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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 | |||||
|---|---|---|---|---|---|---|---|
| ESTABROOK CAPITAL MANAGEMENT LLC CRD 128856 | New York, NY | Corporate platform LLC | $933.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| BOS ASSET MANAGEMENT, LLC CRD 310632 | Springfield, IL | Corporate platform LLC | $933.2M | 8 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| 3L CAPITAL MANAGEMENT, LLC CRD 294003 | Los Angeles, CA | Corporate platform LLC | $932.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD CRD 292433 | Geneva, CA | Corporate platform Corporation | $931.9M | 5 advisors | Percentage of AUM; WRAP FEE PROGRAM | View | |
| FRISCH FINANCIAL GROUP, INC. CRD 126524 | Melville, NY | Corporate platform Corporation | $931.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| SKY INVESTMENT GROUP LLC CRD 134001 | Hartford, CT | Corporate platform LLC | $931.0M | 8 advisors | Percentage of AUM | View | |
| BRIGHTON SECURITIES CORP. CRD 3875 | Rochester, NY | Corporate platform Corporation | $931.0M | 21 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RB CAPITAL MANAGEMENT, LLC CRD 125678 | Reno, NV | Corporate platform LLC | $930.6M | 14 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SANDALWOOD SECURITIES, INC. CRD 27240 | Roseland, NJ | Corporate platform Corporation | $930.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TOSCAFUND ASSET MANAGEMENT CRD 155132 | London | Corporate platform LLP | $929.9M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| MIRI CAPITAL MANAGEMENT LLC CRD 311308 | Boston, MA | Corporate platform LLC | $929.7M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTMARK ADVISORY GROUP LLC CRD 121060 | Shelton, CT | Corporate platform LLC | $929.7M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GALECKI FINANCIAL MANAGEMENT INC CRD 107218 | Fort Wayne, IN | Corporate platform Corporation | $929.5M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPPENHEIMER INVESTMENT MANAGEMENT LLC CRD 133243 | New York, NY | Corporate platform LLC | $929.4M | 7 advisors | Percentage of AUM | View | |
| MOUNTAIN CAPITAL INVESTMENT ADVISORS INC CRD 156660 | Westminster, CO | Corporate platform Corporation | $929.1M | 15 advisors | Percentage of AUM | View | |
| UNION PARK CAPITAL MANAGEMENT, L.P. CRD 169842 | Boston, MA | Corporate platform LP | $928.5M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PITON INVESTMENT MANAGEMENT, LP CRD 282517 | Garden City, NY | Corporate platform LP | $927.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| THE ADVISORY RESOURCE GROUP, LLC CRD 290110 | Tulsa, OK | Corporate platform LLC | $926.6M | 6 advisors | Percentage of AUM | View | |
| STATHEROS FINANCIAL SOLUTIONS, INC. CRD 306217 | El Dorado Hills, CA | Corporate platform Corporation | $926.2M | 11 advisors | Percentage of AUM | View | |
| PCJ INVESTMENT COUNSEL LTD. CRD 174083 | Toronto, Ontario | Corporate platform Corporation | $924.3M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC CRD 146644 | Princeton, NJ | Corporate platform LLC | $921.3M | 17 advisors | Percentage of AUM; Fixed fees | View | |
| FOUNDERS CAPITAL MANAGEMENT, LLC CRD 118853 | Hartford, CT | Corporate platform LLC | $920.3M | 4 advisors | Percentage of AUM | View | |
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. CRD 108030 | CA | Corporate platform Corporation | $918.6M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAINEY & RANDALL WEALTH ADVISORS, INC. CRD 116251 | Celebration, FL | Corporate platform Corporation | $918.2M | 4 advisors | Percentage of AUM; Hourly charges | View |