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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 | |||||
|---|---|---|---|---|---|---|---|
| SANCUS CAPITAL MANAGEMENT LP CRD 157121 | Los Angeles, CA | Corporate platform LP | $618.9M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALEXANDER LABRUNERIE & CO., INC. CRD 117153 | Columbia, MO | Corporate platform Corporation | $618.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WHITE OAKS WEALTH ADVISORS, INC. CRD 173522 | Minneapolis, MN | Corporate platform Corporation | $618.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIVERMONT CAPITAL MANAGEMENT LP CRD 311888 | New York, NY | Corporate platform LP | $617.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| REGIS METRO ASSOCIATES, INC. CRD 160859 | San Francisco, CA | Corporate platform Corporation | $617.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DI INVESTMENT MANAGEMENT LP CRD 318069 | Dallas, TX | Corporate platform LP | $617.6M | 45 advisors | Percentage of AUM; Performance-based fees | View | |
| HUSSMAN STRATEGIC ADVISORS INC CRD 109400 | Ellicott City, MD | Corporate platform Corporation | $617.4M | 2 advisors | Percentage of AUM | View | |
| WEST WEALTH GROUP, LLC CRD 316644 | Irvine, CA | Corporate platform LLC | $616.7M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENBUSH FINANCIAL GROUP, LLC CRD 125500 | Albany, NY | Corporate platform LLC | $616.5M | 3 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| STOLPER & CO., INC. CRD 6911 | San Diego, CA | Corporate platform Corporation | $615.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FMB WEALTH MANAGEMENT CRD 122309 | Westlake Village, CA | Corporate platform Corporation | $615.7M | 5 advisors | Percentage of AUM | View | |
| KETTLE HILL CAPITAL MANAGEMENT, LLC CRD 163722 | New York, NY | Corporate platform LLC | $615.5M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NINE THIRTY CAPITAL MANAGEMENT, LLC CRD 130545 | New York, NY | Corporate platform LLC | $615.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ENVOY ADVISORY INC. CRD 306559 | Colorado Springs, CO | Corporate platform Corporation | $615.0M | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL ALTERNATIVES, INC. CRD 108245 | La Jolla, CA | Corporate platform Corporation | $614.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MYSTIC ASSET MANAGEMENT CRD 170361 | Warwick, RI | Corporate platform Corporation | $614.6M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TURAS CAPITAL MANAGEMENT CRD 336516 | Boston, MA | Corporate platform LP | $613.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC CRD 163428 | New York, NY | Corporate platform LLC | $612.4M | 14 advisors | Performance-based fees · MGMT FEE BASED ON % OF COMMIT CAP. +1 more | View | |
| WEALTH WATCH ADVISORS, INC CRD 172002 | Englewood, CO | Corporate platform Corporation | $612.4M | 52 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CRD 145682 | CA | Corporate platform LLC | $612.2M | 1 advisors | Percentage of AUM | View | |
| QUARTZ PARTNERS INVESTMENT MANAGEMENT CRD 174327 | Saratoga Springs, NY | Corporate platform LLC | $611.9M | 22 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL SECURITY MANAGEMENT, INC CRD 116570 | Lakewood, CO | Corporate platform Corporation | $611.5M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| STEFFES FINANCIAL, LTD CRD 134530 | Overland Park, KS | Corporate platform Corporation | $611.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PEREGRINE ASSET ADVISERS, INC. CRD 115738 | Portland, OR | Corporate platform Corporation | $611.0M | 6 advisors | Percentage of AUM; ANNUAL ACCOUNT FEE | View |