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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 | |||||
|---|---|---|---|---|---|---|---|
| US ASSET MANAGEMENT, LLC CRD 124234 | Pittsburgh, PA | Corporate platform LLC | $358.5M | 4 advisors | Percentage of AUM; FEE SHARING ARRANGEMENT | View | |
| LEXINGTON RESEARCH AND CAPITAL GROUP, LLC CRD 108576 | Fayetteville, AR | Corporate platform LLC | $354.5M | 1 advisors | Percentage of AUM | View | |
| GRATTAN FINANCIAL STRATEGIES, INC. CRD 108449 | San Gabriel, CA | Corporate platform Corporation | $352.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACA/PRUDENT INVESTORS PLANNING CORPORATION CRD 47798 | Green Brook, NJ | Corporate platform Corporation | $351.4M | 2 advisors | Percentage of AUM | View | |
| BOOSTER ASSET MANAGEMENT, LLC CRD 330362 | Wheaton, IL | Corporate platform LLC | $346.1M | 2 advisors | Percentage of AUM | View | |
| CRESCENT ADVISOR GROUP, INC. CRD 115974 | Plano, TX | Corporate platform Corporation | $344.4M | 18 advisors | Percentage of AUM; Fixed fees | View | |
| BELL ASSET MANAGEMENT USA INC CRD 108666 | — | Corporate platform Corporation | $344.3M | 0 total employees | Percentage of AUM | View | |
| L. C. BHANDARI & CO. CRD 158831 | — | Corporate platform Corporation | $344.3M | 1 advisors | Fixed fees | View | |
| ATHENA INVESTMENT MANAGEMENT CRD 106542 | CA | Corporate platform Corporation | $342.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARNET EQUITY CAPITAL HOLDINGS, INC. CRD 161948 | New York, NY | Corporate platform Corporation | $339.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| EMPEIRIA CAPITAL MANAGEMENT, LLC CRD 285463 | Cincinnati, OH | Corporate platform LLC | $339.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MORGAN RIO CAPITAL MANAGEMENT, LLC CRD 162500 | New York, NY | Corporate platform LLC | $338.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HIGHBURY PACIFIC CAPITAL CORP. CRD 157778 | Bellevue, WA | Corporate platform Corporation | $333.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THE MCHUGH GROUP, LLC CRD 119811 | OH | Corporate platform LLC | $331.3M | 1 advisors | Percentage of AUM | View | |
| INSIGHT CAPITAL MANAGEMENT CRD 314558 | Concord, CA | Corporate platform LLC | $330.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| N.V.N.G. INVESTMENTS, INC. CRD 107446 | Kalamazoo, MI | Corporate platform Corporation | $329.5M | 1 advisors | Percentage of AUM | View | |
| KENNEY INVESTMENTS INC CRD 105665 | Northfield, IL | Corporate platform Corporation | $328.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FUKOKU LIFE INTERNATIONAL (AMERICA) INC. CRD 284662 | New York, NY | Corporate platform Corporation | $327.7M | 5 advisors | Percentage of AUM | View | |
| HFR ASSET MANAGEMENT, L.L.C CRD 111705 | Chicago, IL | Corporate platform LLC | $326.2M | 1 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SCHUCHARD CAPITAL MANAGEMENT INC CRD 105528 | MA | Corporate platform Corporation | $325.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KENNICOTT CAPITAL MANAGEMENT LLC CRD 128947 | CA | Corporate platform LLC | $323.9M | 1 advisors | Percentage of AUM | View | |
| SMITH W B & CO INC CRD 105917 | MA | Corporate platform Corporation | $323.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRICE CAPITAL MANAGEMENT, INC. CRD 157871 | LA | Corporate platform Corporation | $321.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MATTHEW 25 MANAGEMENT CORP CRD 104566 | Ambler, PA | Corporate platform Corporation | $315.9M | 1 advisors | Percentage of AUM | View |