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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 | |||||
|---|---|---|---|---|---|---|---|
| POLPO CAPITAL MANAGEMENT LLC CRD 323907 | — | Corporate platform LLC | $299.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PETERSON FINANCIAL GROUP, INC. CRD 169519 | Des Moines, IA | Corporate platform Corporation | $299.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERPARK CAPITAL MANAGEMENT LLC CRD 150798 | New York, NY | Corporate platform LLC | $299.0M | 6 advisors | Percentage of AUM | View | |
| DOVETAIL FINANCIAL GROUP LLC CRD 311298 | Wilmington, NC | Corporate platform LLC | $298.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHYSICIAN WEALTH SOLUTIONS CRD 151570 | CA | Corporate platform Corporation | $298.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OSMOSIS INVESTMENT MANAGEMENT US LLC CRD 283049 | London, MA | Corporate platform LLC | $298.9M | 26 advisors | Percentage of AUM | View | |
| CORE CAPITAL MANAGEMENT AND RESEARCH INC. CRD 146285 | Houston, TX | Corporate platform Corporation | $298.8M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| BOWERS WEALTH MANAGEMENT, INC. CRD 145476 | Glenbrook, NV | Corporate platform Corporation | $298.5M | 2 advisors | Percentage of AUM | View | |
| SARISSA CAPITAL MANAGEMENT LP CRD 167244 | Greenwich, CT | Corporate platform LP | $298.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KAILASA CAPITAL MANAGEMENT LLC CRD 286159 | Pittsburgh, PA | Corporate platform LLC | $298.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| UNISON ASSET MANAGEMENT LLC CRD 288249 | Aventura, FL | Corporate platform LLC | $298.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MARSHALL INVESTMENT MANAGEMENT, LLC CRD 174817 | Greenwood Village, CO | Corporate platform LLC | $298.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INNOVATIVE ASSET ADVISORS GROUP CRD 336773 | Shelton, CT | Corporate platform LLC | $297.9M | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ITS ASSET MANAGEMENT, L.P. CRD 106977 | North Haven, CT | Corporate platform LP | $297.8M | 2 advisors | Percentage of AUM | View | |
| AVOS CAPITAL MANAGEMENT, LLC CRD 313979 | CA | Corporate platform LLC | $297.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| STERN CAPITAL MANAGEMENT, INC. CRD 124405 | Old Bridge, NJ | Corporate platform Corporation | $297.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ANANYM CAPITAL MANAGEMENT, LP CRD 332320 | New York, NY | Corporate platform LP | $297.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TAP ROOT CAPITAL MANAGEMENT LP CRD 334936 | Summit, NJ | Corporate platform LP | $297.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CALDER FINANCIAL GROUP CRD 143973 | Ada, MI | Corporate platform Corporation | $297.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADW CAPITAL MANAGEMENT LLC CRD 175486 | FL | Corporate platform LLC | $296.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BIRCHBROOK CRD 105164 | Bangor, ME | Corporate platform Corporation | $296.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE YANKER GROUP CRD 281364 | Manchester, MO | Corporate platform Corporation | $296.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LETSON INVESTMENT MANAGEMENT, INC. CRD 125830 | GA | Corporate platform Corporation | $296.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AUSTIN MONEY MANAGEMENT CORPORATION CRD 302038 | Austin, TX | Corporate platform Corporation | $296.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |