Falists

Search advisors

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
CRESCENT CAPITAL BDC, INC.

CRD 330493

Los Angeles, CA

Corporate platform

Corporation

Fees not disclosedView
CRESCENT CAPITAL PARTNERS

CRD 161825

Sydney Nsw

Corporate platform

Corporation

Fees not disclosedView
CREW WEALTH MANAGEMENT

CRD 132867

San Luis Obispo, CA

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
CRIT VENTURES

CRD 338109

Seoul

Corporate platform

Corporation

Fees not disclosedView
CRITERION AFRICA PARTNERS

CRD 291386

Bethesda, MD

Corporate platform

Corporation

Fees not disclosedView
CROSS OCEAN ADVISER (IRELAND) LIMITED

CRD 298688

Dublin

Corporate platform

Corporation

Fees not disclosedView
CROSS-BORDER IMPACT VENTURES

CRD 339117

Toronto

Corporate platform

Corporation

Fees not disclosedView
CROWNSTONE ADVISORY & INVESTMENT CORP

CRD 339959

Atlanta, GA

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
CUBERA IX (GP) LIMITED

CRD 308399

St.. Peter Port

Corporate platform

Corporation

Fees not disclosedView
CUBERA PRIVATE EQUITY AS

CRD 286145

Oslo

Corporate platform

Corporation

Fees not disclosedView
CUBERA VIII (GP) LIMITED

CRD 304027

St.. Peter Port

Corporate platform

Corporation

Fees not disclosedView
CUBERA X (GP) LIMITED

CRD 326676

St. Peter Port

Corporate platform

Corporation

Fees not disclosedView
CUMBIE ADVISORY SERVICES, INC

CRD 142606

Fort Worth, TX

Corporate platform

Corporation

2 advisorsHourly charges · Fixed fees +1 moreView
CUTHBERT FINANCIAL GUIDANCE

CRD 130006

Portland, OR

Corporate platform

Corporation

2 advisorsFixed feesView
CVE CAPITAL CORP.

CRD 299586

Austin, TX

Corporate platform

Corporation

Fees not disclosedView
CVF CAPITAL PARTNERS, INC.

CRD 164965

Davis, CA

Corporate platform

Corporation

Fees not disclosedView
D ASSOCIATES GP (ISRAEL) LTD.

CRD 296628

Tel Aviv

Corporate platform

Corporation

Fees not disclosedView
D CAPITAL, INC.

CRD 336322

Minato-Ku, Tokyo

Corporate platform

Corporation

Fees not disclosedView
D PARTNERS 2 COMPANY (MANAGEMENT) 2005 LTD.

CRD 162511

Tel Aviv

Corporate platform

Corporation

Fees not disclosedView
D/B/A RIVERSIDE CAPITAL MANAGEMENT

CRD 163078

White Plains, NY

Corporate platform

Corporation

Fees not disclosedView
DA FINANCIAL ADVISORS, INC.

CRD 115697

Edina, MN

Corporate platform

Corporation

1 employeesHourly charges; Fixed feesView
DAHAB ASSOCIATES INC

CRD 108356

Bay Shore, NY

Corporate platform

Corporation

19 advisorsFixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENTView
DAIWA INTERNATIONAL CAPITAL PARTNERS LIMITED

CRD 325039

London

Corporate platform

Corporation

Fees not disclosedView
DALMORE CAPITAL LIMITED

CRD 342093

London

Corporate platform

Corporation

Fees not disclosedView
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