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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).
Incorporated firms — often large asset managers and corporate platforms (e.g. Vanguard Group), not solo adviser teams.
8,504 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 | |||||
|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC CRD 106489 | Neenah, WI | Corporate platform Corporation | $3.35B | 19 advisors | Percentage of AUM | View | |
| MEEDER ASSET MANAGEMENT, INC. CRD 105794 | Dublin, OH | Corporate platform Corporation | $3.33B | 33 advisors | Percentage of AUM; Fixed fees | View | |
| SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED CRD 106201 | Chicago, IL | Corporate platform Corporation | $3.30B | 17 advisors | Percentage of AUM; Performance-based fees | View | |
| PRAXIS INVESTMENT MANAGEMENT, INC. CRD 105675 | Goshen, IN | Corporate platform Corporation | $3.30B | 5 advisors | Percentage of AUM | View | |
| GUARDIAN PARTNERS INC. CRD 324189 | Toronto, Ontario, TX | Corporate platform Corporation | $3.29B | 30 advisors | Percentage of AUM | View | |
| RIDGEWOOD ENERGY CORPORATION CRD 142136 | Houston, TX | Corporate platform Corporation | $3.28B | 21 advisors | Fixed fees; % OF CAPITAL CONTRIBUTION, WORKING CAPITAL AND/OR DISTRIBUTIONS | View | |
| POTOMAC CRD 105413 | Bethesda, MD | Corporate platform Corporation | $3.28B | 27 advisors | Percentage of AUM | View | |
| CINVEN, INC. CRD 323534 | New York, NY | Corporate platform Corporation | $3.28B | 20 advisors | COSTS FOR ADVISORY SERVICES + AN ADDITIONAL PERCENTAGE OF COSTS | View | |
| NORTHEAST INVESTMENT MANAGEMENT INC CRD 105051 | Boston, MA | Corporate platform Corporation | $3.27B | 11 advisors | Percentage of AUM; Fixed fees | View | |
| GATES CAPITAL MANAGEMENT, INC. CRD 137842 | New York, NY | Corporate platform Corporation | $3.26B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| VISTA CAPITAL PARTNERS, INC. CRD 114913 | Portland, OR | Corporate platform Corporation | $3.22B | 20 advisors | Percentage of AUM | View | |
| TRILOGY CAPITAL, INC. CRD 281597 | Irvine, CA | Corporate platform Corporation | $3.21B | 74 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M HOLDINGS SECURITIES, INC. CRD 43285 | Portland, OR | Corporate platform Corporation | $3.21B | 171 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EPG INCORPORATED CRD 106821 | Framingham, MA | Corporate platform Corporation | $3.20B | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ROFFMAN MILLER ASSOCIATES INC CRD 106019 | Philadelphia, PA | Corporate platform Corporation | $3.20B | 14 advisors | Percentage of AUM | View | |
| MAM AMERICAS, INC. CRD 282639 | New York, NY | Corporate platform Corporation | $3.17B | 128 advisors | Percentage of AUM; Performance-based fees | View | |
| ON INVESTMENT MANAGEMENT CO CRD 105662 | Cincinnati, OH | Corporate platform Corporation | $3.15B | 196 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORNET WEALTH PARTNERS CRD 113074 | Minnetonka, MN | Corporate platform Corporation | $3.15B | 68 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROUNDTABLE HEALTHCARE MANAGEMENT, INC CRD 161235 | Lake Forest, IL | Corporate platform Corporation | $3.12B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| STALEY CAPITAL ADVISERS INC CRD 107118 | Pittsburgh, PA | Corporate platform Corporation | $3.11B | 9 advisors | Percentage of AUM | View | |
| BPS CAPITAL MANAGEMENT, INC. CRD 120006 | Bloomington, MN | Corporate platform Corporation | $3.10B | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LOGAN CAPITAL MANAGEMENT, INC. CRD 108893 | Newtown Square, PA | Corporate platform Corporation | $3.10B | 15 advisors | Percentage of AUM; Fixed fees | View | |
| THOMPSON INVESTMENT MANAGEMENT, INC. CRD 129609 | Madison, WI | Corporate platform Corporation | $3.08B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| GHP INVESTMENT ADVISORS INC CRD 107563 | Denver, CO | Corporate platform Corporation | $3.06B | 22 advisors | Percentage of AUM · Hourly charges +2 more | View |