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 8 of 8 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.

FeesReputationProfile
WORLD TOTAL RETURN INC.

CRD 174971

Corporate platform

Corporation

Fees not disclosedView
WREAA FUND GP, INC.

CRD 329718

Corporate platform

Corporation

Fees not disclosedView
WRW WEALTH ADVISORS

CRD 291611

Sherman Oaks, CA

Corporate platform

Corporation

1 advisorsPercentage of AUMView
XINDE ASSET MANAGEMENT LIMITED

CRD 316667

Corporate platform

Corporation

1 advisorsPercentage of AUMView
YK GLOBAL SECURITIES LIMITED

CRD 335900

Denver, CO

Corporate platform

Corporation

Fees not disclosedView
YOUR BEST MOVE INC

CRD 149749

Bardstown, KY

Corporate platform

Corporation

1 advisorsPercentage of AUM · Hourly charges +1 moreView
ZEBRA GLOBAL CAPITAL

CRD 322023

Beijing

Corporate platform

Corporation

Fees not disclosedView
ZKV APPROVED MANAGER LTD.

CRD 334295

Corporate platform

Corporation

Fees not disclosedView
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