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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 | |||||
|---|---|---|---|---|---|---|---|
| MRD, INC. CRD 111227 | CA | Corporate platform Corporation | $181.7M | 1 advisors | Percentage of AUM | View | |
| RICHARD NEY & ASSOCIATES ASSET MANAGEMENT, INC. CRD 109075 | — | Corporate platform Corporation | $181.5M | 1 advisors | Percentage of AUM | View | |
| VAUBAN WEALTH MANAGEMENT CRD 305222 | Guaynabo, PR | Corporate platform Corporation | $181.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WACKER & ASSOCIATES, INC. CRD 159879 | Jackson, MN | Corporate platform Corporation | $180.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLEISHER, MARTIN CRD 319350 | NY | Corporate platform Corporation | $180.1M | 1 advisors | Percentage of AUM | View | |
| WILLIAM B. WALKUP & ASSOCIATES, INC. CRD 135533 | Columbia, SC | Corporate platform Corporation | $178.3M | 3 advisors | Percentage of AUM | View | |
| CANDELO CAPITAL MANAGEMENT LP CRD 307389 | New York, NY | Corporate platform LP | $178.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HEDGES ASSET MANAGEMENT LLC CRD 313637 | NV | Corporate platform LLC | $178.0M | 1 advisors | Percentage of AUM | View | |
| OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC CRD 140485 | New York, NY | Corporate platform LLC | $177.8M | 9 employees | Percentage of AUM; Performance-based fees | View | |
| SOVEREIGN ASSET MANAGEMENT CRD 285103 | Amherst, NY | Corporate platform Corporation | $176.0M | 2 advisors | Percentage of AUM | View | |
| COMPREHENSIVE FINANCIAL PLANNING INC CRD 109822 | Oklahoma City, OK | Corporate platform Corporation | $176.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THE PILLAR STRATEGIES CRD 166641 | Flemington, NJ | Corporate platform Corporation | $175.2M | 3 advisors | Percentage of AUM | View | |
| CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC CRD 289848 | New York, NY | Corporate platform LLC | $175.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ROBERT A. ZOCK & CO.,INC. CRD 110480 | Sutton, NH | Corporate platform Corporation | $175.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| YOFFE INVESTMENT MANAGEMENT, LLC CRD 173454 | Lemoyne, PA | Corporate platform LLC | $174.9M | 1 advisors | Percentage of AUM | View | |
| WEDGEWOOD ASSET MANAGEMENT, LLC CRD 312054 | Redondo Beach, CA | Corporate platform LLC | $174.5M | 1 advisors | EXPENSE REIMBURSEMENT | View | |
| CLP ASSET MANAGEMENT, LLC CRD 305962 | TN | Corporate platform LLC | $173.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COOK FINANCIAL DESIGNS, INC. CRD 115241 | Virginia Beach, VA | Corporate platform Corporation | $172.4M | 1 advisors | Fixed fees | View | |
| TRIANGLE INVESTMENT MANAGEMENT, LLC CRD 329567 | New York, NY | Corporate platform LLC | $171.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CAIN CAPITAL MANAGEMENT, LP CRD 113592 | Dallas, TX | Corporate platform LLC | $171.2M | 4 advisors | Fixed fees; Performance-based fees | View | |
| RMR CAPITAL MANAGEMENT LLC CRD 285334 | Tustin, CA | Corporate platform LLC | $170.8M | 1 advisors | Percentage of AUM | View | |
| OXFORD CAPITAL MANAGEMENT CRD 118359 | Richm0nd, VA | Corporate platform Corporation | $170.0M | 2 advisors | Percentage of AUM | View | |
| LARIMER CAPITAL CORPORATION CRD 18189 | Denver, CO | Corporate platform Corporation | $169.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHMONT INVESTMENT MANAGEMENT CRD 299217 | Seattle, WA | Corporate platform LLC | $169.7M | 1 advisors | Percentage of AUM; Fixed fees | View |