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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPVEST PARTNERS, INC. CRD 324459 | New York, NY | Corporate platform Corporation | $10.25B | 11 advisors | INVESTMENT ADVISORY FEE FROM CAPVEST PARTNERS LLP | View | |
| FIL INVESTMENT ADVISORS CRD 111103 | Pembroke | Corporate platform Corporation | $8.65B | 4 advisors | Percentage of AUM; A % OF FEE RECEIVED BY THE ADVISOR | View | |
| RBC PRIVATE COUNSEL (USA) INC. CRD 109648 | Toronto, On, AL | Corporate platform Corporation | $7.89B | 1455 advisors | Percentage of AUM | View | |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP CRD 153582 | New York, NY | Corporate platform Corporation | $7.48B | 27 advisors | Percentage of AUM; Performance-based fees | View | |
| TRUST ADVISORS, INC. CRD 157508 | Houston, TX | Corporate platform Corporation | $6.97B | 1 advisors | Percentage of AUM | View | |
| BMO ASSET MANAGEMENT CORP. CRD 106466 | Chicago, IL | Corporate platform Corporation | $6.18B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHAPOINT, INC. CRD 130115 | Corona Del Mar, CA | Corporate platform Corporation | $5.56B | 1 advisors | Hourly charges; Fixed fees | View | |
| SRB CORPORATION CRD 161163 | Boston, MA | Corporate platform Corporation | $4.82B | 2 advisors | Percentage of AUM | View | |
| CLEARWATER MANAGEMENT CO., INC. CRD 105307 | St. Paul, MN | Corporate platform Corporation | $4.68B | 1 advisors | Percentage of AUM; FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS. | View | |
| FIL INVESTMENT ADVISORS (UK) LTD. CRD 110970 | Tadworth, Surrey | Corporate platform Corporation | $3.55B | 8 advisors | Percentage of AUM; % OF FEE REC'D BY ADVISOR RETAINING REGISTRANT | View | |
| VAN ECK ABSOLUTE RETURN ADVISERS CORP. CRD 137177 | New York, NY | Corporate platform Corporation | $3.11B | 30 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAR TREE ADVISORS, INC. CRD 104576 | Lincoln, MA | Corporate platform Corporation | $3.09B | 1 advisors | Percentage of AUM | View | |
| BARWICK & PARTNERS, INC. CRD 174336 | WA | Corporate platform Corporation | $2.77B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COMMERCE INVESTMENT ADVISORS, INC. CRD 104705 | Kansas City, MO | Corporate platform Corporation | $2.54B | 34 advisors | Percentage of AUM | View | |
| S & CO., INC. CRD 110026 | Boston, MA | Corporate platform Corporation | $2.46B | 6 advisors | Percentage of AUM | View | |
| LAZARD ASSET MANAGEMENT CANADA INC CRD 106340 | New York, NY | Corporate platform Corporation | $2.28B | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| MCDONALD CAPITAL INVESTORS INC CRD 105562 | Orinda, CA | Corporate platform Corporation | $1.86B | 2 advisors | Percentage of AUM | View | |
| SAFFORD NICHOLAS H & CO INC CRD 104740 | Rockport, MA | Corporate platform Corporation | $1.80B | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| DAIWA ASSET MANAGEMENT (AMERICA) LTD CRD 126191 | New York, NY | Corporate platform Corporation | $1.72B | 7 advisors | Percentage of AUM; FEES RECEIVED FROM SERVICES PROVIDED TO PARENT COMPANY | View | |
| EURAZEO NORTH AMERICA, INC. CRD 300444 | New York, NY | Corporate platform Corporation | $1.61B | 10 advisors | EURAZEO PORTFOLIO COMPANY CONSULTING FEES, EURAZEO-SE AND EURAZE | View | |
| KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. CRD 174341 | New York, NY | Corporate platform Corporation | $1.49B | 4 advisors | Percentage of AUM | View | |
| WALLACE CAPITAL MANAGEMENT, INC. CRD 119174 | Dallas, TX | Corporate platform Corporation | $1.49B | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| 1832 ASSET MANAGEMENT U.S. INC. CRD 120836 | Toronto, Ontario, AZ | Corporate platform Corporation | $1.43B | 113 advisors | Percentage of AUM; Performance-based fees | View | |
| FINSER INVESTMENT ADVISOR CRD 142570 | San Antonio, TX | Corporate platform Corporation | $1.42B | 1 advisors | Percentage of AUM; Fixed fees | View |