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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 | |||||
|---|---|---|---|---|---|---|---|
| MIDWEST FINANCIAL PARTNERS CRD 173790 | St.. Cloud, MN | Corporate platform Corporation | $1.52B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR INVESTMENT MANAGEMENT CRD 135296 | Columbia, SC | Corporate platform LLC | $1.52B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| LEGACY FINANCIAL ADVISORS, INC. CRD 158675 | Covington, KY | Corporate platform Corporation | $1.52B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| EDGEMOOR INVESTMENT ADVISORS, INC. CRD 109104 | Bethesda, MD | Corporate platform Corporation | $1.52B | 6 advisors | Percentage of AUM | View | |
| RBC SECURITIES, INC. CRD 103705 | Los Angeles, CA | Corporate platform Corporation | $1.52B | 124 advisors | Percentage of AUM; MUTUAL FUND FEES, BROKER FEES & TRANSACTION FEES | View | |
| ALDEN CAPITAL CRD 293551 | Wayne, PA | Corporate platform Corporation | $1.52B | 19 advisors | Percentage of AUM; Fixed fees | View | |
| OPUS CAPITAL MANAGEMENT CRD 106528 | Cincinnati, OH | Corporate platform LLC | $1.51B | 3 advisors | Percentage of AUM | View | |
| MESIROW RE-IA, INC. CRD 328098 | Chicago, IL | Corporate platform Corporation | $1.51B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BRISTOL GATE CAPITAL PARTNERS INC. CRD 175139 | Toronto, AL | Corporate platform Corporation | $1.51B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC CRD 294006 | New York, NY | Corporate platform LLC | $1.51B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COUGAR GLOBAL INVESTMENTS CRD 109439 | Toronto, FL | Corporate platform Corporation | $1.51B | 3 advisors | Percentage of AUM | View | |
| JOHN G. ULLMAN & ASSOCIATES, INC CRD 105361 | Horseheads, NY | Corporate platform Corporation | $1.51B | 30 advisors | Percentage of AUM | View | |
| ALLEN CAPITAL GROUP, LLC CRD 135879 | Grand Island, NE | Corporate platform LLC | $1.50B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARNELIAN ASSET MANAGEMENT & ADVISORS PRIVATE LIMITED CRD 335103 | Mumbai, Maharashtra, CA | Corporate platform Corporation | $1.50B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FOSUN ASSET MANAGEMENT LIMITED CRD 288360 | Hong Kong | Corporate platform Corporation | $1.49B | 12 advisors | Percentage of AUM | View | |
| TOWER BRIDGE ADVISORS CRD 115700 | West Conshohocken, PA | Corporate platform Corporation | $1.49B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILL CAPITAL MANAGEMENT, LLC CRD 312798 | Concord, NC | Corporate platform LLC | $1.49B | 3 advisors | Percentage of AUM | View | |
| PINE GROVE FINANCIAL GROUP CRD 308193 | Woodbury, MN | Corporate platform Corporation | $1.49B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WHITNEY & COMPANY CRD 117307 | Rochester, NY | Corporate platform Corporation | $1.49B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| RETIREMENT INVESTMENT ADVISORS INC CRD 106316 | Oklahoma City, OK | Corporate platform Corporation | $1.49B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ISO-MTS CAPITAL MANAGEMENT LP CRD 322648 | Greenwich, CT | Corporate platform LP | $1.49B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ADELANTE CAPITAL MANAGEMENT LLC CRD 107382 | Alameda, CA | Corporate platform LLC | $1.49B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| APRIEM ADVISORS CRD 108188 | Irvine, CA | Corporate platform Corporation | $1.49B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FLEXIBLE PLAN INVESTMENTS LTD CRD 110762 | Bloomfield Hills, MI | Corporate platform Corporation | $1.48B | 5 advisors | Percentage of AUM | View |