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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 | |||||
|---|---|---|---|---|---|---|---|
| THE LIFE GROUP FINANCIAL SERVICES CRD 277091 | Dubuque, IA | Corporate platform LLC | $146.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| KRUSE ASSET MANAGEMENT, LLC CRD 143204 | Chicago, IL | Corporate platform LLC | $146.2M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FMB RETIREMENT SERVICES CRD 164571 | Westlake Village, CA | Corporate platform Corporation | $146.2M | 4 advisors | Percentage of AUM | View | |
| MANNA WEALTH MANAGEMENT CRD 332313 | Miami Beach, FL | Corporate platform Corporation | $146.1M | 1 advisors | Percentage of AUM | View | |
| CORE ALPHA, INC. CRD 119635 | Rochester, NY | Corporate platform Corporation | $146.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CAMPBELL ASSET MANAGEMENT, LLC CRD 125052 | Chattanooga, TN | Corporate platform LLC | $146.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORESEE WEALTH ADVISORS CRD 333296 | Bellevue, WA | Corporate platform Corporation | $146.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE FINANCIAL STRATEGIES CRD 138825 | Bangor, ME | Corporate platform Corporation | $146.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE STEWARDSHIP CENTER, INC. CRD 112626 | LA | Corporate platform Corporation | $145.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CORNERSTONE WEALTH ADVISORS, INC. CRD 309544 | Carlsbad, CA | Corporate platform Corporation | $145.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOMERSET GROUP LLC CRD 160282 | Wayzata, MN | Corporate platform LLC | $145.6M | 2 advisors | Percentage of AUM | View | |
| THE SHER WEALTH MANAGEMENT GROUP CRD 172369 | Needham, MA | Corporate platform Corporation | $145.6M | 2 advisors | Percentage of AUM | View | |
| HUMBLE CAPITAL MANAGEMENT LLC CRD 158115 | Honolulu, HI | Corporate platform LLC | $145.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SPYRNAL FINANCIAL GROUP CRD 299957 | Bokeelia, FL | Corporate platform LLC | $145.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL MANAGEMENT SERVICES, INC. CRD 118260 | Manchester, MO | Corporate platform Corporation | $145.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE FINANCIAL CRD 330324 | Charlotte, NC | Corporate platform Corporation | $145.1M | 6 advisors | Percentage of AUM | View | |
| DANIEL KRUG & ASSOCIATES CRD 298532 | Clarkston, MI | Corporate platform Corporation | $145.1M | 2 advisors | Percentage of AUM | View | |
| GCI FINANCIAL GROUP CRD 124193 | Mendham, NJ | Corporate platform Corporation | $145.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IGW ADVISORY INVESTMENT MANAGEMENT LLC CRD 333479 | TX | Corporate platform LLC | $145.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SIERRA FINANCIAL ADVISORY CRD 130934 | CA | Corporate platform Corporation | $144.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TWIN CITIES RETIREMENT GROUP CRD 154974 | Plymouth, MN | Corporate platform LLC | $144.9M | 2 advisors | Percentage of AUM; REFERRAL FEES | View | |
| VISION CAPITAL & MANAGEMENT CRD 118363 | AR | Corporate platform Corporation | $144.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WULFF, HANSEN & CO. CRD 908 | San Rafael, CA | Corporate platform Corporation | $144.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONETTA FINANCIAL SERVICES INC CRD 105367 | Wheaton, IL | Corporate platform Corporation | $144.8M | 3 advisors | Percentage of AUM | View |