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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 | |||||
|---|---|---|---|---|---|---|---|
| KIRKOSWALD CAPITAL MANAGEMENT LIMITED CRD 139217 | London | Corporate platform Other (specify) | $5.01B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SAVVY CRD 318493 | New York, NY | Corporate platform Corporation | $5.00B | 101 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GULF INTERNATIONAL BANK (UK) LIMITED CRD 281609 | London | Corporate platform Corporation | $4.98B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVANCE CAPITAL MANAGEMENT INC CRD 110767 | Southfield, MI | Corporate platform Corporation | $4.98B | 29 advisors | Percentage of AUM; Fixed fees | View | |
| SLAVIC MUTUAL FUNDS MANAGEMENT CORP. CRD 113833 | Boca Raton, FL | Corporate platform Corporation | $4.97B | 3 advisors | Percentage of AUM | View | |
| AVENUE CAPITAL MANAGEMENT II, L.P. CRD 111845 | New York, NY | Corporate platform LP | $4.97B | 39 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHCOAST ASSET MANAGEMENT LLC CRD 282241 | Stamford, CT | Corporate platform LLC | $4.97B | 28 advisors | Percentage of AUM; REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUTI | View | |
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC CRD 165306 | Columbia, SC | Corporate platform LLC | $4.96B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESTINATION WEALTH MANAGEMENT CRD 110365 | Walnut Creek, CA | Corporate platform Corporation | $4.95B | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. CRD 309194 | Singapore | Corporate platform Corporation | $4.94B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| YALE CAPITAL CORP. CRD 126992 | St.. Petersburg, FL | Corporate platform Corporation | $4.92B | 4 advisors | Percentage of AUM | View | |
| SENATOR INVESTMENT GROUP LP CRD 160935 | New York, NY | Corporate platform LP | $4.92B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SWISS RE INSURANCE-LINKED INVESTMENT ADVISORS CORPORATION CRD 318811 | New York, NY | Corporate platform Corporation | $4.91B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIVATE MANAGEMENT GROUP INC CRD 104707 | Irvine, CA | Corporate platform Corporation | $4.90B | 21 advisors | Percentage of AUM | View | |
| EULAV ASSET MANAGEMENT CRD 156397 | Sarasota, FL | Corporate platform Other (specify) | $4.90B | 5 advisors | Percentage of AUM | View | |
| GHISALLO CAPITAL MANAGEMENT LLC CRD 309856 | Boston, MA | Corporate platform LLC | $4.89B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| MADISON ASSET MANAGEMENT CRD 130874 | Madison, WI | Corporate platform LLC | $4.86B | 44 advisors | Percentage of AUM; Fixed fees | View | |
| PENNYBACKER CAPITAL MANAGEMENT, LLC CRD 160056 | Austin, TX | Corporate platform LLC | $4.86B | 43 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COMPOUND PLANNING, INC. CRD 171787 | New York, NY | Corporate platform Corporation | $4.85B | 76 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MAINSTAY CAPITAL MANAGEMENT, LLC CRD 109528 | Grand Blanc, MI | Corporate platform LLC | $4.84B | 19 advisors | Percentage of AUM; Fixed fees | View | |
| 360 ONE ASSET MANAGEMENT LIMITED CRD 300914 | Mumbai,Maharashtra, CA | Corporate platform Other (specify) | $4.82B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SIRIS CAPITAL GROUP, LLC CRD 157798 | West Palm Beach, FL | Corporate platform LLC | $4.81B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| CIDEL ASSET MANAGEMENT INC CRD 172640 | Toronto, Ontario, CA | Corporate platform Corporation | $4.80B | 32 advisors | Percentage of AUM | View | |
| DME CAPITAL MANAGEMENT, LP CRD 157081 | New York, NY | Corporate platform LP | $4.80B | 11 advisors | Percentage of AUM; Performance-based fees | View |