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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 | |||||
|---|---|---|---|---|---|---|---|
| BROUSSARD FINANCIAL GROUP, LLC CRD 123724 | Kaplan, LA | Corporate platform LLC | $138.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DORATO CAPITAL MANAGEMENT CRD 110097 | CA | Corporate platform Corporation | $138.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVERE CAPITAL MANAGEMENT LP CRD 306662 | Dallas, TX | Corporate platform LP | $138.7M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| MARCHAND FARIES FINANCIAL MANAGEMENT, INC. CRD 107813 | CO | Corporate platform Corporation | $138.7M | 4 advisors | Percentage of AUM | View | |
| CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) CRD 147242 | New York, NY | Corporate platform LLC | $138.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THE WEALTH CONSERVATORY CRD 115932 | Lebanon, NH | Corporate platform Corporation | $138.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARRISON BRADFORD & ASSOCIATES INC CRD 105603 | New York, NY | Corporate platform Corporation | $138.3M | 3 advisors | Percentage of AUM | View | |
| WILDES FINANCIAL STRATEGIES, INC CRD 289496 | Georgetown, SC | Corporate platform Corporation | $138.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAYA ADVISORS, INC. CRD 144325 | Palo Alto, CA | Corporate platform Corporation | $138.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALAMITA WEALTH MANAGEMENT CRD 153316 | Charlotte, NC | Corporate platform Corporation | $138.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN INVESTMENT ADVISORS INC CRD 104579 | Madison, WI | Corporate platform Corporation | $137.9M | 2 advisors | Percentage of AUM | View | |
| PRINCE ASSET MANAGEMENT, INC. CRD 141567 | Sarasota, FL | Corporate platform Corporation | $137.7M | 3 advisors | Percentage of AUM | View | |
| PENSION PARAMETERS FINANCIAL SERVICES, INC. CRD 110405 | Aberdeen, NJ | Corporate platform Corporation | $137.6M | 2 advisors | Percentage of AUM | View | |
| RUGGIERO INVESTMENTS CRD 169180 | West Palm Beach, FL | Corporate platform Corporation | $137.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. CRD 108886 | Tulsa, OK | Corporate platform Corporation | $137.5M | 1 advisors | Percentage of AUM | View | |
| MICHAEL D. TAXMAN INVESTMENT MANAGEMENT CRD 126670 | Hanover, NH | Corporate platform LLC | $137.5M | 1 advisors | Percentage of AUM | View | |
| SUSTAINVEST ASSET MANAGEMENT, LLC CRD 166685 | Linwood, NJ | Corporate platform LLC | $137.4M | 1 advisors | Percentage of AUM | View | |
| GLOBAL BROKERAGE SERVICES, INC. CRD 37505 | Hunt Valley, MD | Corporate platform Corporation | $137.3M | 5 advisors | Percentage of AUM; PERCENTAGE OF ASSETS UNDER OUTSIDE ADVISOR: SOLICTOR FEE | View | |
| ARGUS INVESTORS' COUNSEL, INC. CRD 106981 | New York, NY | Corporate platform Corporation | $137.3M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| JARAS FINANCIAL SERVICES, INC. CRD 282126 | OH | Corporate platform Corporation | $137.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MILAGRE WEALTH MANAGEMENT, INC. CRD 309185 | White Plains, NY | Corporate platform Corporation | $137.1M | 1 advisors | Percentage of AUM | View | |
| HARGER AND COMPANY, INC. CRD 10385 | Baton Rouge, LA | Corporate platform Corporation | $137.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOREFRONT ASSET MANAGEMENT, LLC CRD 281118 | Virginia Beach, VA | Corporate platform LLC | $136.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIRECTIONAL ASSET MANAGEMENT, LLC CRD 152859 | Arlington Heights, IL | Corporate platform LLC | $136.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |