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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 | |||||
|---|---|---|---|---|---|---|---|
| SUNRISE INVESTMENTS HOLDINGS LIMITED CRD 309074 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SUNU VENTURES CRD 333021 | Amsterdam, Noord Holland | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| SWISS AMERICAN ADVISORS LTD. CRD 152531 | Zuerich | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM | View | |
| TALLGRASS WEALTH MANAGEMENT, INC. CRD 305396 | Sioux Falls, SD | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| THE B GROUP, INC. CRD 310357 | Dallas, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| THE EXXEL GROUP CRD 163787 | Montevideo | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| THE INVESTMENT ADVISORY OFFICE OF CHRISTOPHER MIKES, P.A. CRD 340895 | Bonita Springs, FL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE JM FINANCIAL PLANNING GROUP, LTD. CRD 167347 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE SEB GROUP, INC. CRD 134156 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| THOMAS JACKSON FAMILY OFFICE, INC. CRD 127918 | Omaha, NE | Corporate platform Corporation | — | 1 advisors | Hourly charges; REFERRAL FEES/SHARES IN FEES CHARGED BY OTHER ADVISERS | View | |
| TIGER BAY MANAGEMENT, INC. CRD 138213 | Portsmouth, NH | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| TORFEX LTD. CRD 337983 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRANER SMITH WEALTH MANAGEMENT, INC. CRD 153166 | Edmonds, WA | Corporate platform Corporation | — | 1 advisors | SOLICIATATION FEE-THIRD PARTY IM INCLUDE CUSTODIAN INVOICE | View | |
| TRANSCEND ADVISOR INC. CRD 328253 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TRIER MANAGEMENT, INC. CRD 326729 | Reno, NV | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRIGON INVESTMENT ADVISORS AG CRD 286220 | Zurich | Corporate platform Corporation | $0 | 1 employees | Percentage of AUM; Performance-based fees | View | |
| TRILOGY PARTNERS LIMITED CRD 172641 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRINITY FINANCIAL PARTNERS CRD 136969 | Upland, CA | Corporate platform Corporation | — | 1 employees | NONE FOR INVESTMNT ADVISE. HRLY OR FIXED AMNT FOR OTHER BUS. ADV | View | |
| TRIPLE BALANCE ADVISERS INC CRD 314625 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| TRIVEST ADVISORS CRD 160993 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRIVEST ADVISORS CRD 338870 | Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TRIVEST CAPITAL MANAGEMENT INC CRD 107586 | — | Corporate platform Corporation | — | 1 advisors | REFERRAL FEES | View | |
| TROVIO ASSET MANAGEMENT LTD CRD 330520 | Nassau, New Providence | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TURK VENTURES ADVISORY LIMITED CRD 161031 | St. Peter Port | Corporate platform Corporation | — | — | Fees not disclosed | View |