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).

Limited liability companies — the most common structure for independent RIAs.

29,502 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
LORD ABBETT PRIVATE CREDIT ADVISOR LLC

CRD 332701

Jersey City, NJ

Advisory firm

LLC

$1.28B191 advisorsPercentage of AUM; Performance-based feesView
OBSIDIAN CIO LLC

CRD 289000

New York, NY

Advisory firm

LLC

$1.28B4 advisorsPercentage of AUM; PLATFORM FEESView
NEW LEGACY GROUP, LLC

CRD 160969

New York, NY

Corporate platform

LLC

$1.28B8 advisorsPercentage of AUM; Performance-based feesView
TRIGATE MANAGEMENT LLC

CRD 158083

Dallas, TX

Advisory firm

LLC

$1.28B13 advisorsPercentage of AUM; Performance-based feesView
REDEFINE VENTURES LLC

CRD 323691

Boulder, CO

Advisory firm

LLC

$1.28B1 advisorsPercentage of AUMView
BIGSUR PARTNERS, LLC

CRD 146511

Miami, FL

Advisory firm

LLC

$1.28B9 advisorsPercentage of AUM · Performance-based fees +1 moreView
FRAMEWORK VENTURES

CRD 314038

San Francisco, CA

Advisory firm

LLC

$1.28B7 advisorsPercentage of AUM; Performance-based feesView
NEWPORT CAPITAL GROUP, LLC

CRD 144442

Red Bank, NJ

Corporate platform

LLC

$1.28B7 advisorsPercentage of AUM · Hourly charges +2 moreView
MCDONALD PARTNERS LLC

CRD 135414

Cleveland, OH

Advisory firm

LLC

$1.28B29 advisorsPercentage of AUM · Fixed fees +1 moreView
ECOSYSTEM INVESTMENT PARTNERS, LLC

CRD 165149

Baltimore, MD

Advisory firm

LLC

$1.28B20 advisorsPercentage of AUM · Fixed fees +1 moreView
SOVEREIGN'S CAPITAL MANAGEMENT, LLC

CRD 301879

Atlanta, GA

Corporate platform

LLC

$1.28B27 advisorsPercentage of AUM; Performance-based feesView
RDST CAPITAL LLC

CRD 284645

Seattle, WA

Advisory firm

LLC

$1.28B6 advisorsPercentage of AUM; Performance-based feesView
NORTH PIER FIDUCIARY MANAGEMENT, LLC

CRD 148128

Marina Del Rey, CA

Advisory firm

LLC

$1.28B5 advisorsPercentage of AUM; Fixed feesView
PETTINGA FINANCIAL ADVISORS, LLC

CRD 156369

Evansville, IN

Advisory firm

LLC

$1.28B7 advisorsPercentage of AUM; Fixed feesView
PROMETHOS CAPITAL, LLC

CRD 300915

Boston, MA

Advisory firm

LLC

$1.27B5 advisorsPercentage of AUM; Fixed feesView
NORTHSTAR FIDUCIARY PARTNERS, LLC

CRD 284994

NJ

Advisory firm

LLC

$1.27B2 advisorsPercentage of AUM; Fixed feesView
KEB WEALTH ADVISORS

CRD 117935

Springfield, IL

Advisory firm

LLC

$1.27B13 advisorsPercentage of AUM; Hourly chargesView
PROMUS ASSET MANAGEMENT, LLC

CRD 165478

Chicago, IL

Corporate platform

LLC

$1.27B7 advisorsPercentage of AUM; Performance-based feesView
L2 ASSET MANAGEMENT, LLC

CRD 172688

CA

Corporate platform

LLC

$1.27B4 advisorsPercentage of AUM; Performance-based feesView
FINANCIAL COUNCIL, LLC

CRD 110748

Towson, MD

Advisory firm

LLC

$1.27B10 advisorsPercentage of AUMView
ARCA WEALTH, LLC

CRD 174765

Portsmouth, NH

Advisory firm

LLC

$1.27B11 advisorsPercentage of AUM · Hourly charges +1 moreView
BEACON CAPITAL MANAGEMENT, LLC

CRD 156228

Franklin, TN

Corporate platform

LLC

$1.27B17 advisorsPercentage of AUM · Hourly charges +1 moreView
PALISADE ASSET MANAGEMENT, LLC

CRD 136089

Minneapolis, MN

Corporate platform

LLC

$1.27B5 advisorsPercentage of AUM; Fixed feesView
PAUL R. RIED FINANCIAL GROUP, LLC

CRD 297284

Bellevue, WA

Corporate platform

LLC

$1.27B8 advisorsPercentage of AUM; Fixed feesView
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