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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 | |||||
|---|---|---|---|---|---|---|---|
| KELSON ASSET MANAGEMENT LLC CRD 315511 | DE | Corporate platform LLC | $205.6M | 3 advisors | Fixed fees; Performance-based fees | View | |
| MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. CRD 327830 | Denver, CO | Corporate platform Corporation | $205.6M | 1 advisors | Percentage of AUM | View | |
| ALIANZA CORP. INVESTMENT ADVISOR CRD 323267 | Miami, FL | Corporate platform Corporation | $204.1M | 5 advisors | Percentage of AUM | View | |
| RADIX ORGANIZATION, INC. CRD 172791 | New York, NY | Corporate platform Corporation | $200.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CND FINANCIAL CRD 110180 | Livonia, MI | Corporate platform Corporation | $199.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| LIEBLONG & ASSOCIATES, INC. CRD 42578 | Little Rock, AR | Corporate platform Corporation | $197.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| D & P INVESTMENT ADVISORS, LTD. CRD 119631 | Wakefield, RI | Corporate platform Corporation | $197.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROWN ADVISORS MANAGEMENT, INC. CRD 109720 | Larkspur, CA | Corporate platform Corporation | $197.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BENGAL ASSET MANAGEMENT, LLC CRD 168688 | Santa Monica, CA | Corporate platform LLC | $197.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| OSPREY CAPITAL MANAGEMENT CORP. CRD 172524 | Miami Beach, FL | Corporate platform Corporation | $197.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| KEEFER PENSION CONSULTING, INC. CRD 150657 | El Segundo, CA | Corporate platform Corporation | $197.0M | 1 advisors | Percentage of AUM | View | |
| SPRINGHOUSE CAPITAL MANAGEMENT, LP CRD 163080 | CT | Corporate platform LP | $196.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HUMMER FINANCIAL ADVISORY SERVICES INC CRD 108550 | IL | Corporate platform Corporation | $196.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RMDR ADVISORS, INC. CRD 118473 | LA | Corporate platform Corporation | $193.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREGORY LYLE & CO. CRD 113683 | ID | Corporate platform Corporation | $192.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OLD ROCK ASSET MANAGEMENT LLC CRD 145748 | IL | Corporate platform LLC | $191.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL HORIZONS, INC. CRD 110741 | CA | Corporate platform Corporation | $190.0M | 1 advisors | Percentage of AUM | View | |
| HARBOUR FINANCIAL RESOURCES, LTD CRD 110261 | Skokie, IL | Corporate platform Corporation | $189.8M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE WESTCHESTER GROUP, LLC CRD 288959 | MI | Corporate platform LLC | $187.9M | 2 advisors | Percentage of AUM | View | |
| ALPHA OMEGA FINANCIAL CRD 314289 | DE | Corporate platform Corporation | $187.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SLOY DAHL & HOLST HOLDINGS, INC CRD 310107 | Vancouver, WA | Corporate platform Corporation | $186.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRECISE INVESTMENT MANAGEMENT, INC. CRD 282557 | Highland Park, IL | Corporate platform Corporation | $186.3M | 4 advisors | Percentage of AUM | View | |
| VANHEEL MANAGEMENT LIMITED CRD 282064 | Hong Kong S.a.r. | Corporate platform Corporation | $184.7M | 8 advisors | Percentage of AUM | View | |
| SMITH GROUP ASSET MANAGEMENT CRD 106301 | Dallas, TX | Corporate platform Partnership | $182.2M | 10 advisors | Percentage of AUM | View |