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 | |||||
|---|---|---|---|---|---|---|---|
| SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. CRD 309255 | Singapore | Corporate platform Corporation | $444.0M | 8 advisors | Percentage of AUM | View | |
| O'BOYLE WEALTH MANAGEMENT, INC. CRD 292849 | Beverly Hills, CA | Corporate platform Corporation | $443.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORION INVESTMENT CO CRD 110867 | St. Louis, MO | Corporate platform Corporation | $443.5M | 3 advisors | Percentage of AUM | View | |
| CANDACE SHIRA ASSOCIATES, LLC CRD 165984 | Pittsford, NY | Corporate platform Corporation | $443.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEDGEYE ASSET MANAGEMENT, LLC CRD 336185 | Stamford, CT | Corporate platform LLC | $443.4M | 8 advisors | Percentage of AUM | View | |
| MEMBERS ADVISORY GROUP, LLC CRD 153723 | Williamsville, NY | Corporate platform LLC | $443.2M | 4 advisors | Percentage of AUM | View | |
| GREYKASELL WEALTH STRATEGIES, INC. CRD 329018 | Danville, CA | Corporate platform Corporation | $443.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPIEGELMAN WEALTH MANAGEMENT, INC. CRD 336637 | Walnut Creek, CA | Corporate platform Corporation | $443.0M | 3 advisors | Percentage of AUM | View | |
| JAMES R. MARTIN CONSULTING, INC CRD 109542 | Vancouver, WA | Corporate platform Corporation | $442.7M | 3 advisors | Percentage of AUM; SOME ARE FREE | View | |
| LIFESTEPS FINANCIAL CRD 153852 | Claremont, CA | Corporate platform Corporation | $442.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MONEY MANAGEMENT SERVICES INC CRD 106832 | Birmingham, AL | Corporate platform Corporation | $442.7M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAST BRIDGE CAPITAL MANAGEMENT LP CRD 167207 | Boston, MA | Corporate platform LP | $442.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DURATIONAL CAPITAL MANAGEMENT LP CRD 291371 | New York, NY | Corporate platform LP | $442.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| OVATA CAPITAL MANAGEMENT LLC CRD 316669 | Hong Kong | Corporate platform LLC | $441.9M | 5 advisors | INTRAGROUP FEES FROM INVESTMENT MANAGER OF FUNDS | View | |
| TEMPLETON FINANCIAL SERVICES INC. CRD 128240 | Chandler, AZ | Corporate platform Corporation | $441.8M | 4 advisors | Percentage of AUM | View | |
| PARADIGM ASSET MANAGEMENT CRD 111479 | White Plains, NY | Corporate platform LLC | $441.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC CRD 146448 | Erie, PA | Corporate platform LLC | $440.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE PRIVATE WEALTH GROUP, LLC CRD 173399 | Oakbrook Terrace, IL | Corporate platform LLC | $440.8M | 3 advisors | Percentage of AUM | View | |
| TOWER WEALTH PARTNERS CRD 310461 | Lewisburg, PA | Corporate platform Corporation | $440.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURFORD BROTHERS, INC. CRD 306574 | Dallas, TX | Corporate platform Corporation | $440.2M | 3 advisors | Percentage of AUM | View | |
| TIND ASSET MANAGEMENT CRD 334505 | Oslo | Corporate platform LLC | $440.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THE MOORINGS GROUP, LLC CRD 129403 | GA | Corporate platform LLC | $439.6M | 2 advisors | Percentage of AUM | View | |
| BRANSON FOWLKES & CO INC CRD 107657 | Houston, TX | Corporate platform Corporation | $439.4M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSTERWEIS CAPITAL MANAGEMENT CRD 105421 | San Francisco, CA | Corporate platform Corporation | $439.4M | 14 advisors | Percentage of AUM; Fixed fees | View |