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 | |||||
|---|---|---|---|---|---|---|---|
| PANGAEA VENTURES US INC. CRD 281517 | Scottsdale, AZ | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PANTHEON WEALTH PLANNING CRD 166825 | San Jose, CA | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| PARADIGM CAPITAL CORPORATION CRD 132493 | Dallas, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PARAKLETE FINANCIAL, INC. CRD 142323 | — | Corporate platform Corporation | — | 6 advisors | Fixed fees | View | |
| PARAMOUNT ACCOUNTING & TAX SERVICES, INC. CRD 171544 | Dearborn, MI | Corporate platform Corporation | — | 1 advisors | REFERRAL FEES | View | |
| PARTNERRE CAPITAL MANAGEMENT LTD. CRD 330433 | Pembroke | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PARTNERS GROUP AG CRD 162791 | Baar, Zug | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PARTNERS INVESTMENT SERVICES, INC CRD 119709 | Cleveland Heights, OH | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHFINDER FINANCE AND INSURANCE SOLUTIONS CRD 139679 | Irvine, CA | Corporate platform Corporation | — | 1 employees | REFERRAL FEES AS A SOLICITOR | View | |
| PATHWAY ASSET & TAX ADVISORY CRD 338876 | Elkhart, IN | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PATHWAY FINANCIAL SOLUTIONS, INC. CRD 340594 | Salina, KS | Corporate platform Corporation | $0 | 4 advisors | Percentage of AUM | View | |
| PATRIZIA INFRASTRUCTURE CRD 328337 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PCP GP INC. CRD 314586 | Westmount, Quebec | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PEAKSIDE CAPITAL ADVISORS AG CRD 161931 | Zug | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PEARL MANOR CAPITAL PARTNERS CRD 317476 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PELION VENTURE PARTNERS CRD 162762 | Salt Lake City, UT | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PELOTON CAPITAL MANAGEMENT INC. CRD 323826 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PEMBERTON ASSET MANAGEMENT S.A. CRD 282865 | Luxembourg | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PENFUND MANAGEMENT LIMITED CRD 282893 | Toronto | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PENFUND PRIME MANAGEMENT LTD CRD 333096 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PEP MANAGEMENT (JERSEY) LIMITED CRD 160771 | St.. Helier, Jersey | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PERISCOPE CAPITAL CRD 322913 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PERMIRA CREDIT LIMITED CRD 162394 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PERMIRA INVESTMENT ADVISERS LIMITED CRD 292536 | St. Peter Port | Corporate platform Corporation | — | — | Fees not disclosed | View |