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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 | |||||
|---|---|---|---|---|---|---|---|
| CARRIAGE SERVICES INVESTMENT ADVISORS, INC. CRD 164325 | Houston, TX | Corporate platform Corporation | $308.2M | 2 advisors | Percentage of AUM | View | |
| COVINGTON & ASSOCIATES, INC. CRD 113357 | Westfield, NJ | Corporate platform Corporation | $308.2M | 3 advisors | Percentage of AUM | View | |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. CRD 40637 | New Orleans, LA | Corporate platform Corporation | $306.1M | 49 advisors | Percentage of AUM | View | |
| ROCKWALL WEALTH MANAGEMENT CRD 339856 | Rockwall, TX | Corporate platform Corporation | $305.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CODEX CAPITAL ASSET MANAGEMENT, L.L.C. CRD 309373 | TX | Corporate platform LLC | $304.2M | 1 advisors | Percentage of AUM | View | |
| VILLAFRANCO WEALTH MANAGEMENT CRD 110371 | CA | Corporate platform Corporation | $299.1M | 1 advisors | Percentage of AUM | View | |
| STERLING CAPITAL MANAGEMENT INC CRD 106822 | Brookfield, WI | Corporate platform Corporation | $296.9M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. CRD 307581 | Palo Alto, CA | Corporate platform Corporation | $292.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DUDLEY CAPITAL MANAGEMENT LLC CRD 282958 | Middleburg, VA | Corporate platform LLC | $291.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HMOUNT ASSET MANAGEMENT (HK) LIMITED CRD 305937 | Hong Kong | Corporate platform Corporation | $290.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUTHWEST MONEY MANAGEMENT INC CRD 109668 | CA | Corporate platform Corporation | $287.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCHULHOFF & CO INC CRD 105264 | Cincinnati, OH | Corporate platform Corporation | $286.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESBANCO SECURITIES, INC. CRD 43276 | St. Clairsville, OH | Corporate platform Corporation | $285.9M | 42 advisors | Percentage of AUM | View | |
| GLASHOFER FINANCIAL ADVISORS CRD 146262 | MD | Corporate platform Corporation | $284.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT CRD 327151 | Armonk, NY | Corporate platform LLC | $283.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BENNINGTON FINANCIAL PLANNING GROUP CRD 116302 | Bennington, VT | Corporate platform Corporation | $281.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WWM ADVISORY INC. CRD 133611 | Culver City, CA | Corporate platform Corporation | $280.1M | 2 advisors | NO SEPARATE FEE CHARGED. | View | |
| CITADEL INVESTMENT ADVISORY INC CRD 110540 | OH | Corporate platform Corporation | $278.3M | 1 advisors | Percentage of AUM | View | |
| TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. CRD 113586 | Signal Mountain, TN | Corporate platform Corporation | $277.3M | 1 advisors | Percentage of AUM | View | |
| DOMINION PORTFOLIO MANAGEMENT, INC. CRD 106918 | Marble Falls, TX | Corporate platform Corporation | $277.1M | 18 advisors | Percentage of AUM | View | |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC CRD 108508 | Birmingham, AL | Corporate platform Corporation | $273.6M | 1 advisors | Percentage of AUM | View | |
| ACCRUED EQUITIES INC. CRD 13452 | Melville, NY | Corporate platform Corporation | $271.8M | 3 advisors | Percentage of AUM | View | |
| WILMINGTON TRUST ASSET MANAGEMENT, LLC CRD 325489 | Wilmington, DE | Corporate platform LLC | $271.4M | 31 advisors | Percentage of AUM | View | |
| SAGE FINANCIAL ADVISORS INC. CRD 116933 | Scottsdale, AZ | Corporate platform Corporation | $270.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View |