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
CAPITAL DYNAMICS, LTD.

CRD 161055

London

Corporate platform

Corporation

Fees not disclosedView
CAPITAL FINANCIAL MANAGEMENT NC, INC

CRD 157353

Fuquay Varina, NC

Corporate platform

Corporation

1 advisorsPercentage of AUMView
CAPITAL INTELLIGENCE ADVISORS, INC.

CRD 127023

Santa Monica, CA

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
CAPITAL INVESTORS ADVISORY CORPORATION

CRD 105467

Dublin, OH

Corporate platform

Corporation

2 advisorsPercentage of AUM; CommissionsView
CAPITAL MARKET CONSULTANTS, INC.

CRD 122435

Corporate platform

Corporation

3 advisorsHourly charges · Fixed fees +1 moreView
CAPITAL PLANNING WEALTH MANAGEMENT

CRD 144212

Center Valley, PA

Corporate platform

Corporation

6 advisorsHourly charges; Fixed feesView
CAPITAL RESEARCH COMPANY

CRD 110684

Los Angeles, CA

Corporate platform

Corporation

118 advisorsAMOUNTS AGREED UPON BY REGISTRANT AND ITS AFFILIATEView
CAPITAL SOLUTIONS

CRD 283533

Blue Bell, PA

Corporate platform

Corporation

Fees not disclosedView
CAPITON AG

CRD 161091

Berlin

Corporate platform

Corporation

Fees not disclosedView
CAPMAN AB

CRD 319307

Stockholm, Stockholm

Corporate platform

Corporation

Fees not disclosedView
CAPMAN CAPITAL MANAGEMENT LTD

CRD 162127

Helsinki

Corporate platform

Corporation

Fees not disclosedView
CAPMAN INFRA MANAGEMENT OY

CRD 319306

Helsinki, Helsinki

Corporate platform

Corporation

Fees not disclosedView
CAPMAN REAL ESTATE LTD

CRD 319305

Helsinki, Helsinki

Corporate platform

Corporation

Fees not disclosedView
CAPRIOLE INVESTMENTS LIMITED

CRD 337409

Road Town

Corporate platform

Corporation

Fees not disclosedView
CAPSTONE WEALTH MANAGEMENT GROUP, INC.

CRD 340135

Bend, OR

Corporate platform

Corporation

$06 advisorsPercentage of AUM · Hourly charges +1 moreView
CAPULA INVESTMENT MANAGEMENT (ME) LIMITED

CRD 341256

Abu Dhabi

Corporate platform

Corporation

Fees not disclosedView
CAPVIS AG

CRD 310701

Baar, Zug

Corporate platform

Corporation

Fees not disclosedView
CARBON INFRASTRUCTURE PARTNERS CORP.

CRD 159707

Calgary, Alberta

Corporate platform

Corporation

Fees not disclosedView
CARDINAL CAPITAL GROUP

CRD 171530

Dublin 4

Corporate platform

Corporation

Fees not disclosedView
CARNE GLOBAL FUND MANAGERS (IRELAND) LIMITED

CRD 173794

Dublin

Corporate platform

Corporation

Fees not disclosedView
CARNE GLOBAL FUND MANAGERS (LUXEMBOURG) S.A.

CRD 304919

Luxembourg

Corporate platform

Corporation

Fees not disclosedView
CAROLINA FINANCIAL ADVISORY, INC.

CRD 118870

Chapel Hill, NC

Corporate platform

Corporation

1 advisorsFixed fees; CommissionsView
CARTA FINANCIERA

CRD 306723

Tortola

Corporate platform

Corporation

2 advisorsPercentage of AUMView
CARTER ADVISORY SERVICES, INC

CRD 116249

Dallas, TX

Corporate platform

Corporation

11 advisorsHourly charges; Fixed feesView
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