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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 | |||||
|---|---|---|---|---|---|---|---|
| CEDERBERG CAPITAL ASIA LIMITED CRD 328093 | Tsim Sha Tsui, Kowloon | Corporate platform Corporation | $772.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CEDERBERG CAPITAL LIMITED CRD 297836 | London | Corporate platform Corporation | $772.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC CRD 285034 | Chicago, IL | Corporate platform LLC | $771.8M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MTM FINANCIAL GROUP, LLC CRD 147221 | Bethlehem, PA | Corporate platform LLC | $771.6M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STANDPOINT ASSET MANAGEMENT, LLC CRD 305155 | Scottsdale, AZ | Corporate platform LLC | $771.1M | 6 advisors | Percentage of AUM | View | |
| PERMANENT CAPITAL MANAGEMENT, LP CRD 328318 | Chicago, IL | Corporate platform LP | $768.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GRANT STREET ASSET MANAGEMENT INC CRD 106980 | Canonsburg, PA | Corporate platform Corporation | $768.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| HENNION & WALSH ASSET MANAGEMENT, INC. CRD 126236 | Parsippany, NJ | Corporate platform Corporation | $768.8M | 11 advisors | Percentage of AUM; Commissions | View | |
| ADK WEALTH ADVISORY GROUP CRD 175085 | St.. Louis, MO | Corporate platform LLC | $768.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILSEY ASSET MANAGEMENT INCORPORATED CRD 130482 | San Diego, CA | Corporate platform Corporation | $768.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SHAH CAPITAL MANAGEMENT CRD 133941 | Raleigh, NC | Corporate platform Corporation | $768.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COMMUNITY US FUND MANAGEMENT, INC. CRD 313802 | CA | Corporate platform Corporation | $767.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WISDOMTREE DIGITAL MANAGEMENT, INC. CRD 322139 | New York, NY | Corporate platform Corporation | $766.0M | 3 advisors | Percentage of AUM | View | |
| MOLDENHAUER & ASSOCIATES CRD 337303 | Orchard Park, NY | Corporate platform Corporation | $764.9M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TAVIRA FINANCIAL CRD 299666 | London, England | Corporate platform Corporation | $764.2M | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC CRD 120109 | New York, NY | Corporate platform LLC | $763.7M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FIRST FINANCIAL CONSULTING CRD 107456 | Pasadena, CA | Corporate platform Corporation | $762.6M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| SUMMIT WEALTH GROUP LLC CRD 282205 | Exeter, NH | Corporate platform LLC | $761.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FSA INVESTMENT GROUP, LLC CRD 163641 | Pensacola, FL | Corporate platform LLC | $761.8M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| STERLING FINANCIAL PLANNING INC CRD 108664 | Sparta, NJ | Corporate platform Corporation | $760.8M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AMERICAN WEALTH MANAGEMENT CRD 122205 | Reno, NV | Corporate platform Corporation | $760.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION CRD 107777 | Lake Oswego, OR | Corporate platform Corporation | $758.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVA RIDGE CAPITAL MANAGEMENT LP CRD 137716 | New York, NY | Corporate platform LP | $757.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SUMMIT STREET CAPITAL MANAGEMENT, LLC CRD 160129 | New York, NY | Corporate platform LLC | $757.5M | 4 advisors | Percentage of AUM; Performance-based fees | View |