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
ROTHSCHILD INVESTMENT

CRD 728

Chicago, IL

Advisory firm

LLC

$2.79B19 advisorsPercentage of AUM · Hourly charges +2 moreView
DIVERSIFIED, LLC

CRD 331709

Wilmington, DE

Advisory firm

LLC

$2.79B34 advisorsPercentage of AUM · Fixed fees +1 moreView
VETA INVESTMENT PARTNERS, LLC

CRD 309023

Lawrence, KS

Advisory firm

LLC

$2.79B2 advisorsPercentage of AUM; Fixed feesView
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P.

CRD 135952

New York, NY

Advisory firm

LP

$2.79B363 advisorsPercentage of AUM; Performance-based feesView
STONE HILL FIDUCIARY MANAGEMENT, LLC

CRD 164981

Great Neck, NY

Advisory firm

LLC

$2.79B2 advisorsFixed feesView
JOHNSON BRUNETTI

CRD 171168

Wethersfield, CT

Advisory firm

LLC

$2.78B36 advisorsPercentage of AUM · Fixed fees +1 moreView
LRI INVESTMENTS

CRD 323556

Palm Beach Gardens, FL

Advisory firm

LLC

$2.78B31 advisorsPercentage of AUM; Fixed feesView
OHANA ADVISORS

CRD 158515

San Rafael, CA

Advisory firm

LLC

$2.78B5 advisorsPercentage of AUM; Fixed feesView
EXPAND FINANCIAL, LLC

CRD 152515

AL

Advisory firm

LLC

$2.77B6 advisorsPercentage of AUM · Hourly charges +2 moreView
MARINER

CRD 151664

Overland Park,, KS

Advisory firm

LLC

$2.77B7 advisorsPercentage of AUMView
STEGNER INVESTMENT ASSOCIATES INC

CRD 107480

Louisville, KY

Advisory firm

Other (specify)

$2.77B5 advisorsPercentage of AUM; Fixed feesView
ARDIAN

CRD 121326

New York, NY

Advisory firm

LLC

$2.77B88 advisorsPercentage of AUM; Performance-based feesView
SINGERMAN REAL ESTATE MANAGEMENT COMPANY, L.P.

CRD 168331

Chicago, IL

Advisory firm

LP

$2.77B20 advisorsPercentage of AUM; Performance-based feesView
PRETIUM CREDIT MANAGEMENT, LLC

CRD 154057

New York, NY

Advisory firm

LLC

$2.77B30 advisorsPercentage of AUM; Performance-based feesView
GHK CAPITAL PARTNERS LP

CRD 306914

Greenwich, CT

Advisory firm

LP

$2.76B13 advisorsPercentage of AUM · Performance-based fees +1 moreView
CONSONANCE CAPITAL PARTNERS, LP

CRD 167165

New York, NY

Advisory firm

LP

$2.76B15 advisorsPercentage of AUM; Performance-based feesView
TURTLE CREEK WEALTH ADVISORS, LLC

CRD 322998

Dallas, TX

Advisory firm

LLC

$2.76B20 advisorsPercentage of AUM · Fixed fees +1 moreView
RAINE CAPITAL LLC

CRD 157939

New York, NY

Advisory firm

LLC

$2.75B106 advisorsPercentage of AUM; Performance-based feesView
RYAN ALM ADVISERS, LLC

CRD 135781

FL

Advisory firm

LLC

$2.75B4 advisorsPercentage of AUMView
A16Z PERENNIAL MANAGEMENT, L.P.

CRD 324429

Menlo Park, CA

Advisory firm

LP

$2.75B10 advisorsPercentage of AUM · Performance-based fees +1 moreView
CDH INVESTMENT ADVISORY PRIVATE LIMITED

CRD 163756

Singapore

Advisory firm

Other (specify)

$2.75B29 advisorsPercentage of AUM; Performance-based feesView
FALCONS I, LLC

CRD 294460

Atlanta, GA

Advisory firm

LLC

$2.75B1 advisorsPercentage of AUM; Performance-based feesView
PECONIC PARTNERS LLC

CRD 108857

New York, NY

Advisory firm

LLC

$2.75B5 advisorsPercentage of AUM; Performance-based feesView
ARETE WEALTH ADVISORS, LLC

CRD 145488

Chicago, IL

Advisory firm

LLC

$2.75B130 advisorsPercentage of AUM · Hourly charges +3 moreView
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