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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 | |||||
|---|---|---|---|---|---|---|---|
| STRATEGIC INVESTMENT MANAGEMENT CRD 129949 | Austin, TX | Corporate platform Corporation | $40.8M | 3 advisors | Percentage of AUM | View | |
| BORRIS NII & COMPANY CRD 104709 | Beverly Hills, CA | Corporate platform Corporation | $40.7M | 2 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| RED CEDAR CRD 298677 | Cedar Rapids, IA | Corporate platform Corporation | $40.7M | 1 advisors | Percentage of AUM | View | |
| BIGHORN FINANCIAL CRD 306535 | — | Corporate platform Corporation | $40.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| O'BRIEN CAPITAL MANAGEMENT, INC. CRD 136100 | Nyack, NY | Corporate platform Corporation | $40.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIBURON FINANCIAL ADVISORS, INC. CRD 304363 | — | Corporate platform Corporation | $40.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAMERONDOWNING, INC. CRD 172258 | Miami, FL | Corporate platform Corporation | $40.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MONEYWISE, INC. CRD 145043 | Lexington, KY | Corporate platform Corporation | $40.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHA & OMEGA CRD 105548 | La Mesa, CA | Corporate platform Corporation | $40.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARTY FINANCIAL, INC. CRD 144564 | — | Corporate platform Corporation | $40.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVINCI CAPITAL MANAGEMENT INC. CRD 46897 | Cambridge, MA | Corporate platform Corporation | $40.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WALKER & ASSOCIATES CRD 125283 | — | Corporate platform Corporation | $40.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| C & S CAPITAL MANAGEMENT, INC. CRD 116492 | Bismarck, AR | Corporate platform Corporation | $40.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| VANTAGE POINT INVESTMENTS, INC. CRD 156887 | — | Corporate platform Corporation | $40.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ELITE FINANCIAL GROUP CRD 315997 | Gaithersburg, MD | Corporate platform Corporation | $40.1M | 1 advisors | Percentage of AUM | View | |
| AE FINANCIAL & RISK MANAGEMENT, INC. CRD 172395 | Alpharetta, GA | Corporate platform Corporation | $40.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRAYPARK WEALTH MANAGEMENT CRD 334880 | Costa Mesa, CA | Corporate platform Corporation | $40.0M | 4 advisors | Percentage of AUM | View | |
| CAROLINA FINANCIAL SERVICES GROUP, INC. CRD 149664 | Greenville, NC | Corporate platform Corporation | $40.0M | 1 advisors | Percentage of AUM; THIRD PARTY ADVISORY FEES | View | |
| COGNITIANT REGISTERED INVESTMENT ADVISORS CRD 152295 | Portland, OR | Corporate platform Corporation | $40.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MONOTELO WEALTH PARTNERS CRD 287495 | Elgin, IL | Corporate platform Corporation | $40.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC WEALTH PARTNERS INC. CRD 158483 | — | Corporate platform Corporation | $40.0M | 1 advisors | Percentage of AUM | View | |
| ORSER INVESTMENT ADVISORS, INC. CRD 114546 | — | Corporate platform Corporation | $40.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARIMATHEA CRD 330140 | Fort Bragg, CA | Corporate platform Corporation | $39.9M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| FIAT LUX CAPITAL MANAGEMENT CRD 334615 | Waterford, WI | Corporate platform Corporation | $39.8M | 1 advisors | Percentage of AUM | View |