Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| LONGBOARD ASSET MANAGEMENT CRD 155617 | AZ | Corporate platform LP | $103.8M | 5 advisors | Percentage of AUM | View | |
| ALTITUDE CAPITAL MANAGEMENT LLC CRD 329366 | Des Moines, IA | Corporate platform LLC | $103.6M | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EUROCAPITAL ADVISORS, INC CRD 126163 | Miami, FL | Corporate platform Corporation | $103.6M | 2 advisors | Percentage of AUM | View | |
| ALAMO CAPITAL CRD 26193 | Walnut Creek, CA | Corporate platform Corporation | $103.6M | 2 advisors | Percentage of AUM | View | |
| FINANCIAL COUNSELING ASSOCIATES, INC CRD 115123 | CO | Corporate platform Corporation | $103.5M | 2 advisors | Percentage of AUM | View | |
| STAGE WEALTH MANAGEMENT, INC. CRD 320774 | NJ | Corporate platform Corporation | $103.5M | 3 advisors | Percentage of AUM | View | |
| VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC. CRD 151510 | Glen Allen, VA | Corporate platform Corporation | $103.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC CRD 168646 | — | Corporate platform LLC | $103.4M | 3 advisors | Commissions | View | |
| ALLRIDGE WEALTH MANAGEMENT, INC CRD 117249 | Ashburn, VA | Corporate platform Corporation | $103.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NAVIGATION WEALTH MANAGEMENT CRD 282640 | Fort Collins, CO | Corporate platform Corporation | $103.2M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CS TOMASI WEALTH MANAGEMENT CRD 287561 | Costa Mesa, CA | Corporate platform Corporation | $103.2M | 6 advisors | Percentage of AUM | View | |
| BDC CAPITAL MANAGEMENT, INC. CRD 108445 | Glen Allen, VA | Corporate platform Corporation | $103.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVICTUS TIMING SERVICE LTD CRD 106372 | Westbury, NY | Corporate platform Corporation | $103.0M | 1 advisors | Percentage of AUM | View | |
| PEARL WEALTH GROUP CRD 326283 | CA | Corporate platform LLC | $102.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALEXANDER FINANCIAL PLANNING, INC. CRD 121139 | Columbus, OH | Corporate platform Corporation | $102.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY CONSULTING GROUP, INC. CRD 132889 | Venice, FL | Corporate platform Corporation | $102.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BEALE HEALY INVESTMENT ADVISORS INC CRD 110969 | Richmond, VA | Corporate platform Corporation | $102.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NETWORTH ASSET MANAGEMENT, INC CRD 105145 | MN | Corporate platform Corporation | $102.8M | 1 advisors | Percentage of AUM | View | |
| CAPITAL STRATEGIES GROUP, LLC CRD 140120 | Tempe, AZ | Corporate platform LLC | $102.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PEAK INVESTMENT ADVISORS, INC. CRD 117875 | Germantown, MD | Corporate platform Corporation | $102.7M | 1 advisors | Percentage of AUM; PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS | View | |
| COAST CAPITAL MANAGEMENT, LP CRD 289883 | New York, NY | Corporate platform LP | $102.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VICTORY WEALTH PARTNERS CRD 107203 | Mullica Hill, NJ | Corporate platform Corporation | $102.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STILLWATER CAPITAL MANAGEMENT CRD 313075 | Carmel-By-The-Sea, CA | Corporate platform Corporation | $102.5M | 2 advisors | Percentage of AUM | View | |
| ROCKY HILL ADVISORS INC. CRD 123242 | Peabody, MA | Corporate platform Corporation | $102.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |