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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 | |||||
|---|---|---|---|---|---|---|---|
| COPPERWOOD FINANCIAL CRD 310859 | Burr Ridge, IL | Corporate platform Corporation | $119.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEY MANAGEMENT CONCEPTS INC. CRD 111485 | Melbourne, FL | Corporate platform Corporation | $119.6M | 2 advisors | Percentage of AUM | View | |
| BLACK CAPITAL MANAGEMENT, LLC CRD 105622 | KS | Corporate platform LLC | $119.6M | 3 advisors | Percentage of AUM | View | |
| THE MARIN GROUP INC. CRD 125217 | Atlanta, GA | Corporate platform Corporation | $119.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COX & COOK WEALTH ADVISORS CRD 173691 | Dublin, OH | Corporate platform Corporation | $119.5M | 2 advisors | Percentage of AUM | View | |
| TRIAD INVESTMENT MANAGEMENT, LLC CRD 146786 | Newport Beach, CA | Corporate platform LLC | $119.5M | 2 advisors | Percentage of AUM | View | |
| YUNISTONE INVESTMENT GROUP, LLC CRD 149728 | Chicago, IL | Corporate platform LLC | $119.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STOIC POINT CAPITAL MANAGEMENT LLC CRD 297766 | Palo Alto, CA | Corporate platform LLC | $119.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BOULEVARD CRD 164423 | Bloomington, MN | Corporate platform Corporation | $119.5M | 4 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| VIRTUS FINANCIAL GROUP CRD 317832 | Olivette, MO | Corporate platform LLC | $119.4M | 5 advisors | Percentage of AUM | View | |
| MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. CRD 107420 | Westmont, IL | Corporate platform Corporation | $119.3M | 3 advisors | Percentage of AUM | View | |
| CMC FINANCIAL GROUP, LLC CRD 292413 | Atlanta, GA | Corporate platform LLC | $119.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CSP FINANCIAL GROUP LLC CRD 310819 | Scottsdale, AZ | Corporate platform LLC | $119.2M | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RHEECO, INC. CRD 301106 | Natick, MA | Corporate platform Corporation | $119.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPASS CAPITAL MANAGEMENT, LLC CRD 150170 | Mcalester, OK | Corporate platform LLC | $119.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SAVVY LABS INC CRD 322453 | New York, NY | Corporate platform Corporation | $118.9M | 14 advisors | Percentage of AUM; Fixed fees | View | |
| LD LOWE WEALTH ADVISORY CRD 136596 | Richardson, TX | Corporate platform Corporation | $118.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INDEPENDENCE CAPITAL CO., INC. CRD 24723 | Parma, OH | Corporate platform Corporation | $118.7M | 25 advisors | Percentage of AUM; Hourly charges | View | |
| REDEEM WEALTH MANAGEMENT CRD 313761 | Gilbert, AZ | Corporate platform Corporation | $118.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VANTAGE FINANCIAL GROUP CRD 309675 | Auburn, CA | Corporate platform Corporation | $118.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDHILL WEALTH MANAGEMENT, INC. CRD 291649 | Winter Park, FL | Corporate platform Corporation | $118.5M | 2 advisors | Percentage of AUM | View | |
| JASPER CAPITAL HONG KONG LIMITED CRD 306114 | Hong Kong, Hong Kong | Corporate platform Corporation | $118.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL DISCOVERY CRD 125383 | Atlanta, GA | Corporate platform Corporation | $118.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PINNACLE WEALTH MANAGEMENT, INC. CRD 166853 | Brighton, MI | Corporate platform Corporation | $118.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |