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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 | |||||
|---|---|---|---|---|---|---|---|
| PORTUS CAPITAL MANAGEMENT, LLC CRD 285689 | Brentwood, TN | Corporate platform LLC | $107.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BLACK SWAN MANAGEMENT GROUP, INC. CRD 112371 | Dallas, TX | Corporate platform Corporation | $107.7M | 1 advisors | Percentage of AUM | View | |
| FORECAST CAPITAL MANAGEMENT CRD 168833 | — | Corporate platform LLC | $107.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. CRD 300058 | Irvine, CA | Corporate platform Corporation | $107.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH BAY WEALTH MANAGEMENT CRD 285523 | Petaluma, CA | Corporate platform Corporation | $107.3M | 2 advisors | Percentage of AUM | View | |
| THE WESTERN WEALTH GROUP, INC. CRD 152011 | Greenwood Village, CO | Corporate platform Corporation | $107.3M | 1 advisors | Percentage of AUM | View | |
| VON HOLT FINANCIAL ADVISORS, INC. CRD 115050 | Palatine, IL | Corporate platform Corporation | $107.3M | 2 advisors | Percentage of AUM | View | |
| AMH EQUITY LTD CRD 160452 | NY | Corporate platform Corporation | $107.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| THE FINANCIAL LEGACY GROUP CRD 287632 | Charlotte, NC | Corporate platform LLC | $107.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARTLEY ADVISORS CORP. CRD 130769 | NJ | Corporate platform Corporation | $107.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RS ASSET MANAGEMENT, LLC CRD 157768 | Colorado Springs, CO | Corporate platform LLC | $107.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KING FINANCIAL CRD 299374 | — | Corporate platform Corporation | $107.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BREAKWATER INVESTMENT GROUP, LLC CRD 128747 | Newport Beach, CA | Corporate platform LLC | $107.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RK ASSET MANAGEMENT CRD 121886 | MI | Corporate platform LLC | $107.0M | 1 advisors | Percentage of AUM | View | |
| DC CAPITAL MANAGEMENT, LLC CRD 142841 | — | Corporate platform LLC | $107.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED PLANNING & INVESTMENTS CRD 325172 | Clovis, CA | Corporate platform Corporation | $107.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRUSCO INVESTMENT MANAGEMENT, LLC CRD 285736 | Nashville, TN | Corporate platform LLC | $107.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KJ CAPITAL MANAGEMENT LLC CRD 147495 | MA | Corporate platform LLC | $107.0M | 1 advisors | Percentage of AUM · PERCENTAGE OF PLAN ASSETS +1 more | View | |
| SECURESTATE CRD 309230 | Pendleton, IN | Corporate platform Corporation | $106.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FOUR SEASONS INVESTMENT ADVISORS, INC. CRD 132375 | Montrose, CO | Corporate platform Corporation | $106.8M | 1 advisors | Percentage of AUM | View | |
| STONEX INTERNATIONAL ADVISORS INC CRD 153799 | Miami, FL | Corporate platform Corporation | $106.7M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE ASSET CONSULTING GROUP, INC CRD 173060 | Boise, ID | Corporate platform Corporation | $106.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERGAMOT ASSET MANAGEMENT LP CRD 309424 | Princeton, NJ | Corporate platform LP | $106.5M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIVERSIDE WEALTH MANAGEMENT, INC. CRD 140162 | West Palm Beach, FL | Corporate platform Corporation | $106.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |