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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 | |||||
|---|---|---|---|---|---|---|---|
| HUNT WEALTH MANAGEMENT CRD 288892 | Concord, CA | Corporate platform Corporation | $110.0M | 2 advisors | Percentage of AUM | View | |
| PRIVATE CLIENT ADVISOR GROUP, LLC CRD 330038 | Palm City, FL | Corporate platform LLC | $110.0M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIDGEVIEW FINANCIAL PLANNING CRD 171985 | Santa Rosa, CA | Corporate platform Corporation | $110.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BARNEGAT BAY CAPITAL MANAGEMENT LLC CRD 111798 | — | Corporate platform LLC | $109.9M | 1 advisors | Percentage of AUM | View | |
| MELLIG GROUP, LLC CRD 283152 | The Woodlands, TX | Corporate platform LLP | $109.9M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPURR FINANCIAL PLANNING, INC. CRD 125563 | — | Corporate platform Corporation | $109.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATE ASSET MANAGEMENT INC CRD 108815 | Kirkland, WA | Corporate platform Corporation | $109.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUVAL INVESTMENT GROUP CRD 166887 | Minnetonka, MN | Corporate platform LLC | $109.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPSTONE WEALTH MANAGEMENT CORP. CRD 165359 | Lakeland, FL | Corporate platform Corporation | $109.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SIGNIA CAPITAL MANAGEMENT CRD 121505 | Spokane, WA | Corporate platform LLC | $109.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SIZEMORE CAPITAL MANAGEMENT, LLC CRD 146961 | San Isidro, TX | Corporate platform LLC | $109.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PEAK FINANCIAL MANAGEMENT, INC. CRD 281223 | Broomfield, CO | Corporate platform Corporation | $109.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA FINANCIAL MANAGEMENT, INC. CRD 125800 | Savannah, GA | Corporate platform Corporation | $109.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MUSTARD SEED FINANCIAL CRD 120514 | Meridian, ID | Corporate platform Corporation | $109.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANGELL CAPITAL MANAGEMENT, LLC CRD 117110 | Centralia, MO | Corporate platform LLC | $109.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GUELICH CAPITAL MANAGEMENT, LLC CRD 140505 | Roanoke, VA | Corporate platform LLC | $109.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAMSDELL CAPITAL MANAGEMENT, LLC CRD 134297 | San Francisco, CA | Corporate platform LLC | $109.2M | 1 advisors | Percentage of AUM; HOURLY CHARGES FOR PLANNING/PROJECTS | View | |
| LYNCH FINANCIAL GROUP CRD 105821 | Dublin, OH | Corporate platform LLC | $109.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCH PARTNERS WEALTH MANAGEMENT, INC. CRD 123735 | Watkinsville, GA | Corporate platform Corporation | $109.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| KAREL CAPITAL, INC. CRD 105607 | Spokane, WA | Corporate platform Corporation | $109.1M | 2 advisors | Percentage of AUM | View | |
| PARTNERS CAPITAL SERVICES, INC. CRD 127621 | Hauppauge, NY | Corporate platform Corporation | $109.1M | 12 advisors | Percentage of AUM | View | |
| SOUND ASSET MANAGEMENT, INC. CRD 124104 | — | Corporate platform Corporation | $109.0M | 1 employees | Percentage of AUM; Hourly charges | View | |
| MANOLE CAPITAL MANAGEMENT LLC CRD 281954 | Tampa, FL | Corporate platform LLC | $108.8M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PAVLIC INVESTMENT ADVISORS, INC. CRD 111246 | Delafield, WI | Corporate platform Corporation | $108.8M | 2 advisors | Percentage of AUM | View |