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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 | |||||
|---|---|---|---|---|---|---|---|
| A.T. LLOYD'S, INC CRD 148225 | Seattle, WA | Corporate platform Corporation | $126.9M | 1 advisors | Percentage of AUM | View | |
| ADVISOR.COM CRD 318823 | Charleston, SC | Corporate platform Corporation | $126.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SHADOWRIDGE ASSET MANAGEMENT, LLC CRD 162066 | Austin, TX | Corporate platform LLC | $126.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR RESOURCE GROUP, LLC CRD 304245 | Portland, OR | Corporate platform LLC | $126.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CARMICHAEL CREEL INVESTMENTS CRD 118468 | Franklin, TN | Corporate platform Corporation | $126.6M | 1 advisors | Percentage of AUM | View | |
| BRACKENWOOD CAPITAL MANAGEMENT, LLC CRD 135478 | Bainbridge Island, WA | Corporate platform LLC | $126.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ARTESA FINANCIAL GROUP CRD 153741 | Conroe, TX | Corporate platform LLC | $126.6M | 2 advisors | Percentage of AUM | View | |
| KINGWOOD INVESTMENT GROUP CRD 330330 | Kingwood, TX | Corporate platform LLC | $126.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTITUDE PRIVATE WEALTH CRD 290074 | Carmel, IN | Corporate platform Corporation | $126.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| P&A CAPITAL ADVISORS CRD 111731 | New York, NY | Corporate platform Corporation | $126.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| COKER & PALMER CRD 29163 | Jackson, MS | Corporate platform Corporation | $126.3M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BCM CAPITAL MANAGEMENT LLC CRD 337570 | Northfield, IL | Corporate platform LLC | $126.3M | 3 advisors | Percentage of AUM; FEE BASED ON BORROWED CAPITAL | View | |
| PEAK AMERICAN INVESTMENT ADVISORS, INC. CRD 145056 | Plano, TX | Corporate platform Corporation | $126.3M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| TRINITY INVESTMENT MANAGEMENT, LLC CRD 133873 | Fort Worth, TX | Corporate platform LLC | $126.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| OAK STREET ADVISORS CRD 139400 | Myrtle Beach, SC | Corporate platform Corporation | $126.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIP PLANNERS, INC. CRD 111946 | Roanoke, VA | Corporate platform Corporation | $126.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADIRONDACK RESEARCH & MANAGEMENT INC. CRD 130987 | Guilderland, NY | Corporate platform Corporation | $126.1M | 3 advisors | Percentage of AUM | View | |
| THIELEN CAPITAL CORPORATION CRD 169139 | Ladera Ranch, CA | Corporate platform Corporation | $126.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHEIKH INVESTMENTS, INC. CRD 305832 | Columbus, OH | Corporate platform Corporation | $126.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ODA AND COMPANY, INC. CRD 119952 | Medina, OH | Corporate platform Corporation | $125.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERKELEY ADVISORS, INC. CRD 134455 | Atlanta, GA | Corporate platform Corporation | $125.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THE GARDNER GROUP CRD 114263 | Dallas, TX | Corporate platform LLC | $125.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WMS GROUP LLC CRD 164327 | LA | Corporate platform LLC | $125.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ATA MANAGEMENT STRATEGIES INC CRD 118829 | Whitehall, PA | Corporate platform Corporation | $125.2M | 2 advisors | Percentage of AUM; Fixed fees | View |