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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 | |||||
|---|---|---|---|---|---|---|---|
| SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC CRD 112547 | CA | Corporate platform LLC | $128.5M | 2 advisors | Percentage of AUM | View | |
| BERKELEY CAPITAL MANAGEMENT, LLC CRD 149229 | Ellsworth, KS | Corporate platform LLC | $128.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BROADHURST FINANCIAL ADVISORS, INC. CRD 132332 | Austin, TX | Corporate platform Corporation | $128.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ST. JOHN & ASSOCIATES, INC. CRD 124778 | Roswell, GA | Corporate platform Corporation | $128.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC CRD 165355 | Salt Lake City, UT | Corporate platform LLC | $128.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFICA PARTNERS CAPITAL MANAGEMENT INC. CRD 162313 | Surrey, CA | Corporate platform Corporation | $128.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YDREAM FINANCIAL SERVICES, INC. CRD 128995 | — | Corporate platform Corporation | $128.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARBOR HILLS FINANCIAL ADVISORS CRD 312691 | Montecito, CA | Corporate platform Corporation | $128.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPUS PRIVATE WEALTH GROUP, LLC CRD 171317 | Orange, CA | Corporate platform LLC | $128.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WISER ADVISOR GROUP CRD 326579 | AZ | Corporate platform LLC | $127.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CHARTERED ADVISORY GROUP CRD 116517 | Chadds Ford, PA | Corporate platform Corporation | $127.7M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GPS INVESTMENTS CRD 333381 | Scottsdale, AZ | Corporate platform Corporation | $127.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SOLIDARITY CAPITAL MANAGEMENT, LLC CRD 322596 | Lehi, UT | Corporate platform LLC | $127.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ALIGN ADVISOR GROUP, LLC CRD 336638 | Vineland, NJ | Corporate platform LLC | $127.5M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| EVOLUTION INVESTMENT MANAGEMENT LLC CRD 324108 | Austin, TX | Corporate platform LLC | $127.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HATCHER CAPITAL INVESTMENTS, INC. CRD 300230 | Little Rock, AR | Corporate platform Corporation | $127.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WE FINANCIAL GROUP CRD 298549 | San Francisco, CA | Corporate platform LLC | $127.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARDINAL RETIREMENT PLANNING, INC. CRD 166545 | NC | Corporate platform Corporation | $127.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUMINESCENT WEALTH MANAGEMENT, INC. CRD 337660 | Scottsdale, AZ | Corporate platform Corporation | $127.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRCHILD FINANCIAL ADVISORS, INC. CRD 165434 | Folsom, CA | Corporate platform Corporation | $127.3M | 1 advisors | Percentage of AUM | View | |
| MOORE FINANCIAL ADVISORS, LTD. CRD 130421 | Belmont, MA | Corporate platform Corporation | $127.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIERRA MANAGEMENT GROUP CRD 307227 | Reno, NV | Corporate platform LLC | $127.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MILLER FINANCIAL SERVICES, INC. CRD 339220 | San Juan Capistrano, CA | Corporate platform Corporation | $127.0M | 1 advisors | Percentage of AUM | View | |
| ELPIS CAPITAL GROUP, LLC CRD 175494 | Fishers, IN | Corporate platform LLC | $126.9M | 5 advisors | Percentage of AUM; Performance-based fees | View |