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
CASSILLY & APPEL, INC.

CRD 173958

Severna Park, MD

Corporate platform

Corporation

1 advisorsSOLICITOR FEES FOR CLIENT REFERRALSView
CASTLEFORGE

CRD 301341

London

Corporate platform

Corporation

Fees not disclosedView
CASTLING FINANCIAL PLANNING, LTD.

CRD 150844

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
CATALYST CAPITAL MANAGEMENT LTD

CRD 163348

London

Corporate platform

Corporation

Fees not disclosedView
CATALYST IMPACT PARTNERS CORP.

CRD 327202

Cambridge, MA

Corporate platform

Corporation

Fees not disclosedView
CATHY A. WAGNER, CFP, RIA

CRD 141583

Palm Harbor, FL

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
CAYGAN CAPITAL PTE. LTD.

CRD 171482

Singapore

Corporate platform

Corporation

Fees not disclosedView
CAYMAN CAPITAL MANAGEMENT, INC.

CRD 299894

San Rafael, CA

Corporate platform

Corporation

1 advisorsFixed feesView
CC CHINA RETAIL PROPERTIES GP LIMITED

CRD 162116

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CC CHINA RETAIL PROPERTIES MANAGEMENT LIMITED

CRD 162114

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CC REAL ESTATE ADVISORY LIMITED

CRD 162112

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CCP GP LTD.

CRD 162135

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CCP II ADVISORY LTD.

CRD 162132

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CCP II GP LTD.

CRD 162136

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CCV MANAGEMENT LIMITED

CRD 311080

Beijing

Corporate platform

Corporation

Fees not disclosedView
CDH MID MARKET MANAGEMENT COMPANY LIMITED

CRD 285756

Kowloon, Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CDH VENTURE MANAGEMENT COMPANY LIMITED

CRD 163805

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CDH VENTURE MANAGEMENT III COMPANY LIMITED

CRD 166092

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
CDIB CAPITAL INTERNATIONAL (HONG KONG) CORPORATION LIMITED

CRD 305691

Admiralty

Corporate platform

Corporation

Fees not disclosedView
CDIB CAPITAL INTERNATIONAL (USA) CORPORATION

CRD 297723

New York, NY

Corporate platform

Corporation

Fees not disclosedView
CDIB CAPITAL INTERNATIONAL CORPORATION

CRD 237786

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
CE FINTECH CORPORATION

CRD 300963

San Francisco, CA

Corporate platform

Corporation

Fees not disclosedView
CEDARGOLD CONSULTING INC.

CRD 286326

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +3 moreView
CEI VENTURES, INC.

CRD 316300

Brunswick, ME

Corporate platform

Corporation

Fees not disclosedView
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