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.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| ONE FUND MANAGEMENT S.A. CRD 335382 | Howald | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ONYX INVESTMENTS, INC. CRD 133244 | Chicago, IL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ONYXX INVESTMENT GROUP, INC. CRD 284322 | Kirkland, WA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OP CRYPTO CAPITAL MANAGEMENT LTD. CRD 319367 | Road Town, Tortola | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OPENSPACE VENTURES CRD 297387 | Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OPTIMAL TAX ASSET MANAGEMENT CRD 340466 | Bellevue, WA | Corporate platform Corporation | $0 | 3 advisors | Percentage of AUM | View | |
| OPTIMIZE INVESTMENT PARTNERS CRD 335775 | Lisbon | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OPTIMIZE WEALTH MANAGEMENT CRD 333695 | Toronto, Ontario | Corporate platform Corporation | $0 | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| OPTVEST CAPITAL CRD 342081 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OQ FUNDS MANAGEMENT CRD 326070 | Central | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ORACLE INVESTMENT MANAGEMENT, INC. CRD 138127 | Greenwich, CT | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ORANGE CAPITAL MANAGEMENT, INC. CRD 137019 | Orange, CA | Corporate platform Corporation | — | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORBIS INVESTMENT MANAGEMENT LIMITED CRD 157571 | Hamilton | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ORDINARY CRD 309415 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ORION RESOURCE PARTNERS (AUS) PTY LTD CRD 314490 | Sydney | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OSRN LTD CRD 329283 | Herzliya | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| P23 FINANCIAL, INC CRD 291112 | Lincoln, NE | Corporate platform Corporation | — | 1 advisors | Fixed fees; REFERRAL FEES | View | |
| PACIFIC ADVANTAGE CAPITAL GROUP LTD. CRD 171037 | Stamford, CT | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PACIFIC COMMUNITY MANAGEMENT, INC. CRD 163248 | San Francisco, CA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PACIFIC EQUITY PARTNERS PTY LIMITED CRD 291967 | Sydney, Nsw | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PACIFIC ROAD CAPITAL MANAGEMENT PTY LTD CRD 159474 | Sydney | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PADOVANI ASSET MANAGEMENT CRD 168354 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAG CRD 161814 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PANACEA VENTURE MANAGEMENT COMPANY LTD. CRD 301575 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View |