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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 | |||||
|---|---|---|---|---|---|---|---|
| AZZAD ASSET MANAGEMENT, INC. CRD 111291 | Falls Church, VA | Corporate platform Corporation | $1.84B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| COALESCE CAPITAL MANAGEMENT LLC CRD 324179 | New York, NY | Corporate platform LLC | $1.83B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| OLD ORCHARD CAPITAL MANAGEMENT LP CRD 170641 | New York, NY | Corporate platform LP | $1.83B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| INDEPENDENCE SQUARE HOLDINGS, LLC CRD 300139 | King Of Prussia, PA | Corporate platform LLC | $1.83B | 37 advisors | Percentage of AUM · Hourly charges +5 more | View | |
| THE MOLPUS WOODLANDS GROUP, LLC CRD 114575 | Ridgeland, MS | Corporate platform LLC | $1.83B | 18 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CLOVERLAY INVESTMENT MANAGEMENT, LLC CRD 277170 | Conshohocken, PA | Corporate platform LLC | $1.83B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| D2 ASSET MANAGEMENT CRD 331542 | Dallas, TX | Corporate platform LP | $1.83B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CACTI ASSET MANAGEMENT, LLC CRD 156131 | GA | Corporate platform LLC | $1.82B | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GORDIAN CAPITAL JAPAN LIMITED CRD 309108 | Tokyo | Corporate platform Corporation | $1.82B | 12 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CION INVESTMENT MANAGEMENT, LLC CRD 160386 | New York, NY | Corporate platform LLC | $1.81B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL SYNERGIES CRD 105643 | Houston, TX | Corporate platform Corporation | $1.81B | 16 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VERSANT CAPITAL MANAGEMENT, INC. CRD 131692 | Phoenix, AZ | Corporate platform Corporation | $1.81B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAND ALLIANCE ASSET MANAGEMENT LTD. CRD 307801 | Hong Kong, TX | Corporate platform Corporation | $1.81B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| SELECT MONEY MANAGEMENT, INC. CRD 153256 | Los Angeles, CA | Corporate platform Corporation | $1.80B | 8 advisors | Percentage of AUM | View | |
| YOUNG RICHARD C & CO LTD CRD 105866 | Newport, RI | Corporate platform Corporation | $1.80B | 8 advisors | Percentage of AUM | View | |
| NEEDHAM INVESTMENT MANAGEMENT, LLC CRD 106783 | New York, NY | Corporate platform LLC | $1.80B | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTFEST PERSONAL WEALTH MANAGEMENT CRD 110130 | New York, NY | Corporate platform Corporation | $1.80B | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENSILE CAPITAL MANAGEMENT LP CRD 164161 | Larkspur, CA | Corporate platform LP | $1.80B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| HOISINGTON INVESTMENT MANAGEMENT CO CRD 107710 | Austin, TX | Corporate platform Corporation | $1.79B | 5 advisors | Percentage of AUM | View | |
| MORGAN CREEK CAPITAL MANAGEMENT, LLC CRD 138401 | Chapel Hill, NC | Corporate platform LLC | $1.79B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| MITCHELL SINKLER & STARR CRD 106460 | Philadelphia, PA | Corporate platform Corporation | $1.79B | 5 advisors | Percentage of AUM | View | |
| METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC CRD 289048 | New York, NY | Corporate platform LLC | $1.79B | 20 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MONOGRAM CAPITAL MANAGEMENT, L.P. CRD 290197 | Beverly Hills, CA | Corporate platform LP | $1.79B | 11 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NBC SECURITIES, INC. CRD 17870 | Birmingham, AL | Corporate platform Corporation | $1.78B | 63 advisors | Percentage of AUM · Hourly charges +1 more | View |