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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 | |||||
|---|---|---|---|---|---|---|---|
| THE FORUM FINANCE GROUP SA CRD 284407 | Geneva, CA | Corporate platform Corporation | $2.21B | 19 advisors | Percentage of AUM · Fixed fees +3 more | View | |
| 1834 INVESTMENT ADVISORS CO. CRD 105435 | Milwaukee, WI | Corporate platform Corporation | $2.20B | 30 advisors | Percentage of AUM; Fixed fees | View | |
| LUPA RIA INVESTMENT MANAGEMENT LLC CRD 314819 | New York, NY | Corporate platform LLC | $2.19B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MAXIM CAPITAL GROUP, LLC CRD 288321 | New York, NY | Corporate platform LLC | $2.19B | 4 advisors | Percentage of AUM · Performance-based fees +4 more | View | |
| WEALTHPLAN INVESTMENT MANAGEMENT LLC CRD 311364 | Omaha, NE | Corporate platform LLC | $2.19B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NADLER FINANCIAL GROUP, INC. CRD 122617 | Deerfield, IL | Corporate platform Corporation | $2.18B | 18 advisors | Percentage of AUM | View | |
| CLEAR HAVEN CAPITAL MANAGEMENT, LLC CRD 149165 | New York, NY | Corporate platform LLC | $2.18B | 6 advisors | Percentage of AUM · Performance-based fees +4 more | View | |
| HITE HEDGE ASSET MANAGEMENT LLC CRD 160173 | Braintree, MA | Corporate platform LLC | $2.18B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| THE INVESTMENT COUNSEL COMPANY CRD 19608 | Las Vegas, NV | Corporate platform Corporation | $2.18B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| EURO PACIFIC ASSET MANAGEMENT, LLC CRD 152922 | Dorado, PR | Corporate platform LLC | $2.18B | 5 advisors | Percentage of AUM | View | |
| JOEL R. MOGY INVESTMENT COUNSEL INC. CRD 111622 | Beverly Hills, CA | Corporate platform Corporation | $2.18B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CONDOR CAPITAL WEALTH MANAGEMENT CRD 104920 | Martinsville, NJ | Corporate platform Corporation | $2.18B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BELL ASSET MANAGEMENT LIMITED CRD 146144 | Melbourne | Corporate platform Corporation | $2.18B | 10 advisors | Percentage of AUM | View | |
| CATALIO CAPITAL MANAGEMENT, LP CRD 310374 | New York, NY | Corporate platform LP | $2.18B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGEFIELD INVESTMENT GROUP LP CRD 312019 | Dallas, TX | Corporate platform LP | $2.17B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| SIGMA INVESTMENT COUNSELORS CRD 104754 | Northville, MI | Corporate platform Corporation | $2.17B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| PDS PLANNING INC CRD 106895 | Dublin, OH | Corporate platform Corporation | $2.17B | 12 advisors | Fixed fees | View | |
| ZUCKERMAN INVESTMENT GROUP CRD 137785 | Chicago, IL | Corporate platform LLC | $2.17B | 6 advisors | Percentage of AUM | View | |
| ANFIELD CAPITAL MANAGEMENT, LLC CRD 165211 | Irvine, CA | Corporate platform LLC | $2.16B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITOL SECURITIES MANAGEMENT, INC. CRD 14169 | Glen Allen, VA | Corporate platform Corporation | $2.16B | 126 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY CRD 170015 | Shanghai | Corporate platform Corporation | $2.16B | 46 advisors | Percentage of AUM; Performance-based fees | View | |
| ABACUS PLANNING GROUP, INC. CRD 107994 | Columbia, SC | Corporate platform Corporation | $2.16B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HMI CAPITAL MANAGEMENT, L.P. CRD 160850 | San Francisco, CA | Corporate platform LP | $2.15B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENLAND CAPITAL MANAGEMENT LP CRD 317701 | New York, NY | Corporate platform LP | $2.15B | 12 advisors | Performance-based fees | View |