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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 | |||||
|---|---|---|---|---|---|---|---|
| V.M. MANNING & CO., INC. CRD 2655 | Greenville, SC | Corporate platform Corporation | $133.3M | 2 advisors | Percentage of AUM | View | |
| COURANT INVESTMENT MANAGEMENT LLC CRD 153865 | TN | Corporate platform LLC | $133.3M | 1 advisors | Performance-based fees | View | |
| CERTIFIED FINANCIAL STRATEGIES CORPORATION CRD 114361 | Dallas, TX | Corporate platform Corporation | $133.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOUBLE EAGLE CAPITAL MANAGEMENT LP CRD 135522 | Southlake, TX | Corporate platform LP | $133.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| KANOS CAPITAL MANAGEMENT, LLC CRD 128395 | Houston, TX | Corporate platform LLC | $133.2M | 1 advisors | Percentage of AUM | View | |
| ACADIA LEGACY GROUP CRD 291481 | Clive, IA | Corporate platform LLC | $133.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE HAJDARI GROUP, LLC CRD 289331 | Staten Island, NY | Corporate platform LLC | $133.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACKGOLD CAPITAL MANAGEMENT LP CRD 139804 | Houston, TX | Corporate platform LP | $133.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| FLETCHER FINANCIAL GROUP CRD 152609 | West Monroe, LA | Corporate platform Corporation | $133.0M | 3 advisors | Percentage of AUM · Commissions +1 more | View | |
| HARLOW CAPITAL MANAGEMENT LLC CRD 133918 | — | Corporate platform LLC | $132.9M | 1 advisors | Percentage of AUM · Fixed fees +3 more | View | |
| ARI GROUP, LLC CRD 286049 | New York, NY | Corporate platform LLC | $132.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRICAPITAL WEALTH MANAGEMENT, INC. CRD 118788 | Charlotte, NC | Corporate platform Corporation | $132.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CAPITAL ESTATE ADVISORS, INC. CRD 112098 | — | Corporate platform Corporation | $132.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SUMMITPOINT CAPITAL MANAGEMENT CRD 336856 | Littleton, CO | Corporate platform LLC | $132.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JLL PARTNERS FCH, INC. CRD 285184 | New York, NY | Corporate platform Corporation | $132.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAK FINANCIAL CONSULTING, INC. CRD 291860 | Bloomington, MN | Corporate platform Corporation | $132.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| USCA ASSET MANAGEMENT LLC CRD 137045 | Houston, TX | Corporate platform LLC | $132.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| RAMSEY HILL ASSET MANAGEMENT LLC CRD 156768 | MN | Corporate platform LLC | $132.1M | 1 advisors | Percentage of AUM | View | |
| LEE-WAY FINANCIAL SERVICES, INC CRD 113983 | Hattiesburg, MS | Corporate platform Corporation | $132.1M | 1 advisors | Percentage of AUM | View | |
| SECURE WEALTH, INC. CRD 290572 | Boca Raton, FL | Corporate platform Corporation | $132.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTON WEALTH MANAGEMENT, INC. CRD 148457 | Cottonwood Heights, UT | Corporate platform Corporation | $131.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACP INVESTMENT MANAGEMENT CRD 338484 | Kailua-Kona, HI | Corporate platform LLC | $131.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RDG CAPITAL MANAGEMENT LLC CRD 329749 | Pittsford, NY | Corporate platform LLC | $131.8M | 2 advisors | Percentage of AUM | View | |
| TEPLITZ FINANCIAL GROUP LLC CRD 122038 | Old Bridge, NJ | Corporate platform LLC | $131.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |