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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 | |||||
|---|---|---|---|---|---|---|---|
| HARBOR GROUP INTERNATIONAL, LLC CRD 285895 | Norfolk, VA | Corporate platform LLC | $3.79B | 46 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| SCHWARTZ INVESTMENT COUNSEL INC CRD 104693 | Plymouth, MI | Corporate platform Corporation | $3.79B | 11 advisors | Percentage of AUM | View | |
| HOLBROOK HOLDINGS, INC. CRD 283258 | Atlanta, GA | Corporate platform Corporation | $3.78B | 3 advisors | Percentage of AUM | View | |
| SENTINEL FUND ADVISORS, INC. CRD 327262 | New York, NY | Corporate platform Corporation | $3.78B | 52 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPE ANN ASSET MANAGEMENT CRD 284056 | London | Corporate platform Other (specify) | $3.78B | 9 advisors | Percentage of AUM | View | |
| FAS WEALTH PARTNERS, INC. CRD 109796 | Leawood, KS | Corporate platform Corporation | $3.78B | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VECTOR CAPITAL MANAGEMENT, L.P. CRD 171172 | San Francisco, CA | Corporate platform LP | $3.75B | 32 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FOREST CAPITAL MANAGEMENT, LLC CRD 171659 | Chicago, IL | Corporate platform LLC | $3.75B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| KINGSWOOD CAPITAL MANAGEMENT, L.P. CRD 304649 | Los Angeles, CA | Corporate platform LP | $3.75B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| AVANATH CAPITAL MANAGEMENT, LLC CRD 172704 | Irvine, CA | Corporate platform LLC | $3.75B | 35 advisors | Percentage of AUM; Performance-based fees | View | |
| CFT CAPITAL MANAGEMENT, LLC CRD 319348 | Los Angeles, CA | Corporate platform LLC | $3.75B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HOWLAND CAPITAL MANAGEMENT LLC CRD 104726 | Boston, MA | Corporate platform LLC | $3.74B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AUSDAL FINANCIAL PARTNERS, INC. CRD 7995 | Davenport, IA | Corporate platform Corporation | $3.73B | 168 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BOK FINANCIAL PRIVATE WEALTH, INC. CRD 106733 | Denver, CO | Corporate platform Corporation | $3.72B | 23 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POPULAR ASSET MANAGEMENT CRD 313653 | San Juan, PR | Corporate platform LLC | $3.71B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| ANCHORAGE CAPITAL GROUP, L.L.C. CRD 135657 | New York, NY | Corporate platform LLC | $3.71B | 43 advisors | Percentage of AUM; Performance-based fees | View | |
| RESOURCE CAPITAL INVESTMENT CORPORATION CRD 166722 | Carlsbad, CA | Corporate platform Corporation | $3.71B | 4 employees | Percentage of AUM; Performance-based fees | View | |
| SOUTHEASTERN ASSET MANAGEMENT INC. CRD 105276 | Memphis, TN | Corporate platform Corporation | $3.70B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| THE WELCH GROUP, LLC CRD 111273 | Birmingham, AL | Corporate platform LLC | $3.68B | 26 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEVENS CAPITAL MANAGEMENT LP CRD 161202 | Radnor, PA | Corporate platform LP | $3.68B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| STOKER OSTLER, A PART OF BMO FINANCIAL GROUP CRD 111320 | Scottsdale, AZ | Corporate platform Corporation | $3.67B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUMINT CORPORATION CRD 324443 | Boston, MA | Corporate platform Corporation | $3.67B | 4 advisors | PERCENTAGE OF CURRENCY EXPOSURES AND PROCESSING FEES | View | |
| SOLEUS CAPITAL MANAGEMENT, L.P. CRD 294459 | Greenwich, CT | Corporate platform LP | $3.66B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP CRD 172298 | London | Corporate platform LLP | $3.65B | 10 advisors | Percentage of AUM; Performance-based fees | View |