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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 | |||||
|---|---|---|---|---|---|---|---|
| MRAZ AND ASSOCIATES CRD 158338 | Modesto, CA | Corporate platform Corporation | $917.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DILLON & ASSOCIATES INC CRD 104662 | Jackson, MI | Corporate platform Corporation | $916.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GOODMAN FINANCIAL CORPORATION CRD 114637 | Houston, TX | Corporate platform Corporation | $915.9M | 16 advisors | Percentage of AUM; Hourly charges | View | |
| OLD WEST INVESTMENT MANAGEMENT, LLC CRD 148343 | Los Angeles, CA | Corporate platform LLC | $915.7M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MADRYN ASSET MANAGEMENT, LP CRD 286065 | New York, NY | Corporate platform LP | $915.0M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ROSEMEYER MANAGEMENT GROUP CRD 310363 | Platteville, WI | Corporate platform LLC | $914.0M | 9 advisors | Percentage of AUM; Fixed fees | View | |
| RFE MANAGEMENT CORPORATION CRD 160360 | Westport, CT | Corporate platform Corporation | $913.3M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| BRIAUD FINANCIAL ADVISORS CRD 105638 | College Station, TX | Corporate platform Corporation | $912.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC CRD 312797 | New York, NY | Corporate platform LLC | $911.7M | 1096 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAK WEALTH SOLUTIONS CRD 127391 | Pepper Pike, OH | Corporate platform Corporation | $911.6M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRUBEE WEALTH ADVISORS, INC. CRD 3618 | Buffalo, NY | Corporate platform Corporation | $911.5M | 14 advisors | Percentage of AUM; Fixed fees | View | |
| NESTEGGS, INC. CRD 133507 | Jacksonville, FL | Corporate platform Corporation | $911.3M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOON CAPITAL MANAGEMENT LP CRD 156460 | New York, NY | Corporate platform LP | $911.2M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SYVERSON STREGE CRD 109228 | West Des Moines, IA | Corporate platform Corporation | $910.8M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOKMONT CAPITAL MANAGEMENT CRD 145475 | Dallas, TX | Corporate platform LLC | $910.5M | 4 advisors | Percentage of AUM; PERCENTAGE OF ASSETS CONSULTED UPON | View | |
| STRATEGIC PLANNING GROUP CRD 113844 | Bountiful, UT | Corporate platform LLC | $910.3M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CULLEN INVESTMENT GROUP CRD 18266 | Lafayette, LA | Corporate platform Corporation | $910.0M | 5 advisors | Percentage of AUM | View | |
| CLAYTON WEALTH PARTNERS CRD 105898 | Topeka, KS | Corporate platform Corporation | $909.8M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES CRD 112248 | Arlington, TX | Corporate platform LLC | $909.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESTANCIA CAPITAL MANAGEMENT, LLC CRD 166478 | Scottsdale, AZ | Corporate platform LLC | $908.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. CRD 13609 | Cedar Rapids, IA | Corporate platform Corporation | $906.4M | 100 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HABROK CAPITAL MANAGEMENT LLP CRD 157014 | London | Corporate platform LLP | $906.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RICHARD P. SLAUGHTER ASSOCIATES, INC. CRD 109080 | Austin, TX | Corporate platform Corporation | $905.2M | 12 advisors | Percentage of AUM; Hourly charges | View | |
| HOLOWESKO PARTNERS LTD. CRD 155703 | Nassau | Corporate platform Corporation | $904.1M | 13 advisors | Percentage of AUM; Performance-based fees | View |