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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 | |||||
|---|---|---|---|---|---|---|---|
| LAURELHURST ASSET MANAGEMENT LLC CRD 306141 | Portland, OR | Corporate platform LLC | $118.1M | 1 advisors | Percentage of AUM | View | |
| CS ADVISORS INC. CRD 130729 | Boca Raton, FL | Corporate platform Corporation | $118.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE SKY INVESTMENT PARTNERS, INC. CRD 145318 | Evanston, IL | Corporate platform Corporation | $118.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CROSSPOINT CAPITAL MANAGEMENT CRD 150212 | Orinda, CA | Corporate platform LLC | $118.0M | 2 advisors | Percentage of AUM | View | |
| ONE LIFE FINANCIAL GROUP, INC. CRD 281792 | MN | Corporate platform Corporation | $118.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AEM ASSET MANAGEMENT, LLC CRD 310360 | Somerset, NJ | Corporate platform LLC | $117.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AK GLOBAL ASSET MANAGEMENT, LLC CRD 137530 | Oakland, CA | Corporate platform LLC | $117.8M | 2 advisors | Percentage of AUM | View | |
| KINNAMON & ASSOCIATES LTD II CRD 106701 | Barrington, IL | Corporate platform Corporation | $117.6M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| FAIRWAY ASSET MANAGEMENT, LLC CRD 146636 | Omaha, NE | Corporate platform LLC | $117.4M | 3 advisors | Percentage of AUM | View | |
| L.J. BREY, INC. CRD 113996 | TX | Corporate platform Corporation | $117.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCKINLEY FINANCIAL CRD 282443 | Brookville, PA | Corporate platform Corporation | $117.2M | 4 advisors | Percentage of AUM | View | |
| SIMPLE PORTFOLIO MANAGEMENT, INC. CRD 148263 | — | Corporate platform Corporation | $117.1M | 1 advisors | Percentage of AUM | View | |
| GREYSTONE FINANCIAL & ESTATE SERVICES, INC. CRD 318092 | Kirkland, WA | Corporate platform Corporation | $117.1M | 1 advisors | Percentage of AUM | View | |
| SULZBERGER CAPITAL ADVISORS, INC. CRD 174673 | Miami, FL | Corporate platform Corporation | $117.1M | 2 advisors | Percentage of AUM | View | |
| MOTILAL OSWAL CAPITAL LIMITED CRD 286146 | Prabhadevi, Mumbai | Corporate platform Corporation | $117.1M | 1 advisors | SUB-ADVISORY FEES BASED ON EXPENSES | View | |
| BH ASSET MANAGEMENT, LLC CRD 152117 | New York, NY | Corporate platform LLC | $117.0M | 2 advisors | Percentage of AUM | View | |
| ABRAHAM & CO., INC. CRD 299085 | — | Corporate platform Corporation | $117.0M | 5 advisors | Percentage of AUM; CONSULTING FEES (NON CLIENTS) | View | |
| GEORGIA ADVISORY GROUP LLC CRD 306815 | Alpharetta, GA | Corporate platform LLC | $117.0M | 2 advisors | Percentage of AUM | View | |
| TRIDENT ADVISORS INC CRD 108920 | Doylestown, PA | Corporate platform Corporation | $116.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HEIRLOOM INVESTMENT MANAGEMENT LLC CRD 281357 | — | Corporate platform LLC | $116.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ARLINGTON SECURITIES, INC CRD 19596 | — | Corporate platform Corporation | $116.9M | 6 advisors | Percentage of AUM · Commissions +1 more | View | |
| OXFORD REAL ESTATE ADVISORS INC CRD 107209 | Pittsburgh, PA | Corporate platform Corporation | $116.9M | 2 employees | Percentage of AUM · Fixed fees +1 more | View | |
| ABEL FINANCIAL MANAGEMENT CO. CRD 121558 | MD | Corporate platform Corporation | $116.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALLPOINT FINANCIAL GROUP CRD 301028 | Petaluma, CA | Corporate platform LLC | $116.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |