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
WARDIAN WEALTH MANAGEMENT, INC.

CRD 292029

Coeur D'Alene, ID

Corporate platform

Corporation

1 advisorsHourly chargesView
WATERFRONT INTERNATIONAL LTD.

CRD 289101

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
WATERLAND PRIVATE EQUITY INVESTMENTS

CRD 161877

Bussum

Corporate platform

Corporation

Fees not disclosedView
WATEROUS ENERGY FUND

CRD 298574

Calgary, Alberta

Corporate platform

Corporation

Fees not disclosedView
WATERPOINT LANE MANAGECO, INC.

CRD 327736

Corporate platform

Corporation

Fees not disclosedView
WAYNE D. MINICH & COMPANY, INC.

CRD 121236

Richfield, OH

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
WAYPOINTE LIMITED

CRD 265790

Hong Kong

Corporate platform

Corporation

Fees not disclosedView
WAYSTONE MANAGEMENT COMPANY (IE) LIMITED

CRD 173927

Dubln 4

Corporate platform

Corporation

Fees not disclosedView
WAYSTONE MANAGEMENT COMPANY (LUX) S.A.

CRD 281453

Luxembourg

Corporate platform

Corporation

Fees not disclosedView
WEALTH GROUP, INC.

CRD 164615

Delray Beach, FL

Corporate platform

Corporation

1 advisorsHourly charges; SHARE IN FEES PAID TO OTHER MONEY MANAGERSView
WEALTH MANAGEMENT INSTITUTE, INC.

CRD 122892

Lansing, MI

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
WEALTH MANAGERS, INC.

CRD 306710

Pasadena, CA

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +2 moreView
WEALTH QUEST, LTD.

CRD 122416

Palmyra, PA

Corporate platform

Corporation

1 advisorsHourly chargesView
WEALTH WITH WISDOM ADVISORS, INC.

CRD 171071

Palm Beach Gardens, FL

Corporate platform

Corporation

1 advisorsHourly charges · Fixed fees +1 moreView
WEALTHMAP PLANNING

CRD 339429

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
WEALTHRAMP, INC.

CRD 290683

Corporate platform

Corporation

2 advisorsREFERRAL FEESView
WEBSTER WEALTH ADVISORS, INC.

CRD 119664

Stamford, CT

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
WEINBERG CAPITAL GROUP, INC.

CRD 163661

Pepper Pike, OH

Corporate platform

Corporation

Fees not disclosedView
WELKIN CAPITAL MANAGEMENT LIMITED

CRD 286114

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
WELLESLEY HILLS CAPITAL

CRD 307068

Newton, MA

Corporate platform

Corporation

$01 advisorsPercentage of AUM · Hourly charges +1 moreView
WELLINGTON PARTNERS

CRD 333839

Munich, Bavaria

Corporate platform

Corporation

Fees not disclosedView
WELLS INVESTMENTS, INC.

CRD 131076

Winter Haven, FL

Corporate platform

Corporation

2 advisorsPercentage of AUM · Hourly charges +1 moreView
WESTBOURNE CREDIT MANAGEMENT LIMITED

CRD 301033

Melbourne, Victoria

Corporate platform

Corporation

Fees not disclosedView
WESTCENTER ADVISORS LTD

CRD 291541

Houston, TX

Corporate platform

Corporation

$01 advisorsPercentage of AUM · Hourly charges +1 moreView
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