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).

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.

FeesReputationProfile
MFM CAPITAL MANAGEMENT, INC.

CRD 142070

Orlando, FL

Corporate platform

Corporation

$11.0M1 advisorsPercentage of AUM; Hourly chargesView
R.J. SUTTS & COMPANY

CRD 109375

Corporate platform

Corporation

$11.0M1 advisorsPercentage of AUMView
SKOUFIS CAPITAL MANAGEMENT

CRD 156140

Chicago, IL

Corporate platform

Corporation

$11.0M1 employeesPercentage of AUMView
POPA FINANCIAL SERVICES, INC.

CRD 117219

Bethel Park, PA

Corporate platform

Corporation

$11.0M2 advisorsPercentage of AUM; Hourly chargesView
FINLAYSON FINANCIAL PLANNING, INC.

CRD 165631

Corporate platform

Corporation

$10.9M1 advisorsPercentage of AUMView
TENNESSEE VALLEY INVESTMENT MANAGEMENT

CRD 305228

Corporate platform

Corporation

$10.9M1 advisorsPercentage of AUM; Hourly chargesView
BARRINGTON CAPITAL MANAGEMENT, INC.

CRD 115603

Bloomington, MN

Corporate platform

Corporation

$10.9M2 advisorsPercentage of AUM · Hourly charges +1 moreView
KEEL CAPITAL AB

CRD 283825

Stockholm

Corporate platform

Corporation

$10.9M2 advisorsPercentage of AUM; Performance-based feesView
CRONKHITE WEALTH STRATEGIES

CRD 299566

Corporate platform

Corporation

$10.9M1 advisorsPercentage of AUM; Fixed feesView
RYAN SMITH FINANCIAL SERVICES

CRD 325545

Corporate platform

Corporation

$10.9M1 advisorsPercentage of AUMView
HARPER CAPITAL PARTNERS

CRD 117772

Corporate platform

Corporation

$10.8M1 advisorsPercentage of AUM; Performance-based feesView
LINK FINANCIAL CORPORATION

CRD 115570

Corporate platform

Corporation

$10.8M1 advisorsPercentage of AUM · Hourly charges +2 moreView
RWW INVESTMENT ADVISORS INC.

CRD 155309

Corporate platform

Corporation

$10.7M1 advisorsPercentage of AUMView
GRAVITY CAPITAL PARTNERS, LLC

CRD 154006

CO

Corporate platform

Corporation

$10.6M1 advisorsPercentage of AUM; Fixed feesView
LAFARGUE FINANCIAL GROUP, INC.

CRD 120867

Corporate platform

Corporation

$10.6M2 advisorsPercentage of AUM · Hourly charges +1 moreView
AMES CAPITAL MANAGEMENT, INC.

CRD 167806

Corporate platform

Corporation

$10.5M1 advisorsPercentage of AUM · Hourly charges +1 moreView
TAVCO FINANCIAL ADVISORY, INC

CRD 290084

Springfield, OH

Corporate platform

Corporation

$10.5M3 advisorsPercentage of AUMView
SKYVIEW PINNACLE

CRD 338282

Corporate platform

Corporation

$10.5M2 advisorsPercentage of AUM · Hourly charges +1 moreView
DIVI-VEST ADVISORS

CRD 120645

Corporate platform

Corporation

$10.3M1 advisorsPercentage of AUMView
AVINCI WEALTH MANAGEMENT, INC.

CRD 327780

Valencia, CA

Corporate platform

Corporation

$10.3M1 advisorsPercentage of AUM; Fixed feesView
CAPITAL INVESTMENT MANAGEMENT

CRD 119481

Seattle, WA

Corporate platform

Corporation

$10.3M0 total employeesPercentage of AUMView
TRUSTEE EMPOWERMENT & PROTECTION, INC.

CRD 108249

Troy, MI

Corporate platform

Corporation

$10.3M4 advisorsPercentage of AUM · Hourly charges +2 moreView
LIFE STRATEGY PARTNERS

CRD 332925

Tucson, AZ

Corporate platform

Corporation

$10.3M2 advisorsPercentage of AUM · Hourly charges +1 moreView
FREMONT FINANCIAL ADVISORS INC.

CRD 145865

Riverton, WY

Corporate platform

Corporation

$10.1M2 advisorsHourly charges; A % OF ASSETS UNDER MY MONEY MANAGER'S MANAGEMENTView
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