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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 | |||||
|---|---|---|---|---|---|---|---|
| FRIEDLANDER & CO INC CRD 105150 | Milwaukee, WI | Corporate platform Corporation | $564.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JOHN A. WOLFE & ASSOCIATES, INC. CRD 110799 | Portage, MI | Corporate platform Corporation | $560.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| O'ROURKE & COMPANY, INCORPORATED CRD 132481 | Boston, MA | Corporate platform Corporation | $555.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENEFIT FIDUCIARY GROUP LLC CRD 291252 | Richmond, VA | Corporate platform LLC | $529.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SOPHRON CAPITAL MANAGEMENT CRD 331387 | Summit, NJ | Corporate platform LP | $527.3M | 2 advisors | Performance-based fees; MANAGEMENT FEES AND MANAGEMENT DRAW | View | |
| CONIFER INVESTMENTS LTD CRD 106159 | West Hartford, CT | Corporate platform Corporation | $524.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| DELTA WEALTH MANAGEMENT CRD 111368 | CA | Corporate platform Corporation | $522.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. CRD 315603 | Ny, NY | Corporate platform Corporation | $517.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TWENTY-FIRST TAILORED SOLUTIONS, INC. CRD 158381 | CA | Corporate platform Corporation | $515.3M | 1 advisors | Fixed fees | View | |
| FAMILY FINANCIAL SOLUTIONS GROUP, LLC CRD 172725 | Durango, CO | Corporate platform LLC | $500.7M | 1 advisors | Percentage of AUM | View | |
| WHITE OAKS INVESTMENT MANAGEMENT, INC CRD 170016 | Sarasota, FL | Corporate platform Corporation | $496.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE CONNOR GROUP FUND MANAGER, LLC CRD 342266 | Miamisburg, OH | Corporate platform LLC | $494.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BUSEY CAPITAL MANAGEMENT, INC. CRD 128044 | Urbana, IL | Corporate platform Corporation | $493.8M | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| DAHER CAPITAL GROUP, LLC CRD 341516 | Jupiter, FL | Corporate platform LLC | $490.0M | 1 employees | Percentage of AUM; Fixed fees | View | |
| THE CAVANAUGH GROUP INC CRD 105931 | Kiawah Island, SC | Corporate platform Corporation | $485.7M | 2 advisors | Percentage of AUM | View | |
| LOCUS INVESTMENT GROUP, LTD. CRD 297940 | Port Louis, CA | Corporate platform Corporation | $483.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AIGH CAPITAL MANAGEMENT, LLC CRD 285013 | MD | Corporate platform LLC | $472.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PETER KIMMELMAN ASSET MANAGEMENT LP CRD 133302 | New York, NY | Corporate platform LP | $466.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| US SELECT ASSET MANAGEMENT, LLC CRD 166672 | NJ | Corporate platform LLC | $459.3M | 3 advisors | Percentage of AUM | View | |
| HARSPRING CAPITAL MANAGEMENT, LLC CRD 170882 | New York, NY | Corporate platform LLC | $459.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TRINITY CAPITAL INVESTORS CRD 110798 | Jackson, MS | Corporate platform Corporation | $458.3M | 2 advisors | Percentage of AUM | View | |
| COLUMBUS INVESTMENT ADVISORY INC. CRD 104595 | New Albany, OH | Corporate platform Corporation | $453.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BRANT POINT INVESTMENT MANAGEMENT LLC CRD 157572 | New York, NY | Corporate platform LLC | $453.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTMENT MANAGEMENT CONSULTANTS CRD 122718 | Las Vegas, NV | Corporate platform Corporation | $440.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |