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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 | |||||
|---|---|---|---|---|---|---|---|
| LIPTON FINANCIAL CORPORATION CRD 125543 | — | Corporate platform Corporation | — | 1 advisors | NO CLIENTS/COMPENSATION AT THIS TIME | View | |
| LIVE OAK FINANCIAL MANAGEMENT CRD 168083 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| LOTUSLAND PROPERTIES CRD 324016 | Palm Desert, CA | Corporate platform Corporation | — | 1 advisors | SOLICITOR FEES | View | |
| LRL FINANCIAL PLANNING SERVICES, INC. CRD 168209 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUCKYSTOCKX INC. CRD 337414 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| LUMENIS CAPITALMANAGEMENT GMBH LTD CRD 338001 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MACQUARIE INNOVATIVE VISION FUND MANAGER LIMITED CRD 335392 | Central | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MADISON ADVISORY GROUP, INC. CRD 163872 | Chicago, IL | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MAHONEY FIORENTINO & CO P.C. CRD 135938 | Wakefield, MA | Corporate platform Corporation | — | 2 advisors | REFERAL FEES ONLY-NO FINANCIAL OR MGT ADVISE GIVEN | View | |
| MANHATTAN ADVISORY SERVICES, INC CRD 151868 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MANITOU CAPITAL MANAGEMENT, INC. CRD 39991 | Frankfort, MI | Corporate platform Corporation | $0 | 0 total employees | Percentage of AUM | View | |
| MAOYUAN CAPITAL (HK) LIMITED CRD 332684 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MARILLA INVESTMENT MANAGEMENT LTD. CRD 329921 | Hamilton | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MARK SCORDATO & ASSOCIATES CRD 161550 | Sparta, NJ | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| MARLIN CAPITAL CORP. CRD 135042 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MASS AVE GLOBAL INC CRD 306781 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MCTC INVESTMENTS HOLDINGS (HONG KONG) LIMITED CRD 334728 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MEAHAN FINANCIAL SERVICES CRD 167630 | Las Vegas, NV | Corporate platform Corporation | $0 | 1 advisors | 3RD PARTY SOLICITOR FEES | View | |
| MELODY GP LIMITED CRD 333715 | St. Helier | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MERRICKS CAPITAL FUNDS MANAGEMENT PTY LIMITED CRD 341045 | Melbourne | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| MG PLANNING SERVICES, INC. CRD 316672 | Woodbury, NY | Corporate platform Corporation | — | 1 advisors | REFERRAL FROM THIRD-PARTY RIA | View | |
| MHL TAMP CRD 2535 | Midvale, UT | Corporate platform Corporation | — | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MICHAEL W. LASSITER CLU CHFC INC. CRD 167507 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MIYASHITA AND ASSOCIATES, P.C. CRD 226626 | Tamuning | Corporate platform Corporation | — | 1 advisors | SOLICITOR/REFERRAL FEES FROM 3RD PARTY INVESTMENT ADVISOR FIRM | View |