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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 | |||||
|---|---|---|---|---|---|---|---|
| GREATER MIDWEST FINANCIAL GROUP, LLC CRD 324387 | Saint Paul, MN | Corporate platform LLC | $589.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FAIRFIELD, BUSH & CO. CRD 105970 | Darien, CT | Corporate platform Corporation | $589.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RJA ASSET MANAGEMENT LLC CRD 153428 | Stamford, CT | Corporate platform LLC | $588.9M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| VIRAGE CAPITAL MANAGEMENT LP CRD 167992 | Houston, TX | Corporate platform LP | $588.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SCOPIA CAPITAL MANAGEMENT LP CRD 124403 | New York, NY | Corporate platform LP | $587.3M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SATIS WEALTH MANAGEMENT CRD 336301 | London, NC | Corporate platform Corporation | $586.2M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'KEEFE STEVENS ADVISORY, INC. CRD 286338 | CA | Corporate platform Corporation | $585.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| RILEY FRIEDMAN ASSET MANAGEMENT CRD 155810 | Los Altos, CA | Corporate platform LLC | $584.8M | 2 advisors | Percentage of AUM | View | |
| HOBBS GROUP ADVISORS LLC CRD 157274 | Columbia, SC | Corporate platform LLC | $584.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAESIDIUM INVESTMENT MANAGEMENT CRD 137980 | New York, NY | Corporate platform LLC | $582.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CITYMARK CAPITAL MANAGEMENT COMPANY LLC CRD 291405 | Cleveland, OH | Corporate platform LLC | $582.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| RICHARDSON CAPITAL MANAGEMENT, LLC CRD 130985 | Menomonee Falls, WI | Corporate platform LLC | $582.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVALON CAPITAL MANAGEMENT CRD 107501 | Port Of Redwood City, CA | Corporate platform Corporation | $582.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| FRESHFORD CAPITAL MANAGEMENT, LLC CRD 158448 | Harrison, NY | Corporate platform LLC | $581.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| STEWART WEALTH MANAGEMENT, INC. CRD 143425 | San Rafael, CA | Corporate platform Corporation | $581.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RAINIER INVESTMENT MANAGEMENT LLC CRD 105556 | Seattle, WA | Corporate platform LLC | $581.1M | 3 advisors | Percentage of AUM | View | |
| SAVANNA INVESTMENT MANAGEMENT LLC CRD 158770 | New York, NY | Corporate platform LLC | $579.5M | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| HARVEY CAPITAL MANAGEMENT INC CRD 106224 | Palm Beach, FL | Corporate platform Corporation | $579.4M | 3 advisors | Percentage of AUM | View | |
| CIVITAS CAPITAL MANAGEMENT, LLC CRD 319105 | Dallas, TX | Corporate platform LLC | $578.6M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TWELE CAPITAL MANAGEMENT, INC. CRD 130239 | Minnetonka, MN | Corporate platform Corporation | $578.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BOXER CAPITAL MANAGEMENT, LLC CRD 330106 | San Diego, CA | Corporate platform LLC | $578.2M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AMERICAN INVESTORS CO CRD 38 | San Ramon, CA | Corporate platform Corporation | $578.1M | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JACKSON, GRANT INVESTMENT ADVISERS, INC. CRD 108156 | Stamford, CT | Corporate platform Corporation | $577.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| CELLO CAPITAL MANAGEMENT, LP CRD 160398 | New York, NY | Corporate platform LP | $577.2M | 4 advisors | Percentage of AUM; Performance-based fees | View |