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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 | |||||
|---|---|---|---|---|---|---|---|
| SHERMAN ASSET MANAGEMENT, INC. CRD 170861 | Ventura, CA | Corporate platform Corporation | $140.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AXIA WEALTH MANAGEMENT INC CRD 155890 | Bend, OR | Corporate platform Corporation | $140.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MICROVEST CAPITAL MANAGEMENT CRD 153395 | Washington, DC | Corporate platform LLC | $140.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLASSBEAD CAPITAL MANAGEMENT LLC CRD 298816 | Miami Beach, FL | Corporate platform LLC | $140.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EXCOMP ASSET MANAGEMENT LTD CRD 110434 | Melville, NY | Corporate platform Corporation | $140.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DYNAMIC WEALTH ADVISORS CRD 169792 | Surprise, AZ | Corporate platform Corporation | $140.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLAGSHIP INVESTMENT MANAGEMENT LLC CRD 332788 | Houston, TX | Corporate platform LLC | $140.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CLIVEDEN CAPITAL MANAGEMENT, LLC CRD 168725 | — | Corporate platform LLC | $140.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CLAREMONT FINANCIAL GROUP,INC. CRD 107806 | Claremont, CA | Corporate platform Corporation | $140.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OMEGA CAPITAL MANAGEMENT, LLC CRD 129167 | Flanders, NJ | Corporate platform LLC | $139.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BOYD FINANCIAL STRATEGIES, INC. CRD 107505 | Auburn, MA | Corporate platform Corporation | $139.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| TEZA CAPITAL MANAGEMENT LLC CRD 173124 | Chicago, IL | Corporate platform LLC | $139.5M | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| GROSS DOMESTIC PRODUCT, INC CRD 147588 | CA | Corporate platform Corporation | $139.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENCIRCLE FINANCIAL STRATEGIES CRD 327420 | IN | Corporate platform Corporation | $139.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE SCOTT S. JAMES COMPANY CRD 105861 | Falls Church, VA | Corporate platform Corporation | $139.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BEYOND WEALTH MANAGEMENT GROUP, LLC CRD 293291 | New Paltz, NY | Corporate platform LLC | $139.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAVEN CAPITAL MANAGEMENT LLC CRD 164755 | New York, NY | Corporate platform LLC | $139.3M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BENOLD FINANCIAL PLANNING CRD 134258 | TX | Corporate platform Corporation | $139.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERKINS CAPITAL MANAGEMENT INC CRD 105028 | Wayzata, MN | Corporate platform Corporation | $139.0M | 3 advisors | Percentage of AUM | View | |
| OCTOBER EFFECT LTD. CRD 281369 | Virginia Beach, VA | Corporate platform Corporation | $138.9M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BROOKTREE CAPITAL MANAGEMENT INC. CRD 114173 | Grand Rapids, MI | Corporate platform Corporation | $138.9M | 2 advisors | Percentage of AUM | View | |
| MFG WEALTH MANAGEMENT, INC. CRD 125963 | Indianapolis, IN | Corporate platform Corporation | $138.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADVANTAGE INVESTING, INC. CRD 116059 | Coral Gables, FL | Corporate platform Corporation | $138.9M | 2 advisors | Percentage of AUM | View | |
| SARATOGA CAPITAL MANAGEMENT, LLC CRD 112021 | Avondale, AZ | Corporate platform LLC | $138.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View |