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 | |||||
|---|---|---|---|---|---|---|---|
| WESTRATE CAPITAL MANAGEMENT, INC. CRD 135291 | — | Corporate platform Corporation | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEEPSAKE MANAGEMENT INC. CRD 129359 | — | Corporate platform Corporation | $23.8M | 1 advisors | Percentage of AUM | View | |
| NEWPORT INVESTMENT ADVISORS, INC. CRD 123948 | Sycamore, IL | Corporate platform Corporation | $23.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RMP FINANCIAL, INC. CRD 168026 | — | Corporate platform Corporation | $23.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GREYSTONE INVESTMENT ADVISORS, INC. CRD 112727 | Springfield, MO | Corporate platform Corporation | $23.6M | 1 advisors | Percentage of AUM | View | |
| RH KNAPP & CO. CRD 107345 | — | Corporate platform Corporation | $23.6M | 1 advisors | Percentage of AUM | View | |
| WEIL ASSOCIATES, INC. CRD 112616 | — | Corporate platform Corporation | $23.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONEY MANAGER INC. CRD 171034 | — | Corporate platform Corporation | $23.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS ROSE ADVISORS, INC. CRD 135954 | San Francisco, CA | Corporate platform Corporation | $23.3M | 1 advisors | Percentage of AUM | View | |
| PENFACS FINANCIAL SERVICES CRD 114039 | Southborough, MA | Corporate platform Corporation | $23.2M | 3 advisors | Percentage of AUM | View | |
| CROSSROADS FINANCIAL SERVICES INC CRD 323162 | — | Corporate platform Corporation | $23.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAMILTON MANAGEMENT GROUP, INC. CRD 119362 | — | Corporate platform Corporation | $23.1M | 1 advisors | Percentage of AUM | View | |
| REALE MANAGED ASSETS, INC. CRD 128226 | — | Corporate platform Corporation | $22.9M | 1 advisors | Percentage of AUM | View | |
| OLDE TOWNE FINANCIAL MANAGEMENT CO. CRD 288706 | Greensboro, NC | Corporate platform Corporation | $22.9M | 1 advisors | Percentage of AUM | View | |
| SFO CAPITAL, INC. CRD 172412 | — | Corporate platform Corporation | $22.9M | 1 advisors | Percentage of AUM | View | |
| THE J.O. JOHNSON GROUP INC. CRD 315115 | — | Corporate platform Corporation | $22.8M | 2 advisors | Percentage of AUM | View | |
| COVE CAPITAL MANAGEMENT INC. CRD 157912 | — | Corporate platform Corporation | $22.7M | 1 advisors | Percentage of AUM | View | |
| SYMMETRIC ADVISORS INC CRD 110105 | Minnetonka, MN | Corporate platform Corporation | $22.7M | 3 advisors | Percentage of AUM | View | |
| BENE WEALTH MANAGEMENT COMPANY CRD 326301 | Burbank, CA | Corporate platform Corporation | $22.5M | 1 advisors | Percentage of AUM | View | |
| MOMA INTERNATIONAL CRD 335820 | Porto Alegre, Rio Grande Do Sul | Corporate platform Corporation | $22.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARONSON ASSET MANAGEMENT, INC. CRD 126122 | — | Corporate platform Corporation | $22.4M | 1 advisors | Percentage of AUM | View | |
| ERIC KRONE ASSOCIATES, INC. CRD 125792 | Sunnyside, NY | Corporate platform Corporation | $22.2M | 1 advisors | Percentage of AUM | View | |
| FINANCIAL TELESIS COMPANY CRD 112804 | Solvang, CA | Corporate platform Corporation | $22.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SKINNER ADVISORY, LTD. CRD 123643 | — | Corporate platform Corporation | $22.1M | 1 advisors | Percentage of AUM | View |