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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 | |||||
|---|---|---|---|---|---|---|---|
| RITTMANN CAPITAL MANAGEMENT CO CRD 108762 | Moraga, CA | Corporate platform Corporation | $142.4M | 1 advisors | Percentage of AUM | View | |
| THE ADVISORS GROUP CRD 290104 | Lubbock, TX | Corporate platform Corporation | $142.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RJ PATTERSON GROUP CRD 281752 | San Diego, CA | Corporate platform Corporation | $142.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEST TOWER GROUP, LLC CRD 323520 | Richmond, VA | Corporate platform LLC | $142.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BARNETT & CO INC CRD 105867 | Chattanooga, TN | Corporate platform Corporation | $142.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEYDORN STONE CAPITAL MANAGEMENT LLC CRD 125903 | Larchmont, NY | Corporate platform LLC | $142.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FREEDOM ASSET MANAGEMENT CRD 335660 | Spokane, WA | Corporate platform LLC | $142.0M | 1 advisors | Percentage of AUM | View | |
| SYNDICATED CAPITAL, INC. CRD 29037 | Diamond Bar, CA | Corporate platform Corporation | $142.0M | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FINANCIAL TRUST ASSET MANAGEMENT CHARTERED CRD 108998 | Boca Raton, FL | Corporate platform Corporation | $141.9M | 4 advisors | Percentage of AUM | View | |
| KENNONDALE CAPITAL MANAGEMENT CRD 299863 | Richmond, VA | Corporate platform LLC | $141.9M | 3 advisors | Percentage of AUM | View | |
| LANIER ASSET MANAGEMENT, LLC CRD 150888 | Louisville, KY | Corporate platform LLC | $141.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OCTOBER WEALTH ADVISORS, INC CRD 153993 | Fort Smith, AR | Corporate platform Corporation | $141.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EQUITY ADVISORS OF KENTUCKY INC CRD 116398 | Lexington, KY | Corporate platform Corporation | $141.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BOURKE WEALTH MANAGEMENT CRD 297957 | Santa Barbara, CA | Corporate platform Corporation | $141.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MJB ASSET MANAGEMENT LLC CRD 109940 | New York, NY | Corporate platform LLC | $141.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STORMS & ROWDON FINANCIAL SERVICES, INC. CRD 334690 | Ormond Beach, FL | Corporate platform Corporation | $141.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERCURIO WEALTH ADVISORS CRD 283632 | Louisville, KY | Corporate platform Corporation | $141.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MARATHON WEALTH PARTNERS, INC CRD 337665 | TX | Corporate platform Corporation | $141.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ENTRUST INVESTMENT SERVICES, INC CRD 324860 | Campbell, CA | Corporate platform Corporation | $141.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FORTUNE FINANCIAL GROUP, INC. CRD 111378 | IL | Corporate platform Corporation | $141.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LIBERTY ASSET MANAGEMENT CRD 142094 | Allentown, PA | Corporate platform LLC | $141.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADDITIVE ADVISORY PBC CRD 283979 | Memphis, TN | Corporate platform Corporation | $140.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STABILITY PARTNERS ADVISORY GROUP, LLC CRD 165880 | Spring, TX | Corporate platform LLC | $140.9M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MESTMAKER & PETREY WEALTH ADVISORS CRD 148484 | Bakersfield, CA | Corporate platform Corporation | $140.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |