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
3P INVESTMENT MANAGERS PRIVATE LIMITED

CRD 330070

Worli, Mumbai

Corporate platform

Corporation

Fees not disclosedView
401 FINANCIAL

CRD 321902

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
401KARAT

CRD 305825

Winter Park, FL

Corporate platform

Corporation

1 advisorsPercentage of AUM; Fixed feesView
500 STARTUPS CANADA MANAGEMENT COMPANY, INC.

CRD 288002

Mississauga, Ontario

Corporate platform

Corporation

Fees not disclosedView
83NORTH 2017, LTD.

CRD 294729

Tel Aviv

Corporate platform

Corporation

Fees not disclosedView
8FIGURES

CRD 337941

Dover, DE

Corporate platform

Corporation

1 advisorsFixed feesView
95 IMPACT CAPITAL, INC.

CRD 284887

Corporate platform

Corporation

1 advisorsFixed feesView
ABAX GLOBAL CAPITAL

CRD 161029

Kowloon

Corporate platform

Corporation

Fees not disclosedView
ABC ARBITRAGE ASSET MANAGEMENT S.A.

CRD 161564

Paris

Corporate platform

Corporation

Fees not disclosedView
ABENDSTERN WEALTH MANAGEMENT, INC.

CRD 172715

Shenandoah, TX

Corporate platform

Corporation

$04 advisorsPercentage of AUMView
ABRDN INVESTMENTS IRELAND LIMITED

CRD 304189

Dublin

Corporate platform

Corporation

Fees not disclosedView
ABRDN INVESTMENTS LUXEMBOURG SA

CRD 161831

Luxembourg

Corporate platform

Corporation

Fees not disclosedView
ABRIS CAPITAL PARTNERS

CRD 161747

St.. Helier

Corporate platform

Corporation

Fees not disclosedView
ABS CAPITAL PARTNERS, INC.

CRD 156923

Hunt Valley, MD

Corporate platform

Corporation

Fees not disclosedView
ABS CP, INC.

CRD 313237

Washington, DC

Corporate platform

Corporation

Fees not disclosedView
ABSOLUTE STRATEGY RESEARCH SERVICES

CRD 164668

London

Corporate platform

Corporation

12 advisorsSubscription fees · Fixed fees +1 moreView
ABUNDO WEALTH

CRD 304612

Houston, TX

Corporate platform

Corporation

12 advisorsFixed feesView
ABVEN SERVICES, INC.

CRD 174972

Dublin

Corporate platform

Corporation

Fees not disclosedView
ABÉNEX CAPITAL

CRD 321143

Paris

Corporate platform

Corporation

Fees not disclosedView
ACCEL LONDON MANAGEMENT LIMITED

CRD 171086

St. Peter Port

Corporate platform

Corporation

Fees not disclosedView
ACCELERATED REAL ESTATE INVESTMENT CORP

CRD 312699

New York, NY

Corporate platform

Corporation

Fees not disclosedView
ACCELERATOR SERVICES CORPORATION

CRD 281243

Seattle, WA

Corporate platform

Corporation

Fees not disclosedView
ACCENT EQUITY AB

CRD 313862

Stockholm

Corporate platform

Corporation

Fees not disclosedView
ACCENT EQUITY PARTNERS AB

CRD 162753

Stockholm

Corporate platform

Corporation

Fees not disclosedView
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