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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 | |||||
|---|---|---|---|---|---|---|---|
| DE GROOTE FINANCIAL GROUP, LLC CRD 168178 | Thousand Oaks, CA | Corporate platform LLC | $1.22B | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIELDER CAPITAL GROUP LLC CRD 156737 | Nashville, TN | Corporate platform LLC | $1.21B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| HUDSON COVE CAPITAL MANAGEMENT LLC CRD 283128 | Jersey City, NJ | Corporate platform LLC | $1.21B | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. CRD 140444 | Washington, DC | Corporate platform Corporation | $1.21B | 7 advisors | Percentage of AUM | View | |
| JAMES INVESTMENT RESEARCH INC CRD 110433 | Xenia, OH | Corporate platform Corporation | $1.21B | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HG CAPITAL MANAGEMENT, LLC CRD 163613 | Nashville, TN | Corporate platform LLC | $1.21B | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| AMERGIN ASSET MANAGEMENT, LLC CRD 323350 | Boca Raton, FL | Corporate platform LLC | $1.21B | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHICAGO OAKBROOK FINANCIAL GROUP CRD 333344 | Oak Brook, IL | Corporate platform LLC | $1.21B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAN CLEEF ASSET MANAGEMENT INC CRD 105768 | Beachwood, OH | Corporate platform Other (specify) | $1.21B | 3 advisors | Percentage of AUM | View | |
| WRIGHT INVESTORS SERVICE INC CRD 106302 | Shelton, CT | Corporate platform Corporation | $1.21B | 9 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| ORIDIAN CAPITAL MANAGEMENT, L.P. CRD 155834 | Washington, DC | Corporate platform LP | $1.20B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| SANTA LUCIA ASSET MANAGEMENT PTE. LTD. CRD 291669 | Singapore | Corporate platform Corporation | $1.20B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COLUMBIA ASSET MANAGEMENT, L.L.C. CRD 124174 | Ann Arbor, MI | Corporate platform LLC | $1.20B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BMO NESBITT BURNS SECURITIES LTD. CRD 281337 | Toronto, Ontario, AZ | Corporate platform Corporation | $1.20B | 216 advisors | Percentage of AUM | View | |
| RICHARD YOUNG ADVISORS CRD 126124 | Augusta, GA | Corporate platform Corporation | $1.20B | 8 advisors | Percentage of AUM | View | |
| SILVERBACK ASSET MANAGEMENT, LLC CRD 141407 | Durham, NC | Corporate platform LLC | $1.19B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| TOBIAS FINANCIAL ADVISORS CRD 104711 | Plantation, FL | Corporate platform Corporation | $1.19B | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOODSTOCK CORPORATION CRD 110662 | Boston, MA | Corporate platform Corporation | $1.19B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| POLUS CAPITAL MANAGEMENT (US) INC. CRD 323283 | New York, NY | Corporate platform Corporation | $1.18B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| TCP ASSET MANAGEMENT, LLC CRD 286037 | Upper Arlington, OH | Corporate platform LLC | $1.18B | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| VERUS FINANCIAL PARTNERS CRD 106744 | Richmond, VA | Corporate platform Corporation | $1.18B | 12 advisors | Percentage of AUM; Fixed fees | View | |
| EVERGREEN WEALTH CRD 168998 | Springfield, IL | Corporate platform Corporation | $1.18B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DINUZZO PRIVATE WEALTH, INC. CRD 112778 | Beaver, PA | Corporate platform Corporation | $1.18B | 8 advisors | Percentage of AUM | View | |
| DEERFIELD CRD 104964 | Indianapolis, IN | Corporate platform Corporation | $1.18B | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |