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
KINGSBRIDGE ADVISORS, LLC

CRD 126936

Fair Lawn, NJ

Corporate platform

Corporation

4 advisorsFixed fees; REFERRAL FEESView
KINGSLEY WEALTH PARTNERS, INC.

CRD 338475

Gilbert, AZ

Corporate platform

Corporation

$01 advisorsPercentage of AUM · Hourly charges +1 moreView
KINGSWAY CAPITAL PARTNERS LIMITED

CRD 291956

London

Corporate platform

Corporation

Fees not disclosedView
KINTERRA CAPITAL CORP.

CRD 321071

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
KIRENAGA MANAGEMENT GROUP, INC.

CRD 306043

Winter Park, FL

Corporate platform

Corporation

Fees not disclosedView
KIRKOSWALD GLOBAL MANAGEMENT SERVICES LTD.

CRD 322811

Albany, New Providence

Corporate platform

Corporation

Fees not disclosedView
KIRTLAND CAPITAL PARTNERS

CRD 159774

Orange Village, OH

Corporate platform

Corporation

Fees not disclosedView
KLAR PARTNERS

CRD 311707

London

Corporate platform

Corporation

Fees not disclosedView
KLIMIS & ASSOCIATES ADVISORY, INC.

CRD 142179

Palm Harbor, FL

Corporate platform

Corporation

1 advisorsFixed feesView
KOALA FINANCIAL

CRD 340891

Bonita, CA

Corporate platform

Corporation

$03 advisorsPercentage of AUM · Hourly charges +1 moreView
KOHUTEK AND COMPANY, PC

CRD 334618

Abilene, TX

Corporate platform

Corporation

1 advisorsREFERRAL FEEView
KOIN CAPITAL INC

CRD 315355

Houston, TX

Corporate platform

Corporation

1 advisorsSubscription fees; Fixed feesView
KORELYA CAPITAL

CRD 324370

Paris

Corporate platform

Corporation

Fees not disclosedView
KPCB CHINA

CRD 161470

Shanghai

Corporate platform

Corporation

Fees not disclosedView
KRAMER INVESTMENT ADVISORS, INC.

CRD 160840

Topanga, CA

Corporate platform

Corporation

2 advisorsPRECENTAGE OF ASSETS UNDER THIRD PARTY MANAGEMENT;View
KREINER FINANCIAL WEALTH MANAGEMENT, INC.

CRD 292878

Corporate platform

Corporation

1 advisorsHourly charges · Fixed fees +1 moreView
KREOS CAPITAL GROUP LIMITED

CRD 163478

St. Helier

Corporate platform

Corporation

Fees not disclosedView
KREOS CAPITAL GROUP V LIMITED

CRD 283499

St.. Helier

Corporate platform

Corporation

Fees not disclosedView
KRUEGER FINANCIAL

CRD 113862

Phoenix, AZ

Corporate platform

Corporation

3 advisorsFixed feesView
KRUGER WEALTH MANAGEMENT, INC.

CRD 290488

Bloomington, MN

Corporate platform

Corporation

1 advisorsPORTION OF FEE CHARGED BY THIRD-PARTY MONEY MANAGERS.View
KRYGER CAPITAL LIMITED

CRD 311987

London

Corporate platform

Corporation

Fees not disclosedView
KUHL INVESTMENTS INC.

CRD 123016

Corporate platform

Corporation

Percentage of AUM · Hourly charges +1 moreView
KV ASIA CAPITAL PTE. LTD.

CRD 299735

Singapore

Corporate platform

Corporation

Fees not disclosedView
L CATTERTON ASIA

CRD 162692

Ebene

Corporate platform

Corporation

Fees not disclosedView
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