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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 | |||||
|---|---|---|---|---|---|---|---|
| IMPAX ASSET MANAGEMENT CRD 171783 | London | Corporate platform Other (specify) | $2.00B | 53 advisors | Percentage of AUM; Performance-based fees | View | |
| NEVILLE, RODIE & SHAW INC CRD 104969 | New York, NY | Corporate platform Corporation | $2.00B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKHILL CAPITAL, INC CRD 105208 | Morristown, NJ | Corporate platform Corporation | $2.00B | 2 advisors | Percentage of AUM | View | |
| CORDA INVESTMENT MANAGEMENT, LLC CRD 108046 | Houston, TX | Corporate platform LLC | $2.00B | 26 advisors | Percentage of AUM | View | |
| THE HARBOR GROUP, INC. CRD 105637 | Bedford, NH | Corporate platform Corporation | $2.00B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STACK FINANCIAL MANAGEMENT INC CRD 106785 | Whitefish, MT | Corporate platform Corporation | $1.99B | 7 advisors | Percentage of AUM | View | |
| RAYMOND JAMES (USA) LTD CRD 25853 | Vancouver, AL | Corporate platform Corporation | $1.99B | 145 advisors | Percentage of AUM | View | |
| WELLESLEY ASSET MANAGEMENT, INC. CRD 116176 | Portsmouth, NH | Corporate platform Corporation | $1.99B | 19 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPERIO RETIREMENT CONSULTING, INC. CRD 140786 | Cary, NC | Corporate platform Corporation | $1.99B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP CRD 143980 | Boulder, CO | Corporate platform LP | $1.98B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| LEE DANNER & BASS INC CRD 111002 | Nashville, TN | Corporate platform Corporation | $1.98B | 6 advisors | Percentage of AUM | View | |
| CENTER FOR FINANCIAL PLANNING INC CRD 109599 | Southfield, MI | Corporate platform Corporation | $1.97B | 17 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE FIDUCIARY GROUP CRD 221530 | Savannah, GA | Corporate platform LLC | $1.97B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| THE NORDEN GROUP LLC CRD 323988 | Provo, UT | Corporate platform LLC | $1.97B | 20 advisors | Percentage of AUM; Fixed fees | View | |
| SHAPIRO CAPITAL MANAGEMENT LLC CRD 105581 | Atlanta, GA | Corporate platform LLC | $1.97B | 4 advisors | Percentage of AUM | View | |
| BELLECAPITAL INTERNATIONAL CRD 158348 | Zurich, CA | Corporate platform Corporation | $1.96B | 11 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CS PLANNING CORP CRD 149937 | Portland, OR | Corporate platform Corporation | $1.96B | 49 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HCR WEALTH ADVISORS CRD 108676 | Los Angeles, CA | Corporate platform Corporation | $1.96B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QSEMBLE CAPITAL MANAGEMENT, LP CRD 290920 | New York City, NY | Corporate platform LP | $1.95B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| 3EDGE ASSET MANAGEMENT, LP CRD 282059 | Naples, FL | Corporate platform LP | $1.95B | 12 advisors | Percentage of AUM | View | |
| LORIENT CAPITAL MANAGEMENT, LLC CRD 289572 | Miami, FL | Corporate platform LLC | $1.94B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| SISUNG INVESTMENT MANAGEMENT SERVICES LLC CRD 107318 | Metairie, LA | Corporate platform LLC | $1.94B | 4 advisors | Percentage of AUM | View | |
| ELDA RIVER CAPITAL MANAGEMENT, LLC CRD 326859 | Houston, TX | Corporate platform LLC | $1.94B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PENN CAPITAL MANAGEMENT COMPANY, LLC CRD 105081 | Philadelphia, PA | Corporate platform LLC | $1.94B | 12 advisors | Percentage of AUM; Performance-based fees | View |