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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 | |||||
|---|---|---|---|---|---|---|---|
| MENGIS CAPITAL MANAGEMENT, INC. CRD 117127 | Portland, OR | Corporate platform Corporation | $903.5M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| FORMIDABLE ASSET MANAGEMENT, LLC CRD 167555 | Cincinnati, OH | Corporate platform LLC | $903.0M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| STUDIO INVESTMENT MANAGEMENT CRD 158489 | Chicago, IL | Corporate platform LLC | $903.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| THE FAIRMAN GROUP, LLC CRD 121492 | Chesterbrook, PA | Corporate platform LLC | $902.1M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLAHARTY ASSET MANAGEMENT, LLC CRD 168495 | Clearwater, FL | Corporate platform LLC | $901.6M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIMER CAPITAL MANAGEMENT LP CRD 319428 | San Francisco, CA | Corporate platform LP | $901.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MARSJEWETT FINANCIAL GROUP CRD 297388 | Bellevue, WA | Corporate platform Corporation | $901.4M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| RIATA CAPITAL GROUP, LLC CRD 289948 | Dallas, TX | Corporate platform LLC | $901.1M | 15 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 93 FINANCIAL GROUP, LLC CRD 144235 | Woburn, MA | Corporate platform LLC | $899.7M | 5 advisors | Percentage of AUM | View | |
| AXIOM ASSET MANAGEMENT CRD 145186 | Wayne, PA | Corporate platform LLC | $899.6M | 5 advisors | Percentage of AUM | View | |
| NIPPON VALUE INVESTORS CRD 140500 | Tokyo | Corporate platform Corporation | $898.5M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ASSET MANAGEMENT GROUP, INC. CRD 110116 | Stamford, CT | Corporate platform Corporation | $898.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SAWYER FALDUTO ASSET MANAGEMENT, LLC CRD 145026 | Elmhurst, IL | Corporate platform LLC | $896.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| CHRISTOPHER WEIL & CO INC CRD 22090 | San Diego, CA | Corporate platform Corporation | $896.2M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| STONEBRIDGE FINANCIAL GROUP CRD 340200 | San Rafael, CA | Corporate platform LLC | $896.0M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| KELMAN LAZAROV INC CRD 107727 | Memphis, TN | Corporate platform Corporation | $894.6M | 13 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAKROD INVESTMENT ASSOCIATES INC CRD 110325 | Verona, NJ | Corporate platform Corporation | $894.4M | 2 advisors | Percentage of AUM | View | |
| BCG SECURITIES, INC. CRD 70 | Cherry Hill, NJ | Corporate platform Corporation | $894.2M | 33 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TELEO CAPITAL MANAGEMENT LLC CRD 307203 | Boise, ID | Corporate platform LLC | $894.1M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. CRD 324043 | Singapore | Corporate platform Corporation | $893.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THE MILLSTONE EVANS GROUP, LLC CRD 311142 | Boulder, CO | Corporate platform LLC | $893.3M | 8 advisors | Percentage of AUM; Fixed fees | View | |
| ACORN CAPITAL MANAGEMENT CRD 164499 | Oklahoma City, OK | Corporate platform LLC | $893.2M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MOERUS CAPITAL MANAGEMENT LLC CRD 282399 | New York, NY | Corporate platform LLC | $893.1M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| JLB & ASSOCIATES INC CRD 104655 | Plymouth, MI | Corporate platform Corporation | $892.7M | 3 advisors | Percentage of AUM | View |