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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 | |||||
|---|---|---|---|---|---|---|---|
| BRIDGE33 INVESTMENT MANAGEMENT LLC CRD 305580 | Seattle, WA | Corporate platform LLC | $1.08B | 18 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| FORT BAKER CAPITAL MANAGEMENT LP CRD 282926 | Larkspur, CA | Corporate platform LP | $1.07B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MATTERN CAPITAL MANAGEMENT, LLC CRD 299342 | Lakewood, CO | Corporate platform LLC | $1.07B | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMERICAN INVESTMENT SERVICES INC CRD 110043 | Great Barrington, MA | Corporate platform Corporation | $1.07B | 5 advisors | Percentage of AUM | View | |
| SPINNAKER INVESTMENT GROUP, LLC CRD 283414 | Newport Beach, CA | Corporate platform LLC | $1.07B | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWER SUSTAINABLE MANAGER US, INC. CRD 325145 | Miami, FL | Corporate platform Corporation | $1.07B | 13 advisors | Performance-based fees; FEE BASED ON DEPLOYED CAPITAL | View | |
| OCCIDENTAL ASSET MANAGEMENT, LLC CRD 168650 | Burlingame, CA | Corporate platform LLC | $1.07B | 9 advisors | Percentage of AUM | View | |
| HENDERSHOT INVESTMENTS, INC. CRD 115472 | AZ | Corporate platform Corporation | $1.07B | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BALBOA WEALTH PARTNERS, INC. CRD 282329 | Scottsdale, AZ | Corporate platform Corporation | $1.07B | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YESKE BUIE INC. CRD 143234 | Vienna, VA | Corporate platform Corporation | $1.07B | 9 advisors | Percentage of AUM | View | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP CRD 330050 | Minneapolis, MN | Corporate platform LLC | $1.07B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| ACK ASSET MANAGEMENT LLC CRD 155136 | Greenwich, CT | Corporate platform LLC | $1.07B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BOURGEON CAPITAL MANAGEMENT LLC CRD 108054 | Darien, CT | Corporate platform LLC | $1.07B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| RMC INVESTMENT ADVISORS CRD 104674 | West Hartford, CT | Corporate platform Corporation | $1.07B | 7 advisors | Percentage of AUM | View | |
| THE RAELIPSKIE PARTNERSHIP CRD 327652 | Waterloo | Corporate platform Corporation | $1.07B | 11 advisors | Percentage of AUM | View | |
| FIDUCIARY BENEFITS GROUP CRD 326204 | AZ | Corporate platform Corporation | $1.07B | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PINNBROOK CAPITAL MANAGEMENT LP CRD 312827 | New York, NY | Corporate platform LP | $1.07B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CALTIUS CAPITAL MANAGEMENT, LP CRD 157007 | Los Angeles, CA | Corporate platform LP | $1.06B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| NPA ASSET MANAGEMENT, LLC CRD 131534 | Fair Lawn, NJ | Corporate platform LLC | $1.06B | 52 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPECTRUM INVESTMENT ADVISORS, INC. CRD 108669 | Mequon, WI | Corporate platform Corporation | $1.06B | 20 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. CRD 120952 | Pasadena, CA | Corporate platform LLC | $1.06B | 2 advisors | Percentage of AUM | View | |
| TALSON CAPITAL MANAGEMENT L.P. CRD 150787 | Darien, CT | Corporate platform LP | $1.06B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HANSON & DOREMUS INVESTMENT MANAGEMENT CRD 108045 | Burlington, VT | Corporate platform Corporation | $1.06B | 10 advisors | Percentage of AUM; Hourly charges | View | |
| EVELYN PARTNERS ASSET MANAGEMENT LIMITED CRD 160376 | London | Corporate platform Other (specify) | $1.06B | 34 advisors | Percentage of AUM | View |