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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 | |||||
|---|---|---|---|---|---|---|---|
| THE BREIT GROUP CRD 335020 | Wrightsville Beach, NC | Corporate platform LLC | $131.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AWR INVESTMENT MANAGEMENT, LLC CRD 118538 | San Rafael, CA | Corporate platform LLC | $131.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| 1ST DISCOUNT BROKERAGE, INC. CRD 39164 | Lake Worth, FL | Corporate platform Corporation | $131.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIDDLETON & COMPANY CRD 284996 | Vancouver, WA | Corporate platform Corporation | $131.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BRIGHTSCAPE INVESTMENT CENTERS CRD 129597 | Scottsdale, AZ | Corporate platform Corporation | $131.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STAWNYCHY FINANCIAL SERVICES, INC. CRD 128859 | Kinnelon, NJ | Corporate platform Corporation | $131.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING BRIDGE FINANCIAL GROUP LLC CRD 304409 | Palm Harbor, FL | Corporate platform LLC | $131.1M | 4 advisors | Percentage of AUM | View | |
| KERR WEALTH MANAGEMENT CRD 277142 | Fresno, CA | Corporate platform Corporation | $131.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEELOAKS INVESTMENT ADVISERS, INC. CRD 108197 | Weirton, WV | Corporate platform Corporation | $131.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WARREN CAPITAL GROUP CRD 137449 | Charleston, SC | Corporate platform Corporation | $131.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CRESCENT CITY RETIREMENT GROUP CRD 146666 | Metairie, LA | Corporate platform LLC | $130.9M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MAN CAPITAL MANAGEMENT LLC CRD 146110 | New York, NY | Corporate platform LLC | $130.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DMK ADVISOR GROUP, INC. CRD 41067 | Lutz, FL | Corporate platform Corporation | $130.8M | 28 advisors | Percentage of AUM; Fixed fees | View | |
| WEINSTAT WEALTH MANAGEMENT, INC. CRD 125626 | FL | Corporate platform Corporation | $130.7M | 1 advisors | Percentage of AUM | View | |
| MENCH FINANCIAL INC CRD 106689 | Cincinnati, OH | Corporate platform Corporation | $130.6M | 2 advisors | Percentage of AUM | View | |
| JCN FINANCIAL & TAX ADVISORY GROUP, LLC CRD 174358 | Baton Rouge, LA | Corporate platform LLC | $130.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SARTORIAL WEALTH INC. CRD 329971 | Mississauga, Ontario | Corporate platform Corporation | $130.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ARBUS CAPITAL MANAGEMENT, LLC CRD 148709 | NY | Corporate platform LLC | $130.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALSKY INVESTMENT MANAGEMENT INC CRD 106991 | Wyomissing, PA | Corporate platform Corporation | $130.2M | 2 advisors | Percentage of AUM | View | |
| VERSATILE CAPITAL MANAGEMENT L.L.C. CRD 173611 | Chicago, IL | Corporate platform LLC | $130.1M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| CAPITAL CITY WEALTH MANAGEMENT, INC. CRD 172199 | Bismarck, ND | Corporate platform Corporation | $130.0M | 3 advisors | Percentage of AUM | View | |
| HENTHORN AGENCY, INC. CRD 121607 | Beech Grove, IN | Corporate platform Corporation | $130.0M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| WHEELS UP WEALTH, INC. CRD 307736 | CA | Corporate platform Corporation | $130.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARIA WEALTH MANAGEMENT CRD 288450 | Saratoga, CA | Corporate platform Corporation | $130.0M | 6 advisors | Percentage of AUM; Hourly charges | View |