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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 | |||||
|---|---|---|---|---|---|---|---|
| BTS ASSET MANAGEMENT, INC. CRD 105215 | Lincoln, MA | Corporate platform Corporation | $144.8M | 4 advisors | Percentage of AUM | View | |
| CSL CAPITAL MANAGEMENT, L.P. CRD 158340 | Houston, TX | Corporate platform LP | $144.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| KNOX AVENUE FINANCIAL CORP. CRD 289094 | St.. Paul, MN | Corporate platform Corporation | $144.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EGSI INVESTMENT MANAGEMENT CRD 171488 | Dublin, OH | Corporate platform Corporation | $144.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DAVIS FINANCIAL MANAGEMENT, INC. CRD 143410 | Overland Park, KS | Corporate platform Corporation | $144.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| A.G.P. ASSET MANAGEMENT LLC CRD 339720 | New York, NY | Corporate platform LLC | $144.5M | 2 advisors | Percentage of AUM | View | |
| BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. CRD 297648 | Toronto, Ontario, CA | Corporate platform Corporation | $144.2M | 1 advisors | Percentage of AUM | View | |
| JAMES I. BLACK & COMPANY CRD 1249 | Lakeland, FL | Corporate platform Corporation | $144.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HAVEN CAPITAL GROUP CRD 149641 | Westlake Village, CA | Corporate platform Corporation | $143.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RUSHMONT CAPITAL MANAGEMENT CRD 333041 | New York, NY | Corporate platform LP | $143.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC CRD 287809 | Wayne, PA | Corporate platform LLC | $143.9M | 3 advisors | Percentage of AUM | View | |
| ARISTA ADVISORY GROUP, LLC CRD 285722 | Albany, NY | Corporate platform LLC | $143.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD BRIDGE WEALTH, INC CRD 332180 | Syosset, NY | Corporate platform Corporation | $143.7M | 3 advisors | Percentage of AUM | View | |
| STAR CAPITAL INC. CRD 171057 | Edina, MN | Corporate platform Corporation | $143.6M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SERVANT FINANCIAL, LTD. CRD 135183 | IL | Corporate platform Corporation | $143.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| WHITE OAK FINANCIAL MANAGEMENT, INC CRD 142615 | Asheville, NC | Corporate platform Corporation | $143.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MAYFIELD ADVISORS, INC. CRD 144072 | Palo Alto, CA | Corporate platform Corporation | $143.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GSV ASSET MANAGEMENT, LLC CRD 154664 | Dallas, TX | Corporate platform LLC | $143.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANITE STATE RETIREMENT PLANNING, INC. CRD 141899 | Bedford, NH | Corporate platform Corporation | $143.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRIVATE CLIENT GROUP ASSET MANAGEMENT CRD 148208 | Gladstone, NJ | Corporate platform LLC | $143.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| S. R. SCHILL & ASSOCIATES, INC. CRD 105864 | Mercer Island, WA | Corporate platform Corporation | $143.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GERSTEMEIER FINANCIAL GROUP,LLC CRD 127052 | CA | Corporate platform LLC | $143.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ULTRA ADVISORY GROUP CRD 338775 | Irvine, CA | Corporate platform LLC | $142.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KOPION ASSET MANAGEMENT, LLC CRD 152693 | Mckinney, TX | Corporate platform LLC | $142.6M | 2 advisors | Percentage of AUM | View |