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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPSOUTH WEALTH MANAGEMENT CRD 132517 | Dothan, AL | Corporate platform Corporation | $1.00B | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COHEN CAPITAL MANAGEMENT INC CRD 107903 | Corte Madera, CA | Corporate platform Corporation | $1.00B | 4 advisors | Percentage of AUM; PROFIT INTEREST | View | |
| DAWSON PARTNERS CRD 339430 | New York, NY | Corporate platform Corporation | $999.1M | 60 advisors | Percentage of AUM; Performance-based fees | View | |
| PALM BEACH CAPITAL MANAGEMENT III, LLC CRD 159611 | West Palm Beach, FL | Corporate platform LLC | $998.8M | 7 advisors | Performance-based fees; FEES FROM PORTFOLIO COPANIES | View | |
| DAYBRIGHT ADVISORY SERVICES, INC. CRD 133795 | Miami, FL | Corporate platform Corporation | $997.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PASSIVE CAPITAL MANAGEMENT, LLC CRD 142870 | Syracuse, NY | Corporate platform LLC | $996.9M | 8 advisors | Percentage of AUM | View | |
| HUIZENGA CAPITAL MANAGEMENT, LLC CRD 156524 | Oak Brook, IL | Corporate platform LLC | $996.7M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MCLEAN ASSET MANAGEMENT CORP. CRD 108067 | Tysons, VA | Corporate platform Corporation | $993.9M | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORY RESEARCH INC CRD 108254 | Chicago, IL | Corporate platform Corporation | $991.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| MAN GLOBAL PRIVATE MARKETS (USA) INC. CRD 284066 | New York, NY | Corporate platform Corporation | $988.2M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TERRIL & COMPANY CRD 110422 | Saint Louis, MO | Corporate platform Corporation | $987.8M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL ENHANCEMENT GROUP CRD 159017 | Anderson, IN | Corporate platform LLC | $987.0M | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCENTRUM WEALTH MANAGEMENT CRD 167151 | San Jose, CA | Corporate platform Corporation | $986.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODWIN CAPITAL ADVISERS, INC. CRD 108290 | Hartford, CT | Corporate platform Corporation | $986.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN INDEPENDENT SECURITIES GROUP, LLC CRD 135288 | Eagle, ID | Corporate platform LLC | $986.3M | 49 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRISTOL WEALTH GROUP CRD 330145 | Taunton, MA | Corporate platform LLC | $985.6M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ENCOMPASS MORE ASSET MANAGEMENT LLC CRD 322382 | Danville, CA | Corporate platform LLC | $984.9M | 85 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARTON INVESTMENT MANAGEMENT, LLC CRD 141084 | W. Conshohocken, PA | Corporate platform LLC | $984.7M | 4 advisors | Percentage of AUM; PORTFOLIO MONITORING FEES | View | |
| TAC PARTNERS, INC. CRD 158249 | Boston, MA | Corporate platform Corporation | $983.4M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC CRD 108153 | Highlands Ranch, CO | Corporate platform LLC | $982.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW FORESTS INC. CRD 165267 | San Francisco, CA | Corporate platform Corporation | $981.9M | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALTIORA FINANCIAL GROUP, LLC CRD 292008 | CA | Corporate platform LLC | $981.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KHROM CAPITAL MANAGEMENT CRD 170711 | Miami, FL | Corporate platform LLC | $980.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH ALLIANCE ADVISORY GROUP, LLC CRD 290329 | Wichita, KS | Corporate platform LLC | $978.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |