Falists

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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).

Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.

11,375 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.

FeesReputationProfile
APPLIED FINANCIAL PLANNING, INC.

CRD 136834

Irvine, CA

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
APPS WEALTH MANAGEMENT, INC.

CRD 288825

Friendswood, TX

Corporate platform

Corporation

1 advisorsREFERRAL FEESView
AR RESOURCES, INC.

CRD 288636

Midland, TX

Corporate platform

Corporation

Fees not disclosedView
ARBOR VENTURES, LTD.

CRD 288856

Singapore

Corporate platform

Corporation

Fees not disclosedView
ARC FINANCIAL

CRD 162336

Calgary, Alberta

Corporate platform

Corporation

Fees not disclosedView
ARCH CAPITAL MANAGEMENT CO. LIMITED

CRD 160945

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
ARCHER CAPITAL GROWTH FUNDS PTY LTD

CRD 162932

North Sydney

Corporate platform

Corporation

Fees not disclosedView
ARCHER CAPITAL PTY LTD

CRD 162989

Sydney, Nsw

Corporate platform

Corporation

Fees not disclosedView
ARCIS CAPITAL LIMITED

CRD 169665

London

Corporate platform

Corporation

Fees not disclosedView
ARCMONT ASSET MANAGEMENT LIMITED

CRD 306949

London

Corporate platform

Corporation

Fees not disclosedView
ARCTERN VENTURES

CRD 323007

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
ARCUS SOUTH EAST ASIA

CRD 320764

Kuala Lumpur

Corporate platform

Corporation

Fees not disclosedView
ARDENT WEALTH MANAGEMENT

CRD 332593

Scottsdale, AZ

Corporate platform

Corporation

$01 advisorsPercentage of AUM; Fixed feesView
ARGO CAPITAL MANAGEMENT LIMITED

CRD 306153

London, Greater London

Corporate platform

Corporation

Fees not disclosedView
ARGOS WITYU PARTNERS SA

CRD 160522

Luxembourg

Corporate platform

Corporation

Fees not disclosedView
ARKKAN CAPITAL MANAGEMENT LIMITED

CRD 170968

Central

Corporate platform

Corporation

Fees not disclosedView
ARLEN HOUSE MANAGEMENT LTD.

CRD 338784

Corporate platform

Corporation

Fees not disclosedView
ARLES ADVISORS INC

CRD 162378

New York, NY

Corporate platform

Corporation

Fees not disclosedView
ARMSTRONG & ASSOCIATES, INC.

CRD 122918

Ottawa, IL

Corporate platform

Corporation

4 advisorsHourly chargesView
ARRIVITY FINANCIAL PLANNING

CRD 167976

Seattle, WA

Corporate platform

Corporation

6 advisorsHourly chargesView
ARROW PARTNERS, INC.

CRD 282416

Rye Brook, NY

Corporate platform

Corporation

2 advisorsFixed fees; SHARE OF MANAGERS' MANAGEMENT FEE AND PERF FEES (IF APPLICABLE)View
ARTEGIUS CAPITAL INC.

CRD 321083

Lindon, UT

Corporate platform

Corporation

Fees not disclosedView
ARTESIAN INVESTMENTS MANAGEMENT, INC.

CRD 319443

Golden, CO

Corporate platform

Corporation

Fees not disclosedView
AS PLURAL ESTONIA

CRD 339695

Tallinn

Corporate platform

Corporation

Fees not disclosedView
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