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 | |||||
|---|---|---|---|---|---|---|---|
| PAUL COMSTOCK PARTNERS CRD 105335 | Houston, TX | Corporate platform Corporation | $2.80B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| BERKSHIRE ASSET MANAGEMENT, LLC CRD 145463 | Wilkes-Barre, PA | Corporate platform LLC | $2.79B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ESI FINANCIAL ADVISORS CRD 265 | Montpelier, VT | Corporate platform Corporation | $2.78B | 460 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAIN INTERNATIONAL ADVISERS LIMITED CRD 290217 | London | Corporate platform Corporation | $2.77B | 76 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| CORDIANT CAPITAL INC. CRD 172313 | Montreal | Corporate platform Corporation | $2.77B | 9 advisors | Performance-based fees; PERCENTAGE OF INVESTED CAPITAL AND A PORTION OF FRONT-END FEES | View | |
| NEXPOINT ASSET MANAGEMENT, L.P. CRD 149653 | Dallas, TX | Corporate platform LP | $2.76B | 6 advisors | Percentage of AUM | View | |
| HOLDCO ASSET MANAGEMENT, LP CRD 167054 | Fort Lauderdale, FL | Corporate platform LP | $2.76B | 4 advisors | Performance-based fees | View | |
| SERONE CAPITAL MANAGEMENT LLP CRD 174288 | London | Corporate platform LLP | $2.73B | 19 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| REMBERT PENDLETON JACKSON CRD 306510 | Vienna, VA | Corporate platform Corporation | $2.73B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| 1789 CAPITAL MANAGEMENT CRD 335007 | Palm Beach, FL | Corporate platform LLC | $2.73B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| RTD FINANCIAL ADVISORS INC CRD 110744 | Philadelphia, PA | Corporate platform Corporation | $2.72B | 22 advisors | Percentage of AUM; Fixed fees | View | |
| BILL FEW ASSOCIATES, INC. CRD 133561 | Sewickley, PA | Corporate platform Corporation | $2.72B | 29 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1988 ASSET MANAGEMENT, LLC CRD 319422 | New York, NY | Corporate platform LLC | $2.70B | 37 advisors | Percentage of AUM; Performance-based fees | View | |
| WALKER & DUNLOP INVESTMENT PARTNERS, INC. CRD 165022 | Denver, CO | Corporate platform Corporation | $2.70B | 35 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GIVERNY CAPITAL CRD 130640 | Montreal, CA | Corporate platform Corporation | $2.70B | 6 advisors | Percentage of AUM | View | |
| SAGEWOOD ASSET MANAGEMENT LP CRD 281548 | New York, NY | Corporate platform LP | $2.70B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC CRD 174809 | Memphis, TN | Corporate platform LLC | $2.69B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INATAI INVESTMENT MANAGEMENT CO. LLC CRD 329696 | Seattle, WA | Corporate platform LLC | $2.69B | 4 advisors | Percentage of AUM | View | |
| RXR ASSET MANAGEMENT LLC CRD 158268 | Uniondale, NY | Corporate platform LLC | $2.69B | 48 advisors | Percentage of AUM; AFFILIATE RECEIVES PERFORMANCE-BASED COMPENSATION | View | |
| MULTICOIN CAPITAL MANAGEMENT, LLC CRD 297302 | Austin, TX | Corporate platform LLC | $2.69B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL DYNAMICS, INC. CRD 130320 | New York, NY | Corporate platform Corporation | $2.69B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ANALYST PORTFOLIO MANAGEMENT LTD. CRD 114642 | Tel Aviv, CA | Corporate platform Corporation | $2.69B | 21 advisors | Percentage of AUM | View | |
| VALLEY WEALTH MANAGERS, INC. CRD 108879 | Paramus, NJ | Corporate platform Corporation | $2.69B | 34 advisors | Percentage of AUM; Hourly charges | View | |
| CADIAN CAPITAL MANAGEMENT, LP CRD 157813 | New York, NY | Corporate platform LP | $2.68B | 9 advisors | Percentage of AUM; Performance-based fees | View |