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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 | |||||
|---|---|---|---|---|---|---|---|
| FIRST SENTIER INVESTORS CRD 283670 | Barangaroo Nsw | Corporate platform Corporation | $3.64B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| AXAR CAPITAL MANAGEMENT LP CRD 217520 | New York, NY | Corporate platform LP | $3.60B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RETIREMENT PLANNERS OF AMERICA CRD 157222 | Plano, TX | Corporate platform Corporation | $3.59B | 26 advisors | Percentage of AUM | View | |
| THE BURNEY COMPANY CRD 106945 | Reston, VA | Corporate platform Corporation | $3.59B | 42 advisors | Percentage of AUM; Fixed fees | View | |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. CRD 141600 | Manhattan Beach, CA | Corporate platform LP | $3.58B | 4 advisors | Percentage of AUM | View | |
| MARBLE BAR ASSET MANAGEMENT LLP CRD 160882 | London | Corporate platform LLP | $3.57B | 38 advisors | Percentage of AUM; Performance-based fees | View | |
| STEELE CAPITAL MANAGEMENT, INC. CRD 107097 | Dubuque, IA | Corporate platform Corporation | $3.55B | 13 advisors | Percentage of AUM | View | |
| QUAD-C MANAGEMENT, INC. CRD 161395 | Charlottesville, VA | Corporate platform Corporation | $3.55B | 25 advisors | Percentage of AUM; Performance-based fees | View | |
| SIT INVESTMENT ASSOCIATES, INC CRD 105725 | Minneapolis, MN | Corporate platform Corporation | $3.54B | 35 advisors | Percentage of AUM | View | |
| EQUITY INVESTMENT CORP CRD 283930 | Atlanta, GA | Corporate platform Corporation | $3.51B | 27 advisors | Percentage of AUM | View | |
| STELLUS CAPITAL MANAGEMENT, LLC CRD 160115 | Houston, TX | Corporate platform LLC | $3.51B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| FOUNDRY GROUP, LLC CRD 159541 | Boulder, CO | Corporate platform LLC | $3.50B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VALLEY FORGE INVESTMENT CONSULTANTS, INC. CRD 123898 | Audubon, PA | Corporate platform Corporation | $3.49B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KATHMERE CAPITAL MANAGEMENT, LLC CRD 305118 | Wayne, PA | Corporate platform LLC | $3.48B | 15 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DONALDSON CAPITAL MANAGEMENT LLC CRD 106131 | Evansville, IN | Corporate platform LLC | $3.46B | 36 advisors | Percentage of AUM; Fixed fees | View | |
| CARRET ASSET MANAGEMENT, LLC CRD 131445 | New York, NY | Corporate platform LLC | $3.46B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGE, RUTTY & CO., INC. CRD 3254 | Rochester, NY | Corporate platform Corporation | $3.46B | 33 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TANDEM INVESTMENT ADVISORS INC CRD 109392 | Charleston, SC | Corporate platform Corporation | $3.45B | 4 advisors | Percentage of AUM | View | |
| ARVEST WEALTH MANAGEMENT CRD 42057 | Lowell, AR | Corporate platform Corporation | $3.44B | 173 advisors | Percentage of AUM; Fixed fees | View | |
| MOORS & CABOT, INC CRD 594 | Boston, MA | Corporate platform Corporation | $3.44B | 85 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BARKSDALE INVESTMENT MANAGEMENT CRD 105098 | Nashville, TN | Corporate platform Corporation | $3.44B | 8 advisors | Percentage of AUM | View | |
| CARRONADE CAPITAL MANAGEMENT, LP CRD 309174 | Darien, CT | Corporate platform LP | $3.43B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| LEAVELL INVESTMENT MANAGEMENT, INC. CRD 107890 | Mobile, AL | Corporate platform Corporation | $3.40B | 24 advisors | Percentage of AUM; Fixed fees | View | |
| LAKEWOOD CAPITAL MANAGEMENT, LP CRD 156429 | New York, NY | Corporate platform LP | $3.40B | 7 advisors | Percentage of AUM; Performance-based fees | View |