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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 | |||||
|---|---|---|---|---|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC CRD 106746 | Minneapolis, MN | Corporate platform Corporation | $5.48B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| LARSON FINANCIAL GROUP, LLC CRD 140599 | Saint Louis, MO | Corporate platform LLC | $5.48B | 68 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANSK GROUP LLC CRD 312320 | New York, NY | Corporate platform LLC | $5.48B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| MONOMOY CAPITAL MANAGEMENT, L.P. CRD 160759 | Greenwich, CT | Corporate platform LP | $5.46B | 50 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| POLARIS CAPITAL MANAGEMENT, LLC CRD 106278 | Boston, MA | Corporate platform LLC | $5.45B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTOS VENTURES MANAGEMENT, INC. CRD 162777 | Burlingame, CA | Corporate platform Corporation | $5.45B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| SENTRY MANAGEMENT INC CRD 107379 | Wichita Falls, TX | Corporate platform Corporation | $5.44B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STWD INVESTMENT MANAGEMENT, LLC CRD 288615 | Miami Beach, FL | Corporate platform LLC | $5.43B | 126 advisors | Percentage of AUM; Performance-based fees | View | |
| AQUATIC CAPITAL MANAGEMENT LLC CRD 307291 | Chicago, IL | Corporate platform LLC | $5.43B | 67 advisors | Performance-based fees; EXPENSE REIMBURSEMENT | View | |
| MOTIVE CAPITAL MANAGEMENT, LLC CRD 285341 | New York, NY | Corporate platform LLC | $5.42B | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| PENSION CONSULTANTS INC CRD 113914 | Springfield, MO | Corporate platform Corporation | $5.42B | 6 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| FENIMORE ASSET MANAGEMENT, INC. CRD 110946 | Cobleskill, NY | Corporate platform Corporation | $5.41B | 23 advisors | Percentage of AUM | View | |
| FIRST SENTIER INVESTORS CRD 283669 | George Town, Grand Cayman | Corporate platform Corporation | $5.39B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| QUIET CAPITAL MANAGEMENT, LLC CRD 287484 | San Francisco, CA | Corporate platform LLC | $5.39B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| SOFINNOVA INVESTMENTS, INC. CRD 160297 | Menlo Park, CA | Corporate platform Corporation | $5.37B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TCI WEALTH ADVISORS, INC. CRD 107373 | Tucson, AZ | Corporate platform Corporation | $5.37B | 45 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MACKENZIE INVESTMENTS EUROPE LIMITED CRD 284912 | Dublin 4 | Corporate platform Corporation | $5.33B | 6 advisors | Percentage of AUM | View | |
| POLUS CAPITAL MANAGEMENT LIMITED CRD 139138 | London | Corporate platform Corporation | $5.32B | 36 advisors | Percentage of AUM; Performance-based fees | View | |
| PICTET NORTH AMERICA ADVISORS SA CRD 142512 | Geneva 73, AZ | Corporate platform Corporation | $5.30B | 18 advisors | Percentage of AUM | View | |
| DENHAM CAPITAL MANAGEMENT LP CRD 156605 | Boston, MA | Corporate platform LP | $5.26B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| ALUMINA INVESTMENT MANAGEMENT CRD 164273 | Charlotte, NC | Corporate platform LLC | $5.26B | 2 advisors | Fixed fees | View | |
| ZAIS GROUP CRD 108371 | Holmdel, NJ | Corporate platform LLC | $5.26B | 19 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VALUE PARTNERS HONG KONG LIMITED CRD 157477 | Hong Kong | Corporate platform Corporation | $5.25B | 25 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GLENDON CAPITAL MANAGEMENT L.P. CRD 166119 | Santa Monica, CA | Corporate platform LP | $5.24B | 11 advisors | Percentage of AUM; Performance-based fees | View |