Falists

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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.

FeesReputationProfile
WALLACE WEALTH ADVISORY, INC.

CRD 342291

Jamaica, NY

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
WARREN FINANCIAL SERVICE

CRD 119066

Exton, PA

Corporate platform

Corporation

Fees not disclosedView
WATERTON COPPER MANAGEMENT, INC.

CRD 332363

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
WATERTON GOLD MANAGEMENT INC.

CRD 342482

Toronto, Ontario

Corporate platform

Corporation

Fees not disclosedView
WAVEFRONT US CORPORATION

CRD 155018

Dallas, TX

Corporate platform

Corporation

Fees not disclosedView
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

CRD 119127

Houston, TX

Corporate platform

Corporation

4 advisorsHourly charges; Fixed feesView
WEALTH MANAGEMENT ASSOCIATES, INC.

CRD 119041

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +1 moreView
WEALTH STRATEGIES COUNSELORS, INC

CRD 122292

Naperville, IL

Corporate platform

Corporation

2 advisorsFixed feesView
WEALTHINFRA INC

CRD 339358

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
WEATHERBIE ADVISORS LTD.

CRD 340853

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
WEITE INVESTMENT QUANTIFICATIO

CRD 342238

Chesterfield, MO

Corporate platform

Corporation

Fees not disclosedView
WERKLUND FAMILY OFFICE INC.

CRD 305521

Calgary, Alberta

Corporate platform

Corporation

Fees not disclosedView
WESTBECK CAPITAL (DIFC) LIMITED

CRD 331253

Dubai

Corporate platform

Corporation

Fees not disclosedView
WESTBOURNE INFRASTRUCTURE DEBT GP 2 LIMITED

CRD 301035

George Town, Grand Cayman

Corporate platform

Corporation

Fees not disclosedView
WHITE, ROBERTS & STRATTON, INC.

CRD 139133

Flossmoor, IL

Corporate platform

Corporation

1 advisorsREFER CLIENTS TO 3RD-PARTY RIA FOR % OF MGMNT FEESView
WICKED VENTURES, INC.

CRD 327733

Corporate platform

Corporation

Fees not disclosedView
WIEDERMAN & ASSOCIATES

CRD 132349

Corporate platform

Corporation

1 advisorsFixed fees; FEES FOR THE SELECTION OF OTHER ADVISERSView
WILLIAM C. HOEFFER, JR. INC.

CRD 114131

Corporate platform

Corporation

$01 advisorsPercentage of AUM · Hourly charges +2 moreView
WILLIAM HORSFALL AND ASSOCIATES

CRD 149792

Corporate platform

Corporation

1 advisorsHourly charges; REFERRAL FEEView
WILLIE J. PRICE, INC

CRD 115226

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
WILLIS SECURITIES, INC.

CRD 116605

New York, NY

Corporate platform

Corporation

2 advisorsCOLLECTING FEES FROM RIAS FOR RISK MGT, BENEFIT ANALYSIS, ETCView
WINDSHEAR MANAGEMENT INC.

CRD 339256

New York, NY

Corporate platform

Corporation

Fees not disclosedView
WMAGIBIT LTD

CRD 336400

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
WORDEN CAPITAL ADVISORS

CRD 309895

Corporate platform

Corporation

Fees not disclosedView
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