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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 | |||||
|---|---|---|---|---|---|---|---|
| RED CLIFF ASSET MANAGEMENT LIMITED CRD 169318 | Hong Kong | Corporate platform Other (specify) | $1.55B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CUTLER INVESTMENT GROUP CRD 128483 | Jacksonville, OR | Corporate platform LLC | $1.54B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLANNING ALTERNATIVES LTD CRD 110268 | Birmingham, MI | Corporate platform Corporation | $1.54B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL SYMMETRY INC. CRD 118443 | Raleigh, NC | Corporate platform Corporation | $1.54B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROMANO WEALTH MANAGEMENT CRD 3215 | Evanston, IL | Corporate platform Corporation | $1.54B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| ROBINSON CAPITAL MANAGEMENT, LLC CRD 166182 | Grosse Pointe Farms, MI | Corporate platform LLC | $1.54B | 7 advisors | Percentage of AUM | View | |
| GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. CRD 291477 | Singapore | Corporate platform Corporation | $1.54B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WEALTHCROSSING CRD 132513 | Richmond, VA | Corporate platform Corporation | $1.54B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| ROSEMAN WAGNER WEALTH MANAGEMENT CRD 148221 | Rocklin, CA | Corporate platform Corporation | $1.54B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC WEALTH GROUP CRD 284430 | Eden Prairie, MN | Corporate platform LLC | $1.54B | 23 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PENCE CAPITAL MANAGEMENT, LLC CRD 281739 | Newport Beach, CA | Corporate platform LLC | $1.54B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINITY STRATEGIC WEALTH CRD 337956 | Tulsa, OK | Corporate platform Corporation | $1.54B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| BENEFIT FINANCIAL SERVICES GROUP CRD 143617 | Irvine, CA | Corporate platform LLC | $1.54B | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EQUITABLE INVESTMENT MANAGEMENT, LLC CRD 322513 | New York, NY | Corporate platform LLC | $1.53B | 11 advisors | Percentage of AUM | View | |
| NORTHWEST INVESTMENT MANAGEMENT (HONG KONG) LIMITED CRD 153063 | Hong Kong | Corporate platform Corporation | $1.53B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DELTA ASSET MANAGEMENT, LLC CRD 113688 | Memphis, TN | Corporate platform LLC | $1.53B | 6 advisors | Percentage of AUM | View | |
| ALBRITTON CAPITAL MANAGEMENT CO CRD 112772 | Alpharetta, GA | Corporate platform Corporation | $1.52B | 1 advisors | Percentage of AUM | View | |
| ANDERSON FINANCIAL PARTNERS, INC. CRD 126641 | Ponte Vedra, FL | Corporate platform Corporation | $1.52B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOWNSEND CRD 113681 | Westminster, CO | Corporate platform Corporation | $1.52B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROBINHOOD ASSET MANAGEMENT CRD 323736 | Menlo Park, CA | Corporate platform LLC | $1.52B | 138 advisors | Percentage of AUM; REFERRAL FEE | View | |
| GLYNN CAPITAL MANAGEMENT, LLC CRD 111296 | Menlo Park, CA | Corporate platform LLC | $1.52B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPROCK PARTNERS MANAGEMENT, INC. CRD 296925 | Newport Beach, CA | Corporate platform Corporation | $1.52B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPAK ASSET MANAGEMENT CRD 109930 | Newport Beach, CA | Corporate platform Corporation | $1.52B | 14 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CATHOLIC INVESTMENT SERVICES, INC. CRD 172467 | Boston, MA | Corporate platform Corporation | $1.52B | 4 advisors | Percentage of AUM | View |