Falists

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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.

FeesReputationProfile
SOUND SHORE MANAGEMENT INC

CRD 112379

Greenwich, CT

Corporate platform

Corporation

$3.40B8 advisorsPercentage of AUMView
FIERA COMOX PARTNERS INC

CRD 323679

Montreal, Quebec

Corporate platform

Corporation

$3.40B33 advisorsPercentage of AUM; Performance-based feesView
INVENOMIC CAPITAL MANAGEMENT LP

CRD 287617

Boston, MA

Corporate platform

LP

$3.39B7 advisorsPercentage of AUM; Performance-based feesView
STENHAM ASSET MANAGEMENT LIMITED

CRD 164382

St.. Peter Port

Corporate platform

Corporation

$3.38B4 advisorsPercentage of AUM; Performance-based feesView
NORTH STAR ASSET MANAGEMENT INC

CRD 106489

Neenah, WI

Corporate platform

Corporation

$3.35B19 advisorsPercentage of AUMView
DUCENTA SQUARED ASSET MANAGEMENT

CRD 308920

El Segundo, CA

Corporate platform

LLC

$3.35B6 advisorsPercentage of AUM · Fixed fees +1 moreView
RED CEDAR INVESTMENT MANAGEMENT

CRD 170939

Grand Rapids, MI

Corporate platform

LLC

$3.33B13 advisorsPercentage of AUMView
LASALLE INVESTMENT MANAGEMENT SECURITIES

CRD 111179

Baltimore, MD

Corporate platform

LLC

$3.33B25 advisorsPercentage of AUM; Performance-based feesView
MEEDER ASSET MANAGEMENT, INC.

CRD 105794

Dublin, OH

Corporate platform

Corporation

$3.33B33 advisorsPercentage of AUM; Fixed feesView
VWH CAPITAL MANAGEMENT, LP

CRD 289128

Dallas, TX

Corporate platform

LP

$3.32B17 advisorsPercentage of AUM; Performance-based feesView
APOLLO INVESTMENT MANAGEMENT, L.P.

CRD 130610

New York, NY

Corporate platform

LP

$3.32B912 advisorsPercentage of AUM; Performance-based feesView
STRATOS INVESTMENT MANAGEMENT, LLC

CRD 283850

Beachwood, OH

Corporate platform

LLC

$3.31B4 advisorsPercentage of AUMView
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED

CRD 106201

Chicago, IL

Corporate platform

Corporation

$3.30B17 advisorsPercentage of AUM; Performance-based feesView
PRAXIS INVESTMENT MANAGEMENT, INC.

CRD 105675

Goshen, IN

Corporate platform

Corporation

$3.30B5 advisorsPercentage of AUMView
XML FINANCIAL GROUP

CRD 284987

Bethesda, MD

Corporate platform

LLC

$3.30B26 advisorsPercentage of AUM · Hourly charges +1 moreView
GUARDIAN PARTNERS INC.

CRD 324189

Toronto, Ontario, TX

Corporate platform

Corporation

$3.29B30 advisorsPercentage of AUMView
VERGER CAPITAL MANAGEMENT

CRD 170125

Winston-Salem, NC

Corporate platform

LLC

$3.28B7 advisorsPercentage of AUMView
RIDGEWOOD ENERGY CORPORATION

CRD 142136

Houston, TX

Corporate platform

Corporation

$3.28B21 advisorsFixed fees; % OF CAPITAL CONTRIBUTION, WORKING CAPITAL AND/OR DISTRIBUTIONSView
POTOMAC

CRD 105413

Bethesda, MD

Corporate platform

Corporation

$3.28B27 advisorsPercentage of AUMView
CINVEN, INC.

CRD 323534

New York, NY

Corporate platform

Corporation

$3.28B20 advisorsCOSTS FOR ADVISORY SERVICES + AN ADDITIONAL PERCENTAGE OF COSTSView
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

CRD 311926

Greenbrae, CA

Corporate platform

LP

$3.28B6 advisorsPercentage of AUM; PERFORMANCE-BASED ALLOCATIONView
NORTHEAST INVESTMENT MANAGEMENT INC

CRD 105051

Boston, MA

Corporate platform

Corporation

$3.27B11 advisorsPercentage of AUM; Fixed feesView
YORK CAPITAL MANAGEMENT

CRD 140336

New York, NY

Corporate platform

LLC

$3.26B11 advisorsPercentage of AUM; Performance-based feesView
SBB RESEARCH GROUP LLC

CRD 161109

Northbrook, IL

Corporate platform

LLC

$3.26B11 advisorsPercentage of AUM; Performance-based feesView
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