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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 | |||||
|---|---|---|---|---|---|---|---|
| TOTH FINANCIAL ADVISORY CORP CRD 104952 | Leesburg, VA | Corporate platform Corporation | $1.15B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| VERITY ASSET MANAGEMENT CRD 158667 | Durham, NC | Corporate platform Corporation | $1.15B | 54 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COREVISION FINANCIAL GROUP CRD 325310 | Shelbyville, IN | Corporate platform LLC | $1.15B | 6 advisors | Percentage of AUM; Hourly charges | View | |
| GENERATION CAPITAL MANAGEMENT LLC CRD 128523 | Pittsford, NY | Corporate platform LLC | $1.15B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LONGVIEW WEALTH MANAGEMENT CRD 136214 | Atlanta, GA | Corporate platform Corporation | $1.15B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KORHORN FINANCIAL GROUP CRD 128606 | Granger, IN | Corporate platform LLC | $1.15B | 42 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUBREY CAPITAL MANAGEMENT CRD 285802 | Edinburgh, Mid Lothian, NY | Corporate platform Corporation | $1.15B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PARLIAMENT CAPITAL MANAGEMENT, LLC CRD 194513 | San Juan, PR | Corporate platform LLC | $1.15B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DEAN CAPITAL MANAGEMENT CRD 145666 | Overland Park, KS | Corporate platform LLC | $1.15B | 5 advisors | Percentage of AUM | View | |
| ATLAS CAPITAL ADVISORS INC. CRD 127036 | San Francisco, CA | Corporate platform Corporation | $1.15B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LUCID ADVISORS, INC. CRD 116639 | Seattle, WA | Corporate platform Corporation | $1.15B | 2 advisors | Hourly charges; Fixed fees | View | |
| WINSTON CAPITAL MANAGEMENT LLC CRD 111450 | Arlington, VA | Corporate platform LLC | $1.15B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL PARTNERS GROUP, INC. CRD 288644 | Overland Park, KS | Corporate platform Corporation | $1.15B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARK ASSET MANAGEMENT LP CRD 105691 | New York, NY | Corporate platform LP | $1.14B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ELGETHUN CAPITAL MANAGEMENT CRD 127616 | Sioux Falls, SD | Corporate platform Corporation | $1.14B | 10 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WATERFRONT WEALTH INC. CRD 173220 | Overland Park, KS | Corporate platform Corporation | $1.14B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOUNDATION RESOURCE MANAGEMENT, INC. CRD 116359 | Little Rock, AR | Corporate platform Corporation | $1.14B | 6 advisors | Percentage of AUM | View | |
| TOPLINE CAPITAL MANAGEMENT, LLC CRD 298981 | CA | Corporate platform LLC | $1.13B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GOODNOW INVESTMENT GROUP LLC CRD 136792 | Darien, CT | Corporate platform LLC | $1.13B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PROVIDENT INVESTMENT MANAGEMENT, INC. CRD 106976 | Novi, MI | Corporate platform Corporation | $1.13B | 6 advisors | Percentage of AUM | View | |
| THE DE BURLO GROUP, INC. CRD 153435 | Boston, MA | Corporate platform Corporation | $1.13B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GODWIN CAPITAL GROUP, LLC CRD 316592 | Atlanta, GA | Corporate platform LLC | $1.13B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ELLEVEST CRD 175476 | New York, NY | Corporate platform Corporation | $1.13B | 13 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| THE KELLY GROUP CRD 310140 | Bel Air, MD | Corporate platform LLC | $1.13B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View |