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
BASELINE WEALTH ADVISORS

CRD 337391

Corporate platform

Corporation

1 advisorsHourly charges; SOLICITOR REFERRAL FEESView
BAUGH FINANCIAL

CRD 323833

Santa Rosa Beach, FL

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
BAY CITY CAPITAL GF XINDE INVESTMENT MANAGEMENT CO

CRD 286040

San Rafael, CA

Corporate platform

Corporation

Fees not disclosedView
BCM CT, INC.

CRD 312757

Greenwich, CT

Corporate platform

Corporation

Fees not disclosedView
BCN FINANCIAL, INC.

CRD 135655

Alameda, CA

Corporate platform

Corporation

$07 advisorsPercentage of AUM; Fixed feesView
BD-CAPITAL PARTNERS MANAGEMENT (GUERNSEY) LIMITED

CRD 312024

St. Peter Port

Corporate platform

Corporation

Fees not disclosedView
BEENEXT

CRD 305346

Singapore

Corporate platform

Corporation

Fees not disclosedView
BEIJING DEFU YUEAN INVESTMENT CONSULTING CO., LTD.

CRD 330808

Beijing

Corporate platform

Corporation

Fees not disclosedView
BENCIS CAPITAL PARTNERS BV

CRD 164791

Amsterdam

Corporate platform

Corporation

Fees not disclosedView
BENEFI

CRD 337846

Chicago, IL

Corporate platform

Corporation

$01 advisorsPercentage of AUM; Fixed feesView
BENEFICIAL INVESTMENT ADVISORY

CRD 333462

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
BENNCO ADVISORS

CRD 112987

Colorado Springs, CO

Corporate platform

Corporation

1 advisorsHourly chargesView
BERLA INVESTMENT CONSULTING

CRD 112847

CA

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
BEX CAPITAL

CRD 333204

Nice

Corporate platform

Corporation

Fees not disclosedView
BFAM PARTNERS (HONG KONG) LIMITED

CRD 332686

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
BFINANCE US LTD.

CRD 159903

London, IL

Corporate platform

Corporation

4 advisorsFixed feesView
BIGHORN WEALTH MANAGEMENT

CRD 149740

Thornton, CO

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
BILLIONFOLD ASSET MANAGEMENT INC.

CRD 339015

Seoul

Corporate platform

Corporation

Fees not disclosedView
BIOGENERATION III SERVICES B.V.

CRD 327422

Naarden

Corporate platform

Corporation

Fees not disclosedView
BIOVENTURES INVESTORS

CRD 161520

Westborough, MA

Corporate platform

Corporation

Fees not disclosedView
BIRCH HILL EQUITY PARTNERS

CRD 163193

Toronto

Corporate platform

Corporation

Fees not disclosedView
BIRN FINANCIAL INC

CRD 331592

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
BKN CAPITAL, S.A.

CRD 292302

Contern

Corporate platform

Corporation

Fees not disclosedView
BLACKFORD CAPITAL

CRD 298823

Grand Rapids, MI

Corporate platform

Corporation

Fees not disclosedView
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