Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| INTERNATIONAL FINANCE CORPORATION LTD CRD 338601 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| INTERSTATE FINANCIAL GROUP, INC. CRD 125880 | Mt. Kisco, NY | Corporate platform Corporation | — | 2 advisors | Fixed fees | View | |
| INVESTCORP SECURITIES LIMITED CRD 287521 | London, England | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| IRE (CAYMAN) LIMITED CRD 162075 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ITAU BBA USA SECURITIES, INC. CRD 118817 | New York, NY | Corporate platform Corporation | — | 26 advisors | Fixed fees; Commissions | View | |
| IVP ADVISORY CO. LTD CRD 170944 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| J. SCOTT PHILANTHROPIC SERVICES, INC. CRD 145324 | — | Corporate platform Corporation | — | 1 advisors | REFERRAL FEES | View | |
| J.L. HUBER & ASSOCIATES, INC. CRD 126305 | — | Corporate platform Corporation | — | 1 employees | SOLICITATION FEES BASED ON REFERRED AUM | View | |
| J17 US MANAGEMENT INC. CRD 340218 | San Francisco, CA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| JACUMEN ASSET MANAGEMENT CORP. CRD 307809 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JAMES P. HANSON ACCOUNTANCY CORPORATION CRD 119727 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| JAN S. GLADE, CPA (APC) CRD 117777 | — | Corporate platform Corporation | — | 1 employees | APPLICANT RECEIVES REFERRAL FEES FROM A NON-RELATED MONEY MGR | View | |
| JHL INVESTMENT FIRM INC CRD 298362 | Westminster, CA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JINGE ASSET MANAGEMENT (HK) LIMITED CRD 327808 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| JJJ CAPITAL MANAGEMENT (DIFC) LIMITED CRD 335078 | Difc | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| JM FINANCIAL OVERSEAS HOLDINGS PRIVATE LIMITED CRD 162305 | Ebene | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| JM FINANCIAL PRIVATE WEALTH, INC. CRD 341113 | New York, NY | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JM&A GROUP DEALERSHIP INSURANCE SERVICES CRD 331423 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM; SOLICITOR/REFERRAL FEE | View | |
| JOHNSON'S CAPITAL PARTNERS CORPORATION CRD 329331 | Los Angeles, CA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| JOY CAPITAL CRD 277061 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| JS CONSULTING CRD 330210 | — | Corporate platform Corporation | — | 1 advisors | SOLICITOR FEES | View | |
| JUMPSPEED VENTURES CRD 305822 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| JUSTICE SETTLEMENT CONSULTING INC. CRD 340024 | Casper, WY | Corporate platform Corporation | — | 1 advisors | SOLICITOR FEES | View | |
| KALMIA ADVISORS INC. CRD 311763 | Rockville Centre, NY | Corporate platform Corporation | — | — | Fees not disclosed | View |