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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 | |||||
|---|---|---|---|---|---|---|---|
| PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP CRD 143598 | New York, NY | Corporate platform LP | $238.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| AXIOM INVESTMENT MANAGEMENT LLC CRD 141516 | New York, NY | Corporate platform LLC | $236.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AMPERSAND CAPITAL GROUP, L.P. CRD 329612 | Burlingame, CA | Corporate platform LP | $235.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC CRD 106999 | Chesterfield, MO | Corporate platform LLC | $234.0M | 2 advisors | Percentage of AUM | View | |
| GENEVA FINANCIAL GROUP CRD 331944 | Lakewood, NJ | Corporate platform LLC | $233.7M | 1 advisors | Percentage of AUM | View | |
| CLUTTERBUCK CAPITAL MANAGEMENT LLC CRD 140082 | Cleveland, OH | Corporate platform LLC | $233.4M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CONWAY CAPITAL MANAGEMENT, INC. CRD 133260 | Burbank, CA | Corporate platform Corporation | $231.9M | 1 advisors | Percentage of AUM | View | |
| WHARTON MIDMARKET INVESTMENT ADVISORS INC CRD 301186 | Woodbridge, CT | Corporate platform Corporation | $231.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BLUHAUS CAPITAL MANAGEMENT LLC CRD 323884 | Guaynabo, PR | Corporate platform LLC | $230.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DILATION CAPITAL MANAGEMENT LP CRD 307862 | New York, NY | Corporate platform LP | $228.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRENTICE CAPITAL MANAGEMENT, LP CRD 161178 | Greenwich, CT | Corporate platform LP | $228.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| RM SINCERBEAUX CAPITAL MANAGEMENT, LLC. CRD 145159 | New York, NY | Corporate platform LLC | $227.1M | 1 advisors | Percentage of AUM | View | |
| ALERCE INVESTMENT MANAGEMENT, L.P. CRD 285746 | Chicago, IL | Corporate platform LP | $226.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MAGNOLIA FINANCIAL PLANNING SERVICES, INC. CRD 135759 | Seneca, SC | Corporate platform Corporation | $225.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS CAPITAL MANAGEMENT COMPANY CRD 109412 | Wilmette, IL | Corporate platform Corporation | $225.6M | 1 advisors | Percentage of AUM | View | |
| BRANSON FRANK A INC CRD 110451 | Palo Alto, CA | Corporate platform Corporation | $223.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CARROLL INVESTORS, INC. CRD 311180 | Mt Pleasant, SC | Corporate platform Corporation | $221.4M | 2 advisors | Percentage of AUM | View | |
| ASSET MANAGEMENT ADVISORS, LLC CRD 111309 | Oklahoma City, OK | Corporate platform LLC | $221.3M | 2 advisors | Percentage of AUM | View | |
| DOBSON ASSET MANAGEMENT CRD 112079 | Petaluma, CA | Corporate platform Partnership | $217.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINDAHL & MANSAGER INC CRD 107111 | Fairlawn, OH | Corporate platform Corporation | $213.7M | 3 advisors | Percentage of AUM | View | |
| FLOYD CAPITAL MANAGEMENT CRD 111576 | Texarkana, TX | Corporate platform Sole prop | $213.5M | 4 advisors | Percentage of AUM | View | |
| MARK GILLAM ENTERPRISES CRD 108632 | Fair Oaks, CA | Corporate platform Corporation | $210.3M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| HOVER4PI CAPITAL MANAGEMENT LIMITED CRD 331899 | Hong Kong | Corporate platform Corporation | $209.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP CRD 323308 | Austin, TX | Corporate platform LP | $207.9M | 3 advisors | Percentage of AUM; Performance-based fees | View |