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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 | |||||
|---|---|---|---|---|---|---|---|
| BOW WAVE CAPITAL MANAGEMENT, LP CRD 305782 | New York, NY | Corporate platform LP | $1.89B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TREVILLE CAPITAL MANAGEMENT LLC CRD 290314 | New York, NY | Corporate platform LLC | $1.89B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BROAD BAY CAPITAL MANAGEMENT LP CRD 284341 | New York, NY | Corporate platform LP | $1.89B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT MANAGEMENT SYSTEMS CRD 150351 | Leonardtown, MD | Corporate platform Corporation | $1.89B | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHOENIX ASSET MANAGEMENT PARTNERS LIMITED CRD 284936 | London | Corporate platform Corporation | $1.89B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LIBERTY STREET ADVISORS, INC. CRD 142949 | New York, NY | Corporate platform Corporation | $1.88B | 13 advisors | Percentage of AUM | View | |
| CAPITAL MANAGEMENT ASSOCIATES INC CRD 105010 | Minneapolis, MN | Corporate platform Corporation | $1.88B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLCM ADVISORS, INC. CRD 107847 | Milwaukee, WI | Corporate platform Corporation | $1.88B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WILKINSON GLOBAL ASSET MANAGEMENT LLC CRD 292470 | New York, NY | Corporate platform LLC | $1.88B | 6 advisors | Percentage of AUM | View | |
| TWO CREEKS CAPITAL MANAGEMENT, LP CRD 171848 | New York, NY | Corporate platform LP | $1.88B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC CRD 301987 | New York, NY | Corporate platform LLC | $1.87B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| WOLF HILL CAPITAL MANAGEMENT, LP CRD 306712 | Greenwich, CT | Corporate platform LP | $1.87B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| AUSTIN ASSET CRD 105441 | Austin, TX | Corporate platform Corporation | $1.87B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| DIVERSIFIED MANAGEMENT INC CRD 106680 | Milwaukee, WI | Corporate platform Corporation | $1.87B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MORGAN STANLEY PRIVATE EQUITY ASIA, INC. CRD 134366 | New York, NY | Corporate platform Corporation | $1.86B | 44 advisors | Percentage of AUM; Performance-based fees | View | |
| WINDWARD CAPITAL MANAGEMENT CO CRD 106908 | Los Angeles, CA | Corporate platform Corporation | $1.86B | 3 advisors | Percentage of AUM | View | |
| GOANNA CAPITAL MANAGEMENT LLC CRD 314952 | FL | Corporate platform LLC | $1.86B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MONASHEE INVESTMENT MANAGEMENT, LLC CRD 163148 | Boston, MA | Corporate platform LLC | $1.86B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| COLONIAL TRUST ADVISORS, INC. CRD 110257 | Spartanburg, SC | Corporate platform Corporation | $1.85B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| WILLIS JOHNSON WEALTH CRD 119759 | Houston, TX | Corporate platform Corporation | $1.85B | 21 advisors | Percentage of AUM; Fixed fees | View | |
| CSM CAPITAL CORPORATION CRD 129789 | New York, NY | Corporate platform Corporation | $1.85B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KANAWHA CAPITAL MANAGEMENT, LLC CRD 118458 | Richmond, VA | Corporate platform LLC | $1.84B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| PALISADES HUDSON ASSET MANAGEMENT, L.P. CRD 109134 | Fort Lauderdale, FL | Corporate platform LP | $1.84B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| ROCKBRIDGE INVESTMENT MANAGEMENT, LLC CRD 115754 | Syracuse, NY | Corporate platform LLC | $1.84B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View |