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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 | |||||
|---|---|---|---|---|---|---|---|
| STAFFORD CAPITAL PARTNERS INC. CRD 171419 | Austin, TX | Corporate platform Corporation | $1.72B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| RK CAPITAL MANAGEMENT, LLC CRD 314175 | Weston, FL | Corporate platform LLC | $1.72B | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NOVEM GROUP CRD 158964 | Rochester, NY | Corporate platform Corporation | $1.72B | 50 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRINCETON EQUITY GROUP CRD 310405 | Princeton, NJ | Corporate platform LP | $1.72B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| ARGENT ADVISORS, INC. CRD 112028 | Ruston, LA | Corporate platform Corporation | $1.71B | 12 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLBECK CAPITAL MANAGEMENT, LLC CRD 282406 | New York, NY | Corporate platform LLC | $1.71B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| BROADWOOD CAPITAL, INC CRD 159286 | New York, NY | Corporate platform Corporation | $1.71B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HOUSATONIC PARTNERS CRD 157618 | San Francisco, CA | Corporate platform Corporation | $1.71B | 11 advisors | Percentage of AUM; CARRIED INTEREST ALLOCATIONS | View | |
| QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | Lake Oswego, OR | Corporate platform LLC | $1.71B | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE PRAEDIUM GROUP LLC CRD 161789 | Boca Raton, FL | Corporate platform LLC | $1.71B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SEELAUS ASSET MANAGEMENT, LLC CRD 149582 | Chatham, NJ | Corporate platform LLC | $1.70B | 14 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STEPHENS GROUP ASSET MANAGEMENT, LLC CRD 288981 | Little Rock, AR | Corporate platform LLC | $1.70B | 4 advisors | Percentage of AUM | View | |
| NORTH PEAK CAPITAL MANAGEMENT, LLC CRD 294042 | New York, NY | Corporate platform LLC | $1.70B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LIONTREE INVESTMENT MANAGEMENT, LLC CRD 315628 | New York, NY | Corporate platform LLC | $1.70B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| GILBERT & COOK, INC. CRD 283112 | West Des Moines, IA | Corporate platform Corporation | $1.70B | 17 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARSIFAL CAPITAL MANAGEMENT, LP CRD 299858 | Greenwich, CT | Corporate platform LP | $1.69B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CORUNDUM GROUP, INC. CRD 106490 | Colorado Springs, CO | Corporate platform Corporation | $1.69B | 11 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WELLINGTON CONSULTING SERVICES INC CRD 105837 | Chantilly, VA | Corporate platform Corporation | $1.69B | 9 advisors | Percentage of AUM | View | |
| NEVASTAR FINANCE LTD CRD 172523 | London | Corporate platform Corporation | $1.68B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| SMITH AFFILIATED CAPITAL CORP. CRD 107675 | New York, NY | Corporate platform Corporation | $1.68B | 8 advisors | Percentage of AUM | View | |
| ARGONNE CAPITAL GROUP, LLC CRD 291254 | Atlanta, GA | Corporate platform LLC | $1.68B | 30 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRACE CAPITAL MANAGEMENT LP CRD 322094 | Houston, TX | Corporate platform LP | $1.68B | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| TRANSOM CAPITAL GROUP CRD 170459 | El Segundo, CA | Corporate platform LLC | $1.68B | 21 advisors | Percentage of AUM; Performance-based fees | View | |
| WEATHERLY ASSET MANAGEMENT CRD 106935 | Del Mar, CA | Corporate platform LP | $1.68B | 10 advisors | Percentage of AUM · Fixed fees +1 more | View |