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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 | |||||
|---|---|---|---|---|---|---|---|
| GREATMARK INVESTMENT PARTNERS, INC. CRD 105267 | Columbus, GA | Corporate platform Corporation | $1.02B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ZEVIN ASSET MANAGEMENT, LLC CRD 165269 | Boston, MA | Corporate platform LLC | $1.02B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BREAKWATER CAPITAL GROUP CRD 321097 | Paramus, NJ | Corporate platform LLC | $1.02B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MG&A WEALTH CRD 284866 | Plantation, FL | Corporate platform Corporation | $1.02B | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOLLINDA CAPITAL MANAGEMENT LLC CRD 321742 | Miami, FL | Corporate platform LLC | $1.02B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOCELYN INVESTMENT MANAGEMENT, LLC CRD 323831 | San Rafael, CA | Corporate platform LLC | $1.01B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCHER INVESTMENT CORPORATION CRD 136403 | Carmel, IN | Corporate platform Corporation | $1.01B | 80 advisors | Percentage of AUM; Fixed fees | View | |
| NAVIGATION GROUP LLC CRD 130982 | Redwood Shores, CA | Corporate platform LLC | $1.01B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK ASSET MANAGEMENT, LLC CRD 106944 | Louisville, CO | Corporate platform LLC | $1.01B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| LATHROP INVESTMENT MANAGEMENT COMPANY CRD 334458 | Little Rock, AR | Corporate platform LLC | $1.01B | 3 advisors | Percentage of AUM | View | |
| VECTORS ASSET MANAGEMENT CRD 137772 | New York, NY | Corporate platform LLC | $1.01B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THE NORTHSTAR GROUP, INC. CRD 110409 | New York, NY | Corporate platform Corporation | $1.01B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEGACY FINANCIAL GROUP CRD 154927 | Des Moines, IA | Corporate platform LLC | $1.01B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST PACES ADVISORS, INC. CRD 175512 | Atlanta, GA | Corporate platform Corporation | $1.01B | 5 advisors | Percentage of AUM | View | |
| M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | Portland, OR | Corporate platform Corporation | $1.01B | 3 employees | Percentage of AUM | View | |
| EAST COAST ASSET MANAGEMENT, LLC CRD 147910 | Essex, MA | Corporate platform LLC | $1.01B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| VOLOFIN CAPITAL MANAGEMENT CRD 309922 | Daniel Island, SC | Corporate platform LLC | $1.01B | 4 advisors | Percentage of AUM; UNDERWRITING AND ORIGINATION FEES | View | |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. CRD 149830 | Appleton, WI | Corporate platform Corporation | $1.01B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORBYN INVESTMENT MANAGEMENT INC CRD 104716 | Lutherville, MD | Corporate platform Corporation | $1.01B | 7 advisors | Percentage of AUM | View | |
| LATERAL INVESTMENT MANAGEMENT, LLC CRD 159649 | Burlingame, CA | Corporate platform LLC | $1.00B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| QUANTUM CAPITAL MANAGEMENT, LLC CRD 111083 | Northfield, NJ | Corporate platform LLC | $1.00B | 2 advisors | Percentage of AUM | View | |
| HUDOCK CAPITAL GROUP CRD 149255 | Williamsport, PA | Corporate platform Corporation | $1.00B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVEREST FINANCIAL GROUP CRD 137260 | Minneapolis, MN | Corporate platform LLC | $1.00B | 12 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WORLD EQUITY GROUP, INC. CRD 29087 | Schaumburg, IL | Corporate platform Corporation | $1.00B | 52 advisors | Percentage of AUM · Hourly charges +1 more | View |