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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 | |||||
|---|---|---|---|---|---|---|---|
| ARVIN CAPITAL MANAGEMENT LP CRD 315672 | Austin, TX | Corporate platform LP | $953.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SLOW CAPITAL, INC. CRD 286688 | Greenbrae, CA | Corporate platform Corporation | $953.3M | 2 advisors | Percentage of AUM | View | |
| BUILDER INVESTMENT GROUP CRD 107671 | Atlanta, GA | Corporate platform Corporation | $952.5M | 4 advisors | Percentage of AUM | View | |
| ONDO CAPITAL MANAGEMENT LLC CRD 325197 | Greenwich, CT | Corporate platform LLC | $952.5M | 7 advisors | MANAGEMENT FEE IS WAIVED THROUGH JULY 1, 2026 | View | |
| CONVERIUM CAPITAL INC. CRD 312880 | Montreal, Quebec | Corporate platform Corporation | $952.1M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| CORNERSTONE PLANNING GROUP CRD 307189 | Fairfield, NJ | Corporate platform Corporation | $951.8M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MOSAIC FINANCIAL GROUP, LLC CRD 109816 | Chicago, IL | Corporate platform LLC | $948.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUXIER ASSET MANAGEMENT CRD 107980 | Aurora, OR | Corporate platform LLC | $946.1M | 6 advisors | Percentage of AUM | View | |
| HAZELVIEW SECURITIES INC. CRD 293469 | Toronto, Ontario | Corporate platform Corporation | $943.1M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| LAFAYETTE INVESTMENTS, INC. CRD 22471 | Ashton, MD | Corporate platform Corporation | $942.8M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| HCM WEALTH CRD 106158 | San Rafael, CA | Corporate platform Corporation | $941.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACHTREE GROUP CRD 334742 | Atlanta, GA | Corporate platform LLC | $940.8M | 69 advisors | Percentage of AUM | View | |
| FAGAN ASSOCIATES INC CRD 107562 | Troy, NY | Corporate platform Corporation | $940.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| RUDNEY ASSOCIATES CRD 110235 | Alamo, CA | Corporate platform Corporation | $940.2M | 1 advisors | Percentage of AUM; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS | View | |
| STRATTAM CAPITAL MANAGEMENT, LLC CRD 171845 | San Francisco, CA | Corporate platform LLC | $938.7M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| ASCENSION CAPITAL ADVISORS, INC. CRD 109518 | Houston, TX | Corporate platform Corporation | $938.5M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| ROBERTS, GLORE & CO. CRD 109792 | Deerfield, IL | Corporate platform Corporation | $938.4M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CEDAR STREET ASSET MANAGEMENT LLC CRD 285814 | Chicago, IL | Corporate platform LLC | $938.4M | 6 advisors | Percentage of AUM | View | |
| MAC ALPHA CAPITAL MANAGEMENT, LP CRD 311412 | Tampa, FL | Corporate platform LP | $937.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SIRIOS CAPITAL MANAGEMENT, L.P. CRD 160580 | Boston, MA | Corporate platform LP | $937.5M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| BRILLIANCE ASSET MANAGEMENT LIMITED CRD 282553 | Hong Kong | Corporate platform Corporation | $936.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| HARTLINE INVESTMENT CORPORATION CRD 106923 | Winnetka, IL | Corporate platform Corporation | $935.5M | 3 advisors | Percentage of AUM | View | |
| FINANCIAL SOLUTIONS ADVISORY GROUP CRD 125218 | Chicago, IL | Corporate platform Corporation | $935.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEM WEALTH MANAGEMENT CRD 112142 | Tucson, AZ | Corporate platform Corporation | $933.5M | 4 advisors | Percentage of AUM | View |