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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 | |||||
|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT, LLC CRD 338002 | Malvern, PA | Corporate platform LLC | $8.44T | 235 advisors | Percentage of AUM; ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS | View | |
| SSGA FUNDS MANAGEMENT, INC. CRD 111242 | Boston, MA | Corporate platform Corporation | $1.42T | 220 advisors | Percentage of AUM | View | |
| INVESCO CAPITAL MANAGEMENT LLC CRD 125601 | Downers Grove, IL | Corporate platform LLC | $941.02B | 39 advisors | Percentage of AUM; UNITARY FEES | View | |
| HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED CRD 105193 | Hong Kong | Corporate platform Corporation | $149.48B | 106 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| APG ASSET MANAGEMENT US, INC CRD 160795 | New York, NY | Corporate platform Corporation | $141.33B | 100 advisors | Percentage of AUM; COST-PLUS MARK-UP | View | |
| FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC CRD 142219 | New York, NY | Corporate platform LLC | $139.88B | 2 advisors | Percentage of AUM | View | |
| AFLAC ASSET MANAGEMENT LLC CRD 304316 | New York, NY | Corporate platform LLC | $133.47B | 39 advisors | Percentage of AUM | View | |
| SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC CRD 321109 | West Des Moines, IA | Corporate platform LLC | $122.05B | 5 advisors | Percentage of AUM | View | |
| BESSEMER INVESTMENT MANAGEMENT LLC CRD 112215 | New York, NY | Corporate platform LLC | $47.00B | 45 advisors | Percentage of AUM | View | |
| WELLS FARGO INVESTMENT INSTITUTE, INC. CRD 133204 | Charlotte, NC | Corporate platform Corporation | $43.00B | 143 advisors | Percentage of AUM; Fixed fees | View | |
| FUNDSMITH INVESTMENT SERVICES LIMITED CRD 310498 | Beaux Songes | Corporate platform Corporation | $40.03B | 2 advisors | Percentage of AUM | View | |
| EQT PARTNERS INC. CRD 160179 | New York, NY | Corporate platform Corporation | $39.20B | 97 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| WORLD STEEL DYNAMICS CRD 128917 | Englewood Cliffs, NJ | Corporate platform Corporation | — | 1 advisors | Subscription fees; CONSULTING | View | |
| WYOMING FINANCIAL GROUP, INC. CRD 336340 | Cheyenne, WY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WYOMING SYSTEMS GROUP OF BUSINESSES CRD 322387 | Seattle, WA | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| XCOUNTRY FINANCIAL CRD 340263 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XPV WATER PARTNERS INC. CRD 165503 | Toronto | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| YOUR-FINANCIAL-LIFEGUARD CRD 115695 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| ZAGMOUT WEALTH MANAGEMENT CO. CRD 297789 | Chicago, IL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ZELLER KERN BUSINESS ADVISORS CRD 144913 | Gold River, CA | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| ZENIT WEALTH ADVISORS, INC. CRD 334122 | Piantini, Santo Domingo | Corporate platform Corporation | $0 | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ZHEN ADVISORS, LTD. CRD 283311 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ZHONG OU RABBIT (HONG KONG) ASSETS MANAGEMENT LIMITED CRD 329461 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ZULAUF ASSET MANAGEMENT AG CRD 110597 | Baar | Corporate platform Corporation | — | 1 advisors | Subscription fees | View |