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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
PACIFIC EQUITY PARTNERS PTY LIMITED

CRD 291967

Sydney, Nsw

Corporate platform

Corporation

Fees not disclosedView
PACIFIC ROAD CAPITAL MANAGEMENT PTY LTD

CRD 159474

Sydney

Corporate platform

Corporation

Fees not disclosedView
PADOVANI ASSET MANAGEMENT

CRD 168354

Corporate platform

Corporation

$01 advisorsPercentage of AUM · Hourly charges +1 moreView
PAG

CRD 161814

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
PANACEA VENTURE MANAGEMENT COMPANY LTD.

CRD 301575

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
PANGAEA VENTURES US INC.

CRD 281517

Scottsdale, AZ

Corporate platform

Corporation

Fees not disclosedView
PANTHEON WEALTH PLANNING

CRD 166825

San Jose, CA

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
PARADIGM CAPITAL CORPORATION

CRD 132493

Dallas, TX

Corporate platform

Corporation

Fees not disclosedView
PARAKLETE FINANCIAL, INC.

CRD 142323

Corporate platform

Corporation

6 advisorsFixed feesView
PARAMOUNT ACCOUNTING & TAX SERVICES, INC.

CRD 171544

Dearborn, MI

Corporate platform

Corporation

1 advisorsREFERRAL FEESView
PARTNERRE CAPITAL MANAGEMENT LTD.

CRD 330433

Pembroke

Corporate platform

Corporation

Fees not disclosedView
PARTNERS GROUP AG

CRD 162791

Baar, Zug

Corporate platform

Corporation

Fees not disclosedView
PARTNERS INVESTMENT SERVICES, INC

CRD 119709

Cleveland Heights, OH

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +1 moreView
PATHFINDER FINANCE AND INSURANCE SOLUTIONS

CRD 139679

Irvine, CA

Corporate platform

Corporation

1 employeesREFERRAL FEES AS A SOLICITORView
PATHWAY ASSET & TAX ADVISORY

CRD 338876

Elkhart, IN

Corporate platform

Corporation

$01 advisorsPercentage of AUM; Hourly chargesView
PATHWAY FINANCIAL SOLUTIONS, INC.

CRD 340594

Salina, KS

Corporate platform

Corporation

$04 advisorsPercentage of AUMView
PATRIZIA INFRASTRUCTURE

CRD 328337

London

Corporate platform

Corporation

Fees not disclosedView
PCP GP INC.

CRD 314586

Westmount, Quebec

Corporate platform

Corporation

Fees not disclosedView
PEAKSIDE CAPITAL ADVISORS AG

CRD 161931

Zug

Corporate platform

Corporation

Fees not disclosedView
PEARL MANOR CAPITAL PARTNERS

CRD 317476

Corporate platform

Corporation

Fees not disclosedView
PELION VENTURE PARTNERS

CRD 162762

Salt Lake City, UT

Corporate platform

Corporation

Fees not disclosedView
PELOTON CAPITAL MANAGEMENT INC.

CRD 323826

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
PEMBERTON ASSET MANAGEMENT S.A.

CRD 282865

Luxembourg

Corporate platform

Corporation

Fees not disclosedView
PENFUND MANAGEMENT LIMITED

CRD 282893

Toronto

Corporate platform

Corporation

Fees not disclosedView
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