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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 | |||||
|---|---|---|---|---|---|---|---|
| MEANS WEALTH MANAGEMENT CRD 2748 | Bangor, ME | Corporate platform Corporation | $1.59B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONSOLIDATED PORTFOLIO REVIEW CORP CRD 112694 | Woodbury, NY | Corporate platform Corporation | $1.59B | 47 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. CRD 107639 | Houston, TX | Corporate platform Corporation | $1.59B | 10 advisors | Percentage of AUM | View | |
| BRICKWOOD ASSET MANAGEMENT CRD 332687 | London | Corporate platform LLP | $1.59B | 3 advisors | Percentage of AUM | View | |
| CICCARELLI ADVISORY SERVICES INC CRD 110904 | Naples, FL | Corporate platform Corporation | $1.59B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| MARSHALL + STERLING WEALTH ADVISORS, INC. CRD 164345 | Poughkeepsie, NY | Corporate platform Corporation | $1.59B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAINSWICK CAPITAL MANAGEMENT LP CRD 333644 | New York, NY | Corporate platform LP | $1.59B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LAKE HILL CAPITAL MANAGEMENT, LLC CRD 166526 | New York, NY | Corporate platform LLC | $1.58B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LOCUST POINT CAPITAL CRD 286689 | Miami, FL | Corporate platform Corporation | $1.58B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| PETERSEN HASTINGS WEALTH ADVISORS, INC. CRD 110952 | Kennewick, WA | Corporate platform Corporation | $1.58B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALTON & ASSOCIATES, INC. CRD 20999 | Tampa, FL | Corporate platform Corporation | $1.58B | 221 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| INVERNESS GRAHAM INVESTMENTS, INC. CRD 157632 | Wayne, PA | Corporate platform Corporation | $1.57B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| LIGHT STREET CAPITAL MANAGEMENT, LLC CRD 155215 | Palo Alto, CA | Corporate platform LLC | $1.57B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CHARTER OAK CAPITAL MANAGEMENT CRD 120870 | Portsmouth, NH | Corporate platform LLC | $1.57B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASTRA WEALTH MANAGEMENT GROUP CRD 326006 | Plano, TX | Corporate platform LLC | $1.57B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PER STIRLING CAPITAL MANAGEMENT, LLC CRD 151671 | Austin, TX | Corporate platform LLC | $1.57B | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MJP WEALTH ADVISORS CRD 127654 | Farmington, CT | Corporate platform Corporation | $1.56B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GODSEY & GIBB WEALTH MANAGEMENT CRD 105650 | Richmond, VA | Corporate platform Corporation | $1.56B | 13 advisors | Percentage of AUM; FINANCIAL PLANNING FEES, TAX PREPARATION FEES | View | |
| ROBLE, BELKO AND COMPANY, INC. CRD 123286 | Sewickley, PA | Corporate platform Corporation | $1.55B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| PEKIN HARDY STRAUSS, INC. CRD 107310 | Chicago, IL | Corporate platform Corporation | $1.55B | 9 advisors | Percentage of AUM | View | |
| REGATTA CAPITAL GROUP, LLC CRD 145363 | El Segundo, CA | Corporate platform LLC | $1.55B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DEFILADE CAPITAL MANAGEMENT, L.P. CRD 337997 | Emeryville, CA | Corporate platform LP | $1.55B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GAM USA INC. CRD 110458 | New York, NY | Corporate platform Corporation | $1.55B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| WOODSON CAPITAL MANAGEMENT, LP CRD 161644 | Greenwich, CT | Corporate platform LP | $1.55B | 5 advisors | Percentage of AUM; Performance-based fees | View |