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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 | |||||
|---|---|---|---|---|---|---|---|
| FIORI FINANCIAL GROUP CRD 318641 | Fort Lauderdale, FL | Corporate platform LLC | $567.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SUMITOMO MITSUI DS ASSET MANAGEMENT (HONG KONG) LIMITED CRD 110459 | Hong Kong | Corporate platform Corporation | $566.7M | 10 advisors | Percentage of AUM | View | |
| RHINO INVESTMENT PARTNERS, INC. CRD 283692 | West Conshohocken, PA | Corporate platform Corporation | $566.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MIDWEST FINANCIAL GROUP LLC CRD 175288 | Overland Park, KS | Corporate platform LLP | $566.1M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIRST KENTUCKY SECURITIES CORP CRD 7524 | Louisville, KY | Corporate platform Corporation | $566.0M | 16 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FIRST FIDUCIARY INVESTMENT COUNSEL INC CRD 111144 | Cleveland, OH | Corporate platform Corporation | $565.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| OPTO INVESTMENT MANAGEMENT, LLC CRD 316847 | New York, NY | Corporate platform LLC | $565.4M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OLSTEIN CAPITAL MANAGEMENT, L.P. CRD 38474 | Purchase, NY | Corporate platform LP | $564.1M | 6 advisors | Percentage of AUM | View | |
| SHIKIAR ASSET MANAGEMENT INC CRD 107533 | New York, NY | Corporate platform Corporation | $564.0M | 4 advisors | Percentage of AUM | View | |
| LGG FINANCIAL CRD 305002 | Bethesda, MD | Corporate platform Corporation | $563.9M | 2 advisors | Percentage of AUM | View | |
| PONDERA HOLDINGS LLC CRD 315097 | Chicago, IL | Corporate platform LLC | $563.8M | 4 advisors | Performance-based fees; A PERCENTAGE OF ADJUSTED EBITDA | View | |
| DARA CAPITAL US, INC. CRD 153544 | Miami, FL | Corporate platform Corporation | $563.1M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SEQUEL HOLDINGS, L.P. CRD 170237 | Dallas, TX | Corporate platform LP | $563.0M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| VELA INVESTMENT MANAGEMENT, LLC CRD 306678 | New Albany, OH | Corporate platform LLC | $562.9M | 23 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| JACOBSEN CAPITAL MANAGEMENT CRD 116085 | Salt Lake City, UT | Corporate platform LLC | $562.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BECK CAPITAL MANAGEMENT LLC CRD 152705 | Austin, TX | Corporate platform LLC | $562.4M | 7 advisors | Percentage of AUM | View | |
| CAPITOL PRIVATE WEALTH GROUP LLC CRD 283257 | Vienna, VA | Corporate platform LLC | $562.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SGH WEALTH MANAGEMENT CRD 284067 | Lathrup Village, MI | Corporate platform Corporation | $561.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIRERIGHT CONSULTING GROUP CRD 300925 | West Des Moines, IA | Corporate platform LLC | $561.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATRIX PRIVATE CAPITAL GROUP CRD 285531 | Chicago, IL | Corporate platform LLC | $561.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WEDGEWOOD PARTNERS, INC. CRD 21923 | St. Louis, MO | Corporate platform Corporation | $560.7M | 3 advisors | Percentage of AUM | View | |
| EMPIRICAL ASSET MANAGEMENT, LLC CRD 155436 | Wellesley, MA | Corporate platform LLC | $560.0M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES CRD 289463 | Richmond, KY | Corporate platform Corporation | $559.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M. KRAUS & COMPANY CRD 106749 | Shelburne, VT | Corporate platform Corporation | $559.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |