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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 | |||||
|---|---|---|---|---|---|---|---|
| CLARO ADVISORS INC. CRD 160294 | Boston, MA | Corporate platform Corporation | $1.41B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEVEN SPRINGS WEALTH GROUP CRD 127411 | Brentwood, TN | Corporate platform LLC | $1.41B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC CRD 292038 | Miami, FL | Corporate platform LLC | $1.41B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST LIGHT ASSET MANAGEMENT, LLC CRD 168899 | Edina, MN | Corporate platform LLC | $1.41B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CUMBERLAND INVESTMENT COUNSEL INC. CRD 110887 | Toronto Ontario | Corporate platform Corporation | $1.41B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| POLYMER CAPITAL MANAGEMENT (US), LLC CRD 316277 | New York, NY | Corporate platform LLC | $1.41B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| HUDSON WAY CAPITAL MANAGEMENT, LLC CRD 172400 | Dallas, TX | Corporate platform LLC | $1.40B | 6 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| SCHRODER WEALTH MANAGEMENT (US) LIMITED CRD 289151 | London, AZ | Corporate platform Corporation | $1.40B | 5 advisors | Percentage of AUM | View | |
| ALTERNA WEALTH MANAGEMENT, INC. CRD 146153 | Houston, TX | Corporate platform Corporation | $1.40B | 28 advisors | Percentage of AUM | View | |
| ACORN FINANCIAL ADVISORY SERVICES, INC. CRD 116763 | Reston, VA | Corporate platform Corporation | $1.40B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOURWORLD CAPITAL MANAGEMENT LLC CRD 284138 | New York, NY | Corporate platform LLC | $1.40B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| MATRIX ASSET ADVISORS INC CRD 107408 | White Plains, NY | Corporate platform Corporation | $1.40B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRUSTMONT ADVISORY GROUP, INC. CRD 106015 | Greensburg, PA | Corporate platform Corporation | $1.40B | 60 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUDU INVESTMENT HOLDINGS, LLC CRD 174350 | New York, NY | Corporate platform LLC | $1.39B | 7 advisors | Performance-based fees | View | |
| IRONVIEW CAPITAL MANAGEMENT, LLC CRD 150250 | Conshohocken, PA | Corporate platform LLC | $1.39B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNTEGRA PRIVATE WEALTH GROUP LLC CRD 323180 | Chesterfield, MO | Corporate platform LLC | $1.39B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| PARADICE INVESTMENT MANAGEMENT LLC CRD 164411 | Sydney, CO | Corporate platform LLC | $1.39B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CORRUM CAPITAL MANAGEMENT CRD 168693 | Charlotte, NC | Corporate platform LLC | $1.39B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AROHI ASSET MANAGEMENT PTE LTD. CRD 160798 | Singapore | Corporate platform Other (specify) | $1.39B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SECURITY CAPITAL MANAGEMENT CRD 396 | Wheeling, WV | Corporate platform Corporation | $1.39B | 14 advisors | Percentage of AUM | View | |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC CRD 165474 | Louisville, KY | Corporate platform LLC | $1.38B | 41 advisors | Percentage of AUM; Hourly charges | View | |
| THE PINNACLE FINANCIAL GROUP CRD 164395 | Rockville Centre, NY | Corporate platform Corporation | $1.38B | 54 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEVEL FOUR CAPITAL MANAGEMENT CRD 304792 | Dallas, TX | Corporate platform LLC | $1.38B | 8 advisors | Percentage of AUM | View | |
| SG CAPITAL MANAGEMENT LLC CRD 134471 | Chicago, IL | Corporate platform LLC | $1.38B | 6 advisors | Percentage of AUM; Performance-based fees | View |