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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 | |||||
|---|---|---|---|---|---|---|---|
| VICUS CAPITAL, INC. CRD 116021 | State College, PA | Corporate platform Corporation | $2.99B | 84 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DLD ASSET MANAGEMENT, LP CRD 170377 | New York, NY | Corporate platform LP | $2.99B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS CRD 159388 | Columbia, MD | Corporate platform Corporation | $2.99B | 13 advisors | Percentage of AUM; FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING | View | |
| MMBG INVESTMENT ADVISORS CO. CRD 285263 | Miami, FL | Corporate platform Corporation | $2.98B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| NFJ INVESTMENT GROUP, LLC CRD 310902 | Dallas, TX | Corporate platform LLC | $2.98B | 8 advisors | Percentage of AUM | View | |
| MONTAG CRD 105756 | Atlanta, GA | Corporate platform Corporation | $2.97B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT INCOME SOLUTIONS, INC. CRD 110145 | Ann Arbor, MI | Corporate platform Corporation | $2.97B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| BROAD REACH INVESTMENT MANAGEMENT LLP CRD 285755 | London | Corporate platform LLP | $2.96B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| BERGER FINANCIAL GROUP CRD 308174 | Plymouth, MN | Corporate platform Corporation | $2.95B | 57 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUDSON EDGE INVESTMENT PARTNERS, INC. CRD 104870 | Jersey City, NJ | Corporate platform Corporation | $2.95B | 7 advisors | Percentage of AUM | View | |
| CREATIVE FINANCIAL DESIGNS, INC. CRD 109032 | Kokomo, IN | Corporate platform Corporation | $2.94B | 155 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MANE GLOBAL CAPITAL MANAGEMENT LP CRD 311912 | New York, NY | Corporate platform LP | $2.94B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| SJS INVESTMENT SERVICES CRD 107219 | Sylvania, OH | Corporate platform Corporation | $2.94B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| FOSTER & MOTLEY INC CRD 106905 | Cincinnati, OH | Corporate platform Corporation | $2.94B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAUB BROCK CAPITAL MANAGEMENT, LP CRD 153994 | Larkspur, CA | Corporate platform LP | $2.93B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WINDSOR ADVISORY GROUP, LLC CRD 122266 | Columbus, OH | Corporate platform LLC | $2.92B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MARBLEGATE ASSET MANAGEMENT, LLC CRD 157850 | Greenwich, CT | Corporate platform LLC | $2.92B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BEDEL FINANCIAL CONSULTING INC CRD 105653 | Indianapolis, IN | Corporate platform Corporation | $2.92B | 19 advisors | Percentage of AUM; Fixed fees | View | |
| RENAISSANCE INVESTMENT MANAGEMENT CRD 105916 | Covington, KY | Corporate platform LLC | $2.91B | 7 advisors | Percentage of AUM | View | |
| ASSET MANAGEMENT ONE USA INC. CRD 108982 | New York, NY | Corporate platform Corporation | $2.90B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RRG CAPITAL MANAGEMENT LLC CRD 291853 | Los Angeles, CA | Corporate platform LLC | $2.89B | 27 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CPS INVESTMENT ADVISORS CRD 104914 | Lakeland, FL | Corporate platform Corporation | $2.89B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| KEYWISE CAPITAL MANAGEMENT (HK) LIMITED CRD 160593 | Hong Kong | Corporate platform Corporation | $2.89B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RMR WEALTH BUILDERS, INC. CRD 169005 | Montclair, NJ | Corporate platform Corporation | $2.89B | 49 advisors | Percentage of AUM · Hourly charges +2 more | View |