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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 | |||||
|---|---|---|---|---|---|---|---|
| PERPETUITY CRD 105555 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PERRY D. REED & COMPANY, P.C. CRD 114282 | Longview, TX | Corporate platform Corporation | — | 1 advisors | REFERRAL FEES | View | |
| PERSPECTEC INCORPORATED CRD 287591 | Toronto, Ontario | Corporate platform Corporation | — | 0 total employees | Subscription fees; Fixed fees | View | |
| PETERALEXANDER CRD 308142 | West Conshohocken, PA | Corporate platform Corporation | — | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| PEXFIN CRD 326910 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PHARAOH FINANCIAL GROUP, INC. CRD 136319 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| PHILIP J. SAGAN FINANCIAL CONSULTING, INC. CRD 130358 | Newton, MA | Corporate platform Corporation | $0 | 1 advisors | Hourly charges; Fixed fees | View | |
| PHILOS & PARTNERS AG CRD 323552 | Zurich | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PHIN CAPITAL, INC. CRD 300396 | New York, NY | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PHOENIX EQUITY PARTNERS LIMITED CRD 162832 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PHOENIX FINANCIAL SOLUTIONS, INC. CRD 148796 | Greensboro, NC | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PHOENIX-VERITAS WEALTH MANAGEMENT CRD 333158 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| PICO MANAGEMENT COMPANY LTD. CRD 287752 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PICTET ASSET MANAGEMENT (EUROPE) SA CRD 327620 | Luxembourg | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PIEMONTE TRADING CORP. CRD 289207 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PIF CAPITAL MANAGEMENT LTD CRD 325402 | Las Vegas, NV | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PINEBRIDGE INVESTMENTS ASIA LIMITED CRD 160816 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PING AN OF CHINA ASSET MANAGEMENT (HONG KONG) COMPANY LIMITED CRD 329294 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PIONEER FUND CRD 312046 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PIONEX INVESTMENTS INC. CRD 318475 | Princeton, NJ | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| PISCATAQUA RESEARCH INC. CRD 110617 | Portsmouth, NH | Corporate platform Corporation | — | 1 advisors | Fixed fees | View | |
| PITANGO HEALTHTECH CRD 310446 | Tel Aviv | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PITANGO HEALTHTECH MC 2022 LTD CRD 330548 | Tel Aviv | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PITANGO INTERNATIONAL MC 2019 LTD. CRD 313693 | Tel Aviv | Corporate platform Corporation | — | — | Fees not disclosed | View |