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
AUVRAX TECHNOLOGIES INC

CRD 341628

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
AVATAR GROWTH CAPITAL MANAGEMENT LIMITED

CRD 323116

Trianon

Corporate platform

Corporation

Fees not disclosedView
AVESTA VENTURE ADVISORS

CRD 123227

N. Bethesda, MD

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +1 moreView
AXIUM CAPITAL PTE. LTD.

CRD 337522

Singapore

Corporate platform

Corporation

Fees not disclosedView
AXON CONSULTING INC

CRD 269905

New York, NY

Corporate platform

Corporation

1 advisorsFixed feesView
AYERS & ASSOCIATES, P.C.

CRD 127417

New Haven, CT

Corporate platform

Corporation

1 advisorsHourly chargesView
AZLIN CONSULTANTS PVT. LTD.

CRD 284296

Ahmedabad

Corporate platform

Corporation

Fees not disclosedView
BADDISH SHAPIRO FINANCIAL PLANNING GROUP

CRD 125619

Woodbury, NY

Corporate platform

Corporation

0 total employeesREFFERAL FEESView
BALANCED WEALTH, INC.

CRD 324140

Scottsdale, AZ

Corporate platform

Corporation

1 advisorsPercentage of AUMView
BALSER FINANCIAL CORPORATION

CRD 148426

Atlanta, GA

Corporate platform

Corporation

2 employeesREFERRAL FEES ONLY FROM THIRD PARTY RIAView
BEAR STEARNS ASSET MANAGEMENT INC.

CRD 113359

New York, NY

Corporate platform

Corporation

1 advisorsPercentage of AUMView
BEBRIGHT

CRD 338188

Corporate platform

Corporation

Fees not disclosedView
BENCHMARK ISRAEL VC 2007 LTD

CRD 160374

Tel Aviv

Corporate platform

Corporation

Fees not disclosedView
BENEDETTI WEALTH ADVISORS, INC.

CRD 336803

Corporate platform

Corporation

1 advisorsHourly charges · Fixed fees +1 moreView
BENEVEST & ASSOCIATES, INC.

CRD 299170

Brookfield, WI

Corporate platform

Corporation

2 advisorsSOLICITOR FEEView
BERT REAMES INVESTMENT ADVISORS, INC.

CRD 141986

Corporate platform

Corporation

2 advisorsPERCENTAGE OF TOTAL BALANCESView
BFF WEALTH MANAGEMENT, INC.

CRD 112877

Glendale, CA

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
BG ADVISORS, INC.

CRD 338874

Bloomfield Hills, MI

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
BHPR EQUITY RESEARCH CORP

CRD 328585

San Juan, PR

Corporate platform

Corporation

2 advisorsSUB-ADVISORY FEESView
BINDMAN FINANCIAL SERVICES, INC.

CRD 132333

Andover, MA

Corporate platform

Corporation

1 advisorsSOLICITING FEESView
BLACK SUN, INC.

CRD 335651

Mill Valley, CA

Corporate platform

Corporation

Fees not disclosedView
BLACKSHEEP FUND MANAGEMENT LTD.

CRD 300648

Blackrock, Co. Dublin

Corporate platform

Corporation

Fees not disclosedView
BLOCKARA CAPITAL MANAGEMENT LTD

CRD 342234

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
BLUE OX CAPITAL MANAGEMENT, INC.

CRD 287816

Tenafly, NJ

Corporate platform

Corporation

2 advisorsPercentage of AUMView
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