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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 | |||||
|---|---|---|---|---|---|---|---|
| LOOP CAPITAL ASSET MANAGEMENT CRD 149280 | Miami, FL | Corporate platform LLC | $10.81B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| AMOVA ASSET MANAGEMENT ASIA LIMITED CRD 161589 | Singapore | Corporate platform Corporation | $10.81B | 76 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CRD 106256 | Radnor, PA | Corporate platform LLC | $10.80B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| BARON CAPITAL MANAGEMENT, INC. CRD 110791 | New York, NY | Corporate platform Corporation | $10.79B | 41 advisors | Percentage of AUM | View | |
| BLACK DIAMOND CAPITAL MANAGEMENT CRD 154495 | St.. Thomas, VI | Corporate platform Other (specify) | $10.71B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CRD 104692 | Portland, OR | Corporate platform Corporation | $10.66B | 31 advisors | Percentage of AUM | View | |
| GREAT VALLEY ADVISOR GROUP, LLC CRD 123913 | Wilmington, DE | Corporate platform LLC | $10.60B | 192 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENERATION INVESTMENT MANAGEMENT US LLP CRD 132728 | San Francisco, CA | Corporate platform LLP | $10.54B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| JUNTO CAPITAL MANAGEMENT LP CRD 168547 | New York, NY | Corporate platform LP | $10.52B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| SCHWARTZ & CO. CRD 7294 | Bloomfield Hills, MI | Corporate platform Corporation | $10.49B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINNACLE ASSOCIATES, LTD. CRD 110631 | New York, NY | Corporate platform Corporation | $10.39B | 33 advisors | Percentage of AUM; Fixed fees | View | |
| STEADFAST CAPITAL MANAGEMENT LP CRD 157124 | New York, NY | Corporate platform LP | $10.36B | 25 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| JOHNSON WEALTH INC. CRD 125557 | Milwaukee, WI | Corporate platform Corporation | $10.35B | 71 advisors | Percentage of AUM; Fixed fees | View | |
| SHUSTER ADVISORY GROUP, LLC CRD 170233 | Pasadena, CA | Corporate platform LLC | $10.32B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| READYSTATE ASSET MANAGEMENT CRD 317277 | Chicago, IL | Corporate platform LP | $10.26B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| TOCQUEVILLE ASSET MANAGEMENT LP CRD 105690 | New York, NY | Corporate platform LP | $10.24B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION CRD 161478 | Washington, DC | Corporate platform Corporation | $10.22B | 25 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| IDR INVESTMENT MANAGEMENT, LLC CRD 286208 | Independence, OH | Corporate platform LLC | $10.19B | 13 advisors | Percentage of AUM | View | |
| TENOR CAPITAL MANAGEMENT COMPANY, L.P. CRD 153277 | New York, NY | Corporate platform LP | $10.17B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| VALMARK ADVISERS, INC. CRD 108050 | Akron, OH | Corporate platform Corporation | $10.17B | 280 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PLANMEMBER SECURITIES CORPORATION CRD 11869 | Carpinteria, CA | Corporate platform Corporation | $10.12B | 425 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CONRAD SIEGEL INVESTMENT ADVISORS CRD 123560 | Harrisburg, PA | Corporate platform Corporation | $10.12B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPROTT ASSET MANAGEMENT USA INC. CRD 139022 | Darien, CT | Corporate platform Corporation | $10.12B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. CRD 156701 | Los Angeles, CA | Corporate platform LP | $10.11B | 8 advisors | Percentage of AUM; Performance-based fees | View |