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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 | |||||
|---|---|---|---|---|---|---|---|
| ROSE GROVE CAPITAL MANAGEMENT, LLC CRD 156572 | Wellesley, MA | Corporate platform LLC | $1.94B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DIVERSIFIED PORTFOLIOS, INC. CRD 108942 | Bloomfield Hills, MI | Corporate platform Corporation | $1.94B | 11 advisors | Percentage of AUM | View | |
| HEIN PARK CAPITAL MANAGEMENT LP CRD 305550 | New York, NY | Corporate platform LP | $1.93B | 6 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATION | View | |
| FIRST PACIFIC FINANCIAL, INC. CRD 284736 | Vancouver, WA | Corporate platform Corporation | $1.93B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMI ASSET MANAGEMENT CORP CRD 110291 | Los Angeles, CA | Corporate platform Corporation | $1.93B | 9 advisors | Percentage of AUM | View | |
| CONSERVEST CAPITAL ADVISORS INC CRD 111353 | Wynnewood, PA | Corporate platform Corporation | $1.92B | 7 advisors | Percentage of AUM | View | |
| MAGNETAR ASSET MANAGEMENT LLC CRD 285287 | Evanston, IL | Corporate platform LLC | $1.92B | 26 advisors | Percentage of AUM; Performance-based fees | View | |
| TERRY MCDANIEL & COMPANY CRD 104732 | Austin, TX | Corporate platform Corporation | $1.92B | 7 advisors | Percentage of AUM | View | |
| HEARTLAND ADVISORS, INC. CRD 29433 | Milwaukee, WI | Corporate platform Corporation | $1.92B | 10 advisors | Percentage of AUM | View | |
| FALCON WEALTH PLANNING, INC. CRD 174092 | Ontario, CA | Corporate platform Corporation | $1.92B | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NOVARE CAPITAL MANAGEMENT CRD 117949 | Charlotte, NC | Corporate platform LLC | $1.92B | 18 advisors | Percentage of AUM | View | |
| CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P. CRD 157822 | Charlotte, NC | Corporate platform LP | $1.91B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| RESOLUTE PARTNERS GROUP CRD 300326 | San Francisco, CA | Corporate platform LLC | $1.91B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PATRIOT INVESTMENT MANAGEMENT GROUP INC CRD 112155 | Knoxville, TN | Corporate platform Corporation | $1.91B | 16 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PEMBROKE MANAGEMENT LTD. CRD 155405 | Montreal, Quebec | Corporate platform Corporation | $1.91B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| MORA CAPITAL MANAGEMENT, LLC CRD 112221 | Miami, FL | Corporate platform LLC | $1.90B | 29 advisors | Percentage of AUM; Performance-based fees | View | |
| FREEDOM FUNDS MANAGEMENT CO CRD 110785 | Denver, CO | Corporate platform Corporation | $1.90B | 3 advisors | Percentage of AUM | View | |
| JAG CAPITAL MANAGEMENT LLC CRD 159227 | St.. Louis, MO | Corporate platform LLC | $1.90B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| TRIBUTARY CAPITAL MANAGEMENT, LLC CRD 112528 | Omaha, NE | Corporate platform LLC | $1.90B | 13 advisors | Percentage of AUM | View | |
| D'ANNUNZIO CONSULTING GROUP, LLC CRD 144422 | Tacoma, WA | Corporate platform LLC | $1.90B | 2 advisors | Fixed fees | View | |
| DWS INVESTMENTS AUSTRALIA LIMITED CRD 109112 | Sydney | Corporate platform Corporation | $1.90B | 8 advisors | Percentage of AUM | View | |
| HALIFAX INVESTMENT MANAGEMENT, L.L.C. CRD 152789 | Raleigh, NC | Corporate platform LLC | $1.90B | 16 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SP ASSET MANAGEMENT LLC CRD 323369 | Cupertino, CA | Corporate platform LLC | $1.90B | 3 advisors | Percentage of AUM | View | |
| AVENUE ASIA CAPITAL MANAGEMENT, L.P. CRD 113246 | New York City, NY | Corporate platform LP | $1.89B | 15 advisors | Percentage of AUM; Performance-based fees | View |