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 | |||||
|---|---|---|---|---|---|---|---|
| STERLING INVESTMENT MANAGEMENT CRD 174707 | West Palm Beach, FL | Corporate platform LLC | $2.41B | 48 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FOREST AVENUE CAPITAL MANAGEMENT LP CRD 321948 | Miami, FL | Corporate platform LP | $2.41B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SANDHILL INVESTMENT MANAGEMENT CRD 129800 | Buffalo, NY | Corporate platform LLC | $2.40B | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IRENIC CAPITAL MANAGEMENT LP CRD 319645 | New York, NY | Corporate platform LP | $2.40B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| STONEBRIDGE FINANCIAL GROUP, LLC CRD 337972 | St.. Louis, MO | Corporate platform LLC | $2.40B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAM ACTIVE INVESTMENTS S.A. CRD 226589 | Geneva | Corporate platform Corporation | $2.39B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| WASHINGTON TRUST ADVISORS CRD 110407 | Wellesley, MA | Corporate platform Corporation | $2.39B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| NORDFLINT CAPITAL PARTNERS CRD 310492 | Copenhagen | Corporate platform Corporation | $2.39B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TSCHETTER GROUP CRD 301548 | Bellevue, WA | Corporate platform LLC | $2.39B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GF INTERNATIONAL CRD 170990 | Hong Kong | Corporate platform Corporation | $2.39B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| PRELUDE CAPITAL MANAGEMENT, LLC CRD 158105 | New York, NY | Corporate platform LLC | $2.39B | 11 advisors | Fixed fees; Performance-based fees | View | |
| ONE RIVER ASSET MANAGEMENT, LLC CRD 167835 | Stamford, CT | Corporate platform LLC | $2.39B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PARSONS CAPITAL MANAGEMENT INC CRD 106295 | Providence, RI | Corporate platform Corporation | $2.38B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADIGM CAPITAL MANAGEMENT, INC. CRD 107982 | Albany, NY | Corporate platform Corporation | $2.38B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SIMMONS L E & ASSOCIATES INC CRD 107599 | Houston, TX | Corporate platform Corporation | $2.38B | 14 advisors | Percentage of AUM; CARRIED INTEREST | View | |
| STRIVE ASSET MANAGEMENT CRD 322039 | Dallas, TX | Corporate platform LLC | $2.38B | 3 advisors | Percentage of AUM | View | |
| SMITH MOORE & CO. CRD 3441 | Clayton, MO | Corporate platform Corporation | $2.37B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHECK CAPITAL MANAGEMENT INC CRD 107058 | Costa Mesa, CA | Corporate platform Corporation | $2.37B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| GRANAHAN INVESTMENT MANAGEMENT LLC CRD 107745 | Waltham, MA | Corporate platform LLC | $2.36B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GEMMER ASSET MANAGEMENT LLC CRD 109034 | Walnut Creek, CA | Corporate platform LLC | $2.36B | 9 advisors | Percentage of AUM | View | |
| CLARET ASSET MANAGEMENT CORP CRD 110453 | Montreal Quebec, CA | Corporate platform Corporation | $2.36B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| SAND GROVE CAPITAL MANAGEMENT LLP CRD 284699 | London | Corporate platform LLP | $2.35B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADRIVER ASSET MANAGEMENT, L.P. CRD 155792 | New York, NY | Corporate platform LP | $2.34B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| KEYSTONE FINANCIAL GROUP, LLC CRD 170201 | Lexington, KY | Corporate platform LLC | $2.34B | 33 advisors | Percentage of AUM · Hourly charges +1 more | View |