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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 | |||||
|---|---|---|---|---|---|---|---|
| ZENITH ADVISORY GROUP, LLC CRD 321689 | The Villages, FL | Corporate platform LLC | $115.4M | 2 advisors | Fixed fees | View | |
| 1818 PRIVATE CLIENT GROUP, LLC CRD 304110 | Aventura, FL | Corporate platform LLC | $115.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH COMPASS FINANCIAL, INC. CRD 290139 | Carlsbad, CA | Corporate platform Corporation | $115.4M | 2 advisors | Percentage of AUM | View | |
| KUTZ AND COMPANY INC. CRD 124722 | Great Neck, NY | Corporate platform Corporation | $115.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH MANAGEMENT ADVISORS RIA, INC. CRD 309694 | Windsor, CO | Corporate platform Corporation | $115.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NATWEALTH MANAGEMENT CRD 310098 | Montreal, AZ | Corporate platform Corporation | $115.0M | 109 advisors | Percentage of AUM; PAYMENTS IN RESPECT OF RESEARCH SERVICES RECEIVED | View | |
| LIGHTEDWAY ADVISORY SERVICES, INC. CRD 312712 | Harrison, NY | Corporate platform Corporation | $115.0M | 1 advisors | Percentage of AUM | View | |
| FORTIFY WEALTH, INC. CRD 297433 | St.. Louis, MO | Corporate platform Corporation | $115.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROSENTHAL | HENRY CAPITAL ADVISORS, INC. CRD 158537 | Mishawaka, IN | Corporate platform Corporation | $114.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GRITSTONE ASSET MANAGEMENT LLC CRD 298500 | Bethesda, MD | Corporate platform LLC | $114.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHULZ FINANCIAL GROUP CRD 339660 | Tucson, AZ | Corporate platform LLC | $114.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SOUTH BAY FINANCIAL PARTNERS CRD 175015 | Torrance, CA | Corporate platform Corporation | $114.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTHWEST ADMINISTRATORS INC CRD 106544 | Seattle, WA | Corporate platform Corporation | $114.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE COPIA GROUP CRD 327954 | Chicago, IL | Corporate platform LLC | $114.8M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| POPE ASSET MANAGEMENT, LLC CRD 113584 | Memphis, TN | Corporate platform LLC | $114.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BRANZAN INVESTMENT ADVISORS, INC. CRD 120783 | Littleton, CO | Corporate platform Corporation | $114.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| REGAL BAY INVESTMENT GROUP, LLC CRD 121829 | Milwaukee, WI | Corporate platform LLC | $114.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BENEDETTI FINANCIAL, INC. CRD 134598 | Santa Maria, CA | Corporate platform Corporation | $114.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUEEN CITY CAPITAL MANAGEMENT, LLC CRD 162785 | Cincinnati, OH | Corporate platform LLC | $114.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DEETER ADVISORY GROUP, LLC CRD 153818 | Terrace Park, OH | Corporate platform LLC | $114.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SERA CAPITAL MANAGEMENT, LLC CRD 120896 | Annapolis, MD | Corporate platform LLC | $114.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGEVIEW CAPITAL ADVISORS, INC. CRD 6290 | El Dorado Hills, CA | Corporate platform Corporation | $114.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SKLOFF FINANCIAL GROUP CRD 139475 | GA | Corporate platform Sole prop | $114.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA FIDUCIARY CRD 144720 | Scottsdale, AZ | Corporate platform Corporation | $114.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View |