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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 | |||||
|---|---|---|---|---|---|---|---|
| ENGAGE WEALTH GROUP, LLC CRD 307915 | Northfield, IL | Corporate platform LLC | $114.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC CRD 153092 | WA | Corporate platform LLC | $113.7M | 1 advisors | Percentage of AUM | View | |
| EXPAND FINANCIAL GROUP, LLC CRD 293160 | — | Corporate platform LLC | $113.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE JAY FINANCIAL GROUP, LLC CRD 296467 | Defiance, OH | Corporate platform LLC | $113.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HFG ADVISORS, INC. CRD 316446 | Kennewick, WA | Corporate platform Corporation | $113.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL DESIGN GROUP, LLC CRD 316103 | Lavista, NE | Corporate platform LLC | $113.4M | 2 advisors | Percentage of AUM | View | |
| COMPASS PRIVATE WEALTH GROUP LLC CRD 316785 | Short Hills, NJ | Corporate platform LLC | $113.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPARROW CAPITAL MANAGEMENT INC CRD 106616 | St.. Louis, MO | Corporate platform Corporation | $113.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH-BUILDERS, INC. CRD 116987 | WA | Corporate platform Corporation | $113.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHAPPELWOOD FINANCIAL SERVICES CRD 134318 | Edmond, OK | Corporate platform Corporation | $113.1M | 3 advisors | Hourly charges; PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER | View | |
| OXFORD PLANNING GROUP, LLC CRD 286017 | Woodstock, MD | Corporate platform LLC | $112.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WISDOM PLANNING GROUP CRD 305721 | Orlando, FL | Corporate platform LLC | $112.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MUNICIPAL ASSET MANAGEMENT INC CRD 108320 | Rye Brook, NY | Corporate platform Corporation | $112.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITE GIVING ADVISORY SERVICES, INC. CRD 315935 | Atlanta, GA | Corporate platform Corporation | $112.8M | 6 advisors | Percentage of AUM | View | |
| ALPHA PLANNING AND FINANCIAL SERVICES, INC. CRD 130842 | Solon, OH | Corporate platform Corporation | $112.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 33 CAPITAL MANAGEMENT LLC CRD 326780 | Greenwich, CT | Corporate platform LLC | $112.7M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SOARING INVESTMENT MANAGEMENT, LLC CRD 305273 | Portland, OR | Corporate platform LLC | $112.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| EVERGREEN WEALTH ADVISORS CRD 326535 | Raleigh, NC | Corporate platform Corporation | $112.5M | 7 advisors | Percentage of AUM | View | |
| ABBONDANDOLO WEALTH MANAGEMENT CORP CRD 168081 | Glen Cove, NY | Corporate platform Corporation | $112.5M | 1 advisors | Percentage of AUM | View | |
| COGENT INDEPENDENT ADVISORS, INC. CRD 161659 | CA | Corporate platform Corporation | $112.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KDM WEALTH MANAGEMENT INC. CRD 152002 | Geneva, IL | Corporate platform Corporation | $112.2M | 3 advisors | Percentage of AUM | View | |
| KNECHT CAPITAL MANAGEMENT, LLC CRD 319100 | — | Corporate platform LLC | $112.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LEEB CAPITAL MANAGEMENT, INC. CRD 104793 | New York, NY | Corporate platform Corporation | $111.9M | 4 advisors | Percentage of AUM | View | |
| RIGHTOAK ASSET MANAGEMENT, LLC CRD 337832 | CA | Corporate platform LLC | $111.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |