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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 | |||||
|---|---|---|---|---|---|---|---|
| HARFST AND ASSOCIATES, INC. CRD 145090 | Sheridan, WY | Corporate platform Corporation | $783.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD PORT ADVISORS CRD 108228 | Portland, ME | Corporate platform Corporation | $782.8M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DELTEC ASSET MANAGEMENT LLC CRD 104068 | New York, NY | Corporate platform LLC | $782.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| AMERANT INVESTMENTS, INC. CRD 117284 | Coral Gables, FL | Corporate platform Corporation | $782.4M | 22 advisors | Percentage of AUM | View | |
| CLARITY CAPITAL KCPS LTD CRD 160662 | Ramat-Gan, MN | Corporate platform Corporation | $782.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| HUNTLEIGH ADVISORS, INC. CRD 113412 | St.. Louis, MO | Corporate platform Corporation | $781.8M | 55 advisors | Percentage of AUM; SOLICITOR/THIRD PARTY MANAGER FEES | View | |
| WHELAN FINANCIAL CRD 107227 | Fresno, CA | Corporate platform Corporation | $781.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| FACTOR WEALTH MANAGEMENT CRD 104708 | Chicago, IL | Corporate platform Corporation | $781.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATER ASSET MANAGEMENT, LLC CRD 151508 | New York, NY | Corporate platform LLC | $780.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC CRD 286567 | San Diego, CA | Corporate platform LLC | $780.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIPE & DALTON INVESTMENT COUNSEL CRD 132737 | Syracuse, NY | Corporate platform Corporation | $779.9M | 2 advisors | Percentage of AUM | View | |
| SAFANAD INC. CRD 170969 | New York, NY | Corporate platform Corporation | $779.8M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| RAMSAY STATTMAN VELA & PRICE INC CRD 105156 | Colorado Springs, CO | Corporate platform Corporation | $778.5M | 5 advisors | Percentage of AUM | View | |
| M3F, INC. CRD 151191 | Salt Lake City, UT | Corporate platform Corporation | $778.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SNOW PHIPPS GROUP, LLC CRD 158024 | New York, NY | Corporate platform LLC | $777.1M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MELD FINANCIAL, INC. CRD 118896 | Birmingham, AL | Corporate platform Corporation | $776.4M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC CRD 158292 | Waukesha, WI | Corporate platform LLC | $775.2M | 107 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAFINE CAPITAL HOLDINGS LLC CRD 309490 | New York, NY | Corporate platform LLC | $775.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWGEN ASSET MANAGEMENT LIMITED CRD 163822 | Toronto, Ontario | Corporate platform Corporation | $774.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| EMBASSY ASSET MANAGEMENT LP CRD 314768 | Short Hills, NJ | Corporate platform LP | $774.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| T VENTURES MANAGEMENT CO, LTD. CRD 296775 | Sydney Nsw, CA | Corporate platform Corporation | $773.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC CRD 152689 | Garden City, NY | Corporate platform LLC | $773.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH POINT PORTFOLIO MANAGERS CORPORATION CRD 111257 | Orange Village, OH | Corporate platform Corporation | $773.3M | 6 advisors | Percentage of AUM | View | |
| 4612 GROUP, LLC CRD 287619 | Atlanta, GA | Corporate platform LLC | $773.3M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View |