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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.

FeesReputationProfile
FACET

CRD 285961

West Palm Beach, FL

Corporate platform

Corporation

$6.04B55 advisorsFixed feesView
HAVELI INVESTMENT MANAGEMENT LLC

CRD 316470

Austin, TX

Corporate platform

LLC

$6.03B35 advisorsPercentage of AUM; CARRIED INTERESTView
VERATIS ADVISORS, INC.

CRD 117892

Cary, NC

Corporate platform

Corporation

$5.99B4 advisorsPercentage of AUM · Hourly charges +1 moreView
MEADOW CAPITAL MANAGEMENT LLC

CRD 161322

New York, NY

Corporate platform

LLC

$5.97B16 advisorsPercentage of AUM; Performance-based feesView
FOYSTON, GORDON & PAYNE INC.

CRD 121591

Toronto

Corporate platform

Corporation

$5.96B22 advisorsPercentage of AUM; Performance-based feesView
REAVES ASSET MANAGEMENT

CRD 3140

Jersey City, NJ

Corporate platform

Corporation

$5.94B7 advisorsPercentage of AUM; PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)View
GUARDCAP ASSET MANAGEMENT LIMITED

CRD 297056

London

Corporate platform

Other (specify)

$5.93B10 advisorsPercentage of AUMView
RICHMOND CAPITAL MANAGEMENT INC

CRD 104636

Richmond, VA

Corporate platform

Corporation

$5.93B10 advisorsPercentage of AUM; Performance-based feesView
INDEX FUND ADVISORS, INC.

CRD 109143

Irvine, CA

Corporate platform

Corporation

$5.93B30 advisorsPercentage of AUM; Fixed feesView
CONTOUR ASSET MANAGEMENT LLC

CRD 154645

New York, NY

Corporate platform

LLC

$5.92B8 advisorsPercentage of AUM; Performance-based feesView
LCN CAPITAL MANAGEMENT, L.P.

CRD 166799

New York, NY

Corporate platform

LP

$5.90B21 advisorsPercentage of AUM; Performance-based feesView
T. ROWE PRICE ADVISORY SERVICES, INC.

CRD 108958

Owings Mills, MD

Corporate platform

Corporation

$5.90B66 advisorsPercentage of AUM; SEE SCHEDULE DView
DEPRINCE, RACE & ZOLLO, INC.

CRD 112099

Winter Park, FL

Corporate platform

Corporation

$5.89B14 advisorsPercentage of AUM; Performance-based feesView
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC

CRD 329225

Atlanta, GA

Corporate platform

LLC

$5.89B122 advisorsPercentage of AUM · Performance-based fees +1 moreView
ANOMALY CAPITAL MANAGEMENT, LP

CRD 309211

New York, NY

Corporate platform

LP

$5.88B20 advisorsPercentage of AUM; Performance-based feesView
HG VORA CAPITAL MANAGEMENT, LLC

CRD 161788

New York, NY

Corporate platform

LLC

$5.87B14 advisorsPercentage of AUM; Performance-based feesView
COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD.

CRD 319703

Singapore

Corporate platform

Other (specify)

$5.87B6 advisorsPercentage of AUM; Performance-based feesView
COMPLUS ASSET MANAGEMENT (UK) LIMITED

CRD 329571

London

Corporate platform

Other (specify)

$5.87B3 advisorsPercentage of AUM; Performance-based feesView
COMPLUS ASSET MANAGEMENT LIMITED

CRD 173003

Hong Kong

Corporate platform

Corporation

$5.87B9 advisorsPercentage of AUM; Performance-based feesView
NS PARTNERS LTD

CRD 110625

London

Corporate platform

Corporation

$5.86B17 advisorsPercentage of AUM; Performance-based feesView
AIKYA INVESTMENT MANAGEMENT LIMITED

CRD 310490

London

Corporate platform

Other (specify)

$5.85B8 advisorsPercentage of AUMView
EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT

CRD 340506

AL

Corporate platform

LLC

$5.85B8 advisorsHourly charges; Fixed feesView
AXIUM INFRASTRUCTURE US INC.

CRD 168164

New York, NY

Corporate platform

Corporation

$5.83B17 advisorsPercentage of AUM; Performance-based feesView
SALUDA GRADE ASSET MANAGEMENT LLC

CRD 304725

New York, NY

Corporate platform

LLC

$5.83B19 advisorsPercentage of AUM · Performance-based fees +1 moreView
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