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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 | |||||
|---|---|---|---|---|---|---|---|
| NOVO HOLDINGS US INVESTMENT ADVISOR, INC. CRD 334495 | Boston, MA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| NYX INVESTMENT MANAGEMENT CORPORATE LIMITED CRD 331839 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OAKLEY CAPITAL SERVICES BERMUDA LIMITED CRD 336831 | Hamilton | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OCORIAN FUND MANAGEMENT S.À R.L. CRD 338098 | Luxembourg | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OKR DIGITAL HOLDINGS INC. CRD 342675 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OLD WORLD FINANCIAL ADVISORS CRD 329141 | Newport Beach, CA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ONYX PARTNERS, INCORPORATED CRD 29474 | Las Vegas, NV | Corporate platform Corporation | — | 1 advisors | Fixed fees | View | |
| OPEN COMPUTE INTELLIGENCE NETWORK LTD CRD 335774 | Colorado Springs, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OPTIMUS WEALTH MANAGEMENT GROUP, INC. CRD 149256 | Clifton Park, NY | Corporate platform Corporation | $0 | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ORCHID ASIA GROUP MANAGEMENT LIMITED CRD 311819 | Macau | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ORCHID ASIA VIII AIV GP LIMITED CRD 340659 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| ORCHID CHINA MANAGEMENT (CAYMAN) LIMITED CRD 314974 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| OVERLAND ADVISORS CRD 334738 | Phoenix, AZ | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| P.J. MORAN & CO., INC. CRD 130106 | Park Ridge, IL | Corporate platform Corporation | — | — | Percentage of AUM; Hourly charges | View | |
| PAA SA CRD 326615 | Geneve | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PAA UK CRD 326653 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PACIFIC ALLIANCE INVESTMENT MANAGEMENT (HK) LIMITED CRD 296741 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PACIFIC BUSINESS SCHOOL LTD CRD 339618 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PACIFIC EQUITY MANAGEMENT CRD 163222 | La Jolla, CA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PALISANDER INC CRD 342694 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PANACEA OPPORTUNITY FUND I GP COMPANY, LTD. CRD 319265 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PANACEA VENTURE HEALTHCARE FUND II GP COMPANY, LTD. CRD 319266 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PANHE ASSET MANAGEMENT CO., LIMITED CRD 297214 | Shenzhen, Guangdong Province | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| PARALLEL49 EQUITY CRD 160077 | Vancouver | Corporate platform Corporation | — | — | Fees not disclosed | View |