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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
PENFUND PRIME MANAGEMENT LTD

CRD 333096

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
PEP MANAGEMENT (JERSEY) LIMITED

CRD 160771

St.. Helier, Jersey

Corporate platform

Corporation

Fees not disclosedView
PERISCOPE CAPITAL

CRD 322913

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
PERMIRA CREDIT LIMITED

CRD 162394

London

Corporate platform

Corporation

Fees not disclosedView
PERMIRA INVESTMENT ADVISERS LIMITED

CRD 292536

St. Peter Port

Corporate platform

Corporation

Fees not disclosedView
PERPETUITY

CRD 105555

Corporate platform

Corporation

1 advisorsPercentage of AUM · Fixed fees +1 moreView
PERRY D. REED & COMPANY, P.C.

CRD 114282

Longview, TX

Corporate platform

Corporation

1 advisorsREFERRAL FEESView
PERSPECTEC INCORPORATED

CRD 287591

Toronto, Ontario

Corporate platform

Corporation

0 total employeesSubscription fees; Fixed feesView
PETERALEXANDER

CRD 308142

West Conshohocken, PA

Corporate platform

Corporation

2 advisorsHourly charges · Fixed fees +1 moreView
PEXFIN

CRD 326910

Corporate platform

Corporation

Fees not disclosedView
PHARAOH FINANCIAL GROUP, INC.

CRD 136319

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
PHILIP J. SAGAN FINANCIAL CONSULTING, INC.

CRD 130358

Newton, MA

Corporate platform

Corporation

$01 advisorsHourly charges; Fixed feesView
PHILOS & PARTNERS AG

CRD 323552

Zurich

Corporate platform

Corporation

Fees not disclosedView
PHIN CAPITAL, INC.

CRD 300396

New York, NY

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +3 moreView
PHOENIX EQUITY PARTNERS LIMITED

CRD 162832

London

Corporate platform

Corporation

Fees not disclosedView
PHOENIX FINANCIAL SOLUTIONS, INC.

CRD 148796

Greensboro, NC

Corporate platform

Corporation

$01 advisorsPercentage of AUM · Hourly charges +1 moreView
PHOENIX-VERITAS WEALTH MANAGEMENT

CRD 333158

Corporate platform

Corporation

1 advisorsHourly chargesView
PICO MANAGEMENT COMPANY LTD.

CRD 287752

Corporate platform

Corporation

Fees not disclosedView
PICTET ASSET MANAGEMENT (EUROPE) SA

CRD 327620

Luxembourg

Corporate platform

Corporation

Fees not disclosedView
PIEMONTE TRADING CORP.

CRD 289207

New York, NY

Corporate platform

Corporation

Fees not disclosedView
PIF CAPITAL MANAGEMENT LTD

CRD 325402

Las Vegas, NV

Corporate platform

Corporation

Fees not disclosedView
PINEBRIDGE INVESTMENTS ASIA LIMITED

CRD 160816

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
PING AN OF CHINA ASSET MANAGEMENT (HONG KONG) COMPANY LIMITED

CRD 329294

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
PIONEER FUND

CRD 312046

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
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