Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| WESCOTT FINANCIAL ADVISORY GROUP LLC CRD 105989 | Philadelphia, PA | Corporate platform LLC | $4.16B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLAHERTY & CRUMRINE INCORPORATED CRD 105499 | Pasadena, CA | Corporate platform Corporation | $4.15B | 8 advisors | Percentage of AUM | View | |
| NORTH REEF CAPITAL MANAGEMENT LP CRD 311056 | Laguna Beach, CA | Corporate platform LP | $4.14B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHWEST ASSET MANAGEMENT CRD 147923 | Mercer Island, WA | Corporate platform LLC | $4.13B | 44 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT CRD 153649 | Santa Monica, CA | Corporate platform Corporation | $4.11B | 36 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPF INVESTMENT MANAGEMENT, L.P. CRD 299036 | New York, NY | Corporate platform LP | $4.10B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| WILDCAT CAPITAL MANAGEMENT, LLC CRD 162178 | New York, NY | Corporate platform LLC | $4.08B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PEREGRINE CAPITAL MANAGEMENT, LLC CRD 110052 | Minneapolis, MN | Corporate platform LLC | $4.07B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MONEY CONCEPTS ADVISORY SERVICE CRD 12963 | Palm Beach Gardens, FL | Corporate platform Corporation | $4.07B | 375 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AQS ASSET MANAGEMENT, L.L.C. CRD 131544 | Austin, TX | Corporate platform LLC | $4.07B | 3 advisors | Percentage of AUM | View | |
| COPELAND CAPITAL MANAGEMENT, LLC CRD 135822 | Conshohocken, PA | Corporate platform LLC | $4.06B | 16 advisors | Percentage of AUM | View | |
| HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. CRD 282919 | Stamford, CT | Corporate platform Corporation | $4.03B | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CARDINAL CAPITAL MANAGEMENT, INC. CRD 124729 | Winnipeg, AZ | Corporate platform Corporation | $4.02B | 16 advisors | Percentage of AUM | View | |
| KARPUS INVESTMENT MANAGEMENT CRD 110275 | Pittsford, NY | Corporate platform Corporation | $4.01B | 19 advisors | Percentage of AUM | View | |
| HANWHA ASSET MANAGEMENT (USA) LTD. CRD 288464 | San Francisco, CA | Corporate platform Corporation | $4.00B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| AZIMUTH CAPITAL MANAGEMENT CRD 319062 | Bloomfield Hills, MI | Corporate platform LLC | $3.99B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ARGENT CAPITAL MANAGEMENT LLC CRD 107930 | Clayton, MO | Corporate platform LLC | $3.99B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| WINTHROP CAPITAL MANAGEMENT CRD 145216 | Carmel, IN | Corporate platform LLC | $3.97B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORZA INVESTMENT GROUP, LP CRD 329156 | Summit, NJ | Corporate platform LP | $3.94B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| OCEAN PARK ASSET MANAGEMENT, LLC CRD 145634 | Santa Monica, CA | Corporate platform LLC | $3.94B | 7 advisors | Percentage of AUM | View | |
| WEALTHCARE CAPITAL MANAGEMENT LLC CRD 111119 | Richmond, VA | Corporate platform LLC | $3.93B | 35 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD CRD 166631 | Singapore | Corporate platform Corporation | $3.93B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| HILDRED CAPITAL MANAGEMENT, LLC CRD 301293 | New York, NY | Corporate platform LLC | $3.92B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| CROSSLINK CAPITAL, INC. CRD 109948 | Menlo Park, CA | Corporate platform Corporation | $3.91B | 17 advisors | Percentage of AUM; Performance-based fees | View |