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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 | |||||
|---|---|---|---|---|---|---|---|
| MILLSTREET CAPITAL MANAGEMENT LLC CRD 161566 | Boston, MA | Corporate platform LLC | $5.82B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SYM FINANCIAL ADVISORS CRD 107517 | Winona Lake, IN | Corporate platform Corporation | $5.81B | 49 advisors | Percentage of AUM; Fixed fees | View | |
| BUCKHEAD CAPITAL MANAGEMENT, LLC CRD 110707 | Atlanta, GA | Corporate platform LLC | $5.76B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OBRA CAPITAL MANAGEMENT, LLC. CRD 155231 | New York, NY | Corporate platform LLC | $5.75B | 84 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| BECKER CAPITAL MANAGEMENT, INC. CRD 110489 | Portland, OR | Corporate platform Corporation | $5.73B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DALTON INVESTMENTS, INC. CRD 308609 | El Segundo, CA | Corporate platform Corporation | $5.72B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ACADIAN ASSET MANAGEMENT CRD 322795 | Sydney , Nsw | Corporate platform Other (specify) | $5.71B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WEDBUSH SECURITIES INC. CRD 877 | Pasadena, CA | Corporate platform Corporation | $5.68B | 202 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CORTLAND INVESTMENT MANAGEMENT, LLC CRD 299369 | Atlanta, GA | Corporate platform LLC | $5.67B | 88 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VIVALDI CAPITAL MANAGEMENT LP CRD 160150 | Chicago, IL | Corporate platform LP | $5.64B | 27 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DUNHAM CRD 13162 | San Diego, CA | Corporate platform Corporation | $5.63B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DONALD SMITH & CO., INC. CRD 104947 | New York, NY | Corporate platform Corporation | $5.60B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GENEVA CAPITAL MANAGEMENT LLC CRD 105432 | Milwaukee, WI | Corporate platform LLC | $5.60B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PENTEGRA INVESTORS, INC. CRD 111503 | Shelton, CT | Corporate platform Corporation | $5.60B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ALLEGHENY FINANCIAL GROUP CRD 104690 | Pittsburgh, PA | Corporate platform LLC | $5.59B | 28 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GREEN COURT CAPITAL MANAGEMENT LIMITED CRD 286091 | Central, Hong Kong | Corporate platform Corporation | $5.54B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| VINTAGE INVESTMENT PARTNERS CRD 172435 | Herzliya Pituach | Corporate platform Corporation | $5.53B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| SMEAD CAPITAL MANAGEMENT, INC. CRD 143567 | Phoenix, AZ | Corporate platform Corporation | $5.52B | 10 advisors | Percentage of AUM | View | |
| SIERRA INVESTMENT PARTNERS, INC. CRD 110954 | Walnut Creek, CA | Corporate platform Corporation | $5.50B | 5 advisors | Percentage of AUM | View | |
| STACEY BRAUN ASSOCIATES INC CRD 105056 | New York, NY | Corporate platform Corporation | $5.50B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRONTIER ASSET MANAGEMENT, LLC CRD 109910 | Sheridan, WY | Corporate platform LLC | $5.49B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROCKENBROUGH CRD 105142 | Richmond, VA | Corporate platform Corporation | $5.49B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| INTEGRUM HOLDINGS LP CRD 314678 | New York, NY | Corporate platform LP | $5.49B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| QIC INVESTMENTS NO. 1 PTY LTD CRD 160732 | Brisbane Queensland | Corporate platform Corporation | $5.48B | 37 advisors | Percentage of AUM; Performance-based fees | View |