Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| MOUNTAIN HILL INVESTMENT PARTNERS CRD 175187 | Atlantic Highlands, NJ | Corporate platform Corporation | $539.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| GALLACHER CAPITAL MANAGEMENT, LLC CRD 113189 | Lone Tree, CO | Corporate platform LLC | $539.0M | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CRD 140551 | Phoenix, AZ | Corporate platform LLC | $538.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORRIS FINANCIAL CONCEPTS, INC. CRD 114862 | Mount Pleasant, SC | Corporate platform Corporation | $538.4M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEANS KNIGHT CAPITAL MANAGEMENT CRD 149155 | Vancouver | Corporate platform Other (specify) | $538.3M | 7 advisors | Percentage of AUM | View | |
| TROOB CAPITAL MANAGEMENT LLC CRD 161416 | Rye Brook, NY | Corporate platform LLC | $537.9M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| WEAVER CAPITAL MANAGEMENT, LLC CRD 135037 | Suwanee, GA | Corporate platform LLC | $537.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| REDMOND ASSET MANAGEMENT, LLC CRD 138706 | Henrico, VA | Corporate platform LLC | $537.2M | 2 advisors | Percentage of AUM | View | |
| HINDS FINANCIAL GROUP INC CRD 129971 | Lakewood, CO | Corporate platform Corporation | $536.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT ROCK CAPITAL MANAGEMENT LLC CRD 152820 | Hanover, MA | Corporate platform LLC | $536.0M | 3 advisors | Percentage of AUM | View | |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. CRD 111436 | Los Gatos, CA | Corporate platform Corporation | $535.7M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| FAIRBRIDGE ASSET MANAGEMENT LLC CRD 314538 | Darien, CT | Corporate platform LLC | $535.4M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC CRD 174883 | Cincinnati, OH | Corporate platform LLC | $534.9M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK FINANCIAL MANAGEMENT INC CRD 110559 | Wellesley, MA | Corporate platform Corporation | $534.4M | 7 advisors | Percentage of AUM; Hourly charges | View | |
| MORSE ASSET MANAGEMENT, INC. CRD 285650 | Darien, CT | Corporate platform Corporation | $534.3M | 5 advisors | Percentage of AUM | View | |
| PEIRCE CAPITAL MANAGEMENT, LLC CRD 142654 | The Woodlands, TX | Corporate platform LLC | $534.1M | 5 advisors | Percentage of AUM | View | |
| ROBERTSON INVESTMENT MANAGEMENT CRD 115425 | Houston, TX | Corporate platform LLC | $534.1M | 10 advisors | Percentage of AUM | View | |
| NEW CAPITAL MANAGEMENT, LP CRD 131658 | Houston, TX | Corporate platform LP | $533.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRIGRAN INVESTMENTS, INC. CRD 155200 | Northbrook, IL | Corporate platform Corporation | $533.2M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CRD 316736 | Wellesley, MA | Corporate platform Corporation | $532.9M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CONSULTIVA WEALTH MANAGEMENT, CORP. CRD 111846 | San Juan, PR | Corporate platform Corporation | $532.7M | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CMT ASSET MANAGEMENT LLC CRD 290487 | Chicago, IL | Corporate platform LLC | $532.7M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITE PINE INVESTMENT CO CRD 111556 | Livonia, MI | Corporate platform Corporation | $532.3M | 3 advisors | Percentage of AUM | View | |
| P. SCHOENFELD ASSET MANAGEMENT LP CRD 149236 | New York, NY | Corporate platform LP | $532.2M | 4 advisors | Percentage of AUM; Performance-based fees | View |