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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 | |||||
|---|---|---|---|---|---|---|---|
| PATTON ALBERTSON MILLER GROUP, LLC CRD 281558 | Chattanooga, TN | Corporate platform LLC | $1.68B | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVYZON INVESTMENT MANAGEMENT, LLC CRD 318816 | Lisle, IL | Corporate platform LLC | $1.68B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ADAR1 CAPITAL MANAGEMENT, LLC CRD 299694 | Austin, TX | Corporate platform LLC | $1.68B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| DOMINUS CAPITAL MANAGEMENT, L.P. CRD 156885 | New York, NY | Corporate platform LP | $1.67B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIMUS CAPITAL PARTNERS, INC. CRD 156861 | Atlanta, GA | Corporate platform Corporation | $1.67B | 18 advisors | Percentage of AUM; Performance-based fees | View | |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC CRD 156869 | Charlottesville, VA | Corporate platform LLC | $1.67B | 6 advisors | Performance-based fees | View | |
| CANNON FINANCIAL STRATEGISTS, INC. CRD 133509 | Athens, GA | Corporate platform Corporation | $1.67B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORANGE INVESTMENT ADVISORS, INC. CRD 107387 | Goshen, NY | Corporate platform Corporation | $1.67B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARMSTRONG ADVISORY GROUP INC. CRD 318662 | Needham, MA | Corporate platform Corporation | $1.67B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| ATERIAN INVESTMENT MANAGEMENT, LP CRD 169302 | New York, NY | Corporate platform LP | $1.67B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| ISLAND INVESTMENT MANAGEMENT LLC CRD 308097 | New York, NY | Corporate platform LLC | $1.67B | 30 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PHILOSOPHY CAPITAL MANAGEMENT LLC CRD 308425 | Alamo, CA | Corporate platform LLC | $1.66B | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| NORTHERN TRUST SECURITIES, INC CRD 7927 | Chicago, IL | Corporate platform Corporation | $1.66B | 41 advisors | Percentage of AUM; Fixed fees | View | |
| HERMES GPE (USA) INC CRD 166839 | New York, NY | Corporate platform Corporation | $1.66B | 4 advisors | Fixed fees | View | |
| COMPASS GROUP LLC CRD 108772 | New York, NY | Corporate platform LLC | $1.65B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| JOURNEY ADVISORY GROUP, LLC CRD 171919 | Covington, KY | Corporate platform LLC | $1.65B | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOCK STREET CAPITAL MANAGEMENT LLC CRD 157155 | Westport, CT | Corporate platform LLC | $1.65B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MARTIN & COMPANY INVESTMENT COUNSEL CRD 108718 | Knoxville, TN | Corporate platform Corporation | $1.65B | 4 advisors | Percentage of AUM | View | |
| SCARBOROUGH CAPITAL MANAGEMENT CRD 169517 | Annapolis, MD | Corporate platform LLC | $1.64B | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TREE LINE MANAGEMENT CRD 140648 | Hong Kong | Corporate platform Corporation | $1.64B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| FIRST PRINCIPLES GROUP CRD 322950 | — | Corporate platform LLC | $1.64B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. CRD 105060 | Boston, MA | Corporate platform Corporation | $1.64B | 8 advisors | Percentage of AUM | View | |
| TOM JOHNSON INVESTMENT MANAGEMENT, LLC CRD 104511 | Oklahoma City, OK | Corporate platform LLC | $1.63B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VECTORGLOBAL IAG, INC. CRD 147129 | Miami, FL | Corporate platform Corporation | $1.63B | 27 advisors | Percentage of AUM; Performance-based fees | View |