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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 | |||||
|---|---|---|---|---|---|---|---|
| BW ASSET MANAGEMENT LTD CRD 300503 | George Town | Corporate platform Corporation | $110.2M | 38 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| POPLAR POINT CAPITAL MANAGEMENT LLC CRD 165411 | Burlingame, CA | Corporate platform LLC | $110.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TRINITY ASSET MANAGEMENT CO. CRD 128702 | Los Angeles, CA | Corporate platform Corporation | $109.0M | 1 advisors | Percentage of AUM | View | |
| LENOX CAPITAL MANAGEMENT, INC. CRD 124971 | New Lenox, IL | Corporate platform Corporation | $109.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| A. J. PERRY & CO. CRD 107041 | Towson, MD | Corporate platform Corporation | $108.8M | 1 advisors | Percentage of AUM | View | |
| MONTELLO WEALTH MANAGEMENT, INC. CRD 151058 | Palm Beach Gardens, FL | Corporate platform Corporation | $108.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WILLIAMSON ADVISORY SERVICES, INC. CRD 160102 | Marietta, GA | Corporate platform Corporation | $108.4M | 2 advisors | Percentage of AUM | View | |
| SCHLOSSER FINANCIAL SERVICES, INC. CRD 128809 | NJ | Corporate platform Corporation | $108.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SHERPA CAPITAL MANAGEMENT CRD 336739 | DE | Corporate platform LLC | $107.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| OMNITRUST WEALTH MANAGEMENT, INC. CRD 298025 | Jacksonville, FL | Corporate platform Corporation | $107.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KALAMATA ASSET MANAGEMENT LLC CRD 284328 | Bethesda, MD | Corporate platform LLC | $106.8M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE HELIX FINANCIAL GROUP CRD 147803 | Carrolltron, TX | Corporate platform LLC | $106.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHEAST CAPITAL MANAGEMENT, INC. CRD 128508 | Coral Gables, FL | Corporate platform Corporation | $105.3M | 1 advisors | Percentage of AUM | View | |
| ELK HILL ADVISORS, INC. CRD 117275 | — | Corporate platform Corporation | $105.2M | 1 advisors | Percentage of AUM | View | |
| FAMILY STEWARD WEALTH CONSULTING® CRD 130406 | — | Corporate platform Corporation | $105.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BROOKFIELD MANAGEMENT GROUP, LLC CRD 297293 | — | Corporate platform LLC | $105.0M | 1 advisors | Performance-based fees | View | |
| BONWELL CAPITAL MANAGEMENT, LLC CRD 139236 | Richmond, VA | Corporate platform LLC | $105.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILLBERG CAPITAL MANAGEMENT, LLC CRD 130291 | Turlock, CA | Corporate platform LLC | $103.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FALKER INVESTMENTS INC. CRD 115132 | — | Corporate platform Corporation | $103.3M | 2 advisors | Percentage of AUM | View | |
| RIVERSTONE ASSET MANAGEMENT, LLC CRD 161087 | Louisville, KY | Corporate platform LLC | $103.0M | 2 advisors | Percentage of AUM | View | |
| IRON HORSE CAPITAL, INC. CRD 319015 | — | Corporate platform Corporation | $102.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMPREHENSIVE FINANCIAL PLANNING INC CRD 109772 | — | Corporate platform Corporation | $102.6M | 1 advisors | Percentage of AUM | View | |
| FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC. CRD 316194 | Bismarck, ND | Corporate platform Corporation | $102.2M | 1 advisors | Percentage of AUM | View | |
| HUNT CAPITAL MANAGEMENT, LLC CRD 308017 | New York, NY | Corporate platform LLC | $102.0M | 21 advisors | Percentage of AUM; Performance-based fees | View |