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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 | |||||
|---|---|---|---|---|---|---|---|
| RED OAK FINANCIAL GROUP CRD 166912 | Towson, MD | Corporate platform LLC | $1.04B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIOLICH CAPITAL MANAGEMENT CRD 111410 | Mill Valley, CA | Corporate platform Corporation | $1.04B | 1 advisors | Percentage of AUM | View | |
| NEWFRONT RETIREMENT SERVICES, INC. CRD 167641 | San Mateo, CA | Corporate platform Corporation | $1.04B | 25 advisors | Percentage of AUM; Fixed fees | View | |
| MPM WEALTH ADVISORS CRD 104926 | Holland, OH | Corporate platform Corporation | $1.04B | 18 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROGERS WEALTH GROUP, INC. CRD 107409 | Fort Worth, TX | Corporate platform Corporation | $1.04B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| RODGERS BROTHERS, INC. CRD 16197 | Harmony, PA | Corporate platform Corporation | $1.04B | 9 advisors | Percentage of AUM | View | |
| TOEWS ASSET MANAGEMENT CRD 106304 | Northfield, NJ | Corporate platform Corporation | $1.04B | 16 advisors | Percentage of AUM | View | |
| FIERSTON FINANCIAL GROUP INC CRD 105003 | West Hartford, CT | Corporate platform Corporation | $1.04B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 3(38) INVESTMENT FIDUCIARIES CRD 298053 | Simi Valley, CA | Corporate platform Corporation | $1.04B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BERYL CAPITAL MANAGEMENT, LLC CRD 269959 | Redondo Beach, CA | Corporate platform LLC | $1.03B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WILLIAM MACK & ASSOCIATES INC CRD 107377 | Troy, MI | Corporate platform Corporation | $1.03B | 10 advisors | Percentage of AUM; Hourly charges | View | |
| GOULD ASSET MANAGEMENT LLC CRD 113098 | Claremont, CA | Corporate platform LLC | $1.03B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NELLORE CAPITAL MANAGEMENT LLC CRD 300467 | CA | Corporate platform LLC | $1.03B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EQUALITY ASSET MANAGEMENT CRD 300710 | Boston, MA | Corporate platform LP | $1.03B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BANYAN TREE ASSET MANAGEMENT, LLC CRD 168384 | Torrance, CA | Corporate platform LLC | $1.03B | 4 advisors | Percentage of AUM; PERCENTAGE OF PAR/FACE AMOUNT | View | |
| LEGALIST CRD 297876 | San Francisco, CA | Corporate platform Corporation | $1.03B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| JOHN MOORE & ASSOCIATES INC CRD 109791 | Albuquerque, NM | Corporate platform Corporation | $1.03B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| J.W.BURNS & COMPANY, INC. CRD 107835 | Dewitt, NY | Corporate platform Corporation | $1.03B | 5 advisors | Percentage of AUM | View | |
| CARDINAL CAPITAL MANAGEMENT INC CRD 108076 | Raleigh, NC | Corporate platform Corporation | $1.03B | 3 advisors | Percentage of AUM | View | |
| BASS AND BELL, INC. CRD 300557 | Little Rock, AR | Corporate platform Corporation | $1.02B | 6 advisors | Percentage of AUM | View | |
| PERRYMAN FINANCIAL ADVISORY, INC. CRD 107653 | Dallas, TX | Corporate platform Corporation | $1.02B | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STANLEY-LAMAN GROUP LTD. CRD 112112 | Berwyn, PA | Corporate platform Corporation | $1.02B | 13 advisors | Percentage of AUM | View | |
| CAPITAL INVESTMENT COUNSEL INC CRD 104591 | Raleigh, NC | Corporate platform Corporation | $1.02B | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PETTYJOHN, WOOD & WHITE, INC. CRD 106403 | Lynchburg, VA | Corporate platform Corporation | $1.02B | 5 advisors | Percentage of AUM | View |