Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| BRAND ASSET MANAGEMENT GROUP, INC. CRD 106162 | Chesterfield, MO | Corporate platform Corporation | $1.17B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC CRD 150529 | New York, NY | Corporate platform LLC | $1.17B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| DELTROIT ASSET MANAGEMENT (UK) LLP CRD 334286 | London | Corporate platform LLP | $1.17B | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| ASSOCIATED INVESTMENT SERVICES, INC. CRD 1464 | Green Bay, WI | Corporate platform Corporation | $1.17B | 27 advisors | Percentage of AUM | View | |
| LEUTHOLD WEEDEN CAPITAL MANAGEMENT CRD 105826 | Minneapolis, MN | Corporate platform LLC | $1.17B | 7 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| COTA CAPITAL MANAGEMENT, LLC CRD 226750 | San Francisco, CA | Corporate platform LLC | $1.17B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| WOODARD & CO ASSET MANAGEMENT GROUP INC CRD 108199 | Bermuda Run, NC | Corporate platform Corporation | $1.17B | 5 advisors | Percentage of AUM | View | |
| OARSMAN CAPITAL, INC CRD 109993 | Milwaukee, WI | Corporate platform Corporation | $1.17B | 13 advisors | Percentage of AUM | View | |
| FINANCIAL PERSPECTIVES CRD 135549 | Minneapolis, MN | Corporate platform Corporation | $1.17B | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRINITY VENTURES CRD 159537 | CA | Corporate platform Corporation | $1.17B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BAXTER INVESTMENT MANAGEMENT CRD 106548 | Riverside, CT | Corporate platform Corporation | $1.17B | 5 advisors | Percentage of AUM | View | |
| AGILE INVESTMENT MANAGEMENT, LLC CRD 331966 | FL | Corporate platform LLC | $1.17B | 6 advisors | Percentage of AUM | View | |
| W.A. SMITH FINANCIAL GROUP CRD 146608 | Sandusky, OH | Corporate platform Corporation | $1.16B | 13 advisors | Percentage of AUM; Fixed fees | View | |
| MANHATTAN WEST ASSET MANAGEMENT, LLC CRD 283630 | Los Angeles, CA | Corporate platform LLC | $1.16B | 33 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| L & S ADVISORS, INC CRD 140923 | Los Angeles, CA | Corporate platform Corporation | $1.16B | 9 advisors | Percentage of AUM; Hourly charges | View | |
| AMELIORA WEALTH MANAGEMENT LTD. CRD 164038 | Zurich, CA | Corporate platform Corporation | $1.16B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| THE CAPSTREET GROUP, LLC CRD 159690 | Houston, TX | Corporate platform LLC | $1.16B | 24 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FORTIS CAPITAL MANAGEMENT LLC CRD 172198 | Bellevue, WA | Corporate platform LLC | $1.16B | 18 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| REAGAN COMPANIES ASSET MANAGEMENT, INC CRD 161648 | Syracuse, NY | Corporate platform Corporation | $1.16B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FULCRUM EQUITY PARTNERS, INC. CRD 163489 | Atlanta, GA | Corporate platform Corporation | $1.16B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| NTV ASSET MANAGEMENT, LLC CRD 111062 | Charleston, WV | Corporate platform LLC | $1.16B | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ACADEMY CAPITAL MANAGEMENT CRD 105008 | Waco, TX | Corporate platform Corporation | $1.16B | 5 advisors | Percentage of AUM | View | |
| KENNEDY LEWIS CAPITAL HOLDINGS LLC CRD 324025 | New York, NY | Corporate platform LLC | $1.16B | 42 advisors | Percentage of AUM; Performance-based fees | View | |
| EFFICIENT CAPITAL MANAGEMENT LLC CRD 287958 | Warrenville, IL | Corporate platform LLC | $1.16B | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View |