $156.5M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View |