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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 | |||||
|---|---|---|---|---|---|---|---|
| TURNER FINANCIAL SERVICES, INC. CRD 142128 | — | Corporate platform Corporation | — | 2 employees | PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| TVF CAPITAL MANAGEMENT LIMITED CRD 163760 | Trianon | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| TWOGOOD FINANCIAL SERVICES, INC. CRD 323812 | Scottsdale, AZ | Corporate platform Corporation | — | 4 advisors | SOLICITATION FOR OTHER RIA | View | |
| UNIPLAN FINANCIAL INVESTMENTS INC. CRD 166667 | Dallas, TX | Corporate platform Corporation | — | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| UNISON CAPITAL, INC. CRD 329973 | Chiyoda-Ku, Tokyo | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| UPSTATE ADVISERS INC CRD 341449 | Pittsford, NY | Corporate platform Corporation | — | 1 advisors | Percentage of AUM | View | |
| USI SECURITIES, INC. CRD 43793 | Glastonbury, CT | Corporate platform Corporation | — | 24 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| UTI INVESTMENTS AMERICA LIMITED CRD 330110 | St. Peter Port, NY | Corporate platform Corporation | — | 4 advisors | Percentage of AUM; SOLICITATION FEES BASED ON ASSETS SOLICITED. | View | |
| VALENQOR CAPITAL INC CRD 342145 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VALLE FINANCIAL GROUP CRD 324947 | Doral, FL | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| VAULTAX CAPITAL MARKETS INC. CRD 342212 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VBOT COIN LTD CRD 340294 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VELISARIS INVESTMENT CONSULTING SERVICES, INC. CRD 123094 | — | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| VENEROSO WEALTH MANAGEMENT CRD 342014 | Woodbury, NY | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERITAS CRD 289469 | — | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VEROS CAPITAL MANAGEMENT, INC. CRD 127904 | Santa Ana, CA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| VEXORYLAX LTD CRD 342588 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VIBURNUM MANAGEMENT PTE. LTD. CRD 306277 | Singapore, Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VICTORY STRATEGIC HOLDINGS LLC CRD 342142 | Broomfield, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VIRTUE ASSETS LTD. CRD 293308 | Grand Cayman | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VISION BLUE CAPITAL LIMITED CRD 325059 | St. Peter Port | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VISION2020 WEALTH MANAGEMENT CORP. CRD 154149 | Scottsdale, AZ | Corporate platform Corporation | — | 0 total employees | Percentage of AUM | View | |
| VLPD CAPITAL MANAGEMENT LTD CRD 342689 | Denver, CO | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| VOYAGE SECURITIES LTD. CRD 339566 | New York, NY | Corporate platform Corporation | — | — | Fees not disclosed | View |