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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 | |||||
|---|---|---|---|---|---|---|---|
| INVESTMENT MANAGEMENT GROUP CRD 122166 | Billings, MT | Corporate platform Corporation | $5.24B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC CRD 163427 | New York, NY | Corporate platform LLC | $5.24B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LINSCOMB WEALTH, INC. CRD 106779 | Houston, TX | Corporate platform Corporation | $5.21B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIDSON INVESTMENT ADVISORS, INC. CRD 110552 | Great Falls, MT | Corporate platform Corporation | $5.20B | 13 advisors | Percentage of AUM | View | |
| BEAR CREEK ASSET MANAGEMENT, LLC CRD 137677 | Denver, CO | Corporate platform LLC | $5.19B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RADCLIFFE CAPITAL MANAGEMENT, L.P. CRD 136028 | Bala Cynwyd, PA | Corporate platform LP | $5.14B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| GEMSPRING CAPITAL MANAGEMENT, LP CRD 285081 | Westport, CT | Corporate platform LP | $5.14B | 49 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXUS CAPITAL MANAGEMENT LP CRD 168618 | Los Angeles, CA | Corporate platform LP | $5.13B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| NUT TREE CAPITAL MANAGEMENT, LP CRD 282219 | New York, NY | Corporate platform LP | $5.12B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. CRD 160292 | San Francisco, CA | Corporate platform LLC | $5.11B | 72 advisors | Percentage of AUM; Performance-based fees | View | |
| DWS INVESTMENTS HONG KONG LIMITED CRD 139666 | Hong Kong | Corporate platform Corporation | $5.10B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| GENTER CAPITAL MANAGEMENT CRD 108618 | Los Angeles, CA | Corporate platform LLC | $5.10B | 13 advisors | Percentage of AUM; ONE TIME INITIAL SET-UP FEE OF $250 | View | |
| BAYPINE HOLDINGS LP CRD 311154 | Boston, MA | Corporate platform LP | $5.10B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| STONEX ADVISORS INC. CRD 174182 | Birmingham, AL | Corporate platform Corporation | $5.09B | 220 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARRINGTON CAPITAL MANAGEMENT, LLC CRD 130813 | Old Greenwich, CT | Corporate platform LLC | $5.08B | 32 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| THE PACIFIC FINANCIAL GROUP, INC. CRD 105203 | Nashville, TN | Corporate platform Corporation | $5.07B | 20 advisors | Percentage of AUM | View | |
| TT INTERNATIONAL CRD 110858 | London, NY | Corporate platform Corporation | $5.07B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. CRD 286032 | Singapore | Corporate platform Corporation | $5.07B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST FOUNDATION ADVISORS CRD 106075 | Irvine, CA | Corporate platform Corporation | $5.06B | 25 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OBERWEIS ASSET MANAGEMENT INC CRD 105471 | Lisle, IL | Corporate platform Corporation | $5.06B | 17 advisors | Percentage of AUM; PROVIDE MODEL PORTFOLIO DATA TO CLIENTS | View | |
| TRUEPLAN BENEFIT AND RETIREMENT ADVISORS CRD 36026 | Rensselaer, NY | Corporate platform Corporation | $5.06B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| NEWPORT GROUP CONSULTING, LLC CRD 140944 | Lake Mary, FL | Corporate platform LLC | $5.05B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LUXOR CAPITAL GROUP, LP CRD 138253 | New York, NY | Corporate platform LP | $5.04B | 20 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| KENNEDY CAPITAL MANAGEMENT CRD 105834 | St. Louis, MO | Corporate platform LLC | $5.02B | 20 advisors | Percentage of AUM; Performance-based fees | View |