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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 | |||||
|---|---|---|---|---|---|---|---|
| INVESTMENT MANAGERS GROUP, LLC CRD 164203 | Temecula, CA | Corporate platform LLC | $116.8M | 2 advisors | Percentage of AUM | View | |
| NIM WEALTH SOLUTIONS CRD 334754 | San Jose, CA | Corporate platform Corporation | $116.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELPHI MANAGEMENT INC CRD 106042 | MA | Corporate platform Corporation | $116.7M | 4 advisors | Percentage of AUM | View | |
| ALSWORTH CAPITAL MANAGEMENT, LLC CRD 281417 | Corning, NY | Corporate platform LLC | $116.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HAYES ASSET MANAGEMENT, LLC CRD 141220 | Rochester, NY | Corporate platform LLC | $116.6M | 4 advisors | Percentage of AUM | View | |
| LUNA CAPITAL MANAGEMENT, LLC CRD 307687 | Burlingame, CA | Corporate platform LLC | $116.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HECKMAN FINANCIAL & INSURANCE SERVICES, INC. CRD 111549 | San Jose, CA | Corporate platform Corporation | $116.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EBERT CAPITAL MANAGEMENT INC. CRD 155169 | Eureka, CA | Corporate platform Corporation | $116.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GREENSKEEPER ASSET MANAGEMENT INC. CRD 325725 | Oakville, Ontario, TX | Corporate platform Corporation | $116.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SERONE CAPITAL MANAGEMENT LLC CRD 338114 | New York, NY | Corporate platform LLC | $116.1M | 2 advisors | Fixed fees | View | |
| PRIVATE COUNSEL GROUP, LTD. CRD 300083 | Indianapolis, IN | Corporate platform Corporation | $116.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BENSON WEALTH MANAGEMENT, INC. CRD 318898 | CA | Corporate platform Corporation | $116.0M | 2 advisors | Percentage of AUM | View | |
| GLOBAL ENVIRONMENT FUND CRD 107208 | Bethesda, MD | Corporate platform Corporation | $116.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PARAGON ASSET MANAGEMENT INC. CRD 107863 | Orinda, CA | Corporate platform Corporation | $115.9M | 1 advisors | Percentage of AUM | View | |
| THE UJANO ADVISORY GROUP LLC CRD 288141 | — | Corporate platform LLC | $115.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRG CAPITAL MANAGEMENT, INC. CRD 146674 | Raleigh, NC | Corporate platform Corporation | $115.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANRKE WEALTH CRD 333697 | Toronto, Ontario, LA | Corporate platform Corporation | $115.7M | 2 advisors | Percentage of AUM | View | |
| FIRST GEORGETOWN SECURITIES, INC CRD 5871 | Alexandria, VA | Corporate platform Corporation | $115.7M | 2 advisors | Percentage of AUM | View | |
| MCCORMACK FINANCIAL PLANNING INC. CRD 136857 | Atlanta, GA | Corporate platform Corporation | $115.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THIRD GEAR CAPITAL MANAGEMENT LP CRD 327316 | Houston, TX | Corporate platform LP | $115.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTERN GROWERS FINANCIAL SERVICES CRD 115115 | Irvine, CA | Corporate platform Corporation | $115.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RISK PARADIGM GROUP, LLC CRD 155870 | Burlington, MA | Corporate platform LLC | $115.6M | 2 advisors | Percentage of AUM | View | |
| PROFESSIONAL FINANCIAL MANAGEMENT, INC. CRD 154016 | Appleton, WI | Corporate platform Corporation | $115.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORINTHIAN WEALTH MANAGEMENT CRD 312196 | San Jose, CA | Corporate platform Corporation | $115.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |