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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 | |||||
|---|---|---|---|---|---|---|---|
| MERRICKS CAPITAL PTY LTD CRD 157533 | Melbourne | Corporate platform Corporation | $2.14B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ETHOS FINANCIAL GROUP, LLC CRD 321748 | King Of Prussia, PA | Corporate platform LLC | $2.14B | 27 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FINANCIAL MANAGEMENT NETWORK INC CRD 110454 | Mission Viejo, CA | Corporate platform Corporation | $2.14B | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FAIRHOLME CAPITAL MANAGEMENT, L.L.C. CRD 107987 | South Miami, FL | Corporate platform LLC | $2.14B | 2 advisors | Percentage of AUM | View | |
| PINNACLE ADVISORS CRD 106817 | Mansfield, OH | Corporate platform Corporation | $2.14B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERMEDE GLOBAL PARTNERS INC CRD 288616 | San Francisco, CA | Corporate platform Corporation | $2.14B | 4 advisors | COST PLUS FEE | View | |
| NEXT CAPITAL MANAGEMENT LLC CRD 110793 | New York, NY | Corporate platform LLC | $2.14B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FERNBRIDGE CAPITAL MANAGEMENT LP CRD 309334 | Los Angeles, CA | Corporate platform LP | $2.13B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| ORLEANS CAPITAL MANAGEMENT CORP CRD 111359 | Mandeville, LA | Corporate platform Corporation | $2.13B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| OKABENA INVESTMENT SERVICES INC CRD 111162 | Minneapolis, MN | Corporate platform Corporation | $2.12B | 8 advisors | Percentage of AUM | View | |
| WESTVIEW CAPITAL MANAGEMENT LLC CRD 157839 | Boston, MA | Corporate platform LLC | $2.12B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| ELSER FINANCIAL PLANNING, INC. CRD 143311 | Indianapolis, IN | Corporate platform Corporation | $2.11B | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIARY ADVISORS, INC. CRD 108239 | St.. Louis, MO | Corporate platform Corporation | $2.10B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERAUDI ASSET MANAGEMENT, INC. CRD 119854 | New York, NY | Corporate platform Corporation | $2.10B | 9 advisors | Percentage of AUM | View | |
| ALPINE ASSOCIATES MANAGEMENT INC. CRD 138901 | Palm Beach, FL | Corporate platform Corporation | $2.09B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ADELL HARRIMAN & CARPENTER CRD 107488 | Houston, TX | Corporate platform Corporation | $2.09B | 5 advisors | Percentage of AUM | View | |
| COLUMBIA CAPITAL MANAGEMENT, LLC CRD 112773 | Merriam, KS | Corporate platform LLC | $2.09B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| FIRST HEARTLAND CONSULTANTS, INC. CRD 110377 | Lake St.. Louis, MO | Corporate platform Corporation | $2.09B | 88 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITED ASSET STRATEGIES INC. CRD 107434 | Garden City, NY | Corporate platform Corporation | $2.09B | 21 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NARWHAL CAPITAL MANAGEMENT CRD 135958 | Marietta, GA | Corporate platform LLC | $2.08B | 12 advisors | Percentage of AUM; Hourly charges | View | |
| TRUE WIND CAPITAL MANAGEMENT, L.P. CRD 281109 | San Francisco, CA | Corporate platform LP | $2.08B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| BASIS MANAGEMENT GROUP LLC CRD 282518 | New York, NY | Corporate platform LLC | $2.07B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| EUBEL BRADY & SUTTMAN CRD 107316 | Miamisburg, OH | Corporate platform Corporation | $2.07B | 23 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TORTOISE INVESTMENT MANAGEMENT, LLC CRD 128723 | White Plains, NY | Corporate platform LLC | $2.07B | 16 advisors | Percentage of AUM | View |