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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 | |||||
|---|---|---|---|---|---|---|---|
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. CRD 132500 | Jacksonville, FL | Corporate platform Corporation | $151.0M | 1 advisors | Percentage of AUM | View | |
| VETERI PLACE CORPORATION CRD 160664 | Parsippany, NJ | Corporate platform Corporation | $150.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| 191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT CRD 124288 | Wyckoff, NJ | Corporate platform Corporation | $150.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CARDENAS ASSET MANAGEMENT, LLC CRD 114943 | — | Corporate platform LLC | $149.3M | 1 advisors | Percentage of AUM | View | |
| BULWARK CAPITAL CORPORATION CRD 139266 | AZ | Corporate platform Corporation | $147.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESSEX RIDGE CAPITAL GROUP, LLC CRD 145795 | St.. Louis, MO | Corporate platform LLC | $146.3M | 2 advisors | Percentage of AUM | View | |
| WELLINGTON-ALTUS USA INC. CRD 297314 | Winnipeg, Manitoba, AK | Corporate platform Corporation | $146.2M | 58 advisors | Percentage of AUM | View | |
| DAVENPORT CAPITAL MANAGEMENT, LLC CRD 159785 | Mill Valley, CA | Corporate platform LLC | $145.5M | 1 advisors | Percentage of AUM | View | |
| ASSET MANAGEMENT CONSULTING SERVICES, INC. CRD 128793 | Livingston, NJ | Corporate platform Corporation | $144.2M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TAYLOR CAPITAL MANAGEMENT CRD 147445 | CA | Corporate platform LLC | $142.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HAWTHORN CAPITAL MANAGEMENT, LLC CRD 140752 | CA | Corporate platform LLC | $141.1M | 1 advisors | Percentage of AUM | View | |
| LITTLEFIELD ASSET MANAGEMENT, INC. CRD 109602 | GA | Corporate platform Corporation | $141.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WOLVERINE WEALTH ADVISORY SERVICES INC. CRD 146564 | Bloomfield Hills, MI | Corporate platform Corporation | $140.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WILMINGTON TRUST INVESTMENT MANAGEMENT CRD 19396 | Wilmington, DE | Corporate platform LLC | $140.8M | 30 advisors | Percentage of AUM | View | |
| CLEARWATER CAPITAL MANAGEMENT CRD 115283 | MN | Corporate platform LLC | $139.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CENTERSTAR ASSET MANAGEMENT, LLC CRD 289928 | Chicago, IL | Corporate platform LLC | $138.6M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SWP INVESTMENT MANAGEMENT LLC CRD 331314 | Independence, OH | Corporate platform LLC | $138.4M | 5 advisors | Percentage of AUM | View | |
| MARK BELL ADVISORY SERVICES, INC. CRD 107114 | Chicago, IL | Corporate platform Corporation | $138.2M | 1 advisors | Percentage of AUM | View | |
| FIEN CAPITAL MANAGEMENT, LLC CRD 114951 | Rochester, NY | Corporate platform LLC | $137.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOHNSON & SHUTE INVESTMENT ADVISORS, INC. CRD 116667 | Bothell, WA | Corporate platform Corporation | $137.3M | 2 advisors | Percentage of AUM | View | |
| LEWIS CAPITAL MANAGEMENT CRD 112463 | WI | Corporate platform Other (specify) | $136.8M | 1 advisors | Percentage of AUM | View | |
| SOUND FINANCIAL MANAGEMENT, INC. CRD 122670 | Raleigh, NC | Corporate platform Corporation | $134.1M | 2 advisors | Percentage of AUM | View | |
| LASALLE INVESTMENT ADVISORS, INC. CRD 109303 | Pewaukee, WI | Corporate platform Corporation | $133.6M | 5 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| GRIMALDI PORTFOLIO SOLUTIONS, INC CRD 106199 | Wappingers Falls, NY | Corporate platform Corporation | $133.0M | 2 advisors | Percentage of AUM | View |