Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| PLEIAD INVESTMENT ADVISORS CRD 172237 | Hong Kong | Corporate platform Corporation | $1.35B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| GIBRALTAR CAPITAL MANAGEMENT, INC. CRD 122328 | Tulsa, OK | Corporate platform Corporation | $1.35B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HILL INVESTMENT GROUP CRD 312052 | St.. Louis, MO | Corporate platform LLC | $1.35B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH ADVISORS GROUP CRD 122050 | Fort Wayne, IN | Corporate platform Corporation | $1.34B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZADIG ASSET MANAGEMENT S.A. CRD 167166 | Strassen | Corporate platform Other (specify) | $1.34B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC CRD 107638 | Alamo, CA | Corporate platform LLC | $1.34B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAYNE CAPITAL MANAGEMENT, LLC CRD 147119 | New York, NY | Corporate platform LLC | $1.34B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FMP WEALTH ADVISERS CRD 110270 | Austin, TX | Corporate platform Corporation | $1.34B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| COLCHIS CAPITAL MANAGEMENT, L.P. CRD 163503 | CA | Corporate platform LP | $1.34B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| ASPEN CAPITAL MANAGEMENT, LLC CRD 119050 | Boise, ID | Corporate platform LLC | $1.34B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN PACIFIC GROUP CRD 306218 | Larkspur, CA | Corporate platform LP | $1.34B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CENTENNIAL SECURITIES COMPANY INC CRD 7763 | Grand Rapids, MI | Corporate platform Corporation | $1.34B | 30 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE STATE CAPITAL MANAGEMENT, LP CRD 284888 | Greenwich, CT | Corporate platform LP | $1.33B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVID WENDELL ASSOCIATES, INC. CRD 106664 | Portsmouth, NH | Corporate platform Corporation | $1.33B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CHATTERTON & ASSOCIATES CRD 132295 | Anaheim, CA | Corporate platform Corporation | $1.33B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| CORE CAPITAL PARTNERS CRD 162579 | MD | Corporate platform Corporation | $1.33B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CLARK ASSET MANAGEMENT, LLC CRD 284480 | CA | Corporate platform LLC | $1.32B | 6 advisors | Fixed fees | View | |
| U.S. GLOBAL INVESTORS, INC. CRD 111097 | San Antonio, TX | Corporate platform Corporation | $1.32B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CHILTON INVESTMENT COMPANY, INC. CRD 120107 | Stamford, CT | Corporate platform Corporation | $1.32B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS CRD 111685 | Leesburg, VA | Corporate platform Corporation | $1.32B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVER PARTNERS CAPITAL MANAGEMENT, LP CRD 172496 | New York, NY | Corporate platform LP | $1.32B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WALLINGTON ASSET MANAGEMENT CRD 143360 | Indianapolis, IN | Corporate platform LLC | $1.32B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANOPY CAPITAL GROUP CRD 326730 | Woburn, MA | Corporate platform Corporation | $1.32B | 5 advisors | Percentage of AUM | View | |
| PROFESSIONAL PLANNING GROUP CRD 108868 | Westerly, RI | Corporate platform Corporation | $1.32B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View |