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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 | |||||
|---|---|---|---|---|---|---|---|
| INVIDIA CAPITAL MANAGEMENT, L.P. CRD 331334 | New York, NY | Corporate platform LP | $150.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| OPTIMA CAPITAL MANAGEMENT CRD 306036 | Tempe, AZ | Corporate platform LLC | $150.3M | 4 advisors | Percentage of AUM | View | |
| 442 CAPITAL PTY LTD CRD 334382 | South Melbourne, IN | Corporate platform Corporation | $150.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| UNION CAPITAL COMPANY CRD 110301 | Tucson, AZ | Corporate platform Corporation | $150.0M | 11 advisors | Percentage of AUM; Commissions | View | |
| A SMARTER WAY TO INVEST CRD 166170 | Brighton, MI | Corporate platform Corporation | $150.0M | 4 advisors | Percentage of AUM; SIGNAL PROVIDER | View | |
| FINANCIAL MANAGEMENT ADVISORS, INC. CRD 117442 | Tullahoma, TN | Corporate platform Corporation | $149.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL STRATEGIES, INC. CRD 113097 | Brookfield, WI | Corporate platform Corporation | $149.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITE & COMPANY FINANCIAL PLANNING, INC. CRD 115326 | Sunnyside, WA | Corporate platform Corporation | $149.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| SONAS FINANCIAL GROUP, INC. CRD 122547 | Kansas City, MO | Corporate platform Corporation | $149.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAKMONT ADVISORY GROUP, LLC CRD 158890 | Albuquerque, NM | Corporate platform LLC | $149.5M | 3 advisors | Percentage of AUM | View | |
| FINANCIAL ZEN CRD 282230 | San Francisco, CA | Corporate platform Corporation | $149.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MONSON WEALTH MANAGEMENT, INC. CRD 169857 | Kennewick, WA | Corporate platform Corporation | $149.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FUND ADVISORS OF AMERICA INC CRD 112567 | Orlando, FL | Corporate platform Corporation | $149.4M | 3 advisors | Percentage of AUM | View | |
| BELLINGHAM CAPITAL CRD 151684 | Bellingham, WA | Corporate platform Corporation | $149.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC CRD 318867 | New York, NY | Corporate platform LLC | $149.2M | 3 advisors | Percentage of AUM | View | |
| SIDOXIA CAPITAL MANAGEMENT, LLC CRD 145969 | Newport Beach, CA | Corporate platform LLC | $149.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARBORFRONT FINANCIAL GROUP CRD 331763 | Ludington, MI | Corporate platform LLC | $149.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS FINANCIAL GROUP, INC. CRD 130867 | Dublin, OH | Corporate platform Corporation | $148.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COLUMN PARK ASSET MANAGEMENT, LP CRD 169730 | Cocoa Beach, FL | Corporate platform LP | $148.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AURORA WEALTH ADVISORS CRD 322947 | San Diego, CA | Corporate platform Corporation | $148.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAGNER WEALTH MANAGEMENT, CORP. CRD 324196 | Conyngham, PA | Corporate platform Corporation | $148.7M | 3 advisors | Percentage of AUM | View | |
| BEACON HILL WEALTH MANAGEMENT LTD CRD 325860 | Victoria, Bc, CA | Corporate platform Corporation | $148.6M | 6 advisors | Percentage of AUM | View | |
| PRESTIGE WEALTH MANAGEMENT CRD 336264 | Southlake, TX | Corporate platform Corporation | $148.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TSAI CAPITAL CORPORATION CRD 137578 | — | Corporate platform Corporation | $148.3M | 3 advisors | Percentage of AUM | View |