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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 | |||||
|---|---|---|---|---|---|---|---|
| NEEDHAM ADVISORY CORPORATION CRD 105378 | North Andover, MA | Corporate platform Corporation | $102.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR FINANCIAL GROUP CRD 111801 | Brea, CA | Corporate platform Corporation | $102.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL SYNERGY PARTNERS CRD 148733 | Irvine, CA | Corporate platform Corporation | $102.3M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MERIDIAN WEALTH MANAGEMENT, INC CRD 112845 | — | Corporate platform Corporation | $102.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KROEGER FINANCIAL PARTNERS CRD 175113 | Grass Valley, CA | Corporate platform Corporation | $102.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AVINA FINANCIAL GROUP, INC. CRD 285527 | Bellflower, CA | Corporate platform Corporation | $102.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| AMADEUS WEALTH ALTERNATIVES, INC. CRD 170408 | Hackensack, NJ | Corporate platform Corporation | $102.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BETTERMAN DIGITAL WEALTH, INC. CRD 158755 | — | Corporate platform Corporation | $102.1M | 1 advisors | Percentage of AUM | View | |
| DENEWILER CAPITAL MANAGEMENT INC CRD 114346 | Denver, CO | Corporate platform Corporation | $102.0M | 2 advisors | Percentage of AUM | View | |
| WYNN CAPITAL MANAGEMENT, LLC CRD 119355 | Santa Cruz, CA | Corporate platform LLC | $102.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. CRD 132777 | San Ramon, CA | Corporate platform Corporation | $102.0M | 3 advisors | Percentage of AUM | View | |
| HAIRE WEALTH MANAGEMENT, INC. CRD 339998 | Tupelo, MS | Corporate platform Corporation | $102.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERSICO ASSET MANAGEMENT CRD 121312 | — | Corporate platform LLC | $101.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APFORIA CRD 327176 | Virginia Beach, VA | Corporate platform Corporation | $101.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONEWELTH INC CRD 325277 | New York, NY | Corporate platform Corporation | $101.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VITALE WEALTH MANAGEMENT CRD 284112 | Metamora, MI | Corporate platform Corporation | $101.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRE CAPITAL GROUP CRD 322829 | Gig Harbor, WA | Corporate platform LLC | $101.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNWALL CAPITAL MANAGEMENT LP CRD 161451 | New York, NY | Corporate platform LP | $101.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SYCAMORE FINANCIAL ADVISORS, INC. CRD 108628 | Jackson, TN | Corporate platform Corporation | $101.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JACKSON & ASSOCIATES, INC. CRD 315102 | Albuquerque, NM | Corporate platform Corporation | $101.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATIVE PLANNING, INC. CRD 336307 | Cornelius, NC | Corporate platform Corporation | $101.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| MENDOZA PRIVATE WEALTH CRD 329126 | Miami, FL | Corporate platform Corporation | $101.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VON COLLN FINANCIAL GROUP CRD 284481 | Ogden, UT | Corporate platform Other (specify) | $101.4M | 1 advisors | Percentage of AUM | View | |
| BESPOKE INVESTMENT GROUP, LLC CRD 144080 | Harrison, NY | Corporate platform LLC | $101.3M | 5 advisors | Percentage of AUM; Subscription fees | View |