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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 | |||||
|---|---|---|---|---|---|---|---|
| SENIOR TAX ADVISORY GROUP, INC. CRD 318058 | Colorado Springs, CO | Corporate platform Corporation | $122.8M | 4 advisors | Percentage of AUM; Commissions | View | |
| RALL CAPITAL MANAGEMENT, INC. CRD 132827 | Rockledge, FL | Corporate platform Corporation | $122.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TC FINANCIAL MANAGEMENT, CO INC. CRD 128967 | Margate City, NJ | Corporate platform Corporation | $122.7M | 2 advisors | Percentage of AUM | View | |
| SILVER CREEK CAPITAL MANAGEMENT LLC CRD 122966 | Seattle, WA | Corporate platform LLC | $122.5M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN LINE GROUP WEALTH MANAGEMENT, LLC CRD 150964 | NJ | Corporate platform LLC | $122.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MAYNERICH FINANCIAL CRD 331546 | Virden, IL | Corporate platform Corporation | $122.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PEGASUS FINANCIAL GROUP LLC CRD 145127 | Chantilly, VA | Corporate platform LLC | $122.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONDON WEALTH MANAGEMENT, INC. CRD 128409 | Plymouth, MA | Corporate platform Corporation | $122.1M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FIRST LOOK CAPITAL MANAGEMENT, LLC CRD 173040 | CO | Corporate platform LLC | $121.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. CRD 144601 | Coral Gables, FL | Corporate platform Corporation | $121.9M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOLLEY FINANCIAL GROUP, LLC CRD 302115 | Raleigh, NC | Corporate platform LLC | $121.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CLIO ASSET MANAGEMENT LLC CRD 298041 | Charlottesville, VA | Corporate platform LLC | $121.8M | 1 advisors | Percentage of AUM | View | |
| CAMBRIAN ASSET MANAGEMENT, INC. CRD 291953 | Mill Valley, CA | Corporate platform Corporation | $121.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LIFELONG WEALTH MANAGEMENT GROUP, LLC CRD 291661 | Lake Oswego, OR | Corporate platform LLC | $121.7M | 2 advisors | Percentage of AUM | View | |
| CYPRESS CAPITAL MANAGEMENT, LLC CRD 130401 | Sheridan, WY | Corporate platform LLC | $121.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ENCORE WEALTH ADVISORS CRD 336566 | Morris, MN | Corporate platform Corporation | $121.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REGAL ADVISORY SERVICES, INC. CRD 123842 | Glenview, IL | Corporate platform Corporation | $121.4M | 16 advisors | Percentage of AUM; Fixed fees | View | |
| PATHFINDER ADVISORY, INC. CRD 122768 | Rockford, IL | Corporate platform Corporation | $121.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALDER POINT CAPITAL MANAGEMENT LLC CRD 337839 | Lafayette, CO | Corporate platform LLC | $121.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ARROW WEALTH ADVISORS CRD 290853 | Auburn, CA | Corporate platform Corporation | $121.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GUDORF FINANCIAL GROUP, LLC CRD 339836 | Dayton, OH | Corporate platform LLC | $121.1M | 2 advisors | Percentage of AUM | View | |
| WEST FINANCIAL STRATEGIES, INC. CRD 118241 | Sanford, NC | Corporate platform Corporation | $121.0M | 2 advisors | Percentage of AUM | View | |
| WELLINGTON CAPITAL MANAGEMENT, INC CRD 130131 | — | Corporate platform Corporation | $120.9M | 1 advisors | Percentage of AUM | View | |
| CRESCENDO WEALTH GROUP LLC CRD 333264 | — | Corporate platform LLC | $120.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |