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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 | |||||
|---|---|---|---|---|---|---|---|
| JOHN WESSLER & ASSOCIATES CRD 140420 | Waco, TX | Corporate platform Corporation | — | 1 employees | Hourly charges; Fixed fees | View | |
| JON A NIXON CPA PC CRD 127550 | — | Corporate platform Corporation | — | 1 advisors | PERCENTAGE OF ASSETS UNDER BROKER MANAGEMENT | View | |
| JOSEPH GRACE HOLDINGS, INC. CRD 103580 | New York, NY | Corporate platform Corporation | — | 4 advisors | Commissions; REFERRAL FEE | View | |
| JUNGLE VENTURES PTE LTD CRD 283090 | Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| JUNKIN & COMPANY, INC. CRD 168338 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JUNO INVESTMENT PARTNERS CRD 171870 | Den Haag | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| JVP CRD 162835 | Jerusalem | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| K2 MANAGEMENT CO. CRD 324175 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| K2 VENTURE MANAGEMENT LIMITED CRD 324174 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KADENSA CAPITAL LIMITED CRD 285524 | Central | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KALAARI CAPITAL ADVISORS PVT LTD CRD 162999 | Bangalore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KATY SONG FINANCIAL PLANNING, INC. CRD 158288 | — | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| KAYAK CAPITAL MANAGEMENT INC. CRD 306023 | Calgary, Alberta | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KBIT MANAGEMENT LTD. CRD 317853 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KEATS, CONNELLY & ASSOCIATES, INC CRD 148884 | Phoenix, AZ | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| KEDMA CAPITAL S.H.E. LTD CRD 284098 | Tel Aviv | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KEIDAN MANAGEMENT INC. CRD 311075 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KENNETH P. ALEVRAS, CPA.INC. CRD 128982 | Florham Park, NJ | Corporate platform Corporation | — | 0 total employees | Commissions | View | |
| KENTOR FINANCIAL CRD 114996 | Austin, TX | Corporate platform Corporation | — | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| KEYROCK CAPITAL MANAGEMENT LIMITED CRD 299521 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KEYTONE VENTURES CRD 163386 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KH2 CAPITAL MANAGEMENT LTD CRD 340235 | Tel Aviv | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KIN ADVISORS, INC CRD 304790 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| KINGDOM CAPITAL MANAGEMENT, INC. CRD 269899 | Palm Beach Gardens, FL | Corporate platform Corporation | — | — | Fees not disclosed | View |