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
BLACKMOOR INVESTMENT PARTNERS LIMITED

CRD 295647

London, London

Corporate platform

Corporation

Fees not disclosedView
BLACKPOYNT INC.

CRD 301223

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
BLACKROCK INVESTMENT MANAGEMENT (UK) LIMITED

CRD 162379

London

Corporate platform

Corporation

Fees not disclosedView
BLAKE|COOPER FINANCIAL STRATEGIES

CRD 269896

Lubbock, TX

Corporate platform

Corporation

6 employeesHourly chargesView
BLC ADVISORS, LTD.

CRD 308650

Shanghai

Corporate platform

Corporation

Fees not disclosedView
BLOOMBERGSEN INVESTMENT PARTNERS

CRD 281189

Toronto

Corporate platform

Corporation

Fees not disclosedView
BLUE DIAMOND ASSET MANAGEMENT AG

CRD 305253

Zug

Corporate platform

Corporation

Fees not disclosedView
BLUE EARTH CAPITAL AG

CRD 323140

Baar-Zug

Corporate platform

Corporation

Fees not disclosedView
BLUE HORIZON EQUITY, INC.

CRD 341095

Pittsford, NY

Corporate platform

Corporation

45 advisorsPercentage of AUM · Hourly charges +1 moreView
BLUE RIBAND GROUP LIMITED

CRD 335419

London

Corporate platform

Corporation

Fees not disclosedView
BLUEFRONT EQUITY

CRD 334889

Oslo

Corporate platform

Corporation

Fees not disclosedView
BLUEORCHARD FINANCE LTD

CRD 324268

Zurich

Corporate platform

Corporation

Fees not disclosedView
BLUTE FINANCIAL COACHING

CRD 313136

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
BNP PARIBAS ASSET MANAGEMENT EUROPE

CRD 339789

Nanterre, Ile De France

Corporate platform

Corporation

Fees not disclosedView
BNP PARIBAS REAL ESTATE INVESTMENT MANAGEMENT FRANCE

CRD 340057

Boulogne-Billancourt, Ile De France

Corporate platform

Corporation

Fees not disclosedView
BODNAR FINANCIAL ADVISORS, INC.

CRD 129014

Florham Park, NJ

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
BOFA SECURITIES, INC.

CRD 283942

New York, NY

Corporate platform

Corporation

317 advisorsNEGOTIATED FEES FOR RESEARCH-RELATED SERVICESView
BONNEFIELD FINANCIAL

CRD 328267

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
BOON INVESTMENT GROUP, INC.

CRD 150102

Austin, TX

Corporate platform

Corporation

1 advisorsA FIXED FEE OR PERCENTAGE OF ASSETS IN THE PLANView
BORROMIN CAPITAL MANAGEMENT GMBH

CRD 298013

Frankfurt Am Main, Frankfurt Am Main

Corporate platform

Corporation

Fees not disclosedView
BOSTON AIRX LABS INC.

CRD 300002

Cambridge, MA

Corporate platform

Corporation

Fees not disclosedView
BOSTON MILLENNIA PARTNERS

CRD 162789

Boston, MA

Corporate platform

Corporation

Fees not disclosedView
BPIFRANCE INVESTISSEMENT

CRD 312341

Paris, Ile-De-France

Corporate platform

Corporation

Fees not disclosedView
BRANCH FINANCIAL SERVICES, INC.

CRD 146985

Setauket, NY

Corporate platform

Corporation

2 advisorsHourly charges; CommissionsView
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