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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 | |||||
|---|---|---|---|---|---|---|---|
| AQUARIAN HOLDINGS MANAGEMENT LLC CRD 293116 | New York, NY | Corporate platform LLC | $1.78B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| TFC FINANCIAL MANAGEMENT INC CRD 105062 | Boston, MA | Corporate platform Corporation | $1.78B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEALTHQUEST CAPITAL MANAGEMENT, L.P. CRD 296583 | Austin, TX | Corporate platform LP | $1.78B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| AEGIS CAPITAL CORP. CRD 15007 | New York, NY | Corporate platform Corporation | $1.78B | 92 advisors | Percentage of AUM; Hourly charges | View | |
| CAHILL FINANCIAL ADVISORS, INC. CRD 109890 | Edina, MN | Corporate platform Corporation | $1.77B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARCO INVESTMENT MANAGEMENT LLC CRD 108170 | Atlanta, GA | Corporate platform LLC | $1.77B | 5 advisors | Percentage of AUM | View | |
| KAISER PARTNER FINANCIAL ADVISORS LTD. CRD 149431 | ZüRich, CA | Corporate platform Corporation | $1.76B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC CRD 107630 | Neenah, WI | Corporate platform Corporation | $1.76B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OFS CAPITAL MANAGEMENT, LLC CRD 153533 | Chicago, IL | Corporate platform LLC | $1.76B | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTERNATIVE INVESTMENT MANAGEMENT, LLC CRD 158028 | New York, NY | Corporate platform LLC | $1.76B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| TALOS EURISKO ASSET MANAGEMENT LP CRD 332873 | New York, NY | Corporate platform LP | $1.76B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| GFI INVESTMENT COUNSEL CRD 332720 | Toronto, Ontario | Corporate platform Corporation | $1.75B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MYCOR CAPITAL MANAGEMENT, LLC CRD 324312 | Stamford, CT | Corporate platform LLC | $1.75B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| NXG INVESTMENT MANAGEMENT CRD 131517 | Dallas, TX | Corporate platform LP | $1.75B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL SECURITY ADVISORY INC CRD 110746 | Virginia Beach, VA | Corporate platform Corporation | $1.74B | 43 advisors | Percentage of AUM; Hourly charges | View | |
| ACCUMULUS CAPITAL MANAGEMENT, LLC CRD 160501 | New York, NY | Corporate platform LLC | $1.74B | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STEELE CREEK INVESTMENT MANAGEMENT LLC CRD 170209 | Charlotte, NC | Corporate platform LLC | $1.74B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| WBH ADVISORY, INC. CRD 105289 | Baltimore, MD | Corporate platform Corporation | $1.74B | 11 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FELDMAN, INGARDONA & CO CRD 29449 | Downers Grove, IL | Corporate platform Corporation | $1.73B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| RW INVESTMENT MANAGEMENT LLC CRD 282707 | Eagle, ID | Corporate platform LLC | $1.73B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WNY ASSET MANAGEMENT, LLC CRD 153872 | Williamsville, NY | Corporate platform LLC | $1.73B | 18 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLY INVEST ADVISORS CRD 170301 | Charlotte, NC | Corporate platform Corporation | $1.73B | 8 advisors | Percentage of AUM | View | |
| ENGINE CAPITAL MANAGEMENT, LP CRD 168315 | New York, NY | Corporate platform LP | $1.73B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GALAXY DIGITAL CAPITAL MANAGEMENT LP CRD 293908 | New York, NY | Corporate platform Other (specify) | $1.72B | 22 advisors | Percentage of AUM · Fixed fees +1 more | View |