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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 | |||||
|---|---|---|---|---|---|---|---|
| CONNORS INVESTOR SERVICES INC CRD 106993 | Wyomissing, PA | Corporate platform Corporation | $1.28B | 10 advisors | Percentage of AUM | View | |
| NEWPORT CAPITAL GROUP, LLC CRD 144442 | Red Bank, NJ | Corporate platform LLC | $1.28B | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AMERICAN FINANCIAL ADVISORS INC CRD 108530 | Winter Park, FL | Corporate platform Corporation | $1.28B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC CRD 301879 | Atlanta, GA | Corporate platform LLC | $1.28B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL ADVANTAGE, INC. CRD 108985 | Walnut Creek, CA | Corporate platform Corporation | $1.28B | 9 advisors | Percentage of AUM | View | |
| PAUL WINKLER, INC. CRD 119342 | Goodlettsville, TN | Corporate platform Corporation | $1.28B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| URBAN FINANCIAL ADVISORY CORPORATION CRD 110057 | Chicago, IL | Corporate platform Corporation | $1.28B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMONWEALTH INVESTMENT MANAGEMENT CRD 106292 | Pittsburgh, PA | Corporate platform Corporation | $1.28B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARMSTRONG, FLEMING & MOORE, INC. CRD 107347 | Washington, DC | Corporate platform Corporation | $1.27B | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROMUS ASSET MANAGEMENT, LLC CRD 165478 | Chicago, IL | Corporate platform LLC | $1.27B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| L2 ASSET MANAGEMENT, LLC CRD 172688 | CA | Corporate platform LLC | $1.27B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BEACON CAPITAL MANAGEMENT, LLC CRD 156228 | Franklin, TN | Corporate platform LLC | $1.27B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KRISTAL.AI CRD 341175 | Singapore | Corporate platform Corporation | $1.27B | 15 advisors | Percentage of AUM | View | |
| PALISADE ASSET MANAGEMENT, LLC CRD 136089 | Minneapolis, MN | Corporate platform LLC | $1.27B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| PAUL R. RIED FINANCIAL GROUP, LLC CRD 297284 | Bellevue, WA | Corporate platform LLC | $1.27B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| TRUENORTH WEALTH CRD 142205 | Salt Lake City, UT | Corporate platform Corporation | $1.27B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENTERPRISE INVESTORS CRD 160833 | New York, NY | Corporate platform Corporation | $1.26B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGATO CAPITAL MANAGEMENT, LLC CRD 131704 | San Francisco, CA | Corporate platform LLC | $1.26B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PROFESSIONAL ADVISORY SERVICES INC CRD 105397 | Vero Beach, FL | Corporate platform Corporation | $1.26B | 9 advisors | Percentage of AUM | View | |
| GREEN CENTURY CAPITAL MANAGEMENT INC CRD 112442 | Boston, MA | Corporate platform Corporation | $1.26B | 6 advisors | Percentage of AUM | View | |
| WEBS CREEK CAPITAL MANAGEMENT LP CRD 301259 | Dallas, TX | Corporate platform LP | $1.25B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| INSIGNIA CAPITAL GROUP, L.P. CRD 169772 | Walnut Creek, CA | Corporate platform LP | $1.25B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BROOKWOOD INVESTMENT GROUP CRD 316544 | Phoenix, AZ | Corporate platform LLC | $1.25B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JAY A. FISHMAN, LTD CRD 105609 | Troy, MI | Corporate platform Corporation | $1.25B | 4 advisors | Percentage of AUM | View |