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).

Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.

29,903 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
PEAK ROCK CAPITAL LLC

CRD 165138

Austin, TX

Advisory firm

LLC

$7.28B55 advisorsPercentage of AUM; Performance-based feesView
ANGELES INVESTMENT ADVISORS

CRD 110213

Santa Monica, CA

Advisory firm

LLC

$7.27B17 advisorsPercentage of AUM · Fixed fees +1 moreView
DOMAIN CAPITAL ADVISORS, LLC

CRD 110663

Atlanta, GA

Advisory firm

LLC

$7.27B18 advisorsPercentage of AUM · Performance-based fees +1 moreView
TOP TIER CAPITAL PARTNERS, LLC

CRD 144546

San Francisco, CA

Advisory firm

LLC

$7.27B21 advisorsPercentage of AUM · Fixed fees +2 moreView
INVICTUS CAPITAL PARTNERS

CRD 157315

Washington, DC

Advisory firm

LP

$7.25B28 advisorsPercentage of AUM; Performance-based feesView
HOF CAPITAL

CRD 287485

New York, NY

Advisory firm

LLC

$7.25B15 advisorsPercentage of AUM; Performance-based feesView
BLS CAPITAL FONDSMAEGLERSELSKAB A/S

CRD 170746

Klampenborg

Advisory firm

Other (specify)

$7.22B9 advisorsPercentage of AUM; Performance-based feesView
PPC

CRD 291331

Chicago, IL

Advisory firm

LP

$7.21B50 advisorsPercentage of AUM · Performance-based fees +1 moreView
BDT & MSD BDC MANAGEMENT, LLC

CRD 330624

New York, NY

Advisory firm

LLC

$7.18B231 advisorsPercentage of AUM; Performance-based feesView
SPRINGS CAPITAL (HONG KONG) LIMITED

CRD 168321

Hong Kong

Advisory firm

Other (specify)

$7.17B11 advisorsPercentage of AUM; Performance-based feesView
SILVERSMITH CAPITAL PARTNERS

CRD 281620

Boston, MA

Advisory firm

LP

$7.16B38 advisorsPercentage of AUM; Performance-based feesView
GROVESTREET

CRD 111497

Newton, MA

Advisory firm

LLC

$7.14B7 advisorsFixed fees · Performance-based fees +2 moreView
CASSADAY & COMPANY, INC.

CRD 317672

Mclean, VA

Advisory firm

LLC

$7.14B32 advisorsPercentage of AUM · Hourly charges +1 moreView
TWEEDY, BROWNE COMPANY LLC

CRD 6857

Stamford, CT

Advisory firm

LLC

$7.13B11 advisorsPercentage of AUMView
A&M CAPITAL

CRD 163576

Greenwich, CT

Advisory firm

LP

$7.13B60 advisorsPercentage of AUM · Performance-based fees +1 moreView
BUTTERFLY EQUITY LP

CRD 284667

Beverly Hills, CA

Advisory firm

LP

$7.08B21 advisorsPercentage of AUM; Performance-based feesView
CRESTVIEW PARTNERS

CRD 157488

New York, NY

Advisory firm

LLC

$7.08B23 advisorsPercentage of AUM; Performance-based feesView
TAG ASSOCIATES LLC

CRD 116959

New York, NY

Advisory firm

LLC

$7.07B23 advisorsPercentage of AUM · Fixed fees +1 moreView
ARGO INFRASTRUCTURE PARTNERS LP

CRD 171246

New York, NY

Advisory firm

LP

$7.07B13 advisorsPercentage of AUM; Performance-based feesView
JAMESTOWN, L.P.

CRD 158207

Atlanta, GA

Advisory firm

LP

$7.06B107 advisorsPercentage of AUM · Fixed fees +2 moreView
FIVE POINT INFRASTRUCTURE LLC

CRD 171158

Houston, TX

Advisory firm

LLC

$7.05B12 advisorsPercentage of AUM; Performance-based feesView
GLG LLC

CRD 138802

New York, NY

Advisory firm

LLC

$7.04B26 advisorsPercentage of AUM · Performance-based fees +1 moreView
CASPIAN CAPITAL, LP

CRD 155751

New York, NY

Advisory firm

LP

$7.03B13 advisorsPercentage of AUM; Performance-based feesView
CAMPBELL GLOBAL

CRD 111944

Portland, OR

Advisory firm

LLC

$7.02B31 advisorsPercentage of AUM · Performance-based fees +1 moreView
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