Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| TUBLIN - DIFUSCO ADVISORS INC. CRD 125801 | NJ | Corporate platform Corporation | $131.9M | 2 advisors | Percentage of AUM | View | |
| WARM SPRINGS ADVISORS INC. CRD 306501 | Larkspur, CA | Corporate platform Corporation | $131.3M | 1 advisors | Percentage of AUM | View | |
| ALTAMIRA FINANCIAL GROUP, LLC CRD 316907 | Santa Fe, NM | Corporate platform LLC | $130.3M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| THE SHERRY GROUP, INC. CRD 146271 | Mountain Home, AR | Corporate platform Corporation | $130.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CERASUS ADVISORS INC CRD 152113 | FL | Corporate platform Corporation | $130.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRUST BEYOND CORP CRD 312721 | FL | Corporate platform Corporation | $129.4M | 1 advisors | Percentage of AUM | View | |
| ALPHA ASSET MANAGEMENT CRD 112571 | Akron, OH | Corporate platform Corporation | $129.1M | 1 advisors | Percentage of AUM | View | |
| PETERSON INVESTMENT MANAGEMENT INC CRD 105634 | — | Corporate platform Corporation | $128.1M | 2 advisors | Percentage of AUM | View | |
| CITIGROUP ALTERNATIVE INVESTMENTS LLC CRD 119537 | New York, NY | Advisory firm LLC | $127.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| KINGSFORD CAPITAL MANAGEMENT, LLC CRD 161445 | Point Richmond, CA | Corporate platform LLC | $127.0M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPITAL WEALTH ADVISORS, LTD. CRD 155263 | West Bend, WI | Corporate platform Corporation | $126.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUTHPAW ASSET MANAGEMENT, LP CRD 135693 | — | Corporate platform Partnership | $125.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HARBORVIEW ASSET MANAGEMENT LLC CRD 332767 | Gig Harbor, WA | Corporate platform LLC | $124.7M | 2 advisors | Percentage of AUM | View | |
| MERIDIAN ASSET MANAGEMENT, LLC CRD 154239 | NJ | Corporate platform LLC | $124.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MIDWEST FINANCIAL ASSOCIATES, INC. CRD 158573 | Rockford, IL | Corporate platform Corporation | $123.9M | 1 advisors | Percentage of AUM | View | |
| INVESTMENT MANAGEMENT TRUST, LLC CRD 129456 | Fitchburg, MA | Corporate platform LLC | $123.5M | 1 advisors | Percentage of AUM | View | |
| LANG & BECKER, INC. CRD 137346 | Washington, MO | Corporate platform Corporation | $123.2M | 2 advisors | Percentage of AUM | View | |
| BRETTON CAPITAL MANAGEMENT CRD 154344 | San Francisco, CA | Corporate platform LLC | $122.8M | 2 advisors | Percentage of AUM | View | |
| KAHN FINANCIAL GROUP CRD 134802 | Clearwater, FL | Corporate platform Corporation | $122.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MATRIX PLANNING INC CRD 110812 | Santa Monica, CA | Corporate platform Corporation | $121.4M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| WP ASSET MANAGEMENT CRD 279034 | Bedminster, NJ | Corporate platform LLC | $121.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LIFE STRATEGIES, INC. CRD 167732 | La Jolla, CA | Corporate platform Corporation | $121.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BRICKELL KEY ASSET MANAGEMENT LLC CRD 295209 | Charleston, SC | Corporate platform LLC | $119.9M | 4 advisors | Percentage of AUM | View | |
| SCHAUER INVESTMENT MANAGEMENT, INC. CRD 283119 | Northridge, CA | Corporate platform Corporation | $119.7M | 4 advisors | Percentage of AUM; Performance-based fees | View |