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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 | |||||
|---|---|---|---|---|---|---|---|
| ARCADIUS CAPITAL PARTNERS INC. CRD 173645 | TX | Corporate platform Corporation | $106.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CYPRESS CAPITAL MANAGEMENT US LIMITED CRD 139037 | Vancouver, British Columbia, CA | Corporate platform Corporation | $106.2M | 7 advisors | Percentage of AUM | View | |
| MILINOVICH & CO., INC CRD 122894 | Waynesburg, PA | Corporate platform Corporation | $106.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTH CREATION MANAGEMENT GROUP LLC CRD 300539 | NJ | Corporate platform LLC | $106.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RAISON ASSET MANAGEMENT CRD 282147 | Tallinn | Corporate platform Corporation | $106.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASECO ASIA LIMITED CRD 310966 | Hong Kong, CO | Corporate platform Corporation | $106.1M | 4 advisors | Percentage of AUM | View | |
| IMBER FINANCIAL GROUP, LLC CRD 144846 | Ann Arbor, MI | Corporate platform LLC | $106.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KAIROS CAPITAL MANAGEMENT, LLC CRD 150342 | Bellevue, WA | Corporate platform LLC | $105.9M | 1 advisors | Percentage of AUM | View | |
| ADELMANN FINANCIAL, INC. CRD 114825 | Colorado Springs, CO | Corporate platform Corporation | $105.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARKIZ WEALTH MANAGEMENT CRD 127371 | NY | Corporate platform Corporation | $105.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| STRATEGIC FINANCIAL GROUP, L.L.C. CRD 316512 | Grand Haven, MI | Corporate platform LLC | $105.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LANDOLT SECURITIES, INC. CRD 28352 | Lake Bluff, IL | Corporate platform Corporation | $105.6M | 10 advisors | Percentage of AUM | View | |
| RUSSELL WEALTH ADVISORS CRD 290403 | Boone, IA | Corporate platform Corporation | $105.6M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL DESIGN STUDIO, INC. CRD 286686 | Deer Park, IL | Corporate platform Corporation | $105.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEWARD ADVISORS GROUP, LLC CRD 321846 | Halfmoon, NY | Corporate platform LLC | $105.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PNW ASSET MANAGEMENT CRD 172429 | Seattle, WA | Corporate platform LLC | $105.3M | 2 advisors | Percentage of AUM | View | |
| VALUE FINANCIAL ADVISERS, INC. CRD 107321 | Orlando, FL | Corporate platform Corporation | $105.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FARAH PRIVATE WEALTH MANAGEMENT, INC CRD 133776 | Costa Mesa, CA | Corporate platform Corporation | $105.2M | 1 advisors | Percentage of AUM | View | |
| ALTA VIA CAPITAL CRD 289739 | Pleasanton, CA | Corporate platform Corporation | $105.2M | 3 advisors | Percentage of AUM | View | |
| INSTITUTIONAL INVESTMENT ADVISORS CORP CRD 126055 | New York, NY | Corporate platform Corporation | $105.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MD WEALTH ADVISORS INC CRD 304595 | Cranford, NJ | Corporate platform Corporation | $105.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADVISERS INVESTMENT MANAGEMENT, INC. CRD 112649 | Colorado Springs, CO | Corporate platform Corporation | $105.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PETRIE CAPITAL MANAGEMENT LLC. CRD 136480 | Seattle, WA | Corporate platform LLC | $105.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LARSON FINANCIAL ADVISORS CRD 158618 | Cedar Park, TX | Corporate platform Corporation | $105.1M | 1 advisors | Percentage of AUM; Fixed fees | View |