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 | |||||
|---|---|---|---|---|---|---|---|
| WOODMONT ADVISORY GROUP, INC. CRD 112276 | LA | Corporate platform Corporation | $91.9M | 2 advisors | Percentage of AUM | View | |
| RMAS, INC. CRD 118242 | Bellmawr, NJ | Corporate platform Corporation | $91.2M | 2 advisors | Percentage of AUM | View | |
| THE MONEYPAPER ADVISOR, INC. CRD 156971 | NY | Corporate platform Corporation | $91.0M | 2 advisors | Percentage of AUM | View | |
| CAPROCK CAPITAL ADVISORS INC. CRD 170672 | Plano, TX | Corporate platform Corporation | $90.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| EBER CAPITAL MANAGEMENT CRD 108337 | Coral Gables, FL | Corporate platform Corporation | $90.4M | 1 advisors | Percentage of AUM | View | |
| FAIRBANKS FINANCIAL WEALTH MANAGEMENT CRD 114551 | — | Corporate platform Corporation | $90.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCN INVESTMENT MANAGEMENT CO. CRD 336515 | Troy, MI | Corporate platform Corporation | $89.8M | 1 advisors | Percentage of AUM | View | |
| ALDEMAR RESEARCH CORPORATION CRD 178523 | NY | Corporate platform Corporation | $89.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KNIGHTSBRIDGE ADVISORS, INC. CRD 117334 | — | Corporate platform Corporation | $89.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GATEWAY WEALTH, INC. CRD 106022 | — | Corporate platform Corporation | $89.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COGENT CAPITAL GROUP CRD 125163 | — | Corporate platform Corporation | $88.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRAVER FINANCIAL CONSULTING NETWORK PA CRD 139459 | Lakewood Ranch, FL | Corporate platform Corporation | $88.2M | 1 advisors | Percentage of AUM | View | |
| D & T FINANCIAL ADVISORS, INC. CRD 136297 | Concord, CA | Corporate platform Corporation | $87.4M | 3 advisors | Percentage of AUM; PERCENTAGE OF PLAN ASSETS | View | |
| TIMOTHY J. ELLIS, INC. CRD 126188 | — | Corporate platform Corporation | $87.2M | 1 advisors | Fixed fees | View | |
| STOKE CAPITAL CRD 135560 | — | Corporate platform Corporation | $87.0M | 1 advisors | Percentage of AUM | View | |
| STERLING ASSET MANAGEMENT CO INC CRD 112825 | NY | Corporate platform Corporation | $87.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| INVESTMENT RESEARCH CORPORATION CRD 115494 | — | Corporate platform Corporation | $87.0M | 1 advisors | Percentage of AUM | View | |
| DOWNEY CAPITAL MANAGEMENT, INC. CRD 133317 | Boston, MA | Corporate platform Corporation | $86.9M | 2 advisors | Percentage of AUM | View | |
| TC ADVISORS LTD. CRD 290891 | Salina, KS | Corporate platform Corporation | $85.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DONAHUE FINANCIAL GROUP CRD 299715 | — | Corporate platform Corporation | $85.2M | 1 advisors | Percentage of AUM | View | |
| FORREST INVESTMENT MANAGEMENT, INC. CRD 141879 | Jacksonville, FL | Corporate platform Corporation | $85.2M | 1 advisors | Percentage of AUM | View | |
| YOUNG CAPITAL MANAGEMENT INC CRD 107448 | Fountain Hills, AZ | Corporate platform Corporation | $85.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RUBIN OVERSEAS LTD. CRD 169309 | Zurich, NY | Corporate platform Corporation | $84.9M | 4 advisors | Percentage of AUM | View | |
| CUBIC PYE CAPITAL MANAGEMENT, INC. CRD 130212 | — | Corporate platform Corporation | $84.0M | 1 advisors | Percentage of AUM; Hourly charges | View |