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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 | |||||
|---|---|---|---|---|---|---|---|
| HPE CAPITAL MANAGEMENT II, LLC CRD 283607 | Cincinnati, OH | Corporate platform LLC | $840.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| COINBASE ASSET MANAGEMENT, LLC CRD 322174 | Stamford, CT | Corporate platform LLC | $840.5M | 7 advisors | Percentage of AUM | View | |
| CONCISE CAPITAL MANAGEMENT, L.P. CRD 145778 | Miami, FL | Corporate platform LP | $838.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NET WORTH ADVISORY GROUP, LLC CRD 126983 | Sandy, UT | Corporate platform LLC | $838.4M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACANSA INVESTMENT MANAGEMENT GROUP, LLC CRD 313457 | Tysons Corner, VA | Corporate platform LLC | $838.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TWIN CAPITAL MANAGEMENT INC CRD 104748 | Mcmurray, PA | Corporate platform Corporation | $837.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BFI INFINITY LTD. CRD 158420 | Zurich, AL | Corporate platform Corporation | $837.6M | 15 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL SENSE ADVISORS, INC. CRD 111090 | San Diego, CA | Corporate platform Corporation | $835.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOVACAP MANAGEMENT FINANCIAL SERVICES INC. CRD 327205 | Brossard, Quebec | Corporate platform Corporation | $834.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC WEALTH MANAGEMENT GROUP CRD 125882 | New York, NY | Corporate platform LLC | $832.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FDX ADVISORS, INC. CRD 104601 | Chicago, IL | Corporate platform Corporation | $832.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYNCH & ASSOCIATES CRD 108326 | Newburgh, IN | Corporate platform Corporation | $831.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZIONS CAPITAL ADVISORS, INC. CRD 131308 | Salt Lake City, UT | Corporate platform Corporation | $830.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SMITHBRIDGE ASSET MANAGEMENT, INC. CRD 106261 | Chadds Ford, PA | Corporate platform Corporation | $830.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THAMES CAPITAL MANAGEMENT, LLC CRD 288755 | Roseland, NJ | Corporate platform LLC | $830.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC INVESTMENT SOLUTIONS, INC. CRD 143128 | Orland Park, IL | Corporate platform Corporation | $830.2M | 9 advisors | Percentage of AUM | View | |
| KFA PRIVATE WEALTH GROUP, LLC CRD 281678 | Tyson, VA | Corporate platform LLC | $830.0M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANITE GROUP ADVISORS, LLC CRD 127357 | Stamford, CT | Corporate platform LLC | $829.6M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC CRD 285836 | New York, NY | Corporate platform LLC | $829.2M | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| MASON & ASSOCIATES, INC. CRD 141303 | Los Angeles, CA | Corporate platform Corporation | $828.7M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RVK, INC. CRD 18005 | Portland, OR | Corporate platform Corporation | $827.9M | 111 advisors | Hourly charges · Fixed fees +1 more | View | |
| KERSHNER, GROSSO & CO. CRD 105696 | Saratoga Spring, NY | Corporate platform Corporation | $825.5M | 6 advisors | Percentage of AUM | View | |
| NEXANNUITY ASSET MANAGEMENT, L.P. CRD 309748 | Dallas, TX | Corporate platform LP | $823.4M | 4 advisors | Percentage of AUM | View | |
| FORTIS GROUP ADVISORS LLC CRD 290427 | Westwood, NJ | Corporate platform LLC | $822.4M | 24 advisors | Percentage of AUM · Hourly charges +1 more | View |