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
INVESTX MASTER GP1 INC.

CRD 305400

Vancouver, British Columbia

Corporate platform

Corporation

Fees not disclosedView
INVISION MANAGEMENT INC.

CRD 330151

Chicago, IL

Corporate platform

Corporation

Fees not disclosedView
ION ASSET MANAGEMENT

CRD 342243

Herzliya, Centre

Corporate platform

Corporation

Fees not disclosedView
ION CROSSOVER PARTNERS LTD

CRD 315037

Herzliya

Corporate platform

Corporation

Fees not disclosedView
ION PRIVATE EQUITY PARTNERS LTD.

CRD 342586

Herzliya, Israel

Corporate platform

Corporation

Fees not disclosedView
IQ EQ FUND MANAGEMENT (IRELAND) LIMITED

CRD 171792

Dublin 2

Corporate platform

Corporation

Fees not disclosedView
IQEQ FUND MANAGEMENT (LUXEMBOURG) S.A.

CRD 316554

Luxembourg, Luxembourg

Corporate platform

Corporation

Fees not disclosedView
IRON ELK CAPITAL ADVISORS

CRD 338607

Corporate platform

Corporation

Fees not disclosedView
IRON PILLAR HOLDINGS LTD.

CRD 312266

Cuybercity, Ebene

Corporate platform

Corporation

Fees not disclosedView
IRONBRIDGE EQUITY PARTNERS MANAGEMENT IV LIMITED

CRD 319536

Toronto

Corporate platform

Corporation

Fees not disclosedView
IRONBRIDGE EQUITY PARTNERS MANAGEMENT LIMITED

CRD 169899

Toronto

Corporate platform

Corporation

Fees not disclosedView
IRUS ADVISORY CORPORATION

CRD 119140

Levittown, PA

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +1 moreView
ISLAND WEALTH MANAGEMENT

CRD 307346

Honolulu, HI

Corporate platform

Corporation

3 advisorsFixed fees; RECURRING FEEView
ISRAEL CLEANTECH VENTURES

CRD 162838

Ra'Anana

Corporate platform

Corporation

Fees not disclosedView
ITAXANDINVESTMENTS INC

CRD 338765

Chicago, IL

Corporate platform

Corporation

$01 advisorsPercentage of AUM; Fixed feesView
ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

CRD 135472

Omaha, NE

Corporate platform

Corporation

1 advisorsFixed feesView
IWM

CRD 334984

Miami, FL

Corporate platform

Corporation

$01 advisorsPercentage of AUM; Fixed feesView
J-INC

CRD 339052

Minato-Ku, Tokyo

Corporate platform

Corporation

Fees not disclosedView
J-STAR CO., LTD.

CRD 287541

Chiyoda, Tokyo

Corporate platform

Corporation

Fees not disclosedView
JANCHOR PARTNERS

CRD 160420

Central

Corporate platform

Corporation

Fees not disclosedView
JAPAN GROWTH INVESTMENTS ALLIANCE, INC.

CRD 331209

Minato-Ku, Tokyo

Corporate platform

Corporation

Fees not disclosedView
JAPAN INDUSTRIAL PARTNERS, INC.

CRD 163554

Tokyo

Corporate platform

Corporation

Fees not disclosedView
JIBE SELECT 1 MANAGEMENT LTD

CRD 330202

Tel Aviv

Corporate platform

Corporation

Fees not disclosedView
JIN INVESTMENT MANAGEMENT PTE. LTD.

CRD 323101

Singapore

Corporate platform

Corporation

Fees not disclosedView
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