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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 | |||||
|---|---|---|---|---|---|---|---|
| PARAGON CAPITAL MANAGEMENT CRD 105147 | Denver, CO | Corporate platform Corporation | $1.32B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LVM CAPITAL MANAGEMENT LTD CRD 111039 | Portage, MI | Corporate platform Corporation | $1.31B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL INVESTMENT SERVICES OF AMERICA INC CRD 110639 | Milwaukee, WI | Corporate platform Corporation | $1.31B | 9 advisors | Percentage of AUM | View | |
| VALLEY NATIONAL ADVISERS INC CRD 110788 | Bethlehem, PA | Corporate platform Corporation | $1.31B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIRTUE CAPITAL MANAGEMENT, LLC CRD 167816 | Brentwood, TN | Corporate platform LLC | $1.31B | 90 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METACAPITAL MANAGEMENT, L.P. CRD 138405 | New York, NY | Advisory firm LP | $1.31B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BEACON FINANCIAL GROUP CRD 110038 | Dallas, TX | Corporate platform Corporation | $1.30B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MADISON PARTNERS CRD 305824 | Madison, WI | Corporate platform Corporation | $1.30B | 17 advisors | Percentage of AUM | View | |
| SWAN CAPITAL MANAGEMENT, LLC CRD 164280 | Durango, CO | Corporate platform LLC | $1.30B | 1 advisors | Percentage of AUM | View | |
| PALADIN CAPITAL MANAGEMENT, LLC CRD 122679 | Washington, DC | Corporate platform LLC | $1.30B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| SYNERGY ASSET MANAGEMENT, LLC CRD 117201 | Vancouver, WA | Corporate platform LLC | $1.30B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. CRD 115220 | Tulsa, OK | Corporate platform LLC | $1.30B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SKERRYVORE ASSET MANAGEMENT CRD 330060 | Edinburgh | Corporate platform Other (specify) | $1.30B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BALLEW ADVISORS INC CRD 110522 | Jackson, MS | Corporate platform Corporation | $1.30B | 6 advisors | Percentage of AUM; SEE SCHEDULE D - MISCELLANEOUS | View | |
| BALDWIN INVESTMENT MANAGEMENT, LLC CRD 108922 | West Conshohocken, PA | Corporate platform LLC | $1.30B | 11 advisors | Percentage of AUM | View | |
| SIO CAPITAL MANAGEMENT, LLC CRD 165989 | New York, NY | Corporate platform LLC | $1.29B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| STANSBERRY ASSET MANAGEMENT, LLC CRD 282103 | Westlake, TX | Corporate platform LLC | $1.29B | 13 advisors | Percentage of AUM | View | |
| TRIANGLE WEALTH MANAGEMENT CRD 148156 | Raleigh, NC | Corporate platform Corporation | $1.29B | 9 advisors | Percentage of AUM | View | |
| ZENTIFIC INVESTMENT MANAGEMENT LIMITED CRD 174321 | Hong Kong | Corporate platform Other (specify) | $1.29B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ACADEMY ASSET MANAGEMENT CRD 319774 | New York, NY | Corporate platform LLC | $1.29B | 3 advisors | Percentage of AUM | View | |
| CANAL CAPITAL MANAGEMENT, LLC CRD 164971 | Richmond, VA | Corporate platform LLC | $1.28B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PIPER SANDLER & CO. CRD 665 | Minneapolis, MN | Corporate platform Corporation | $1.28B | 31 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NEW LEGACY GROUP, LLC CRD 160969 | New York, NY | Corporate platform LLC | $1.28B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIVATE CAPITAL ADVISORS, INC. CRD 125771 | Darien, CT | Corporate platform Corporation | $1.28B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |