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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 | |||||
|---|---|---|---|---|---|---|---|
| PELICAN BAY ASSET MANAGEMENT, INC. CRD 121410 | — | Corporate platform Corporation | $40.3M | 1 advisors | Percentage of AUM | View | |
| NEW SOUTHERN ADVISORY SERVICES CRD 158724 | Germantown, TN | Corporate platform Corporation | $40.2M | 1 advisors | Percentage of AUM | View | |
| MEZIAB CAPITAL MANAGEMENT, INC. CRD 113856 | — | Corporate platform Corporation | $40.1M | 1 advisors | Percentage of AUM | View | |
| MULLIGAN CAPITAL, INC CRD 143406 | Tigard, OR | Corporate platform Corporation | $40.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KING GEORGE CAPITAL MGMT, INC. CRD 115430 | — | Corporate platform Corporation | $40.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GOLD COAST SECURITIES, INC. CRD 110925 | Thousand Oaks, CA | Corporate platform Corporation | $39.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROYAL PALM INVESTMENT ADVISORS, INC CRD 142335 | Longwood, FL | Corporate platform Corporation | $39.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ASPENTREE CAPITAL CORPORATION CRD 118946 | — | Corporate platform Corporation | $39.8M | 5 advisors | Percentage of AUM | View | |
| VALENDO PRIVATE ASSET MANAGEMENT, INC. CRD 133544 | — | Corporate platform Corporation | $39.8M | 1 advisors | Percentage of AUM | View | |
| WEIL ENTERPRISES, INC. CRD 123284 | — | Corporate platform Corporation | $39.7M | 1 advisors | Percentage of AUM | View | |
| JAGUAR INVESTMENT SERVICES, LTD CRD 116368 | Marana, AZ | Corporate platform Corporation | $39.7M | 1 advisors | Percentage of AUM | View | |
| ANOVEST INVESTMENT ADVISORS CRD 132344 | Marietta, GA | Corporate platform Corporation | $39.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LPR CAPITAL, INC. CRD 111580 | Pasadena, CA | Corporate platform Corporation | $39.3M | 1 advisors | Percentage of AUM | View | |
| JY CAPITAL MANAGEMENT CRD 327887 | — | Corporate platform Corporation | $39.1M | 1 advisors | Percentage of AUM | View | |
| EBH FINANCIAL, INC. CRD 316752 | — | Corporate platform Corporation | $39.0M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A. CRD 141636 | — | Corporate platform Corporation | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'DONNELL PORTFOLIO MANAGEMENT, INC. CRD 122371 | — | Corporate platform Corporation | $38.9M | 1 advisors | Percentage of AUM | View | |
| RIDGEWOOD CAPITAL MANAGEMENT CRD 121920 | — | Corporate platform Corporation | $38.9M | 2 advisors | Percentage of AUM | View | |
| KAISER WEALTH MANAGEMENT CRD 111000 | — | Corporate platform Corporation | $38.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RHB CAPITAL, INC. CRD 165625 | Huntington Beach, CA | Corporate platform Corporation | $38.7M | 1 advisors | Percentage of AUM | View | |
| GREENSIDE FINANCIAL, LTD CRD 287605 | — | Corporate platform Corporation | $38.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| KING FINANCIAL INVESTMENTS INC CRD 324091 | — | Corporate platform Corporation | $38.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE EASTRADE ASSET MANAGEMENT CORPORATION CRD 124232 | NY | Corporate platform Corporation | $38.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHARLES STREET ASSET MANAGEMENT, INC. CRD 164781 | — | Corporate platform Corporation | $37.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |