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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 | |||||
|---|---|---|---|---|---|---|---|
| BROWN ADVISORY CRD 106375 | Norfolk, VA | Corporate platform Corporation | $7.57B | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVANTAX PLANNING PARTNERS, INC. CRD 106237 | Dubuque, IA | Corporate platform Corporation | $7.57B | 200 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAILARD, INC. CRD 110550 | Foster City, CA | Corporate platform Corporation | $7.56B | 42 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HIGHBRIDGE CAPITAL MANAGEMENT, LLC CRD 134776 | New York, NY | Corporate platform LLC | $7.55B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| QIC CRD 161705 | New York, NY | Corporate platform Corporation | $7.52B | 22 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| JMG FINANCIAL GROUP LTD CRD 110302 | Downers Grove, IL | Corporate platform Corporation | $7.50B | 66 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OSTERWEIS CAPITAL MANAGEMENT CRD 109580 | San Francisco, CA | Corporate platform LLC | $7.50B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| CHICAGO PARTNERS INVESTMENT GROUP LLC CRD 147662 | Chicago, IL | Corporate platform LLC | $7.47B | 38 advisors | Percentage of AUM; Fixed fees | View | |
| HAYS FINANCIAL GROUP, LLC CRD 306877 | Minneapolis, MN | Corporate platform LLC | $7.45B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOMESTEAD ADVISERS CORP. CRD 109845 | Arlington, VA | Corporate platform Corporation | $7.45B | 15 advisors | Percentage of AUM; COST REIMBURSABLE. | View | |
| MORANT WRIGHT MANAGEMENT LIMITED CRD 138189 | London | Corporate platform Corporation | $7.43B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL ADVISORS, INC. CRD 104643 | Tulsa, OK | Corporate platform Corporation | $7.43B | 35 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WASHINGTON CAPITAL MANAGEMENT INC CRD 105253 | Seattle, WA | Corporate platform Corporation | $7.40B | 46 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| EVENTIDE ASSET MANAGEMENT, LLC CRD 147110 | Boston, MA | Corporate platform LLC | $7.38B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| LYRICAL ASSET MANAGEMENT LP CRD 148267 | New York, NY | Corporate platform LP | $7.37B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CENTAURUS FINANCIAL, INC. CRD 30833 | Anaheim, CA | Corporate platform Corporation | $7.34B | 375 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECTRUM EQUITY CRD 160619 | Boston, MA | Corporate platform Corporation | $7.32B | 42 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBOUR LANE CAPITAL MANAGEMENT LP CRD 298198 | Stamford, CT | Corporate platform LP | $7.30B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| DIMENSION CAPITAL MANAGEMENT LLC CRD 109380 | Coral Gables, FL | Corporate platform LLC | $7.29B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIVERSTONE INVESTMENT GROUP LLC CRD 130849 | New York, NY | Corporate platform LLC | $7.24B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| TURIM 21 INVESTIMENTOS LTDA CRD 286618 | Rio De Janeiro, Rj | Corporate platform Corporation | $7.24B | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BONDBLOXX CRD 317318 | Larkspur, CA | Corporate platform Corporation | $7.24B | 5 advisors | Percentage of AUM | View | |
| EVERGREEN CAPITAL MANAGEMENT LLC CRD 104931 | Bellevue, WA | Corporate platform LLC | $7.19B | 26 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SACHEM HEAD CAPITAL MANAGEMENT LP CRD 167173 | New York, NY | Corporate platform LP | $7.16B | 10 advisors | Percentage of AUM; Performance-based fees | View |