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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 | |||||
|---|---|---|---|---|---|---|---|
| HONDIUS CAPITAL MANAGEMENT, LP CRD 297991 | Norwalk, CT | Corporate platform LP | $129.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| R. F. LAFFERTY & CO., INC. CRD 2498 | New York, NY | Corporate platform Corporation | $129.8M | 10 advisors | Percentage of AUM; Commissions | View | |
| CATALYST INVESTMENT MANAGEMENT LLC CRD 298122 | ME | Corporate platform LLC | $129.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VIDA WEALTH PARTNERS, INC. CRD 140824 | Santa Barbara, CA | Corporate platform Corporation | $129.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEBBLE VALLEY WEALTH MANAGEMENT CRD 145664 | Western Springs, IL | Corporate platform Corporation | $129.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CGI WEALTH ADVISORS, INC. CRD 311273 | Frazer, PA | Corporate platform Corporation | $129.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANTONETTI CAPITAL MANAGEMENT, LLC CRD 156551 | Naples, FL | Corporate platform LLC | $129.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SABER CAPITAL MANAGEMENT LLC CRD 166103 | Fuquay Varina, NC | Corporate platform LLC | $129.3M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| GENEREUX INVESTMENT MANAGEMENT, INC. CRD 117436 | CO | Corporate platform Corporation | $129.3M | 1 advisors | Percentage of AUM | View | |
| RSC ASSET MANAGEMENT GROUP, LLC CRD 312211 | Studio City, CA | Corporate platform LLC | $129.2M | 5 advisors | Percentage of AUM | View | |
| OBION CAPITAL MANAGEMENT LP CRD 329954 | Miami, FL | Corporate platform LP | $129.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STEPHEN SMITH FINANCIAL INC. CRD 339402 | Schaumburg, IL | Corporate platform Corporation | $129.0M | 2 advisors | Percentage of AUM | View | |
| RALICKI WEALTH MANAGEMENT & TRUST SERVICES CRD 141192 | Stuart, FL | Corporate platform Corporation | $129.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIVA GLOBAL ASSET MANAGEMENT, LLC CRD 285674 | Miami, FL | Corporate platform LLC | $129.0M | 2 advisors | Percentage of AUM | View | |
| INFINITY ADVISORY GROUP CRD 324723 | Portage, MI | Corporate platform LLC | $128.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GORDON ASSET MANAGEMENT LLC CRD 137136 | West Palm Beach, FL | Corporate platform LLC | $128.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HEATON FINANCIAL, PC CRD 134578 | Cedar City, UT | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HOLM & CAWLEY FINANCIAL GROUP LLC CRD 150601 | Las Vegas, NV | Corporate platform LLC | $128.8M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| DICCIANNI FINANCIAL GROUP, INC. CRD 149332 | East Norriton, PA | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM | View | |
| PASNAU INVESTMENT MANAGEMENT, INC. CRD 125647 | CA | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM | View | |
| VELARIS WEALTH MANAGEMENT CRD 340592 | Orlando, FL | Corporate platform Corporation | $128.7M | 3 advisors | Percentage of AUM; Subscription fees | View | |
| HUDSON HERITAGE CAPITAL MANAGEMENT, INC. CRD 44357 | Croton-On-Hudson, NY | Corporate platform Corporation | $128.7M | 2 advisors | Percentage of AUM | View | |
| BANTA ASSET MANAGEMENT LP CRD 142987 | Newport Beach, CA | Corporate platform LP | $128.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATUM ADVISORY GROUP, LLC. CRD 277148 | Wilton, CT | Corporate platform LLC | $128.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |