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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 | |||||
|---|---|---|---|---|---|---|---|
| MULLER & MONROE ASSET MANAGEMENT,LLC CRD 132073 | Chicago, IL | Corporate platform LLC | $1.63B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TELOS CAPITAL MANAGEMENT, INC. CRD 149108 | San Diego, CA | Corporate platform Corporation | $1.63B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTREPID CAPITAL MANAGEMENT INC CRD 108516 | Jacksonville Beach, FL | Corporate platform Corporation | $1.62B | 9 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TACORA CAPITAL MANAGEMENT, LP CRD 316585 | TX | Corporate platform LP | $1.62B | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| THE NEMES RUSH GROUP, LLC CRD 312554 | Novi, MI | Corporate platform LLC | $1.62B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| BLOOM ADVISORS CRD 106152 | Farmington Hills, MI | Corporate platform Corporation | $1.62B | 11 advisors | Percentage of AUM | View | |
| ISC ADVISORS, INC. CRD 166586 | Dallas, TX | Corporate platform Corporation | $1.62B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COLUMBUS HILL CAPITAL MANAGEMENT, L.P. CRD 158336 | Short Hills, NJ | Corporate platform LP | $1.61B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| UNISON INVESTMENT MANAGEMENT, LLC CRD 150893 | San Francisco, CA | Corporate platform LLC | $1.61B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| HAYFIN CAPITAL MANAGEMENT LLC CRD 157131 | New York, NY | Corporate platform LLC | $1.61B | 32 advisors | Percentage of AUM; Performance-based fees | View | |
| SONE CAPITAL MANAGEMENT, LLC CRD 331656 | New York, NY | Corporate platform LLC | $1.61B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ATLANTIC STREET CAPITAL MANAGEMENT, LLC CRD 161107 | Greenwich, CT | Corporate platform LLC | $1.61B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| MOMENTUM INDEPENDENT NETWORK INC. CRD 17587 | Dallas, TX | Corporate platform Corporation | $1.61B | 97 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE GLEASON GROUP, INC. CRD 175104 | Prospect, KY | Corporate platform Corporation | $1.61B | 5 advisors | Percentage of AUM | View | |
| NBT CAPITAL MANAGEMENT, INC. CRD 104932 | Norwich, NY | Corporate platform Corporation | $1.61B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACTIVANT CAPITAL GROUP LLC CRD 173856 | Darien, CT | Corporate platform LLC | $1.61B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FC CAPITAL MANAGEMENT LLC CRD 161220 | Charlotte, NC | Corporate platform LLC | $1.61B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| BOUCHEY FINANCIAL GROUP LTD CRD 111824 | Troy, NY | Corporate platform Corporation | $1.61B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| SILVERARC CAPITAL MANAGEMENT, LLC CRD 304220 | Boston, MA | Corporate platform LLC | $1.61B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL PLAN, INC. CRD 116073 | Bellingham, WA | Corporate platform Corporation | $1.60B | 11 advisors | Percentage of AUM; Hourly charges | View | |
| FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED CRD 291993 | Wan Chai | Corporate platform Corporation | $1.60B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BEAM WEALTH ADVISORS, INC. CRD 109867 | Covington, LA | Corporate platform Corporation | $1.60B | 27 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTA CAPITAL MANAGEMENT LLC CRD 106786 | Salt Lake City, UT | Corporate platform LLC | $1.60B | 12 advisors | Percentage of AUM | View | |
| ALPHA SQUARE GROUP S, LLC CRD 308022 | New York, NY | Corporate platform LLC | $1.60B | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View |