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
ELLASINVEST ASSET MANAGEMENT

CRD 341457

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
EMPIRE STATE WEALTH ADVISORS INC

CRD 335240

New City, NY

Corporate platform

Corporation

$01 advisorsPercentage of AUM · Hourly charges +1 moreView
ENVISION ASSET MANAGEMENT

CRD 309794

Tribeca Central, Trianon

Corporate platform

Corporation

Fees not disclosedView
EPIC WEALTH ADVISORS, INC.

CRD 118767

Corporate platform

Corporation

1 advisors"SOLICITOR FEE" FOR REFERRAL TO 3RD PARTY INVESTMENT ADVISORSView
EQR RWA INFORMATION LTD

CRD 339817

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
EQT PARTNERS JAPAN K.K.

CRD 321264

Minato-Ku, Tokyo

Corporate platform

Corporation

Fees not disclosedView
EQT PARTNERS KOREA CO., LTD.

CRD 319766

Seoul, Jung-Gu

Corporate platform

Corporation

Fees not disclosedView
EQUINET, INC.

CRD 116175

Corporate platform

Corporation

1 advisorsHourly charges · Fixed fees +1 moreView
ERGUS ASSET MANAGEMENT LTD.

CRD 166707

Nassau

Corporate platform

Corporation

$03 advisorsPercentage of AUM; Performance-based feesView
ETB CONSULTING

CRD 293796

Irvington, VA

Corporate platform

Corporation

1 advisorsFixed feesView
ETERNAL DIGITAL FUND LTD.

CRD 339146

Seattle, WA

Corporate platform

Corporation

Fees not disclosedView
ETH CORP.

CRD 161250

New York, NY

Corporate platform

Corporation

Fees not disclosedView
F2 VENTURES

CRD 326869

Road Town

Corporate platform

Corporation

Fees not disclosedView
FAR FINANCIAL

CRD 332378

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
FAR WEST CAPITAL MANAGEMENT

CRD 135545

Nicasio, CA

Corporate platform

Corporation

Fees not disclosedView
FARNAM STREET CAPITAL, INC.

CRD 163719

Minneapolis, MN

Corporate platform

Corporation

Fees not disclosedView
FICUS VENTURE LIMITED

CRD 339482

George Town, Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
FINANCIAL ANALYTICAL SERVICES, INC.

CRD 136001

Fountain Valley, CA

Corporate platform

Corporation

1 advisorsHourly charges; % OF ASSETS REFERRED TO 3RD PARTY MONEY MANAGERS THROUGH B/DView
FINANCIAL COACHING PARTNERS LLC

CRD 152306

Corporate platform

Corporation

3 advisorsPercentage of AUM · Hourly charges +2 moreView
FINANCIAL FIRST ADVISORS, INC.

CRD 120995

Columbia, MD

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
FINANCIAL SOLUTIONS, INC.

CRD 311787

Skokie, IL

Corporate platform

Corporation

$01 advisorsPercentage of AUM; Fixed feesView
FINTRADE SERVICES INC.

CRD 175448

St.. Michael

Corporate platform

Corporation

Fees not disclosedView
FIRST FINANCIAL SERVICES

CRD 125551

Hauppage, NY

Corporate platform

Corporation

3 advisorsHourly charges · Fixed fees +2 moreView
FIRST NEEDHAM INVESTMENTS, INC.

CRD 129192

Corporate platform

Corporation

1 employeesREFERRAL FEESView
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