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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 | |||||
|---|---|---|---|---|---|---|---|
| LYNX ASSET MANAGEMENT AB CRD 285234 | Stockholm, OH | Corporate platform Other (specify) | $1.38B | 76 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANVILLE CAPITAL, INC. CRD 126679 | Greensboro, NC | Corporate platform Corporation | $1.37B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE PLANNING CENTER, INC. CRD 118994 | Moline, IL | Corporate platform Corporation | $1.37B | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| J. L. BAINBRIDGE & CO., INC. CRD 108058 | Sarasota, FL | Corporate platform Corporation | $1.37B | 6 advisors | Percentage of AUM | View | |
| ONYX BRIDGE WEALTH GROUP LLC CRD 306097 | Tarrytown, NY | Corporate platform LLC | $1.37B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRASA CAPITAL MANAGEMENT CRD 316265 | Los Angeles, CA | Corporate platform LP | $1.37B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| MOUNTAIN CAPITAL MANAGEMENT, LLC CRD 281465 | Houston, TX | Corporate platform LLC | $1.37B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| AEGIS FINANCIAL CORPORATION CRD 111587 | Mclean, VA | Corporate platform Corporation | $1.37B | 4 advisors | Percentage of AUM | View | |
| ROOSEVELT CAPITAL MANAGEMENT LLC CRD 283217 | Dallas, TX | Corporate platform LLC | $1.37B | 2 advisors | Percentage of AUM | View | |
| ORIBEL CAPITAL MANAGEMENT, LP CRD 283118 | New York, NY | Corporate platform LP | $1.37B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SOMA CAPITAL MANAGEMENT LLC CRD 285419 | FL | Corporate platform LLC | $1.37B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEETS SMITH WEALTH MANAGEMENT CRD 105710 | Winston Salem, NC | Corporate platform Corporation | $1.37B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| BBVA GLOBAL WEALTH ADVISORS, INC. CRD 327326 | Miami, FL | Corporate platform Corporation | $1.36B | 29 advisors | Percentage of AUM | View | |
| PENN DAVIS MCFARLAND INC CRD 110417 | Dallas, TX | Corporate platform Corporation | $1.36B | 7 advisors | Percentage of AUM | View | |
| KERA CAPITAL PARTNERS CRD 312875 | San Jose, CA | Corporate platform Corporation | $1.36B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MIRAVAST ASSET MANAGEMENT, LLC CRD 168582 | Newtown, PA | Corporate platform LLC | $1.36B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WESTMINSTER FINANCIAL ADVISORY CORP CRD 110283 | Beavercreek, OH | Corporate platform Corporation | $1.36B | 41 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PACKERLAND BROKERAGE SERVICES, INC. CRD 37031 | Green Bay, WI | Corporate platform Corporation | $1.36B | 165 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEIGA ASSET MANAGEMENT LIMITED CRD 288614 | Hong Kong | Corporate platform Corporation | $1.36B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE CAPITAL, INC. CRD 105396 | Palo Alto, CA | Corporate platform Corporation | $1.36B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SGROI WEALTH ADVISORY GROUP LLC CRD 289764 | West Seneca, NY | Corporate platform LLC | $1.36B | 14 advisors | Percentage of AUM | View | |
| ALLY BRIDGE GROUP (PE) LLC CRD 315273 | New York, NY | Corporate platform LLC | $1.35B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| TOTAL INVESTMENT MANAGEMENT, INC. CRD 108818 | Scottsdale, AZ | Corporate platform Corporation | $1.35B | 8 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| HOBE MOUNTAIN CAPITAL MANAGEMENT LLC CRD 338577 | West Palm Beach, FL | Corporate platform LLC | $1.35B | 3 advisors | Percentage of AUM | View |