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
CAPULA INVESTMENT MANAGEMENT ASIA LIMITED

CRD 164564

Central

Corporate platform

Corporation

Fees not disclosedView
CAPULA INVESTMENT JAPAN LIMITED

CRD 163365

Tokyo

Corporate platform

Corporation

Fees not disclosedView
CAPULA INVESTMENT MANAGEMENT SINGAPORE PTE.LTD.

CRD 312483

Singapore

Corporate platform

Corporation

Fees not disclosedView
CAPULA MANAGEMENT LIMITED

CRD 163729

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
CARDINAL CSP INVESTMENTS GP, INC.

CRD 307463

Dallas, TX

Corporate platform

Corporation

Fees not disclosedView
CARL W. LARGE, AN ACCOUNTANCY CORPORATION

CRD 135681

Corporate platform

Corporation

1 advisorsREFERRAL FEEView
CARLYLE WEALTH PLANNING

CRD 126298

Atlanta, GA

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
CARVER FINANCIAL SERVICES INC

CRD 111258

Mentor, OH

Corporate platform

Corporation

1 advisorsNOT COMPENSATEDView
CASDER INSTITUTE OF WEALTH INC.

CRD 339172

New York, NY

Corporate platform

Corporation

Fees not disclosedView
CASTLE GROUP INVESTMENT COUNSEL, INC.

CRD 134992

Corporate platform

Corporation

2 advisorsPercentage of AUMView
CDPQ GLOBAL INFRASTRUCTURE INC.

CRD 338423

Montreal, Quebec

Corporate platform

Corporation

Fees not disclosedView
CEDAR TRACE CAPITAL MANAGEMENT LIMITED

CRD 339885

Hamilton

Corporate platform

Corporation

Fees not disclosedView
CENTURY FRONTIER CAPITAL LIMITED

CRD 339831

British Virgin Islands, British Virgin Islands

Corporate platform

Corporation

Fees not disclosedView
CEREVIA LTD

CRD 342403

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
CFLER CO., LTD.

CRD 338017

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
CG PARTNERS (GP) INC.

CRD 332567

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
CHESAPEAKE WEALTH STRATEGIES, INC.

CRD 284097

Baltimore, MD

Corporate platform

Corporation

1 advisorsSOLICIT FOR UNAFFILIATED REGISTERED INVESTMENT ADVISORView
CHILDS INVESTMENT GROUP, INC

CRD 120123

Archbold, OH

Corporate platform

Corporation

0 total employeesHourly charges · Fixed fees +1 moreView
CHINA CONSUMER MANAGEMENT II LIMITED

CRD 165035

Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
CHINA EVERBRIGHT INVESTMENT MANAGEMENT LIMITED

CRD 163000

Admiralty

Corporate platform

Corporation

Fees not disclosedView
CHINA EVERBRIGHT ASSETS MANAGEMENT LIMITED

CRD 171572

Admiralty

Corporate platform

Corporation

Fees not disclosedView
CIBRA CAPITAL LTD

CRD 334693

London

Corporate platform

Corporation

Fees not disclosedView
CIFCOIN GLOBAL FINANCE INC.

CRD 339250

Dover, DE

Corporate platform

Corporation

Fees not disclosedView
CITIWEST CAPITAL CORPORATION

CRD 113301

Denver, CO

Corporate platform

Corporation

1 advisorsFixed feesView
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