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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 | |||||
|---|---|---|---|---|---|---|---|
| SWISSPARTNERS ADVISORS CRD 148721 | Zurich, CA | Corporate platform Corporation | $891.8M | 3 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| OPTIMA ASSET MANAGEMENT LLC CRD 299826 | New York, NY | Corporate platform LLC | $891.6M | 14 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COMMERCE STREET INVESTMENT MANAGEMENT CRD 144278 | Dallas, TX | Corporate platform LLC | $891.3M | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| THOMAS J. HERZFELD ADVISORS, INC. CRD 108369 | Miami Beach, FL | Corporate platform Corporation | $890.4M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| TRAN CAPITAL MANAGEMENT, L.P. CRD 107049 | San Rafael, CA | Corporate platform LP | $890.3M | 3 advisors | Percentage of AUM | View | |
| J.P. KING ADVISORS, INC. CRD 112109 | Walnut Creek, CA | Corporate platform Corporation | $889.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| WESTSIDE INVESTMENT MANAGEMENT, LLC CRD 154522 | Santa Monica, CA | Corporate platform LLC | $888.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARTIN INVESTMENT MANAGEMENT, LLC CRD 105381 | Palm Beach Gardens, FL | Corporate platform LLC | $888.1M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BIN YUAN CAPITAL LIMITED CRD 170109 | Hong Kong | Corporate platform Corporation | $888.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BERNICKE WEALTH MANAGEMENT CRD 335431 | Altoona, WI | Corporate platform Corporation | $887.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| ATIKA CAPITAL MANAGEMENT, LLC CRD 167227 | New York, NY | Corporate platform LLC | $887.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| COVINGTON INVESTMENT ADVISORS, INC. CRD 127270 | Ligonier, PA | Corporate platform Corporation | $885.9M | 4 advisors | Percentage of AUM | View | |
| ROBERT HARRELL, INCORPORATED CRD 106191 | Austin, TX | Corporate platform Corporation | $885.3M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| UNITED CAPITAL MANAGEMENT OF KANSAS, INC. CRD 157755 | Salina, KS | Corporate platform Corporation | $884.8M | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. CRD 167243 | Hauppauge, NY | Corporate platform Corporation | $883.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LYONROSS CAPITAL MANAGEMENT, LLC CRD 156637 | White Plains, NY | Corporate platform LLC | $880.5M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PARK PLACE CAPITAL CORPORATION CRD 107952 | Homewood, AL | Corporate platform Corporation | $879.2M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHATHAM CAPITAL GROUP INC CRD 106174 | Savannah, GA | Corporate platform Corporation | $878.1M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| SEYMOUR ASSET MANAGEMENT LLC CRD 291768 | New York, NY | Corporate platform LLC | $877.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| NOESIS CAPITAL MANAGEMENT CORP CRD 110819 | Boca Raton, FL | Corporate platform Corporation | $876.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| TRUE GREEN CAPITAL MANAGEMENT LLC CRD 277052 | Westport, CT | Corporate platform LLC | $876.2M | 13 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ICON ADVISERS, INC. CRD 108268 | Greenwood Village, CO | Corporate platform Corporation | $875.9M | 5 advisors | Percentage of AUM; ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS | View | |
| GREEN CITIES INVESTMENT MANAGEMENT, LLC CRD 166263 | Portland, OR | Corporate platform LLC | $875.0M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| LEISURE CAPITAL MANAGEMENT, INC. CRD 120374 | Costa Mesa, CA | Corporate platform Corporation | $874.0M | 6 advisors | Percentage of AUM; Hourly charges | View |