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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 | |||||
|---|---|---|---|---|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC CRD 313573 | Oklahoma City, OK | Corporate platform LLC | $1.06B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOK FINANCIAL ADVISORS CRD 17530 | Tulsa, OK | Corporate platform Corporation | $1.06B | 142 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIO FINANCIAL GROUP CRD 289889 | San Francisco, CA | Corporate platform LLC | $1.06B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TWIN OAK ETF COMPANY CRD 330365 | Wellesley, MA | Corporate platform Corporation | $1.06B | 3 advisors | Percentage of AUM | View | |
| SEER CAPITAL MANAGEMENT LP CRD 152164 | New York, NY | Corporate platform LP | $1.06B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SEQUENT ASSET MANAGEMENT, LLC CRD 148194 | Houston, TX | Corporate platform LLC | $1.06B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STEPP & ROTHWELL INC CRD 107999 | Overland Park, KS | Corporate platform Corporation | $1.06B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| ARMBRUSTER CAPITAL MANAGEMENT, INC. CRD 151590 | Pittsford, NY | Corporate platform Corporation | $1.06B | 7 advisors | Percentage of AUM | View | |
| GRIFFIN ASSET MANAGEMENT, LLC CRD 104548 | New York, NY | Corporate platform LLC | $1.05B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DGS CAPITAL MANAGEMENT CRD 281938 | Jersey City, NJ | Corporate platform LLC | $1.05B | 7 advisors | Percentage of AUM | View | |
| CONNELLY CAPITAL MANAGEMENT LLC CRD 324104 | Guaynabo, PR | Corporate platform LLC | $1.05B | 2 advisors | Percentage of AUM; A STATED PERCENTAGE OF TAX SAVINGS. | View | |
| GOLDSTONE FINANCIAL GROUP, LLC CRD 222520 | Oakbrook Terrace, IL | Corporate platform LLC | $1.05B | 13 advisors | Percentage of AUM; Hourly charges | View | |
| GR FINANCIAL GROUP, LLC CRD 172370 | Tucson, AZ | Corporate platform LLC | $1.05B | 6 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. CRD 109040 | Milton, GA | Corporate platform Corporation | $1.05B | 4 advisors | Percentage of AUM; Hourly charges | View | |
| LIBERTY ONE INVESTMENT MANAGEMENT CRD 304290 | Libertyville, IL | Corporate platform LLC | $1.05B | 19 advisors | Percentage of AUM | View | |
| WHITEFORT CAPITAL MANAGEMENT, LP CRD 288534 | New York, NY | Corporate platform LP | $1.05B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| POST ROAD GROUP LLC CRD 288459 | Stamford, CT | Corporate platform LLC | $1.05B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SOUTHERN FINANCIAL GROUP, LLC CRD 142644 | Birmingham, AL | Corporate platform LLC | $1.05B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAKER ELLIS ASSET MANAGEMENT LLC CRD 121802 | Vancouver, WA | Corporate platform LLC | $1.05B | 3 advisors | Percentage of AUM | View | |
| QUONA CAPITAL MANAGEMENT LLC CRD 277131 | Washington, DC | Corporate platform LLC | $1.05B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| WEAVER CONSULTING GROUP, LLC CRD 287895 | Huntington Beach, CA | Corporate platform LLC | $1.05B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MANCHESTER FINANCIAL INC CRD 106071 | Westlake Village, CA | Corporate platform Corporation | $1.05B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEATHERFORD CAPITAL MANAGEMENT CRD 304514 | Tampa, FL | Corporate platform LLC | $1.05B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| CIFC INVESTMENT MANAGEMENT LLC CRD 107050 | Miami, FL | Corporate platform LLC | $1.04B | 89 advisors | Percentage of AUM; Performance-based fees | View |