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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 | |||||
|---|---|---|---|---|---|---|---|
| BOLLINGER FINANCIAL ADVISORY, INC. CRD 118873 | Stillwater, OK | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| BOSTONNORTH FINANCIAL SERVICES, INC. CRD 120304 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| BOUNDLESS INVESTMENT LIMITED CRD 330828 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BRIGHT LIGHT CAPITAL ADVISOR CRD 160243 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| BROAD WEALTH MANAGEMENT, INC. CRD 125479 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRUCE MCINDOE & ASSOCIATES, INC. CRD 294708 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| BRV LOTUS HOLDINGS LIMITED CRD 169541 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BSP ADVISORS LTD. CRD 162094 | George Town, Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BWE GP II LTD. CRD 288929 | St. Peter Port | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| BWE GP LTD. CRD 288928 | St. Peter Port | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| C & T FINANCIAL SERVICES GROUP, INC. CRD 127922 | Pacific Grove, CA | Corporate platform Corporation | — | 2 advisors | Fixed fees | View | |
| C&S ADVISORS, INC. CRD 166206 | Duxbury, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CABRA VC CRD 333714 | Limassol | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAIN INTERNATIONAL MANAGEMENT LIMITED CRD 305051 | St. Helier, Jersey | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAMELOT CAPITAL MANAGEMENT LTD CRD 305496 | Wayne, PA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAPITAL CITY WEALTH ADVISORS, INC. CRD 282364 | Tallahassee, FL | Corporate platform Corporation | — | 3 advisors | Percentage of AUM | View | |
| CAPITAL CONSULTING GROUP, INC CRD 152179 | Columbia, SC | Corporate platform Corporation | — | 1 advisors | REFERRAL/SOLICITATION FEES | View | |
| CAPITAL DESIGNS CRD 125617 | Rochester, NY | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| CAPITAL FINANCIAL MANAGEMENT, INC. CRD 123625 | Indianapolis, IN | Corporate platform Corporation | — | 1 advisors | Hourly charges; Commissions | View | |
| CAPITAL MARKET SECURITIES, INC CRD 319344 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAPITAL Z INVESTMENT PARTNERS (HONG KONG) LIMITED CRD 159847 | Causeway Bay | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAPITALWORKS MANAGEMENT (GUERNSEY) LIMITED CRD 319165 | St. Peter Port | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAPITALWORKS PRIVATE EQUITY ADVISOR LIMITED CRD 168804 | George Town | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CAPITALWORKS PRIVATE EQUITY ADVISOR PROPRIETARY LIMITED CRD 298759 | Johannesburg, Gauteng | Corporate platform Corporation | — | — | Fees not disclosed | View |