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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 | |||||
|---|---|---|---|---|---|---|---|
| CRYSTAL COVE ASSET MANAGEMENT CRD 289810 | Newport Beach, CA | Corporate platform LLC | $135.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| IA PRIVATE WEALTH (USA) INC. CRD 322127 | Toronto, Ontario, AZ | Corporate platform Corporation | $135.1M | 122 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KULT WEALTH MANAGEMENT GROUP, LLC CRD 126740 | Brookfield, WI | Corporate platform LLC | $135.1M | 1 advisors | Percentage of AUM; TAX RETURN PREP FEES | View | |
| COLTON WEALTH MANAGEMENT CRD 150486 | Arcadia, CA | Corporate platform Corporation | $135.1M | 3 advisors | Percentage of AUM | View | |
| BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC CRD 300619 | Reston, VA | Corporate platform LLC | $135.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALUMAN CRD 281073 | CA | Corporate platform Corporation | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRANDYWINE FINANCIAL GROUP, INC. CRD 127344 | DE | Corporate platform Corporation | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORS FINANCIAL CRD 335705 | Port Angeles, WA | Corporate platform Corporation | $134.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RW BAKER WEALTH MANAGEMENT GROUP LLC CRD 297087 | Cheyenne, WY | Corporate platform LLC | $134.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VEACH FAMILY FINANCIAL CRD 115798 | North Little Rock, AR | Corporate platform Corporation | $134.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| CLARION ADVISORS INC. CRD 131081 | Auburn, CA | Corporate platform Corporation | $134.4M | 1 advisors | Percentage of AUM | View | |
| LONGBOW ASSET MANAGEMENT CRD 126193 | Tulsa, OK | Corporate platform Corporation | $134.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ATLANTIC UNION MUNICIPAL ADVISORS, INC CRD 329425 | Glen Allen, VA | Corporate platform Corporation | $134.3M | 4 advisors | Percentage of AUM | View | |
| EPIC ADVISORY SERVICES CORP CRD 176526 | Boca Raton, FL | Corporate platform Corporation | $134.3M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| HEXIMER INVESTMENT MANAGEMENT INC. CRD 105344 | OH | Corporate platform Corporation | $134.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURRAY FINANCIAL SERVICES, INC CRD 176528 | Chico, CA | Corporate platform Corporation | $134.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARTER PRIVATE CAPITAL MANAGEMENT, LLC CRD 155417 | Grand Rapids, MI | Corporate platform LLC | $134.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BLKBRD ASSET MANAGEMENT CRD 329262 | Old Greenwich, CT | Corporate platform LP | $133.9M | 4 advisors | Performance-based fees; PASS-THROUGH EXPENSES | View | |
| GW FINANCIAL CRD 110478 | Reno, NV | Corporate platform Corporation | $133.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIBSON FINANCIAL SOLUTIONS, INC. CRD 117831 | Ellsworth, ME | Corporate platform Corporation | $133.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDERSON GRIGGS INVESTMENTS CRD 110313 | Rock Hill, SC | Corporate platform Corporation | $133.6M | 3 advisors | Percentage of AUM | View | |
| GARHWAL, CHAN & WILLIAMS INC. CRD 125484 | San Francisco, CA | Corporate platform Corporation | $133.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LOYD FINANCIAL MANAGEMENT INC. CRD 112236 | Centennial, CO | Corporate platform Corporation | $133.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ELM CAPITAL MANAGEMENT LLC CRD 294012 | Pittsburgh, PA | Corporate platform LLC | $133.4M | 6 advisors | Percentage of AUM; PENSION CONSULTING FEE AS A PERCENTAGE OF ACCOUNT VALUE | View |