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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 | |||||
|---|---|---|---|---|---|---|---|
| SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. CRD 133827 | New York, NY | Corporate platform Corporation | $8.17B | 11 advisors | Percentage of AUM | View | |
| R M DAVIS INC CRD 105448 | Portland, ME | Corporate platform Corporation | $8.15B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RHONE GROUP L.L.C. CRD 161731 | New York, NY | Corporate platform LLC | $8.15B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| MARSHFIELD ASSOCIATES CRD 150614 | Washington, DC | Corporate platform Corporation | $8.12B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| WEITZ INVESTMENT MANAGEMENT, INC. CRD 105088 | Omaha, NE | Corporate platform Corporation | $8.08B | 13 advisors | Percentage of AUM | View | |
| CONTEXT CAPITAL MANAGEMENT LLC CRD 115167 | La Jolla, CA | Corporate platform LLC | $8.01B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| HOWARD CAPITAL MANAGEMENT, LLC CRD 118070 | Alpharetta, GA | Corporate platform LLC | $8.01B | 10 advisors | Percentage of AUM; Subscription fees | View | |
| PATRIA PRIVATE EQUITY (EUROPE) LIMITED CRD 318769 | Edinburgh, NM | Corporate platform Corporation | $8.01B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIVE CAPITAL MANAGEMENT LLC CRD 166910 | Dallas, TX | Corporate platform LLC | $8.00B | 46 advisors | Percentage of AUM; Performance-based fees | View | |
| BALBEC CAPITAL MANAGEMENT LP CRD 284363 | Scottsdale, AZ | Corporate platform LP | $7.99B | 40 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FPA REAL ESTATE ADVISERS GROUP, LLC CRD 288195 | Irvine, CA | Corporate platform LLC | $7.97B | 13 advisors | Performance-based fees; PERCENTAGE OF COMMITTED OR INVESTED CAPITAL | View | |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC CRD 132694 | New York, NY | Corporate platform LLC | $7.90B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| HUNTINGTON FINANCIAL ADVISORS CRD 16986 | Columbus, OH | Corporate platform Corporation | $7.89B | 415 advisors | Percentage of AUM | View | |
| D.F. DENT AND COMPANY, INC. CRD 105179 | Baltimore, MD | Corporate platform Corporation | $7.88B | 16 advisors | Percentage of AUM | View | |
| KENSICO CAPITAL MANAGEMENT CORP. CRD 157934 | Greenwich, CT | Corporate platform Corporation | $7.88B | 11 advisors | Percentage of AUM; AFFILIATE OF REGISTRANT RECEIVES INCENTIVE REALLOCATIONS | View | |
| MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED CRD 152807 | Hong Kong | Corporate platform Corporation | $7.87B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| SUVRETTA CAPITAL MANAGEMENT, LLC CRD 165153 | New York, NY | Corporate platform LLC | $7.87B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| STEPHENS INVESTMENT MANAGEMENT GROUP, LLC CRD 136369 | Little Rock, AR | Corporate platform LLC | $7.86B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ETHIC CRD 282827 | New York, NY | Corporate platform Corporation | $7.82B | 10 advisors | Percentage of AUM | View | |
| HILLSDALE INVESTMENT MANAGEMENT INC. CRD 137883 | Toronto | Corporate platform Corporation | $7.77B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| QUID CAPITAL GROUP HOLDINGS, LLC CRD 297179 | Santa Monica, CA | Corporate platform LLC | $7.76B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEDGE CAPITAL MANAGEMENT LLP CRD 106234 | Charlotte, NC | Corporate platform LLP | $7.75B | 21 advisors | Percentage of AUM | View | |
| MGG INVESTMENT GROUP LP CRD 174126 | New York, NY | Corporate platform LP | $7.59B | 28 advisors | Percentage of AUM; Performance-based fees | View | |
| BELPOINTE ASSET MANAGEMENT LLC CRD 143440 | Reno, NV | Corporate platform LLC | $7.58B | 151 advisors | Percentage of AUM · Hourly charges +1 more | View |