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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 | |||||
|---|---|---|---|---|---|---|---|
| SSGA FUNDS MANAGEMENT, INC. CRD 111242 | Boston, MA | Corporate platform Corporation | $1.42T | 220 advisors | Percentage of AUM | View | |
| HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED CRD 105193 | Hong Kong | Corporate platform Corporation | $149.48B | 106 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| APG ASSET MANAGEMENT US, INC CRD 160795 | New York, NY | Corporate platform Corporation | $141.33B | 100 advisors | Percentage of AUM; COST-PLUS MARK-UP | View | |
| WELLS FARGO INVESTMENT INSTITUTE, INC. CRD 133204 | Charlotte, NC | Corporate platform Corporation | $43.00B | 143 advisors | Percentage of AUM; Fixed fees | View | |
| FUNDSMITH INVESTMENT SERVICES LIMITED CRD 310498 | Beaux Songes | Corporate platform Corporation | $40.03B | 2 advisors | Percentage of AUM | View | |
| EQT PARTNERS INC. CRD 160179 | New York, NY | Corporate platform Corporation | $39.20B | 97 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| COLLER INVESTMENT MANAGEMENT LTD CRD 111035 | St.. Peter Port | Corporate platform Corporation | $28.99B | 10 employees | Percentage of AUM; Performance-based fees | View | |
| CIGNA INVESTMENTS, INC. CRD 105811 | Bloomfield, CT | Corporate platform Corporation | $25.76B | 46 advisors | Percentage of AUM; PRO-RATA EXPENSE ALLOCATION | View | |
| CVC ADVISORS (U.S.) INC. CRD 174050 | New York, NY | Corporate platform Corporation | $25.56B | 54 advisors | PORTFOLIO COMPANY FEES AND COST PLUS 10% FROM PARENT ADVISER | View | |
| GE INVESTMENT MANAGEMENT CRD 323648 | Norwalk, CT | Corporate platform Corporation | $24.36B | 2 advisors | COST REIMBURSEMENT | View | |
| DAVIS SELECTED ADVISERS - NY, INC. CRD 106659 | New York, NY | Corporate platform Corporation | $21.98B | 10 advisors | Percentage of AUM | View | |
| RECORD CURRENCY MANAGEMENT INC CRD 171338 | New York, NY | Corporate platform Corporation | $17.42B | 3 advisors | Fixed fees; SALARY, MANAGEMENT FEE AGREEMENT, GROUP PROFIT SCHEME | View | |
| CI GLOBAL INVESTMENTS INC. CRD 156752 | Oakland, CA | Corporate platform Corporation | $14.74B | 2 advisors | APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES | View | |
| PHARO MANAGEMENT, INC. CRD 141216 | New York, NY | Corporate platform Corporation | $14.62B | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| G10 CAPITAL LIMITED CRD 269881 | London | Corporate platform Corporation | $13.14B | 34 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STATE FARM INVESTMENT MANAGEMENT CORP. CRD 3487 | Bloomington, IL | Corporate platform Corporation | $12.94B | 7930 advisors | Percentage of AUM | View | |
| GREENHAVEN ASSOCIATES INC CRD 104729 | Purchase, NY | Corporate platform Corporation | $11.66B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| YOUR-FINANCIAL-LIFEGUARD CRD 115695 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| ZAGMOUT WEALTH MANAGEMENT CO. CRD 297789 | Chicago, IL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ZELLER KERN BUSINESS ADVISORS CRD 144913 | Gold River, CA | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| ZENIT WEALTH ADVISORS, INC. CRD 334122 | Piantini, Santo Domingo | Corporate platform Corporation | $0 | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ZHEN ADVISORS, LTD. CRD 283311 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ZHONG OU RABBIT (HONG KONG) ASSETS MANAGEMENT LIMITED CRD 329461 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ZULAUF ASSET MANAGEMENT AG CRD 110597 | Baar | Corporate platform Corporation | — | 1 advisors | Subscription fees | View |