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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 | |||||
|---|---|---|---|---|---|---|---|
| DUDLEY & SHANLEY, INC. CRD 157515 | Palm Beach, FL | Corporate platform Corporation | $746.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL INSIGHTS WEALTH MANAGEMENT CRD 108797 | Tacoma, WA | Corporate platform Corporation | $746.7M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| DISCIPLINE WEALTH SOLUTIONS, INC. CRD 315846 | Greenville, SC | Corporate platform Corporation | $746.7M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAMOUNT FINANCIAL GROUP INC CRD 107834 | Colorado Springs, CO | Corporate platform Corporation | $745.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINEY LAKE CAPITAL MANAGEMENT LP CRD 290404 | Greenwich, CT | Corporate platform LP | $744.9M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| TREMBLANT CAPITAL GROUP CRD 138743 | West Palm Beach, FL | Corporate platform LP | $744.6M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CUREWELL CAPITAL MANAGEMENT, LLC CRD 318142 | Los Angeles, CA | Corporate platform LLC | $744.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CARR FINANCIAL GROUP CRD 317321 | Worcester, MA | Corporate platform Corporation | $744.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| JOHN E. SESTINA AND COMPANY CRD 108634 | Columbus, OH | Corporate platform Corporation | $744.0M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| KENDALL CAPITAL MANAGEMENT CRD 134740 | Rockville, MD | Corporate platform Corporation | $743.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| WAYSTONE ASSET MANAGEMENT (USA) LLC CRD 315393 | Chicago, IL | Corporate platform LLC | $742.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ABSOLUTE CAPITAL MANAGEMENT, LLC CRD 121484 | Pittsburgh, PA | Corporate platform LLC | $742.5M | 2 advisors | Percentage of AUM | View | |
| IFC CORE INVESTMENT MANAGEMENT LLC CRD 302090 | Raleigh, NC | Corporate platform LLC | $742.4M | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| MISSION CREEK CAPITAL PARTNERS, INC. CRD 151514 | San Francisco, CA | Corporate platform Corporation | $741.6M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUGUST GROUP CRD 311499 | Toronto, AZ | Corporate platform Corporation | $740.3M | 3 advisors | Percentage of AUM; PERCENTAGE OF NET WORTH | View | |
| PARAGON CAPITAL MANAGEMENT LLC CRD 108168 | Overland Park, KS | Corporate platform LLC | $739.8M | 8 advisors | Percentage of AUM | View | |
| STONEBRIDGE FINANCIAL GROUP CRD 166251 | Grand Rapids, MI | Corporate platform LLC | $739.4M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BAIRD CAPITAL MANAGEMENT COMPANY, LLC CRD 323309 | Milwaukee, WI | Corporate platform LLC | $737.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BAROMETER CAPITAL MANAGEMENT CRD 156409 | Toronto, Ontario | Corporate platform Corporation | $737.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CROSSPLANE CAPITAL MANAGEMENT, LP CRD 300646 | Dallas, TX | Corporate platform LP | $736.2M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THOMIST CAPITAL MANAGEMENT, LP CRD 299815 | Houston, TX | Corporate platform LP | $736.2M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| THE MARSHALL FINANCIAL GROUP LLC CRD 146362 | Hunt Valley, MD | Corporate platform LLC | $735.6M | 10 advisors | Percentage of AUM; Subscription fees | View | |
| CARLSON INVESTMENTS CRD 105729 | Concord, NH | Corporate platform Corporation | $735.5M | 8 advisors | Percentage of AUM | View | |
| SHOREBRIDGE CAPITAL MANAGEMENT, LLC CRD 290660 | Summit, NJ | Corporate platform LLC | $735.1M | 5 advisors | Percentage of AUM | View |