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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 | |||||
|---|---|---|---|---|---|---|---|
| 401K GENERATION CRD 154279 | Altamonte Springs,, FL | Corporate platform Corporation | $156.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SPYGLASS INVESTMENT MANAGEMENT CRD 122594 | Terre Haute, IN | Corporate platform Corporation | $156.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) CRD 109965 | Shreveport, LA | Corporate platform Corporation | $156.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MY WEALTH MANAGEMENT, INC CRD 168566 | Germantown, MD | Corporate platform Corporation | $156.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INDELIBLE WEALTH GROUP CRD 166864 | AZ | Corporate platform LLC | $156.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRANDYWINE ASSET MANAGEMENT CRD 307564 | Thornton, PA | Corporate platform Corporation | $156.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DFS ADVISORY CRD 324992 | Denton, TX | Corporate platform Corporation | $156.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLCOMBE & MCGRATH CRD 121197 | Asheville, NC | Corporate platform Corporation | $155.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GERVAIS CAPITAL MANAGEMENT, LLC CRD 299347 | Wilson, WY | Corporate platform LLC | $155.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIVE OAK WEALTH ADVISORY GROUP, LLC CRD 154962 | Houston, TX | Corporate platform LLC | $155.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ETHOS CAPITAL MANAGEMENT, INC. CRD 313145 | Newtown, PA | Corporate platform Corporation | $155.4M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| RHL GROUP, LLC CRD 330716 | Holly, MI | Corporate platform LLC | $155.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BRIA CAPITAL GROUP, LLC CRD 175258 | Wesley Chapel, FL | Corporate platform LLC | $155.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELLWETHER INVESTMENT GROUP, LLC CRD 148114 | Hixson, TN | Corporate platform LLC | $155.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERRITHEW & THORSTEN, INC. CRD 133563 | San Diego, CA | Corporate platform Corporation | $155.0M | 2 advisors | Percentage of AUM; FINANCIAL PLANNING FOR A FIXED FEE | View | |
| FINANCIAL LEGACY MANAGEMENT, NC. CRD 136348 | Little Rock, AR | Corporate platform Corporation | $155.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HERITAGE ASSET MANAGEMENT, LLC CRD 323344 | Belton, MO | Corporate platform LLC | $155.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARTHEDGE CAPITAL MANAGEMENT, LLC CRD 151181 | — | Corporate platform LLC | $155.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DECISION INVESTMENTS, INC. CRD 145073 | San Diego, CA | Corporate platform Corporation | $154.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VEGA CAPITAL GROUP LLC CRD 129494 | CA | Corporate platform LLC | $154.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CREEK DRIVE MANAGEMENT GROUP LLC CRD 332075 | CA | Corporate platform LLC | $154.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BUTLER FINANCIAL SERVICES CRD 118244 | Denver, CO | Corporate platform Corporation | $154.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNION SQUARE PARK CAPITAL MANAGEMENT, LLC CRD 175471 | New York, NY | Corporate platform LLC | $154.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| JJSA ADVISORS, LTD. CRD 116460 | Virginia Beach, VA | Corporate platform Corporation | $154.3M | 2 advisors | Percentage of AUM; Fixed fees | View |