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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 | |||||
|---|---|---|---|---|---|---|---|
| BROWN CAPITAL MANAGEMENT, LLC CRD 105633 | Baltimore, MD | Corporate platform LLC | $4.54B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| FRANKLIN STREET ADVISORS INC. CRD 106275 | Chapel Hill, NC | Corporate platform Corporation | $4.53B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HAWK RIDGE CAPITAL MANAGEMENT LP CRD 163818 | Los Angeles, CA | Corporate platform LP | $4.53B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| CWA ASSET MANAGEMENT GROUP CRD 158940 | Naples, FL | Corporate platform LLC | $4.51B | 35 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GOELZER INVESTMENT MANAGEMENT CRD 44402 | Carmel, IN | Corporate platform Corporation | $4.51B | 22 advisors | Percentage of AUM; Fixed fees | View | |
| HALSEYPOINT ASSET MANAGEMENT CRD 305194 | El Segundo, CA | Corporate platform LLC | $4.51B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| EVANSTON CAPITAL MANAGEMENT, LLC CRD 120338 | Evanston, IL | Corporate platform LLC | $4.49B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC CRD 322058 | New York, NY | Corporate platform LLC | $4.47B | 127 advisors | Percentage of AUM; Performance-based fees | View | |
| LUMINARX CAPITAL MANAGEMENT LP CRD 327065 | New York, NY | Corporate platform LP | $4.46B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| BIENVILLE CAPITAL MANAGEMENT, LLC CRD 149320 | New York, NY | Corporate platform LLC | $4.45B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VALLEY FORGE CAPITAL MANAGEMENT CRD 162953 | Miami, FL | Corporate platform LP | $4.45B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC CRD 226755 | San Juan, PR | Corporate platform LLC | $4.44B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BEACON TRUST CRD 226547 | Morristown, NJ | Corporate platform Corporation | $4.44B | 43 advisors | Percentage of AUM; Fixed fees | View | |
| BERTRAM CAPITAL MANAGEMENT LLC CRD 156920 | Foster City, CA | Corporate platform LLC | $4.43B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| GLADSTONE MANAGEMENT CORPORATION CRD 122482 | Mclean, VA | Corporate platform Corporation | $4.42B | 40 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ACCREDITED INVESTORS WEALTH MANAGEMENT CRD 105439 | Edina, MN | Corporate platform Corporation | $4.41B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALASKA PERMANENT CAPITAL MANAGEMENT, LLC CRD 106233 | Anchorage, AK | Corporate platform LLC | $4.40B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PCA INVESTMENT ADVISORY SERVICES, INC. CRD 123475 | Cincinnati, OH | Corporate platform Corporation | $4.31B | 10 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| KESTRA INVESTMENT MANAGEMENT, LLC. CRD 317711 | Austin, TX | Corporate platform LLC | $4.31B | 13 advisors | Percentage of AUM | View | |
| PRANA CAPITAL MANAGEMENT LP CRD 287925 | Greenwich, CT | Corporate platform LP | $4.31B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CORONATION INTERNATIONAL LIMITED CRD 321999 | London | Corporate platform Corporation | $4.31B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TRILLIUM ASSET MANAGEMENT CRD 110901 | Boston, MA | Corporate platform LLC | $4.31B | 38 advisors | Percentage of AUM; Fixed fees | View | |
| UNIFI ASSET MANAGEMENT LP CRD 330942 | New York, NY | Corporate platform LP | $4.30B | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SAGE FINANCIAL GROUP INC. CRD 116574 | West Conshohocken, PA | Corporate platform Corporation | $4.29B | 21 advisors | Percentage of AUM · Fixed fees +1 more | View |