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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL FOUR US INC. CRD 315650 | New York, NY | Corporate platform Corporation | $2.64B | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AMERICAN CAPITAL MANAGEMENT INC CRD 110861 | New York, NY | Corporate platform Corporation | $2.64B | 8 advisors | Percentage of AUM | View | |
| 3I CORPORATION CRD 159892 | New York, NY | Corporate platform Corporation | $2.63B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZEMENICK & WALKER INC CRD 108670 | St. Louis, MO | Corporate platform Corporation | $2.63B | 8 advisors | Percentage of AUM | View | |
| FIRST CITIZENS INVESTOR SERVICES, INC. CRD 44430 | Raleigh, NC | Corporate platform Corporation | $2.63B | 164 advisors | Percentage of AUM | View | |
| QUAD INVESTMENT MANAGEMENT CORP. CRD 331606 | Seoul, Yeongdeungpo-Gu | Corporate platform Corporation | $2.62B | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| COZAD ASSET MANAGEMENT INC CRD 104764 | Champaign, IL | Corporate platform Corporation | $2.62B | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INGHAM RETIREMENT GROUP CRD 106299 | Miami, FL | Corporate platform Corporation | $2.62B | 10 advisors | Percentage of AUM | View | |
| LCG ASSOCIATES, INC. CRD 105971 | Atlanta, GA | Corporate platform Corporation | $2.61B | 48 advisors | Percentage of AUM; Fixed fees | View | |
| WFM ASIA (BVI) LIMITED CRD 139173 | Hong Kong | Corporate platform Corporation | $2.59B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| WFM ASIA (HK) LIMITED CRD 139184 | Hong Kong | Corporate platform Corporation | $2.59B | 7 advisors | PLEASE SEE SCHEDULE D - MISCELLANEOUS | View | |
| WESTERN ASSET MANAGEMENT COMPANY LTD CRD 143388 | Chiyoda-Ku, Tokyo | Corporate platform Corporation | $2.58B | 3 advisors | Percentage of AUM | View | |
| PEGASUS TECH VENTURES, INC. CRD 164588 | San Jose, CA | Corporate platform Corporation | $2.58B | 35 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE CATALYST CAPITAL GROUP INC. CRD 155299 | Toronto, FL | Corporate platform Corporation | $2.58B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. CRD 121560 | Bloomfield Hills, MI | Corporate platform Corporation | $2.58B | 6 advisors | Percentage of AUM; Fixed fees | View | |
| MAPLE CAPITAL MANAGEMENT, INC. CRD 130209 | Montpelier, VT | Corporate platform Corporation | $2.58B | 27 advisors | Percentage of AUM | View | |
| ATLANTIC CAPITAL STRATEGIES, INC. CRD 146725 | MA | Corporate platform Corporation | $2.57B | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BRIDGEWATER ADVISORS INC. CRD 109826 | New York, NY | Corporate platform Corporation | $2.57B | 17 advisors | Percentage of AUM | View | |
| RATIONAL ADVISORS, INC. CRD 111452 | San Juan, PR | Corporate platform Corporation | $2.56B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS CAPITAL MANAGEMENT INC CRD 107823 | Minneapolis, MN | Corporate platform Corporation | $2.56B | 10 advisors | Percentage of AUM; Fixed fees | View | |
| ASPECT CAPITAL LIMITED CRD 127600 | London | Corporate platform Corporation | $2.56B | 40 advisors | Percentage of AUM; Performance-based fees | View | |
| COOKSON PEIRCE WEALTH MANAGEMENT CRD 110729 | Pittsburgh, PA | Corporate platform Corporation | $2.56B | 18 advisors | Percentage of AUM | View | |
| RV CAPITAL MANAGEMENT PRIVATE LTD CRD 171385 | Singapore | Corporate platform Corporation | $2.54B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| MACKENZIE INVESTMENTS ASIA LIMITED CRD 285521 | Hong Kong | Corporate platform Corporation | $2.53B | 7 advisors | Percentage of AUM | View |