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
PRAGMATYA TECHNOLOGIES LTD.

CRD 333373

Hashmonaim

Corporate platform

Corporation

Fees not disclosedView
PRAVO VENTURES

CRD 341822

Washington, DC

Corporate platform

Corporation

Fees not disclosedView
PREFERRED RETIREMENT OPTIONS, INC

CRD 116172

Ammon, ID

Corporate platform

Corporation

$05 advisorsPercentage of AUM; Fixed feesView
PRESCOTT, ADAMS AND GROUP INC.

CRD 137699

Albertson, NY

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +2 moreView
PRESTIGE ADVISORS INC.

CRD 319102

Sarasota, FL

Corporate platform

Corporation

2 advisorsPercentage of AUM · Hourly charges +3 moreView
PRIMARY

CRD 336814

New South Wales

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
PRIMAS ASSET MANAGEMENT LIMITED

CRD 333437

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
PRIMAVERA CAPITAL MANAGEMENT LTD

CRD 162044

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
PRIMAVERA VENTURE MANAGEMENT LIMITED

CRD 316028

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
PRIME FINANCIAL STRATEGIES, INC.

CRD 113703

Colorado Springs, CO

Corporate platform

Corporation

2 advisorsHourly charges · Fixed fees +1 moreView
PRIVATE EQUITY FINANCIAL ADVISORS, INC.

CRD 311681

Addison, TX

Corporate platform

Corporation

Fees not disclosedView
PRIVEQ G.P. IV LIMITED

CRD 331495

St. Helier

Corporate platform

Corporation

Fees not disclosedView
PROA CAPITAL

CRD 305238

Madrid

Corporate platform

Corporation

Fees not disclosedView
PROACTIVE WEALTH MANAGEMENT

CRD 273028

Lexington, KY

Corporate platform

Corporation

1 advisorsSOLICITOR FEESView
PRODUCT HUNT, INC.

CRD 316520

San Francisco, CA

Corporate platform

Corporation

Fees not disclosedView
PROFESSIONAL FINANCIAL SERVICES, INC.

CRD 104527

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +1 moreView
PROFOUNDERS CAPITAL PARTNERS LIMITED

CRD 209514

London

Corporate platform

Corporation

Fees not disclosedView
PROGRESSIVE FINANCIAL PLANNING SERVICES INC.

CRD 118728

Corporate platform

Corporation

4 advisorsHourly charges; Fixed feesView
PROPERTY INVESTMENT ADVISORS, INC.

CRD 157216

Richmond, VA

Corporate platform

Corporation

Fees not disclosedView
PROSPERITY CAPITAL MANAGEMENT LIMITED

CRD 160624

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
PRUDENCE

CRD 331317

New York, NY

Corporate platform

Corporation

Fees not disclosedView
PRUDENT PROSPERA PLANNING, INC.

CRD 175416

Pleasanton, CA

Corporate platform

Corporation

2 advisorsPercentage of AUM · Hourly charges +2 moreView
PUBLIC RESOURCES ADVISORY GROUP

CRD 113338

New York, NY

Corporate platform

Corporation

10 advisorsHourly charges · Fixed fees +1 moreView
PYXIS CAPITAL INC.

CRD 323297

Lehi, UT

Corporate platform

Corporation

1 advisorsHourly charges · Fixed fees +1 moreView
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