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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 | |||||
|---|---|---|---|---|---|---|---|
| AWM INVESTMENT COMPANY INC CRD 110346 | New York, NY | Corporate platform Corporation | $1.32B | 8 advisors | Percentage of AUM | View | |
| DB ADVISORY AMERICA, LIMITED(LTD) CRD 313938 | New York, NY | Corporate platform Corporation | $1.30B | 2 advisors | Fixed fees | View | |
| TOKIO MARINE ASSET MANAGEMENT (USA), LTD. CRD 158632 | New York, NY | Corporate platform Corporation | $1.21B | 14 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| SCHWERIN BOYLE CAPITAL MANAGEMENT, INC CRD 105004 | Springfield, MA | Corporate platform Corporation | $1.21B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| IVYROCK ASSET MANAGEMENT (HK) LIMITED CRD 286174 | Hong Kong | Corporate platform Corporation | $1.14B | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW CENTURY PARTNERS CRD 110350 | CA | Corporate platform Corporation | $1.12B | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. CRD 116837 | New York, NY | Corporate platform Corporation | $1.05B | 2 advisors | Percentage of AUM | View | |
| PETIOLE USA LIMITED CRD 159788 | New York, NY | Corporate platform Corporation | $1.05B | 3 advisors | NET PROFIT SPLIT METHOD | View | |
| PANORAMIKA ADVISORS INC. CRD 172737 | Miami, FL | Corporate platform Corporation | $1.05B | 1 advisors | Percentage of AUM | View | |
| PORTFOLIO STRATEGIES INC NY CRD 106942 | Montvale, NJ | Corporate platform Corporation | $1.02B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRACE & WHITE, INC CRD 110761 | New York, NY | Corporate platform Corporation | $964.2M | 4 advisors | Percentage of AUM | View | |
| MCMILLAN OFFICE, INC. CRD 157836 | St.. Clair Shores, MI | Corporate platform Corporation | $913.7M | 4 advisors | Percentage of AUM | View | |
| DUPREE & COMPANY, INC. CRD 1697 | Lexington, KY | Corporate platform Corporation | $888.2M | 4 advisors | Percentage of AUM | View | |
| CPMG, INC. CRD 131417 | Dallas, TX | Corporate platform Corporation | $855.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HH CAPITAL MANAGEMENT, INC. CRD 310147 | Hermosa Beach, CA | Corporate platform Corporation | $851.4M | 1 advisors | Fixed fees | View | |
| FAI CAPITAL MANAGEMENT CRD 147025 | Tampa, FL | Corporate platform Corporation | $842.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PRIVATE WEALTH MANAGEMENT, INC. CRD 120823 | Memphis, TN | Corporate platform Corporation | $832.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADDEN ASSET MANAGEMENT CRD 18389 | Dallas, TX | Corporate platform Corporation | $826.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDBLACK ADVISERS, INC. CRD 151692 | Oradell, NJ | Corporate platform Corporation | $823.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WILLING CAPITAL MANAGEMENT LIMITED CRD 310353 | Hong Kong | Corporate platform Corporation | $806.3M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| OPALEYE MANAGEMENT INC. CRD 124513 | Boston, MA | Corporate platform Corporation | $802.8M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| XP ADVISORY US, INC. CRD 173779 | Miami, FL | Corporate platform Corporation | $792.3M | 27 advisors | Percentage of AUM · Performance-based fees +2 more | View | |
| MERIDIAN INVESTMENT COUNSEL, INC. CRD 131655 | CA | Corporate platform Corporation | $723.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARCHANT CRD 335094 | London | Corporate platform Corporation | $705.1M | 3 advisors | Percentage of AUM; Performance-based fees | View |