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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 | |||||
|---|---|---|---|---|---|---|---|
| ALPHA CAPITAL MANAGEMENT CRD 121703 | Austin, TX | Corporate platform Corporation | $871.4M | 5 advisors | Percentage of AUM | View | |
| SECURE ASSET MANAGEMENT, L.L.C. CRD 144046 | Troy, MI | Corporate platform LLC | $870.6M | 55 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ATLAS CAPITAL MANAGEMENT CORP CRD 106107 | Ft. Wayne, IN | Corporate platform Corporation | $869.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BRIDGEWEALTH ADVISORY GROUP, LLC CRD 293514 | Fresno, CA | Corporate platform LLC | $868.9M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| CIRCLE ADVISERS INC CRD 110818 | New York, NY | Corporate platform Corporation | $868.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY FINANCIAL CORPORATION CRD 137125 | Jackson, WY | Corporate platform Corporation | $868.1M | 21 employees | Percentage of AUM | View | |
| PARK CAPITAL MANAGEMENT, LLC CRD 158965 | Madison, WI | Corporate platform LLC | $868.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VANTAGE FINANCIAL GROUP, INC. CRD 105950 | Cleveland, OH | Corporate platform Corporation | $866.9M | 22 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CARSON ADVISORY GROUP CRD 117410 | Athens, GA | Corporate platform Corporation | $864.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TREO ASSET MANAGEMENT, LLC CRD 164982 | New York, NY | Corporate platform LLC | $864.7M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| I80 GROUP LP CRD 304848 | New York, NY | Corporate platform LP | $864.0M | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENROCK RESEARCH, INC. CRD 131825 | Chicago, IL | Corporate platform Corporation | $863.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CARTESIAN CAPITAL GROUP CRD 159370 | New York, NY | Corporate platform LLC | $863.2M | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| ATIVO CAPITAL MANAGEMENT, LLC CRD 125303 | Chicago, IL | Corporate platform LLC | $862.7M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LEVEL FINANCIAL ADVISORS, INC. CRD 110641 | East Amherst, NY | Corporate platform Corporation | $862.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCMILL CPA AND ADVISORS CRD 129015 | Norfolk, NE | Corporate platform Corporation | $862.3M | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRONT STREET CAPITAL MANAGEMENT, INC. CRD 141974 | Missoula, MT | Corporate platform Corporation | $862.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE HIGH NET WORTH ADVISORY GROUP, LLC CRD 309997 | Naples, FL | Corporate platform LLC | $861.7M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MERIDIAN INVESTMENT ADVISORS CRD 110216 | Little Rock, AR | Corporate platform Corporation | $861.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HALLE CAPITAL MANAGEMENT LP CRD 307156 | New York, NY | Corporate platform LP | $861.5M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ELITE WEALTH MANAGEMENT, INC. CRD 132122 | Kirkland, WA | Corporate platform Corporation | $861.3M | 3 advisors | Percentage of AUM | View | |
| EAGLE'S VIEW CAPITAL MANAGEMENT LLC CRD 160494 | New York, NY | Corporate platform LLC | $860.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESCO PRIVATE CAPITAL, INC. CRD 107584 | New York, NY | Corporate platform Corporation | $860.4M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PROBITY ADVISORS, INC. CRD 121849 | Dallas, TX | Corporate platform Corporation | $859.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View |