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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 | |||||
|---|---|---|---|---|---|---|---|
| SPRINGBOARD ASSET MANAGEMENT LLC CRD 154862 | Cheshire, CT | Corporate platform LLC | $136.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RAND CAPITAL MANAGEMENT CRD 304504 | Buffalo, NY | Corporate platform LLC | $136.7M | 6 advisors | Percentage of AUM; PERFORMANCE, TRANSACTION CLOSING, MONITORING | View | |
| WEALTHKARE.COM, INC. CRD 115111 | Mount Union, PA | Corporate platform Corporation | $136.7M | 7 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| NORTON CAPITAL MANAGEMENT, INC. CRD 110398 | Henrico, VA | Corporate platform Corporation | $136.6M | 2 advisors | Percentage of AUM; FLAT FEES | View | |
| ELE ADVISORY SERVICES, INC CRD 148228 | Southfield, MI | Corporate platform Corporation | $136.5M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVENTUS INVESTMENT ADVISORS, INC. CRD 153390 | Naples, FL | Corporate platform Corporation | $136.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HENDERSON FINANCIAL GROUP LLC CRD 333013 | Virginia Beach, VA | Corporate platform LLC | $136.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BROOKER WEALTH MANAGEMENT CRD 105437 | Oakland, CA | Corporate platform Corporation | $136.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| GALILEO INVESTMENT MANAGEMENT CRD 169201 | New York, NY | Corporate platform LLC | $136.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MFT WEALTH MANAGEMENT CRD 339361 | MA | Corporate platform Corporation | $136.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| J K R & COMPANY, INC. CRD 8040 | Van Nuys, CA | Corporate platform Corporation | $136.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ST. BERNARD FINANCIAL SERVICES, INC. CRD 36956 | Russellville, AR | Corporate platform Corporation | $136.2M | 30 advisors | Percentage of AUM; Hourly charges | View | |
| ICW HOLDINGS, LLC CRD 319296 | NY | Corporate platform LLC | $136.2M | 5 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| HORIZON CAPITAL MANAGEMENT, LLC CRD 132113 | Lake Forest, IL | Corporate platform LLC | $136.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITOL FAMILY OFFICE, INC. CRD 312005 | Beaverton, OR | Corporate platform Corporation | $136.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BARRIER CAPITAL MANAGEMENT, LLC CRD 312294 | San Francisco, CA | Corporate platform LLC | $136.0M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MCMAHAN CAPITAL MANAGEMENT CRD 109140 | Carmel, IN | Corporate platform LLC | $135.9M | 2 advisors | Percentage of AUM | View | |
| MORNINGSIDE ASSET MANAGEMENT CRD 268789 | Wilmington, DE | Corporate platform LLC | $135.6M | 4 advisors | Percentage of AUM | View | |
| DOVER INVESTMENT ADVISORY CORPORATION CRD 123499 | MA | Corporate platform Corporation | $135.4M | 1 advisors | Percentage of AUM | View | |
| GLOBAL FINANCIAL PLANNING GROUP, LLC CRD 114803 | Troy, MI | Corporate platform LLC | $135.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELLER FINANCIAL GROUP CRD 328195 | Camp Hill, PA | Corporate platform Corporation | $135.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOGARTY WEALTH MANAGEMENT, INC. CRD 283998 | Missouri City, TX | Corporate platform Corporation | $135.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC CRD 123483 | Lisle, IL | Corporate platform LLC | $135.2M | 19 advisors | Percentage of AUM; Hourly charges | View | |
| SPARROW WEALTH MANAGEMENT CRD 152670 | Orlando, FL | Corporate platform Corporation | $135.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |