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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 | |||||
|---|---|---|---|---|---|---|---|
| PORTFOLIO STRATEGIES INC NY CRD 106942 | Montvale, NJ | Corporate platform Corporation | $1.02B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANDER ASSET MANAGEMENT CRD 337596 | New York, NY | Corporate platform LP | $989.0M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GRACE & WHITE, INC CRD 110761 | New York, NY | Corporate platform Corporation | $964.2M | 4 advisors | Percentage of AUM | View | |
| STRENTA INVESTMENT MANAGEMENT SERVICES, LLC CRD 169667 | Miami, FL | Corporate platform LLC | $916.1M | 6 advisors | ORDINARY OFFICE OVERHEAD & OPERATING EXPENSES PLUS MARK-UP | View | |
| MCMILLAN OFFICE, INC. CRD 157836 | St.. Clair Shores, MI | Corporate platform Corporation | $913.7M | 4 advisors | Percentage of AUM | View | |
| DUPREE & COMPANY, INC. CRD 1697 | Lexington, KY | Corporate platform Corporation | $888.2M | 4 advisors | Percentage of AUM | View | |
| CPMG, INC. CRD 131417 | Dallas, TX | Corporate platform Corporation | $855.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HH CAPITAL MANAGEMENT, INC. CRD 310147 | Hermosa Beach, CA | Corporate platform Corporation | $851.4M | 1 advisors | Fixed fees | View | |
| FAI CAPITAL MANAGEMENT CRD 147025 | Tampa, FL | Corporate platform Corporation | $842.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRIVATE WEALTH MANAGEMENT, INC. CRD 120823 | Memphis, TN | Corporate platform Corporation | $832.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONE FIN CAPITAL MANAGEMENT LP CRD 283490 | San Francisco, CA | Corporate platform LP | $830.6M | 4 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| MADDEN ASSET MANAGEMENT CRD 18389 | Dallas, TX | Corporate platform Corporation | $826.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDBLACK ADVISERS, INC. CRD 151692 | Oradell, NJ | Corporate platform Corporation | $823.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DIVISAR CAPITAL MANAGEMENT, LLC CRD 149091 | San Francisco, CA | Corporate platform LLC | $812.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| WILLING CAPITAL MANAGEMENT LIMITED CRD 310353 | Hong Kong | Corporate platform Corporation | $806.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WARBERG ASSET MANAGEMENT LLC CRD 164003 | Winnetka, IL | Corporate platform LLC | $805.9M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NET RETURN ASSET MANAGEMENT LLC CRD 159895 | New York, NY | Corporate platform LLC | $803.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| OPALEYE MANAGEMENT INC. CRD 124513 | Boston, MA | Corporate platform Corporation | $802.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SATURN V CAPITAL MANAGEMENT LP CRD 316649 | Austin, TX | Corporate platform LP | $793.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| XP ADVISORY US, INC. CRD 173779 | Miami, FL | Corporate platform Corporation | $792.3M | 27 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| SIERRA CREST INVESTMENT MANAGEMENT LLC CRD 300069 | New York, NY | Corporate platform LLC | $781.1M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| MERIDIAN INVESTMENT COUNSEL, INC. CRD 131655 | CA | Corporate platform Corporation | $723.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIELDVIEW CAPITAL MANAGEMENT, LLC CRD 332308 | Niles, MI | Corporate platform LLC | $712.5M | 8 advisors | Fixed fees; Performance-based fees | View | |
| THE MAGNOLIA GROUP, LLC CRD 171102 | Omaha, NE | Corporate platform LLC | $710.6M | 2 advisors | Percentage of AUM; Performance-based fees | View |