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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 | |||||
|---|---|---|---|---|---|---|---|
| CJS SECURITIES IA, INC. CRD 326920 | White Plains, NY | Corporate platform Corporation | — | 1 advisors | Fixed fees; FEES DETERMINED BY CLIENT | View | |
| CLASSICCPA CRD 339515 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| CLEVELAND DIGITAL LIMITED CRD 325124 | Road Town, Tortola | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CMC ADVISORS, INC. CRD 123811 | Boca Raton, FL | Corporate platform Corporation | — | 2 advisors | PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| COCOZZA FINANCIAL PLANNING, LTD. CRD 117316 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| COMPOSITE CAPITAL MANAGEMENT (SG) PTE. LTD. CRD 337252 | Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| COMPREHENSIVE PLANNING, INC. CRD 123352 | — | Corporate platform Corporation | — | 1 advisors | Commissions | View | |
| CONCENTRATED RISK SOLUTIONS INC. CRD 171758 | — | Corporate platform Corporation | — | 2 advisors | WHOLESALER FEES | View | |
| CONSULTA LIMITED CRD 318927 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CORAL COVE US GP LTD. CRD 340381 | Cedar Park, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CORE EQUITY HOLDINGS GP LIMITED CRD 285453 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CORUNDUM PARTNERS CRD 282191 | Colorado Springs, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| COUGAR MUTUAL COMPANY INC CRD 337475 | Cooper City, FL | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| CREATIVE FINANCIAL CONCEPTS, INC. CRD 144618 | Wilmington, DE | Corporate platform Corporation | — | 1 advisors | Hourly charges; % OF ASSETS MANAGED BY OTHER MANAGERS | View | |
| CREATIVE WEALTH MEDIA ADVISORS INC. CRD 316725 | Toronto, Ontario | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CRESALTA INVESTMENT MANAGEMENT, INC. CRD 339872 | Greenwood Village, CO | Corporate platform Corporation | — | 3 advisors | Percentage of AUM | View | |
| CREST CAP ADVISORS, INC CRD 299551 | Atlanta, GA | Corporate platform Corporation | — | 1 advisors | REFERRAL FEES | View | |
| CRESTFIELD CAPITAL LTD. CRD 340498 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CROSS OCEAN ESS MANAGEMENT LIMITED CRD 288481 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CRYPFINE LLC CRD 337415 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CSW INVESTMENT SERVICES INC. CRD 162942 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CV-PC (CAYMAN) GP, LTD CRD 339668 | George Town | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CVP MANAGEMENT, INC. CRD 169433 | Cambridge, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| CWS INVESTMENTS CRD 23551 | Newport Beach, CA | Corporate platform Corporation | — | 12 advisors | REIMBURSED EXPENSES | View |