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
TRIDENT CAPITAL, INC.

CRD 160095

San Mateo, CA

Corporate platform

Corporation

Fees not disclosedView
TRILANTIC EUROPE S.A R.L.

CRD 314686

Luxembourg

Corporate platform

Corporation

Fees not disclosedView
TRILANTIC EUROPE V S.A R.L.

CRD 314684

Luxembourg

Corporate platform

Corporation

Fees not disclosedView
TRIVENTURES MANAGEMENT LTD.

CRD 283346

Tel Aviv

Corporate platform

Corporation

Fees not disclosedView
TRIVENTURES MANAGEMENT SEED LTD

CRD 308841

Tel Aviv

Corporate platform

Corporation

Fees not disclosedView
TRIVISTA CAPITAL

CRD 307654

Tokyo

Corporate platform

Corporation

Fees not disclosedView
TRIWEST CAPITAL PARTNERS

CRD 312489

Calgary, Alberta

Corporate platform

Corporation

Fees not disclosedView
TRUE

CRD 313542

London

Corporate platform

Corporation

Fees not disclosedView
TRUE WEALTH NATION

CRD 157347

Carroll, IA

Corporate platform

Corporation

2 advisorsPercentage of AUM · Hourly charges +2 moreView
TRUSTAR CAPITAL PARTNERS LIMITED

CRD 162130

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
TRUTTA CAPITAL, INC.

CRD 175321

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
TTG FINANCIAL SERVICES, INC.

CRD 118982

Billings, MT

Corporate platform

Corporation

1 employeesHourly charges; Fixed feesView
TURTLE BAY GROUP, INC.

CRD 155507

New York, NY

Corporate platform

Corporation

3 advisorsREFERRAL FEES; % OF ASSETS ADVISEDView
TURTLE CREEK ASSET MANAGEMENT INC.

CRD 271033

Toronto

Corporate platform

Corporation

Fees not disclosedView
TUTTLE FINANCIAL SERVICES, LTD.

CRD 141505

New York, NY

Corporate platform

Corporation

2 advisorsFixed feesView
TVM CAPITAL

CRD 163457

Munich

Corporate platform

Corporation

Fees not disclosedView
TVM LIFE SCIENCE MANAGEMENT, INC.

CRD 298559

Montreal, Quebec

Corporate platform

Corporation

Fees not disclosedView
TY ROLLINS, INC.

CRD 321753

Corporate platform

Corporation

1 advisorsFixed feesView
U.S. INSTITUTIONAL CORPORATION

CRD 135555

Chesterfield, MO

Corporate platform

Corporation

2 advisorsFixed fees; PERCENTAGE FEE BASED UPON THE VALUE OF ASSETS CONSULTED ONView
UBS ASSET MANAGEMENT FUNDS LTD

CRD 173081

London

Corporate platform

Corporation

Fees not disclosedView
UCS INVESTMENT CO

CRD 149258

Corporate platform

Corporation

0 total employeesPercentage of AUM; Hourly chargesView
UNBIASED, INC.

CRD 323880

London, AL

Corporate platform

Corporation

1 advisorsREFERRAL FEES FROM OTHER RIAS AND BROKER DEALERSView
UNITAS CAPITAL

CRD 163943

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
UNITED MANAGERS JAPAN INC.

CRD 166897

Tokyo

Corporate platform

Corporation

Fees not disclosedView
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