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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 | |||||
|---|---|---|---|---|---|---|---|
| TUTTLE CAPITAL MANAGEMENT, LLC CRD 164937 | CT | Corporate platform LLC | $3.91B | 9 advisors | Percentage of AUM; LICENSING FEES | View | |
| GUIDESTONE INVESTMENT SERVICES CRD 338335 | Dallas, TX | Corporate platform Corporation | $3.91B | 11 advisors | Percentage of AUM | View | |
| CLINTON INVESTMENT MANAGEMENT, LLC CRD 143599 | Stamford, CT | Corporate platform LLC | $3.91B | 11 advisors | Percentage of AUM | View | |
| IMA ADVISORY SERVICES, INC. CRD 112091 | Denver, CO | Corporate platform Corporation | $3.90B | 40 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOHNSON STERLING, INC. CRD 106379 | Birmingham, AL | Corporate platform Corporation | $3.90B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHAOLIN CAPITAL MANAGEMENT LLC CRD 300095 | Miami, FL | Corporate platform LLC | $3.89B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| VOYA FINANCIAL ADVISORS, INC. CRD 2882 | Windsor, CT | Corporate platform Corporation | $3.87B | 638 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| IONIC CAPITAL MANAGEMENT LLC CRD 156400 | New York, NY | Corporate platform LLC | $3.87B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| PALISADE CAPITAL MANAGEMENT, LP CRD 104581 | Fort Lee, NJ | Corporate platform LP | $3.86B | 15 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| ATTUCKS ASSET MANAGEMENT, LLC CRD 118891 | Chicago, IL | Corporate platform LLC | $3.86B | 11 advisors | Percentage of AUM | View | |
| NEWVIEW CAPITAL MANAGEMENT, LLC CRD 298161 | Burlingame, CA | Corporate platform LLC | $3.86B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| RIMROCK CAPITAL MANAGEMENT LLC CRD 120410 | Irvine, CA | Corporate platform LLC | $3.85B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BFC PLANNING, INC. CRD 119682 | Cedar Rapids, IA | Corporate platform Corporation | $3.84B | 200 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CORMORANT ASSET MANAGEMENT, LP CRD 167820 | Boston, MA | Corporate platform LP | $3.84B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| HSBC SECURITIES (USA) INC. CRD 19585 | New York, NY | Corporate platform Corporation | $3.84B | 402 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HIGHLAND CAPITAL MANAGEMENT, LLC CRD 104842 | Memphis, TN | Corporate platform LLC | $3.83B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| VALIANT CAPITAL MANAGEMENT, L.P. CRD 158071 | San Francisco, CA | Corporate platform LP | $3.83B | 14 advisors | Percentage of AUM; SEE SCHEDULE D, MISCELLANEOUS | View | |
| WATERMARK GROUP, INC. CRD 108272 | Princeton, NJ | Corporate platform Corporation | $3.82B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LUMINATE CAPITAL PARTNERS CRD 269873 | San Francisco, CA | Corporate platform Corporation | $3.82B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HENSSLER FINANCIAL CRD 104545 | Kennesaw, GA | Corporate platform Corporation | $3.81B | 36 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MILLER HOWARD INVESTMENTS INC CRD 105800 | Kingston, NY | Corporate platform Corporation | $3.81B | 12 advisors | Percentage of AUM | View | |
| TIMUCUAN ASSET MANAGEMENT INC CRD 105899 | Jacksonville, FL | Corporate platform Corporation | $3.81B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VAN BERKOM AND ASSOCIATES INC. CRD 128221 | Montreal, Quebec | Corporate platform Corporation | $3.80B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ST. GERMAIN INVESTMENT MANAGEMENT CRD 155186 | Springfield, MA | Corporate platform Corporation | $3.79B | 30 advisors | Percentage of AUM | View |