Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP CRD 153582 | New York, NY | Corporate platform Corporation | $7.48B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC HEIGHTS ASSET MANAGEMENT, LLC CRD 124365 | San Francisco, CA | Corporate platform LLC | $7.27B | 2 advisors | Percentage of AUM | View | |
| MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC CRD 285820 | Bethesda, MD | Corporate platform LLC | $7.27B | 122 advisors | Percentage of AUM | View | |
| TRUST ADVISORS, INC. CRD 157508 | Houston, TX | Corporate platform Corporation | $6.97B | 1 advisors | Percentage of AUM | View | |
| BMO ASSET MANAGEMENT CORP. CRD 106466 | Chicago, IL | Corporate platform Corporation | $6.18B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CE INVESTMENT MANAGEMENT, LLC CRD 299786 | Oklahoma City, OK | Corporate platform LLC | $5.91B | 17 advisors | Percentage of AUM | View | |
| AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC CRD 131660 | San Diego, CA | Corporate platform LLC | $5.87B | 2 advisors | Percentage of AUM | View | |
| ALPHAPOINT, INC. CRD 130115 | Corona Del Mar, CA | Corporate platform Corporation | $5.56B | 1 advisors | Hourly charges; Fixed fees | View | |
| PALESTRA CAPITAL MANAGEMENT LLC CRD 160535 | New York, NY | Corporate platform LLC | $5.44B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SRB CORPORATION CRD 161163 | Boston, MA | Corporate platform Corporation | $4.82B | 2 advisors | Percentage of AUM | View | |
| CLEARWATER MANAGEMENT CO., INC. CRD 105307 | St. Paul, MN | Corporate platform Corporation | $4.68B | 1 advisors | Percentage of AUM; FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS. | View | |
| 1932 INVESTMENT MANAGEMENT CRD 337619 | Newark, NJ | Corporate platform LLC | $4.60B | 5 advisors | Percentage of AUM | View | |
| STONEHILL CAPITAL MANAGEMENT LLC CRD 155513 | New York, NY | Corporate platform LLC | $4.34B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHCREST ASSET MANAGEMENT CRD 300366 | Plymouth, MN | Corporate platform LLC | $4.33B | 6 advisors | Percentage of AUM | View | |
| SCOPUS ASSET MANAGEMENT, L.P. CRD 157518 | New York, NY | Corporate platform LP | $3.82B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| FIL INVESTMENT ADVISORS (UK) LTD. CRD 110970 | Tadworth, Surrey | Corporate platform Corporation | $3.55B | 8 advisors | Percentage of AUM; % OF FEE REC'D BY ADVISOR RETAINING REGISTRANT | View | |
| WHITETAIL ROCK CAPITAL MANAGEMENT, LLC CRD 156675 | Lincoln, NE | Corporate platform LLC | $3.28B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BURFORD CAPITAL INVESTMENT MANAGEMENT LLC CRD 167365 | Chicago, IL | Corporate platform LLC | $3.17B | 79 advisors | Percentage of AUM; Performance-based fees | View | |
| VAN ECK ABSOLUTE RETURN ADVISERS CORP. CRD 137177 | New York, NY | Corporate platform Corporation | $3.11B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAR TREE ADVISORS, INC. CRD 104576 | Lincoln, MA | Corporate platform Corporation | $3.09B | 1 advisors | Percentage of AUM | View | |
| FARTHER ASSET MANAGEMENT, LLC CRD 325807 | San Francisco, CA | Corporate platform LLC | $2.91B | 5 advisors | Percentage of AUM | View | |
| KELLOGG ASSET MANAGEMENT, LLC CRD 150031 | Green Bay, WI | Corporate platform LLC | $2.86B | 9 advisors | Percentage of AUM | View | |
| BARWICK & PARTNERS, INC. CRD 174336 | WA | Corporate platform Corporation | $2.77B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MLC ASSET MANAGEMENT US LLC CRD 314738 | New York, NY | Corporate platform LLC | $2.77B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View |