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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 | |||||
|---|---|---|---|---|---|---|---|
| ELLENBECKER INVESTMENT GROUP CRD 173851 | Waukesha, WI | Corporate platform Corporation | $2.06B | 13 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LANCASTER INVESTMENT MANAGEMENT LLP CRD 158068 | London | Corporate platform LLP | $2.06B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| CAHABA WEALTH MANAGEMENT, INC. CRD 151675 | Atlanta, GA | Corporate platform Corporation | $2.06B | 17 advisors | Percentage of AUM; Fixed fees | View | |
| EW HEALTHCARE PARTNERS CRD 158263 | The Woodlands, TX | Corporate platform Corporation | $2.06B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BEESE FULMER PRIVATE WEALTH MANAGEMENT CRD 109882 | Canton, OH | Corporate platform Corporation | $2.06B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEAR HARBOR ASSET MANAGEMENT, LLC CRD 152242 | Stamford, CT | Corporate platform LLC | $2.05B | 18 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WARWICK INVESTMENT GROUP, LLC CRD 226670 | Oklahoma City, OK | Corporate platform LLC | $2.05B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SAWGRASS ASSET MANAGEMENT LLC CRD 108831 | Ponte Vedra Beach, FL | Corporate platform LLC | $2.05B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| POINT BREAK CAPITAL MANAGEMENT LLC CRD 164213 | Miami, FL | Corporate platform LLC | $2.04B | 11 advisors | Fixed fees; SEE NOTE 1 ON SCHEDULE D - MISCELLANEOUS | View | |
| ATWOOD & PALMER, INC. CRD 104995 | Kansas City, MO | Corporate platform Corporation | $2.04B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BRISTOL GROUP INC CRD 105087 | San Francisco, CA | Corporate platform Corporation | $2.04B | 4 advisors | Fixed fees · Performance-based fees +1 more | View | |
| CALLODINE CAPITAL MANAGEMENT CRD 297115 | Boston, MA | Corporate platform LP | $2.03B | 5 advisors | Percentage of AUM; PERFORMANCE FEES PAID TO AFFILIATED GENERAL PARTNER | View | |
| PROVISE MANAGEMENT GROUP, LLC CRD 105375 | Clearwater, FL | Corporate platform LLC | $2.03B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALPEN PARTNERS INTERNATIONAL AG CRD 291759 | Freienbach, AL | Corporate platform Corporation | $2.03B | 37 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HALYARD ASSET MANAGEMENT LLC CRD 154493 | White Plains, NY | Corporate platform LLC | $2.03B | 3 advisors | Percentage of AUM | View | |
| AVITY INVESTMENT MANAGEMENT INC. CRD 104623 | Greenwich, CT | Corporate platform Corporation | $2.03B | 3 advisors | Percentage of AUM | View | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CRD 117962 | Edina, MN | Corporate platform Corporation | $2.03B | 18 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| NCH CAPITAL INC. CRD 157288 | New York, NY | Corporate platform Corporation | $2.02B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PORTOLAN CAPITAL MANAGEMENT, LLC CRD 157542 | Boston, MA | Corporate platform LLC | $2.02B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKS GROUP WEALTH MANAGEMENT, INC. CRD 148679 | Minnetonka, MN | Corporate platform Corporation | $2.02B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| SPYGLASS CAPITAL MANAGEMENT, LLC CRD 281266 | Greenbrae, CA | Corporate platform LLC | $2.02B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALBION FINANCIAL GROUP CRD 105957 | Salt Lake City, UT | Corporate platform Corporation | $2.01B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INFINITY Q CAPITAL MANAGEMENT, LLC CRD 164179 | New York, NY | Corporate platform LLC | $2.01B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PHYSICIAN WEALTH ADVISORS, INC. CRD 106043 | Salt Lake City, UT | Corporate platform Corporation | $2.01B | 7 advisors | Percentage of AUM | View |