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
INNOVA MEMPHIS, INC.

CRD 173460

Memphis, TN

Corporate platform

Corporation

Fees not disclosedView
INNOVATION ENDEAVORS MANAGEMENT COMPANY, LLC

CRD 170740

Palo Alto, CA

Corporate platform

Corporation

Fees not disclosedView
INNOVATIONSKAPITAL /INNKAP

CRD 164128

Gothenburg

Corporate platform

Corporation

Fees not disclosedView
INRI

CRD 333007

Mountain View, CA

Corporate platform

Corporation

1 advisorsFEES FOR TESTIMONIALS/ENDORSEMENTS OF OTHER ADVISERSView
INSTAR ASSET MANAGEMENT INC.

CRD 175395

Toronto, On

Corporate platform

Corporation

Fees not disclosedView
INSTITUTIONAL SHAREHOLDER SERVICES INC.

CRD 111940

Rockville, MD

Corporate platform

Corporation

1762 advisorsSubscription fees · Fixed fees +2 moreView
INTEGRAL CORPORATION

CRD 288972

Tokyo

Corporate platform

Corporation

Fees not disclosedView
INTEGRITY INVESTMENT MANAGEMENT

CRD 289080

Hoffman Estates, IL

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
INTERLINC FINANCIAL ADVISORS, INC.

CRD 290740

Plano, TX

Corporate platform

Corporation

1 advisorsHourly charges · Fixed fees +1 moreView
INTERNET SECURITIES

CRD 102800

Oakland, CA

Corporate platform

Corporation

$01 advisorsPercentage of AUM · Performance-based fees +1 moreView
INTERSOUTH ADVISORS, INC.

CRD 162113

Durham, NC

Corporate platform

Corporation

Fees not disclosedView
INTERWEST PARTNERS

CRD 160677

San Francisco, CA

Corporate platform

Corporation

Fees not disclosedView
INVESDID

CRD 291031

Corporate platform

Corporation

1 advisorsHourly charges · Fixed fees +1 moreView
INVESTECO CAPITAL

CRD 282721

Toronto

Corporate platform

Corporation

Fees not disclosedView
INVESTMENT & RESOURCE PLANNING

CRD 117604

Falls Church, VA

Corporate platform

Corporation

1 advisorsHourly charges; THIRD PARTY MANAGERS % OF ASSETS UNDER THEIR MANAGEMENTView
INVESTMENT & RETIREMENT ADVISORS, INC.

CRD 117000

Williston, ND

Corporate platform

Corporation

1 advisorsNO FEESView
INVESTMENT NETWORK, INC.

CRD 127724

Canton, OH

Corporate platform

Corporation

25 employeesPercentage of AUM · Hourly charges +2 moreView
INVESTORS CHOICE

CRD 114834

Corporate platform

Corporation

1 advisorsHourly charges; INSURANCE AND ANNUITY COMMISSIONSView
INVESTSOUTH FINANCIAL SERVICES, INC.

CRD 126553

Corporate platform

Corporation

1 advisorsREFERRAL FEEView
INVESTX MASTER GP1 INC.

CRD 305400

Vancouver, British Columbia

Corporate platform

Corporation

Fees not disclosedView
INVISION MANAGEMENT INC.

CRD 330151

Chicago, IL

Corporate platform

Corporation

Fees not disclosedView
ION ASSET MANAGEMENT

CRD 342243

Herzliya, Centre

Corporate platform

Corporation

Fees not disclosedView
ION CROSSOVER PARTNERS LTD

CRD 315037

Herzliya

Corporate platform

Corporation

Fees not disclosedView
ION PRIVATE EQUITY PARTNERS LTD.

CRD 342586

Herzliya, Israel

Corporate platform

Corporation

Fees not disclosedView
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