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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 | |||||
|---|---|---|---|---|---|---|---|
| DOUCET ASSET MANAGEMENT, LLC CRD 141546 | New Orleans, LA | Corporate platform LLC | $120.8M | 2 advisors | Percentage of AUM | View | |
| THE WEALTH BOUTIQUE CRD 317291 | Chester, NJ | Corporate platform Corporation | $120.8M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| VAN WINKLE WEALTH MANAGEMENT GROUP LLC CRD 134813 | Newark, OH | Corporate platform LLC | $120.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTCHANIN ASSET MANAGEMENT, LLC CRD 304367 | Montchanin, DE | Corporate platform LLC | $120.8M | 2 advisors | Percentage of AUM | View | |
| EMERALD ASSET MANAGEMENT, INC. CRD 174691 | Rocky Mount, NC | Corporate platform Corporation | $120.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APOGEE INVESTMENT MANAGEMENT CRD 173687 | NY | Corporate platform LLC | $120.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY CRD 277030 | — | Corporate platform LLC | $120.5M | 1 advisors | Percentage of AUM | View | |
| TWEET MANAGEMENT SERVICES, INC. CRD 156730 | La Mesa, CA | Corporate platform Corporation | $120.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TROTT BROOK FINANCIAL CRD 290962 | Anoka, MN | Corporate platform Corporation | $120.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ADVANCED PLANNING ADVISORS GROUP INC. CRD 313101 | Naperville, IL | Corporate platform Corporation | $120.4M | 2 advisors | Percentage of AUM | View | |
| STONEFIELD INVESTMENT ADVISORY, INC. CRD 113802 | Cedar Rapids, IA | Corporate platform Corporation | $120.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WESTERN RESERVE CAPITAL MANAGEMENT, LLC CRD 329811 | Hudson, OH | Corporate platform LLC | $120.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEBER CAPITAL MANAGEMENT LLC CRD 109624 | CA | Corporate platform LLC | $120.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WORCESTER ADVISORS CRD 106653 | Worcester, MA | Corporate platform Corporation | $120.2M | 3 advisors | Percentage of AUM | View | |
| ABENS FINANCIAL SERVICES INC CRD 106604 | Edina, MN | Corporate platform Corporation | $120.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HINSDALE ASSOCIATES CRD 108293 | Hinsdale, IL | Corporate platform Corporation | $120.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SASSER INVESTMENT MANAGEMENT, INC. CRD 110886 | Berkeley, CA | Corporate platform Corporation | $120.1M | 2 advisors | Percentage of AUM; 3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS. | View | |
| GFN CAPITAL MANAGEMENT CRD 139403 | Richardson, TX | Corporate platform LLC | $120.1M | 4 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| PINETREE ADVISORS CORP. CRD 299275 | Miami, FL | Corporate platform Corporation | $120.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SENECA CAPITAL MANAGEMENT, LLC CRD 288206 | Denver, CO | Corporate platform LLC | $120.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRICKELL KEY ASSET MANAGEMENT LIMITED CRD 170675 | St.. Peter Port, SC | Corporate platform Corporation | $119.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTMAN INVESTMENT MANAGEMENT LLC CRD 113832 | Princeton, NJ | Corporate platform LLC | $119.9M | 3 advisors | Percentage of AUM | View | |
| FAIR ASSET MANAGEMENT, LLC CRD 334853 | TX | Corporate platform LLC | $119.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SABRE ASSET MANAGEMENT LLC CRD 288889 | Pepper Pike, OH | Corporate platform LLC | $119.7M | 1 advisors | Percentage of AUM | View |