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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 | |||||
|---|---|---|---|---|---|---|---|
| CROSSMARK GLOBAL INVESTMENTS, INC. CRD 113360 | Houston, TX | Corporate platform Corporation | $8.98B | 14 advisors | Percentage of AUM | View | |
| IMPAX ASSET MANAGEMENT LLC CRD 114335 | Portsmouth, NH | Corporate platform LLC | $8.94B | 30 advisors | Percentage of AUM | View | |
| PINNACLE ASSET MANAGEMENT, L.P. CRD 126487 | New York, NY | Corporate platform LP | $8.89B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ADVENT CAPITAL MANAGEMENT, LLC CRD 113013 | New York, NY | Corporate platform LLC | $8.82B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| HAMLIN CAPITAL MANAGEMENT, LLC CRD 119278 | New York, NY | Corporate platform LLC | $8.71B | 14 advisors | Percentage of AUM | View | |
| MARCUARD FAMILY OFFICE LTD CRD 155003 | Zurich, TX | Corporate platform Corporation | $8.66B | 19 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRINITY STREET ASSET MANAGEMENT LLP CRD 152728 | London, TX | Corporate platform LLP | $8.66B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SATURNA CAPITAL CORPORATION CRD 25586 | Bellingham, WA | Corporate platform Corporation | $8.62B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TIFF INVESTMENT MANAGEMENT CRD 327436 | Radnor, PA | Corporate platform LLC | $8.62B | 17 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SAGARD HOLDINGS MANAGER LP CRD 304924 | Toronto, Ontario | Corporate platform LP | $8.61B | 65 advisors | Percentage of AUM; Performance-based fees | View | |
| GRESHAM INVESTMENT MANAGEMENT LLC CRD 134392 | New York, NY | Corporate platform LLC | $8.55B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| GUIDED CHOICE ASSET MANAGEMENT, INC. CRD 112674 | Reno, NV | Corporate platform Corporation | $8.55B | 5 advisors | Percentage of AUM · Fixed fees +4 more | View | |
| ONE CAPITAL MANAGEMENT, LLC CRD 114861 | Westlake Village, CA | Corporate platform LLC | $8.53B | 55 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NORTHWEST CAPITAL MANAGEMENT INC. CRD 108091 | Lake Oswego, OR | Corporate platform Corporation | $8.52B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORESIGHT GROUP LLP CRD 311974 | London | Corporate platform LLP | $8.48B | 135 advisors | Percentage of AUM; Performance-based fees | View | |
| BNY MELLON SECURITIES CORPORATION CRD 231 | New York, NY | Corporate platform Corporation | $8.45B | 91 advisors | Percentage of AUM | View | |
| SYNOVUS SECURITIES, INC. CRD 14023 | Columbus, GA | Corporate platform Corporation | $8.45B | 184 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AUREUS ASSET MANAGEMENT, LLC CRD 136674 | Boston, MA | Corporate platform LLC | $8.40B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| BOLTON GLOBAL ASSET MANAGEMENT CRD 129376 | Bolton, MA | Corporate platform Corporation | $8.28B | 110 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CHATHAM ASSET MANAGEMENT, LLC CRD 157517 | Chatham, NJ | Corporate platform LLC | $8.27B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVANTAGE CAPITAL MANAGEMENT CRD 171128 | New York, NY | Corporate platform LLC | $8.26B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| J. W. COLE ADVISORS, INC. CRD 112294 | Tampa, FL | Corporate platform Corporation | $8.25B | 468 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRONWOOD CAPITAL MANAGEMENT CORP CRD 109330 | San Francisco, CA | Corporate platform Corporation | $8.23B | 9 advisors | Percentage of AUM | View | |
| WINCORAM ASSET MANAGEMENT LLC CRD 312425 | Houston, TX | Corporate platform LLC | $8.19B | 11 advisors | Percentage of AUM; Performance-based fees | View |