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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 | |||||
|---|---|---|---|---|---|---|---|
| PINNEY & SCOFIELD, INC. CRD 105365 | Cambridge, MA | Corporate platform Corporation | $858.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| VIRGO INVESTMENT GROUP LLC CRD 157297 | Burlingame, CA | Corporate platform LLC | $857.4M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DELTA INVESTMENT MANAGEMENT, LLC CRD 149596 | San Francisco, CA | Corporate platform LLC | $856.7M | 25 advisors | Percentage of AUM | View | |
| BLUME CAPITAL MANAGEMENT, INC. CRD 111768 | Berkeley, CA | Corporate platform Corporation | $856.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AROSA CAPITAL MANAGEMENT LP CRD 169851 | Miami Beach, FL | Corporate platform LP | $856.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GFO ASSET MANAGEMENT, LLC CRD 311874 | Miami Beach, FL | Corporate platform LLC | $856.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| POLITAN CAPITAL MANAGEMENT CRD 316047 | — | Corporate platform LP | $855.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RADNOR CAPITAL MANAGEMENT, LLC CRD 159559 | Wayne, PA | Corporate platform LLC | $854.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ESTUARY CAPITAL MANAGEMENT LP CRD 323379 | Wayzata, MN | Corporate platform LP | $853.9M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| BIRCHWOOD FINANCIAL PARTNERS, INC. CRD 169962 | Bloomington, MN | Corporate platform Corporation | $853.2M | 10 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLYMPUS CAPITAL HOLDINGS ASIA LLC CRD 157522 | Mount Kisco, NY | Corporate platform LLC | $852.1M | 23 advisors | Percentage of AUM; Performance-based fees | View | |
| PJS INVESTMENT MANAGEMENT CRD 104701 | Cedarburg, WI | Corporate platform Corporation | $852.0M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| WARNER FINANCIAL, INC CRD 135303 | Bethesda, MD | Corporate platform Corporation | $851.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NS MANAGEMENT LTD CRD 297781 | Devonshire, Devonshire | Corporate platform Corporation | $850.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LIBERTY CAPITAL MANAGEMENT INC CRD 106063 | Birmingham, MI | Corporate platform Corporation | $849.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVENIR CORPORATION CRD 110545 | Alexandria, VA | Corporate platform Corporation | $849.3M | 3 advisors | Percentage of AUM | View | |
| BASON ASSET MANAGEMENT CRD 165450 | Lakewood, CO | Corporate platform LLC | $848.8M | 2 advisors | Fixed fees | View | |
| PENNSYLVANIA CAPITAL MANAGEMENT INC. CRD 107648 | Huntingdon Valley, PA | Corporate platform Corporation | $848.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MITCHELL CAPITAL MANAGEMENT CO CRD 106338 | Leawood, KS | Corporate platform Corporation | $847.3M | 7 advisors | Percentage of AUM | View | |
| OAKWORTH ASSET MANAGEMENT, LLC CRD 335388 | Birmingham, AL | Corporate platform LLC | $846.3M | 19 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLAREMONT CAPITAL MANAGEMENT, LLC CRD 155189 | Phoenix, AZ | Corporate platform LLC | $843.9M | 2 advisors | Percentage of AUM | View | |
| LOOMIS CAPITAL MANAGEMENT CRD 333000 | CA | Corporate platform LP | $842.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC CRD 139410 | Tunkhannock, PA | Corporate platform LLC | $841.7M | 17 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AKKADIAN VENTURES, INC. CRD 171036 | San Francisco, CA | Corporate platform Corporation | $841.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View |