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 | |||||
|---|---|---|---|---|---|---|---|
| CHICKASAW CAPITAL MANAGEMENT, LLC CRD 127398 | Memphis, TN | Corporate platform LLC | $2.55B | 10 advisors | Percentage of AUM · Commissions +1 more | View | |
| RV CAPITAL MANAGEMENT PRIVATE LTD CRD 171385 | Singapore | Corporate platform Corporation | $2.54B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| PHASE 3 CAPITAL MANAGEMENT LLC CRD 294408 | Boca Raton, FL | Corporate platform LLC | $2.54B | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MACKENZIE INVESTMENTS ASIA LIMITED CRD 285521 | Hong Kong | Corporate platform Corporation | $2.53B | 7 advisors | Percentage of AUM | View | |
| DISCERENE GROUP LP CRD 154396 | Stamford, CT | Corporate platform LP | $2.53B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| CINCINNATI ASSET MANAGEMENT INC CRD 104946 | Cincinnati, OH | Corporate platform Corporation | $2.53B | 8 advisors | Percentage of AUM | View | |
| CKW FINANCIAL GROUP, LLC CRD 152116 | Honolulu, HI | Corporate platform LLC | $2.53B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ICON INFRASTRUCTURE NORTH AMERICA INC. CRD 306800 | New York, NY | Corporate platform Corporation | $2.52B | 15 advisors | OPERATING COSTS PLUS AN ADDITIONAL 12% OF OPERATING COSTS | View | |
| PRIVATE WEALTH ASSET MANAGEMENT CRD 315819 | Omaha, NE | Corporate platform LLC | $2.52B | 22 advisors | Percentage of AUM; Fixed fees | View | |
| ATHYRIUM CAPITAL MANAGEMENT LP CRD 161528 | New York, NY | Corporate platform LP | $2.51B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| SARATOGA RESEARCH & INVESTMENT MANAGEMENT CRD 110506 | Saratoga, CA | Corporate platform Corporation | $2.51B | 12 advisors | Percentage of AUM | View | |
| WILLOWRIDGE PARTNERS, INC. CRD 157116 | New York, NY | Corporate platform Corporation | $2.51B | 12 advisors | Performance-based fees; MANAGEMENT FEES EARNED ARE BASED ON CLIENT COMMITMENTS | View | |
| HILLTOP SECURITIES INC. CRD 6220 | Dallas, TX | Corporate platform Corporation | $2.51B | 92 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE ELECTRUM GROUP LLC CRD 161407 | New York, NY | Corporate platform LLC | $2.50B | 9 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| KEYSTONE NATIONAL GROUP, LLC CRD 142885 | Salt Lake City, UT | Corporate platform LLC | $2.50B | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| PATIENT CAPITAL MANAGEMENT, LLC CRD 307336 | Baltimore, MD | Corporate platform LLC | $2.50B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTH STAR INVESTMENT MANAGEMENT CORPORATION CRD 117681 | Chicago, IL | Corporate platform Corporation | $2.50B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRONTIER INVESTMENT MANAGEMENT PARTNERS LTD. CRD 282586 | Dubai | Corporate platform Corporation | $2.50B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHASTAR CAPITAL MANAGEMENT CRD 157423 | Cornelius, NC | Corporate platform LLC | $2.50B | 130 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANKERS LIFE ADVISORY SERVICES, INC. CRD 281285 | Chicago, IL | Corporate platform Corporation | $2.49B | 433 advisors | Percentage of AUM; NON-DISCRETIONARY INVESTMENT CONSULTING SERVICES | View | |
| CONCURRENT ASSET MANAGEMENT, LLC CRD 330657 | Tampa, FL | Corporate platform LLC | $2.49B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WARWICK PARTNERS CRD 105951 | Bryan, TX | Corporate platform Corporation | $2.48B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| REDWOOD INVESTMENT MANAGEMENT, LLC. CRD 153139 | Scottsdale, AZ | Corporate platform LLC | $2.47B | 5 advisors | Percentage of AUM | View | |
| OWL CREEK ASSET MANAGEMENT, L.P. CRD 139371 | New York, NY | Corporate platform LP | $2.47B | 13 advisors | Percentage of AUM; Performance-based fees | View |