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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 | |||||
|---|---|---|---|---|---|---|---|
| COURAGE CAPITAL MANAGEMENT, LLC CRD 130449 | Nashville, TN | Corporate platform LLC | $1.45B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| CARY STREET PARTNERS ASSET MANAGEMENT CRD 289178 | Richmond, VA | Corporate platform LLC | $1.45B | 8 advisors | Percentage of AUM; Fixed fees | View | |
| BORNITE CAPITAL MANAGEMENT LP CRD 307598 | New York, NY | Corporate platform LP | $1.45B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DORSEY ASSET MANAGEMENT CRD 169056 | Chicago, IL | Corporate platform LLC | $1.45B | 8 advisors | Percentage of AUM | View | |
| PRIVATE CAPITAL MANAGEMENT CRD 169172 | Naples, FL | Corporate platform LLC | $1.44B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NORTHEAST FINANCIAL GROUP, INC. CRD 122609 | Allentown, PA | Corporate platform Corporation | $1.44B | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| D'ORAZIO WEALTH ADVISORS CRD 131976 | Vienna, VA | Corporate platform Corporation | $1.44B | 7 advisors | Fixed fees; PERCENTAGE OF RETIREMENT PLAN CONSULTING ASSETS | View | |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC CRD 107003 | Milwaukee, WI | Corporate platform Corporation | $1.44B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MV CAPITAL MANAGEMENT, INC. CRD 139034 | Bethesda, MD | Corporate platform Corporation | $1.44B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAY COLONY ADVISORS CRD 152583 | Concord, MA | Corporate platform Corporation | $1.43B | 30 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PORTSIDE WEALTH GROUP, LLC CRD 325175 | Provo, UT | Corporate platform LLC | $1.43B | 47 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDERSON HOAGLAND & CO CRD 105157 | St. Louis, MO | Corporate platform Corporation | $1.43B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNITED ADVISOR GROUP CRD 324205 | Cincinnati, OH | Corporate platform LLC | $1.43B | 51 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NOTTINGHAM ADVISORS INC. CRD 104928 | Amherst, NY | Corporate platform Corporation | $1.43B | 9 advisors | Percentage of AUM; Fixed fees | View | |
| LARSON CAPITAL MANAGEMENT, LLC CRD 301971 | Chesterfield, MO | Corporate platform LLC | $1.43B | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE EDGAR LOMAX COMPANY CRD 105444 | Alexandria, VA | Corporate platform Corporation | $1.42B | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TEKNE CAPITAL MANAGEMENT, LLC CRD 164648 | New York, NY | Corporate platform LLC | $1.42B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| MASON WELLS, INC. CRD 173069 | Milwaukee, WI | Corporate platform Corporation | $1.42B | 20 advisors | Percentage of AUM; Performance-based fees | View | |
| WATER STREET CAPITAL, INC. CRD 158133 | Jacksonville, FL | Corporate platform Corporation | $1.42B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WINGATE WEALTH ADVISORS, INC. CRD 105012 | Lexington, MA | Corporate platform Corporation | $1.42B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC CRD 105885 | Stamford, CT | Corporate platform LLC | $1.41B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| SHORECLIFF ASSET MANAGEMENT COMPANY LLC CRD 324111 | Newport Beach, CA | Corporate platform LLC | $1.41B | 8 advisors | Percentage of AUM | View | |
| SAGARD HOLDINGS MANAGER (US) LLC CRD 322374 | New York City, NY | Corporate platform LLC | $1.41B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| LEADER CAPITAL CORP. CRD 46206 | Vancouver, WA | Corporate platform Corporation | $1.41B | 2 advisors | Percentage of AUM | View |