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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 | |||||
|---|---|---|---|---|---|---|---|
| SUMMIT WEALTH AND RETIREMENT PARTNERS CRD 285972 | Eagle, ID | Corporate platform Corporation | $978.1M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| PATTON WEALTH ADVISORS CRD 120533 | CA | Corporate platform Corporation | $977.2M | 1 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SATOVSKY ASSET MANAGEMENT LLC CRD 143519 | New York, NY | Corporate platform LLC | $974.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUFMAN ASSOCIATES INC CRD 104622 | Sewickley, PA | Corporate platform Corporation | $971.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THE ARKANSAS FINANCIAL GROUP, INC. CRD 104808 | Little Rock, AR | Corporate platform Corporation | $971.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TDA INVESTMENT GROUP CRD 112016 | San Mateo, CA | Corporate platform Corporation | $969.3M | 5 advisors | Percentage of AUM | View | |
| CAT ROCK CAPITAL MANAGEMENT LP CRD 268817 | Greenwich, CT | Corporate platform LP | $968.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP CRD 288664 | New York, NY | Corporate platform LP | $966.5M | 12 advisors | Performance-based fees | View | |
| TIMEFOLIO ASSET MANAGEMENT SINGAPORE PTE. LTD. CRD 339423 | Singapore, Singapore | Corporate platform Other (specify) | $965.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ASHFORD CAPITAL MANAGEMENT INC CRD 110696 | Wilmington, DE | Corporate platform Corporation | $965.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ZENITH AM CRD 173046 | Paris, NY | Corporate platform Corporation | $963.6M | 8 advisors | Percentage of AUM · Commissions +1 more | View | |
| AMI INVESTMENT MANAGEMENT INC CRD 106321 | Kendallville, IN | Corporate platform Corporation | $963.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOONE CAPITAL MANAGEMENT LLC CRD 316230 | Atlanta, GA | Corporate platform LLC | $963.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BISON CAPITAL ASSET MANAGEMENT, LLC CRD 160562 | Santa Monica, CA | Corporate platform LLC | $962.5M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| THE PACIFIC CENTER FOR FINANCIAL SERVICES CRD 104557 | Danville, CA | Corporate platform Corporation | $960.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINGDON CAPITAL MANAGEMENT, L.L.C. CRD 157509 | New York, NY | Corporate platform LLC | $959.8M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SWANDER PACE CAPITAL CRD 157259 | Bedminster, NJ | Corporate platform Corporation | $959.6M | 17 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MILITIA CAPITAL MANAGEMENT, LLC CRD 335763 | Austin, TX | Corporate platform LLC | $958.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CORTLAND ASSOCIATES INC CRD 104681 | St.. Louis, MO | Corporate platform Corporation | $958.0M | 3 advisors | Percentage of AUM | View | |
| CORSAIR CAPITAL MANAGEMENT, L.P. CRD 157029 | New York, NY | Corporate platform LP | $957.0M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MBR FINANCIAL CRD 168333 | Houston, TX | Corporate platform Corporation | $956.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOCUS INVESTMENT ADVISORS, INC CRD 109970 | Solana Beach, CA | Corporate platform Corporation | $956.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| FORESIGHT GLOBAL INVESTORS, INC. CRD 281818 | Purchase, NY | Corporate platform Corporation | $955.2M | 3 advisors | Percentage of AUM | View | |
| TARBOX FAMILY OFFICE, INC. CRD 106079 | Newport Beach, CA | Corporate platform Corporation | $953.7M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |