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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 | |||||
|---|---|---|---|---|---|---|---|
| C-III INVESTMENT MANAGEMENT LLC CRD 156553 | New York, NY | Corporate platform LLC | $2.47B | 30 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SVERICA CAPITAL MANAGEMENT CRD 156956 | Boston, MA | Corporate platform LP | $2.46B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| INCENTIVE AS CRD 174704 | Oslo | Corporate platform Corporation | $2.46B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TIFF INVESTMENT MANAGEMENT CRD 156308 | Radnor, PA | Corporate platform LLC | $2.46B | 0 total employees | Percentage of AUM | View | |
| MARTIS CAPITAL MANAGEMENT, LLC CRD 296437 | Washington, DC | Corporate platform LLC | $2.46B | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MCINROY & WOOD LIMITED CRD 316199 | Haddington, East Lothian | Corporate platform Corporation | $2.46B | 22 advisors | Percentage of AUM | View | |
| UNIGESTION (US) LTD CRD 305038 | New York, NY | Corporate platform Corporation | $2.45B | 6 advisors | Percentage of AUM; GROUP TRANSFER PRICING FOR MULTINATIONAL ENTERPRISES | View | |
| URBAN INVESTMENT ADVISORS CRD 222524 | Larkspur, CA | Corporate platform Corporation | $2.45B | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SILVER OAK SECURITIES, INC. CRD 46947 | Jackson, TN | Corporate platform Corporation | $2.45B | 103 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENT RESOURCES INVESTMENT CORPORATION CRD 47723 | Andover, MA | Corporate platform Corporation | $2.44B | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MICHAUD CAPITAL MANAGEMENT LLC CRD 159828 | Denver, CO | Corporate platform LLC | $2.44B | 6 advisors | Fixed fees | View | |
| BLUEARC CAPITAL MANAGEMENT CRD 167233 | Atlanta, GA | Corporate platform LLC | $2.44B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LONGITUDE CAPITAL MANAGEMENT CO., LLC CRD 161916 | Menlo Park, CA | Corporate platform LLC | $2.44B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| CRAYHILL CAPITAL MANAGEMENT LP CRD 281154 | New York, NY | Corporate platform LP | $2.44B | 13 advisors | Performance-based fees; SEE SCHEDULE D MISCELLANEOUS | View | |
| GUYASUTA INVESTMENT ADVISORS, INCORPORATED CRD 108400 | Pittsburgh, PA | Corporate platform Corporation | $2.44B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| SR ONE CAPITAL MANAGEMENT, LP CRD 306361 | Redwood City, CA | Corporate platform LP | $2.44B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| PRODIGY ASSET MANAGEMENT LLC CRD 106457 | Omaha, NE | Corporate platform LLC | $2.44B | 5 advisors | Percentage of AUM | View | |
| HOWE AND RUSLING, INC. CRD 104627 | Rochester, NY | Corporate platform Corporation | $2.44B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKROCK ASSET MANAGEMENT SCHWEIZ AG CRD 161987 | Zurich, AL | Corporate platform Corporation | $2.43B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| 3650 REIT INVESTMENT MANAGEMENT LLC CRD 286013 | Miami, FL | Corporate platform LLC | $2.43B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| THE MILESTONE REAL ESTATE GROUP, LP CRD 161957 | Dallas, TX | Corporate platform LP | $2.43B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| REQUISITE CAPITAL MANAGEMENT LLC CRD 283107 | Dallas, TX | Corporate platform LLC | $2.43B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MANITOU INVESTMENT MANAGEMENT LTD. CRD 319213 | Toronto, Ontario, TX | Corporate platform Corporation | $2.42B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| TRAYNOR CAPITAL MANAGEMENT CRD 138881 | Malvern, PA | Corporate platform Corporation | $2.42B | 6 advisors | Percentage of AUM | View |