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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 | |||||
|---|---|---|---|---|---|---|---|
| ERVIN INVESTMENT MANAGEMENT CRD 299739 | CA | Corporate platform LLC | $269.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| THE EVERGREEN ADVANTAGE MANAGEMENT, INC. CRD 165547 | Santa Monica, CA | Corporate platform Corporation | $267.3M | 4 advisors | Percentage of AUM · ORIGINATION, EXTENSION, AND LATE FEES +1 more | View | |
| WIN ADVISORS, INC CRD 300351 | Palm Beach Gardens, FL | Corporate platform Corporation | $266.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSSER CREEK ASSET MANAGEMENT LLC CRD 318883 | Corte Madera, CA | Corporate platform LLC | $266.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HUDSON CANYON CAPITAL MANAGEMENT CRD 286437 | New York, NY | Corporate platform LLC | $263.9M | 1 advisors | Percentage of AUM | View | |
| ARKA CAPITAL A.M. LTD CRD 339997 | — | Corporate platform Corporation | $263.8M | 1 advisors | Percentage of AUM | View | |
| PRIVATE FINANCIAL COUNSELING CRD 110648 | Los Angeles, CA | Corporate platform Corporation | $262.5M | 3 advisors | Percentage of AUM | View | |
| MAGARIAN CAPITAL MANAGEMENT, LLC CRD 341292 | San Antonio, TX | Corporate platform LLC | $259.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| AFT, FORSYTH AND COMPANY, INC. CRD 137404 | Jupiter, FL | Corporate platform Corporation | $258.6M | 1 advisors | Percentage of AUM | View | |
| W&S BROKERAGE SERVICES, INC. CRD 8099 | Cincinnati, OH | Corporate platform Corporation | $257.2M | 86 advisors | Percentage of AUM | View | |
| TINGEY FINANCIAL GROUP INC. CRD 334198 | — | Corporate platform Corporation | $257.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FAIRVIEW ASSET MANAGEMENT LLC CRD 322976 | San Juan, PR | Corporate platform LLC | $256.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL Z ASSET MANAGEMENT, LLC CRD 162210 | — | Corporate platform LLC | $255.9M | 2 advisors | Percentage of AUM | View | |
| KALINOWSKY ASSET MANAGEMENT CRD 137393 | CA | Corporate platform Corporation | $253.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PPS & V ASSET MANAGEMENT CONSULTANTS INC CRD 110491 | Portage, MI | Corporate platform Corporation | $253.7M | 3 advisors | Percentage of AUM | View | |
| E. BATOFF & CO., INC. CRD 124815 | Tampa, FL | Corporate platform Corporation | $249.2M | 1 advisors | Percentage of AUM | View | |
| ROSENWALD CAPITAL MANAGEMENT, INC. CRD 290118 | Redondo Beach, CA | Corporate platform Corporation | $248.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| COVE CAPITAL MANAGEMENT INC. CRD 284649 | Brentwood, TN | Corporate platform Corporation | $247.5M | 3 advisors | Performance-based fees; NEGOTIATED FEE | View | |
| NEXXUS HOLDINGS ADVISORS LLC CRD 166884 | Santa Barbara, CA | Corporate platform LLC | $246.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| 3B CAPITAL MANAGEMENT, LP CRD 300098 | Dallas, TX | Corporate platform LP | $245.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE WEST ASSET MANAGEMENT INC CRD 106527 | Casper, WY | Corporate platform Corporation | $245.9M | 3 advisors | Percentage of AUM | View | |
| CORPORATE CONSULTING GROUP, INC. CRD 123761 | Tulsa, OK | Corporate platform Corporation | $240.8M | 2 advisors | Hourly charges; Fixed fees | View | |
| JONES KERTZ & ASSOCIATES, INC. CRD 104976 | Blaine, MN | Corporate platform Corporation | $239.2M | 4 advisors | Percentage of AUM | View | |
| R.H. INVESTMENT GROUP, LLC CRD 115994 | Scottsdale, AZ | Corporate platform LLC | $238.5M | 1 advisors | Percentage of AUM | View |