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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 | |||||
|---|---|---|---|---|---|---|---|
| WALLACE CAPITAL MANAGEMENT, INC. CRD 119174 | Dallas, TX | Corporate platform Corporation | $1.49B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SENTRY INVESTMENT MANAGEMENT, L.L.C. CRD 105176 | Stevens Point, WI | Corporate platform LLC | $1.43B | 8 advisors | Percentage of AUM | View | |
| 1832 ASSET MANAGEMENT U.S. INC. CRD 120836 | Toronto, Ontario, AZ | Corporate platform Corporation | $1.43B | 113 advisors | Percentage of AUM; Performance-based fees | View | |
| FINSER INVESTMENT ADVISOR CRD 142570 | San Antonio, TX | Corporate platform Corporation | $1.42B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SLG CAPITAL MANAGEMENT LLC CRD 331370 | New York, NY | Corporate platform LLC | $1.41B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OAKRIDGE MANAGEMENT GROUP LLC CRD 306284 | Stamford, CT | Corporate platform LLC | $1.37B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| 12 WEST CAPITAL MANAGEMENT LP CRD 160197 | New York, NY | Corporate platform LP | $1.35B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| AWM INVESTMENT COMPANY INC CRD 110346 | New York, NY | Corporate platform Corporation | $1.32B | 8 advisors | Percentage of AUM | View | |
| DB ADVISORY AMERICA, LIMITED(LTD) CRD 313938 | New York, NY | Corporate platform Corporation | $1.30B | 2 advisors | Fixed fees | View | |
| BLUESTEM ASSET MANAGEMENT, LLC CRD 158330 | Charlottesville, VA | Corporate platform LLC | $1.29B | 2 advisors | Percentage of AUM | View | |
| OPHIR ASSET MANAGEMENT US LLC CRD 312619 | Denver, CO | Corporate platform LLC | $1.27B | 5 advisors | COST REIMBURSEMENT - OPHIR ASSET MANAGEMENT PTY LIMITED | View | |
| ASSET MANAGEMENT GROUP OF BANK OF HAWAII CRD 112324 | Honolulu, HI | Corporate platform Other (specify) | $1.25B | 6 advisors | Percentage of AUM | View | |
| TOKIO MARINE ASSET MANAGEMENT (USA), LTD. CRD 158632 | New York, NY | Corporate platform Corporation | $1.21B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SCHWERIN BOYLE CAPITAL MANAGEMENT, INC CRD 105004 | Springfield, MA | Corporate platform Corporation | $1.21B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TELEMARK ASSET MANAGEMENT, LLC CRD 156770 | Boston, MA | Corporate platform LLC | $1.14B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| IVYROCK ASSET MANAGEMENT (HK) LIMITED CRD 286174 | Hong Kong | Corporate platform Corporation | $1.14B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| INFINITUM ASSET MANAGEMENT, LLC CRD 333552 | Fort Lauderdale, FL | Corporate platform LLC | $1.14B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW CENTURY PARTNERS CRD 110350 | CA | Corporate platform Corporation | $1.12B | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COUNTERPOINTE INVESTMENT MANAGEMENT LLC CRD 333864 | Stamford, CT | Corporate platform LLC | $1.07B | 22 advisors | Percentage of AUM | View | |
| NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. CRD 116837 | New York, NY | Corporate platform Corporation | $1.05B | 2 advisors | Percentage of AUM | View | |
| PETIOLE USA LIMITED CRD 159788 | New York, NY | Corporate platform Corporation | $1.05B | 3 advisors | NET PROFIT SPLIT METHOD | View | |
| PANORAMIKA ADVISORS INC. CRD 172737 | Miami, FL | Corporate platform Corporation | $1.05B | 1 advisors | Percentage of AUM | View | |
| ASHE CAPITAL MANAGEMENT, LP CRD 169616 | Englewood Cliffs, NJ | Corporate platform LP | $1.04B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HBC GROUP LLC. CRD 327012 | CO | Corporate platform LLC | $1.03B | 1 advisors | Fixed fees; Performance-based fees | View |