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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 | |||||
|---|---|---|---|---|---|---|---|
| WARATAH CAPITAL ADVISORS LTD. CRD 173867 | Toronto, Ontario | Corporate platform Corporation | $2.27B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| COLISEUM CAPITAL MANAGEMENT, LLC CRD 158120 | Rowayton, CT | Corporate platform LLC | $2.27B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FOCUSED WEALTH MANAGEMENT, INC. CRD 154828 | Newburgh, NY | Corporate platform Corporation | $2.27B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCESS HOLDINGS MANAGEMENT COMPANY LLC CRD 297197 | Baltimore, MD | Corporate platform LLC | $2.27B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SATHER FINANCIAL GROUP, INC. CRD 109344 | Victoria, TX | Corporate platform Corporation | $2.27B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RATHER & KITTRELL, INC. CRD 114885 | Knoxville, TN | Corporate platform Corporation | $2.25B | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PACIFIC INCOME ADVISERS INC CRD 104719 | El Segundo, CA | Corporate platform Corporation | $2.25B | 10 advisors | Percentage of AUM | View | |
| ALKEN ASSET MANAGEMENT LTD CRD 329119 | London | Corporate platform Other (specify) | $2.25B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AVALOR INVESTMENT AG CRD 283227 | Zurich, NH | Corporate platform Corporation | $2.24B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| MASON CAPITAL MANAGEMENT LLC CRD 158797 | New York, NY | Corporate platform LLC | $2.24B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. CRD 285401 | Boca Raton, FL | Corporate platform LP | $2.24B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| ARBION LIMITED CRD 155663 | London | Corporate platform Corporation | $2.23B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| HERITAGE INVESTMENT GROUP, INC. CRD 113204 | Pompano Beach, FL | Corporate platform Corporation | $2.23B | 12 advisors | Percentage of AUM | View | |
| CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED CRD 151223 | Sydney | Corporate platform Corporation | $2.23B | 0 total employees | Percentage of AUM | View | |
| APS ASSET MANAGEMENT PTE LTD CRD 109189 | Singapore | Corporate platform Other (specify) | $2.23B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| WEALTHQUEST CORPORATION CRD 141473 | Cincinnati, OH | Corporate platform Corporation | $2.22B | 16 advisors | Percentage of AUM; Fixed fees | View | |
| RIVERFRONT INVESTMENT GROUP, LLC CRD 146221 | Richmond, VA | Corporate platform LLC | $2.22B | 12 advisors | Percentage of AUM | View | |
| E. S. BARR & COMPANY CRD 107447 | Lexington, KY | Corporate platform Corporation | $2.22B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| OAKMONT CORPORATION CRD 112337 | Los Angeles, CA | Corporate platform Corporation | $2.22B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. CRD 289257 | New York, NY | Corporate platform LP | $2.22B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| SMITH GROUP ASSET MANAGEMENT, LLC CRD 313265 | Dallas, TX | Corporate platform LLC | $2.21B | 12 advisors | Percentage of AUM | View | |
| PATTEN AND PATTEN, INC. CRD 105414 | Chattanooga, TN | Corporate platform Corporation | $2.21B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ADVISORS ASSET MANAGEMENT, INC. CRD 46727 | Monument, CO | Corporate platform Corporation | $2.21B | 42 advisors | Percentage of AUM | View | |
| NEWSOUTH CAPITAL MANAGEMENT INC CRD 110676 | Memphis, TN | Corporate platform Corporation | $2.21B | 8 advisors | Percentage of AUM; Performance-based fees | View |