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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 | |||||
|---|---|---|---|---|---|---|---|
| 36 NORTH CAPITAL MANAGEMENT, LLC CRD 317557 | Bentonville, AR | Corporate platform LLC | $2.67B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MULTNOMAH GROUP, INC. CRD 132131 | Portland, OR | Corporate platform Corporation | $2.67B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOMS CAPITAL INVESTMENT MANAGEMENT LP CRD 291362 | New York, NY | Corporate platform LP | $2.66B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. CRD 138240 | AL | Corporate platform Corporation | $2.66B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IPI WEALTH MANAGEMENT, INC. CRD 111872 | Decatur, IL | Corporate platform Corporation | $2.66B | 65 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TITLEIST ASSET MANAGEMENT, LLC CRD 323567 | San Antonio, TX | Corporate platform LLC | $2.66B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARDE CAPITAL, INC. CRD 151043 | Seattle, WA | Corporate platform Corporation | $2.65B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IPEX, INC. CRD 124337 | Plymouth, MI | Corporate platform Corporation | $2.65B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TCG CAPITAL MANAGEMENT CRD 298007 | Playa Vista, CA | Corporate platform LP | $2.65B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| EMBREE FINANCIAL GROUP CRD 108233 | Chicago, IL | Corporate platform Other (specify) | $2.64B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JACOBI CAPITAL MANAGEMENT, LLC CRD 147663 | Pittston, PA | Corporate platform LLC | $2.64B | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNBELT SECURITIES CRD 42180 | Houston, TX | Corporate platform Corporation | $2.64B | 68 advisors | Percentage of AUM; Fixed fees | View | |
| THE PATRIOT FINANCIAL GROUP, LLC CRD 172470 | Walpole, MA | Corporate platform LLC | $2.64B | 33 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL FOUR US INC. CRD 315650 | New York, NY | Corporate platform Corporation | $2.64B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AMERICAN CAPITAL MANAGEMENT INC CRD 110861 | New York, NY | Corporate platform Corporation | $2.64B | 8 advisors | Percentage of AUM | View | |
| STEADVIEW CAPITAL MANAGEMENT LLC CRD 164661 | San Francisco, CA | Corporate platform LLC | $2.64B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| AJ CAPITAL MANAGEMENT LLC CRD 291880 | Nashville, TN | Corporate platform LLC | $2.64B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| 3I CORPORATION CRD 159892 | New York, NY | Corporate platform Corporation | $2.63B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZEMENICK & WALKER INC CRD 108670 | St. Louis, MO | Corporate platform Corporation | $2.63B | 8 advisors | Percentage of AUM | View | |
| FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | Raleigh, NC | Corporate platform Corporation | $2.63B | 164 advisors | Percentage of AUM | View | |
| QUAD INVESTMENT MANAGEMENT CORP. CRD 331606 | Seoul, Yeongdeungpo-Gu | Corporate platform Corporation | $2.62B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| COZAD ASSET MANAGEMENT INC CRD 104764 | Champaign, IL | Corporate platform Corporation | $2.62B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PORTFOLIO STRATEGY GROUP, LLC CRD 166593 | White Plains, NY | Corporate platform LLC | $2.62B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVANCE INVESTMENT MANAGEMENT, LLC CRD 310749 | New York, NY | Corporate platform LLC | $2.62B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View |