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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 | |||||
|---|---|---|---|---|---|---|---|
| MARCHANT CRD 335094 | London | Corporate platform Corporation | $705.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SW INVESTMENT MANAGEMENT LLC CRD 289857 | CO | Corporate platform LLC | $698.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LP INVESTMENT MANAGEMENT, LLC CRD 306615 | Dallas, TX | Corporate platform LLC | $696.1M | 1 advisors | Fixed fees | View | |
| VALUE HOLDINGS MANAGEMENT CO. LLC CRD 157676 | NY | Corporate platform LLC | $694.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC CRD 321208 | New York, NY | Corporate platform LLC | $690.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| YORKTOWN MANAGEMENT AND RESEARCH CO INC CRD 105083 | Forest, VA | Corporate platform Corporation | $677.1M | 7 advisors | Percentage of AUM | View | |
| KARYA CAPITAL MANAGEMENT LP CRD 160413 | New York, NY | Corporate platform LLC | $643.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC CRD 182520 | Portland, OR | Corporate platform LLC | $642.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SCOTT & SELBER, INC. CAPITAL MANAGEMENT CRD 105523 | Houston, TX | Corporate platform Corporation | $637.9M | 2 advisors | Percentage of AUM | View | |
| WEST ADVISORS, INC. CRD 157236 | IN | Corporate platform Corporation | $636.7M | 1 advisors | Fixed fees | View | |
| CROW'S NEST HOLDINGS LP CRD 316652 | Richmond, VA | Corporate platform LP | $636.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| BOLTHOUSE INVESTMENT MANAGEMENT SERVICES CRD 148531 | Bakersfield, CA | Corporate platform LLC | $631.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| LYNX1 CAPITAL MANAGEMENT LP CRD 310301 | Dorado, PR | Corporate platform LP | $626.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTH DIMENSIONS FAMILY OFFICE, INC CRD 266787 | Cincinnati, OH | Corporate platform Corporation | $625.9M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AERIE ADVISORY GROUP LLC CRD 333610 | Gig Harbor, WA | Corporate platform LLC | $618.1M | 3 advisors | Percentage of AUM | View | |
| CATALUR CAPITAL MANAGEMENT, LP CRD 307830 | New York, NY | Corporate platform LP | $611.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AR ASSET MANAGEMENT, INC. CRD 110342 | West Hollywood, CA | Corporate platform Corporation | $602.6M | 4 advisors | Percentage of AUM | View | |
| GIVERNY CAPITAL ASSET MANAGEMENT CRD 306473 | New York, NY | Corporate platform LLC | $599.4M | 2 advisors | Percentage of AUM | View | |
| HZ INVESTMENTS INC. CRD 312268 | Chevy Chase, MD | Corporate platform Corporation | $591.4M | 1 advisors | Percentage of AUM | View | |
| WALTER C. FLOWER & CO., INC CRD 110775 | New Orleans, LA | Corporate platform Corporation | $591.3M | 2 advisors | Percentage of AUM | View | |
| SUMMA CORP. CRD 113091 | Tomball, TX | Corporate platform Corporation | $587.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RTW FINANCIAL ADVISORS INC CRD 109934 | Dallas, TX | Corporate platform Corporation | $581.0M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INDEPENDENT INVESTORS INC CRD 105677 | Nesconset, NY | Corporate platform Corporation | $571.9M | 2 advisors | Percentage of AUM | View | |
| LIONSTONE CAPITAL MANAGEMENT LLC CRD 157603 | New York, NY | Corporate platform LLC | $569.7M | 4 advisors | Percentage of AUM; Performance-based fees | View |