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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 | |||||
|---|---|---|---|---|---|---|---|
| VIBRANT CAPITAL PARTNERS, INC. CRD 148352 | New York, NY | Corporate platform Corporation | $4.28B | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EAST CAPITAL CRD 335426 | Stockholm, CA | Corporate platform Corporation | $4.28B | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MARSICO CAPITAL MANAGEMENT, LLC CRD 109250 | Denver, CO | Corporate platform LLC | $4.26B | 7 advisors | Percentage of AUM | View | |
| SIRENIA CAPITAL MANAGEMENT LP CRD 340192 | Miami Beach, FL | Corporate platform LP | $4.26B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BEACON CAPITAL MANAGEMENT, INC. CRD 120641 | Dayton, OH | Corporate platform Corporation | $4.26B | 5 advisors | Percentage of AUM | View | |
| HENNESSY ADVISORS, INC. CRD 110770 | Novato, CA | Corporate platform Corporation | $4.25B | 8 advisors | Percentage of AUM | View | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC CRD 111441 | Houston, TX | Corporate platform LLC | $4.25B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CHANNING CAPITAL MANAGEMENT, LLC CRD 128450 | Chicago, IL | Corporate platform LLC | $4.25B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TINICUM INCORPORATED CRD 157298 | New York, NY | Corporate platform Corporation | $4.23B | 31 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC CRD 137342 | Boston, MA | Corporate platform LLC | $4.23B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| ZWJ INVESTMENT COUNSEL INC CRD 110397 | Atlanta, GA | Corporate platform Corporation | $4.23B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIS INVESTMENT COUNSEL INC CRD 111042 | Gainesville, GA | Corporate platform Corporation | $4.23B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| B. RILEY WEALTH ADVISORS, INC. CRD 115927 | Memphis, TN | Corporate platform Corporation | $4.21B | 172 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROPHET CAPITAL ASSET MANAGEMENT CRD 150683 | Austin, TX | Corporate platform LP | $4.20B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| STIFEL CAPITAL MANAGEMENT, LLC CRD 328365 | New York, NY | Corporate platform LLC | $4.20B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| TRUELINK CAPITAL MANAGEMENT, LLC CRD 323910 | Los Angeles, CA | Corporate platform LLC | $4.20B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| BAXTER CAPITAL MANAGEMENT INC CRD 105123 | Indianapolis, IN | Corporate platform Corporation | $4.19B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS CRD 298422 | Dallas, TX | Corporate platform Corporation | $4.19B | 39 advisors | Percentage of AUM; Fixed fees | View | |
| SALEM INVESTMENT COUNSELORS INC CRD 104855 | Winston Salem, NC | Corporate platform Corporation | $4.19B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITEHAVEN ASSET MANAGEMENT, LP CRD 170531 | Greenwich, CT | Corporate platform LP | $4.18B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| MARTINGALE ASSET MANAGEMENT CRD 108526 | Boston, MA | Corporate platform LP | $4.18B | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BOSTON COMMON ASSET MANAGEMENT, LLC CRD 123558 | Boston, MA | Corporate platform LLC | $4.17B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| ESSEX FINANCIAL SERVICES, INC. CRD 127549 | Essex, CT | Corporate platform Corporation | $4.17B | 42 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE RETIREMENT PLANNING GROUP, LLC CRD 129625 | Leawood, KS | Corporate platform LLC | $4.16B | 33 advisors | Percentage of AUM; Fixed fees | View |