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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.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| COLLIDER VENTURES CRD 321980 | Tel Aviv | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| COMMONWEALTH VENTURE MANAGEMENT CORP. CRD 161567 | Woburn, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT CRD 144566 | Palm Springs, CA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| CONCORDE CAPITAL CORPORATION CRD 163527 | Dallas, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CONLEY CAPITAL GROUP CRD 156399 | Eugene, OR | Corporate platform Corporation | — | 2 advisors | Hourly charges; Commissions | View | |
| CONSOLIDATED FINANCIAL MANAGEMENT CORP. CRD 119181 | Beaverton, OR | Corporate platform Corporation | — | 4 advisors | Hourly charges; Fixed fees | View | |
| COOLABAH CAPITAL INVESTMENTS (USA) INC CRD 336841 | Miami, FL | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| COOLABAH INVESTMENT MANAGEMENT (USA) INC CRD 341121 | Miami, FL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| COPIA FINANCIAL SOLUTIONS, INC. CRD 123886 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| CORBIERE CAPITAL MANAGEMENT (JERSEY) LIMITED CRD 330061 | St. Helier | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CORINTHIA UK MANAGEMENT LIMITED CRD 335155 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CORNER MARKET CAPITAL US, INC. CRD 169168 | Vancouver | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CORNERSTONE FINANCIAL PLANNING, INC. CRD 121413 | — | Corporate platform Corporation | — | — | Fixed fees | View | |
| CORPORATE SUPPORT RESEARCH INSTITUTE CO., LTD. CRD 335693 | Tokyo | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| COVE CRD 329900 | Santa Clara, CA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| COW CAPITAL INC CRD 324665 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| COZZENE ADVISORS INC. CRD 125915 | White Plains, NY | Corporate platform Corporation | — | 1 advisors | SELECTION AND MONITORING FEES | View | |
| CPC FINANCIAL PLANNING, INC CRD 119150 | King Of Prussia, PA | Corporate platform Corporation | — | 6 advisors | Hourly charges; Fixed fees | View | |
| CPE FUNDS MANAGEMENT LIMITED CRD 295619 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CR CAPITAL INVESTMENT MANAGEMENT LIMITED CRD 161812 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CRAIG DRILL CAPITAL CORPORATION CRD 163355 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CREADOR CRD 170328 | Kuala Lumpur | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CREATIVE FINANCIAL PARTNERS CRD 307502 | Atlanta, GA | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| CREATIVE PLANNING SOLUTIONS, INC CRD 310315 | Grand Terrace, CA | Corporate platform Corporation | — | 1 advisors | Fixed fees; REFERRAL FEES | View |