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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 | |||||
|---|---|---|---|---|---|---|---|
| COMPASS RETIREMENT GROUP LLC CRD 282420 | St.. Louis, MO | Corporate platform LLC | $111.9M | 7 advisors | Percentage of AUM | View | |
| ORCHARD CAPITAL MANAGEMENT, LLC CRD 269957 | Chicago, IL | Corporate platform LLC | $111.8M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SULLIVAN INVESTMENT MANAGEMENT LLC CRD 289217 | Wisconsin Rapids, WI | Corporate platform LLC | $111.8M | 1 advisors | Percentage of AUM | View | |
| TAM CAPITAL MANAGEMENT INC CRD 155271 | CT | Corporate platform Corporation | $111.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PMD ADVISORY CRD 159443 | Hoover, AL | Corporate platform Corporation | $111.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POWERS INVESTMENT ADVISORY CORPORATION CRD 110401 | OH | Corporate platform Corporation | $111.6M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL MOUNTAIN INC CRD 108489 | Boulder, CO | Corporate platform Corporation | $111.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MILNE FINANCIAL PLANNING, INC. CRD 116346 | Saint Johnsbury, VT | Corporate platform Corporation | $111.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE QUICK GROUP LLC CRD 334472 | New York, NY | Corporate platform LLC | $111.3M | 1 advisors | Percentage of AUM | View | |
| SUMMIT PLANNING GROUP, INC. CRD 125994 | E. Syracuse, NY | Corporate platform Corporation | $111.0M | 1 advisors | Percentage of AUM | View | |
| SEACREST INVESTMENT MANAGEMENT, LLC CRD 143670 | Purchase, NY | Corporate platform LLC | $110.9M | 3 advisors | Percentage of AUM | View | |
| KALTBAUM CAPITAL MANAGEMENT CRD 123991 | AZ | Corporate platform LLC | $110.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FOX FINANCIAL SERVICES, INC. CRD 112506 | White Plains, NY | Corporate platform Corporation | $110.9M | 1 advisors | Percentage of AUM | View | |
| PACIFIC EXCEL WEALTH ADVISORS, INC. CRD 172356 | Walnut Creek, CA | Corporate platform Corporation | $110.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KLOPP INVESTMENT MANAGEMENT LLC CRD 106145 | Cleveland, OH | Corporate platform LLC | $110.6M | 2 advisors | Percentage of AUM | View | |
| WHITE OAK WEALTH PARTNERS CRD 317324 | Raleigh, NC | Corporate platform Corporation | $110.5M | 1 advisors | Percentage of AUM | View | |
| QUINT INVESTMENTS AND INSURANCE CRD 168463 | Wappingers Falls, NY | Corporate platform Corporation | $110.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIGEN INVESTMENT MANAGEMENT, LP CRD 297391 | New York City, NY | Corporate platform LP | $110.3M | 7 advisors | Performance-based fees | View | |
| CFG WEALTH MANAGEMENT SERVICES INC CRD 108351 | Indianapolis, IN | Corporate platform Corporation | $110.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC FINANCIAL ADVISORS CRD 154160 | Bellevue, WA | Corporate platform Corporation | $110.2M | 5 advisors | Percentage of AUM | View | |
| BENTHAM WEALTH ADVISORS CRD 332035 | Williamsville, NY | Corporate platform Corporation | $110.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LOCKERMAN FINANCIAL GROUP, INC CRD 316860 | Newport Beach, CA | Corporate platform Corporation | $110.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SHIRAISHI FINANCIAL GROUP ADVISORS CRD 168645 | Honolulu, HI | Corporate platform LLC | $110.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TABER ASSET MANAGEMENT L.L.C. CRD 115849 | — | Corporate platform LLC | $110.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |