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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 | |||||
|---|---|---|---|---|---|---|---|
| GREYSTONE CAPITAL PARTNERS GROUP LLC CRD 312326 | Kansas City, MO | Corporate platform LLC | $101.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED BENEFITS, INCORPORATED CRD 112518 | CA | Corporate platform Corporation | $101.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLEARVIEW FINANCIAL, INC. CRD 131944 | San Diego, CA | Corporate platform Corporation | $101.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PALOMAR ADVISORS INC. CRD 285358 | — | Corporate platform Corporation | $101.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHMARK ADVISORY GROUP, LLC CRD 166494 | — | Corporate platform LLC | $101.3M | 1 advisors | Percentage of AUM | View | |
| ASSET MANAGEMENT ASSOCIATES CRD 119878 | — | Corporate platform Sole prop | $101.2M | 0 total employees | Percentage of AUM · Hourly charges +1 more | View | |
| LOCAL ASSET MANAGEMENT LLC CRD 331711 | Las Vegas, NV | Corporate platform LLC | $101.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| G. ALLEN FINANCIAL INC. CRD 119180 | Santa Fe, NM | Corporate platform Corporation | $101.0M | 1 advisors | Percentage of AUM | View | |
| SNYDER ASSET MANAGEMENT, LLC CRD 290450 | Hunt Valley, MD | Corporate platform LLC | $100.9M | 1 advisors | Percentage of AUM | View | |
| FUERST FINANCIAL GROUP, INC. CRD 149172 | Chattanooga, TN | Corporate platform Corporation | $100.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STABILE INVESTMENT MANAGEMENT CRD 145845 | — | Corporate platform LLC | $100.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ASCENT FINANCIAL GROUP CRD 325706 | Richmond, VA | Corporate platform LLC | $100.8M | 2 advisors | Percentage of AUM | View | |
| GGCFO ADVISORS CRD 170018 | — | Corporate platform Corporation | $100.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STANDFAST ASSET MANAGEMENT, LLC CRD 136671 | Jacksonville Beach, FL | Corporate platform LLC | $100.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| W.K. COOPER II ASSET MANAGEMENT CORPORATION CRD 123610 | Champaign, IL | Corporate platform Corporation | $100.5M | 1 advisors | Percentage of AUM | View | |
| CDP FINANCIAL GROUP, LLC CRD 155725 | Littleton, CO | Corporate platform LLC | $100.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWSONG CAPITAL MANAGEMENT, INC. CRD 296877 | Hattiesburg, MS | Corporate platform Corporation | $100.4M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| GREENWICH CREEK CAPITAL MANAGEMENT, LLC CRD 147348 | — | Corporate platform LLC | $100.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL ACTION, INC. CRD 140285 | Monument, CO | Corporate platform Corporation | $100.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPSTONE WEALTH ADVISORS,INC. CRD 122357 | Indianpolis, IN | Corporate platform Corporation | $100.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTAGE FINANCIAL ADVISORS CRD 308954 | — | Corporate platform Corporation | $100.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL COUNSELING, INC. CRD 119969 | Springboro, OH | Corporate platform Corporation | $100.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE SULLIVAN GROUP CRD 150705 | Roseville, CA | Corporate platform LLC | $100.1M | 3 advisors | Percentage of AUM; Commissions | View | |
| ACACIA ASSET MANAGEMENT LLC CRD 287857 | New York, NY | Corporate platform LLC | $100.0M | 1 advisors | Percentage of AUM | View |