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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 | |||||
|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. CRD 290043 | Kansas City, MO | Corporate platform Corporation | $2.33B | 105 employees | Percentage of AUM | View | |
| AIP MANAGEMENT US CRD 322515 | New York, NY | Corporate platform Corporation | $2.33B | 2 advisors | Fixed fees | View | |
| MAGNUS FINANCIAL GROUP LLC CRD 289423 | New York, NY | Corporate platform LLC | $2.33B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATRIX CAPITAL MANAGEMENT COMPANY, LP CRD 160066 | Portsmouth, NH | Corporate platform LP | $2.32B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WOODLEY FARRA CRD 107660 | Indianapolis, IN | Corporate platform Corporation | $2.32B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| REVELATION CAPITAL MANAGEMENT, LLC CRD 171114 | Sausalito, CA | Corporate platform LLC | $2.32B | 12 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| LOUISBOURG INVESTMENTS CRD 329547 | Dieppe, New Brunswick | Corporate platform Corporation | $2.31B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SUMMIT FINANCIAL STRATEGIES INC CRD 110112 | Columbus, OH | Corporate platform Corporation | $2.31B | 29 advisors | Percentage of AUM; FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH | View | |
| MCKINLEY CARTER WEALTH SERVICES, INC. CRD 135184 | Wheeling, WV | Corporate platform Corporation | $2.31B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH GROUP CRD 335242 | Colorado Springs, CO | Corporate platform LLC | $2.31B | 29 advisors | Percentage of AUM; Fixed fees | View | |
| WILLOW CREEK WEALTH MANAGEMENT, INC. CRD 109240 | Sebastopol, CA | Corporate platform Corporation | $2.30B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. CRD 158905 | Miami, FL | Corporate platform Corporation | $2.30B | 25 advisors | Percentage of AUM; Fixed fees | View | |
| T. ROWE PRICE SINGAPORE PRIVATE LTD CRD 155831 | Singapore, MD | Corporate platform Corporation | $2.30B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| TLG ADVISORS, INC. CRD 111052 | Summit, NJ | Corporate platform Corporation | $2.30B | 155 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE MANAGEMENT, INC. CRD 125828 | Duluth, GA | Corporate platform Corporation | $2.29B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLOCKTOWER GROUP, L.P. CRD 158142 | Santa Monica, CA | Corporate platform LP | $2.28B | 15 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| RESOLUTION CAPITAL (US) LIMITED CRD 298109 | Rye Brook, NY | Corporate platform Corporation | $2.28B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VANBARTON GROUP LLC CRD 119128 | New York, NY | Corporate platform LLC | $2.28B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ASSET VALUE INVESTORS LIMITED CRD 137779 | London | Corporate platform Corporation | $2.28B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUND VIEW WEALTH ADVISORS GROUP, LLC CRD 300927 | Savannah, GA | Corporate platform LLC | $2.28B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRAPHAGEN FINANCIAL GROUP CRD 107764 | Oradell, NJ | Corporate platform LLC | $2.28B | 16 advisors | Percentage of AUM; Hourly charges | View | |
| STONEBRIDGE FINANCIAL GROUP, LLC CRD 327529 | Wormleysburg, PA | Corporate platform LLC | $2.28B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JDL ADVISERS CRD 122307 | Newport Beach, CA | Corporate platform Corporation | $2.28B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YHB INVESTMENT ADVISORS INC CRD 105434 | West Hartford, CT | Corporate platform Corporation | $2.28B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View |