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
CHEVIOT VALUE MANAGEMENT, LLC

CRD 166291

Beverly Hills, CA

Advisory firm

LLC

$1.17B7 advisorsPercentage of AUM · Hourly charges +1 moreView
STRAIGHTLINE

CRD 127401

Troy, MI

Advisory firm

LLC

$1.17B10 advisorsPercentage of AUM · Fixed fees +1 moreView
LEUTHOLD WEEDEN CAPITAL MANAGEMENT

CRD 105826

Minneapolis, MN

Corporate platform

LLC

$1.17B7 advisorsPercentage of AUM · Subscription fees +1 moreView
ALLEGIANT WEALTH ADVISORS, LLC

CRD 330239

Tulsa, OK

Advisory firm

LLC

$1.17B2 advisorsPercentage of AUMView
SPACE CAPITAL

CRD 287867

New York, NY

Advisory firm

LLC

$1.17B4 advisorsPercentage of AUM; Performance-based feesView
COTA CAPITAL MANAGEMENT, LLC

CRD 226750

San Francisco, CA

Corporate platform

LLC

$1.17B8 advisorsPercentage of AUM; Performance-based feesView
SHOREVIEW INDUSTRIES V, LLC

CRD 156686

Minneapolis, MN

Advisory firm

LLC

$1.17B14 advisorsPercentage of AUM; Performance-based feesView
AGILE INVESTMENT MANAGEMENT, LLC

CRD 331966

FL

Corporate platform

LLC

$1.17B6 advisorsPercentage of AUMView
AGR PARTNERS LLC

CRD 283081

Chicago, IL

Advisory firm

LLC

$1.17B9 advisorsPercentage of AUM · Fixed fees +1 moreView
MANHATTAN WEST ASSET MANAGEMENT, LLC

CRD 283630

Los Angeles, CA

Corporate platform

LLC

$1.16B33 advisorsPercentage of AUM · Fixed fees +1 moreView
GRAFTON STREET PARTNERS

CRD 319109

FL

Advisory firm

LLC

$1.16B5 advisorsPercentage of AUM; Performance-based feesView
THE CAPSTREET GROUP, LLC

CRD 159690

Houston, TX

Corporate platform

LLC

$1.16B24 advisorsPercentage of AUM · Performance-based fees +1 moreView
BOW RIVER ADVISERS, LLC

CRD 325285

Denver, CO

Advisory firm

LLC

$1.16B5 advisorsPercentage of AUMView
FORTIS CAPITAL MANAGEMENT LLC

CRD 172198

Bellevue, WA

Corporate platform

LLC

$1.16B18 advisorsPercentage of AUM · Hourly charges +3 moreView
IBEX INVESTORS LLC

CRD 126496

Denver, CO

Advisory firm

LLC

$1.16B10 advisorsPercentage of AUM; Performance-based feesView
ELDRIDGE ACRE PARTNERS, LP

CRD 328401

Los Angeles, CA

Advisory firm

LLC

$1.16B12 advisorsPercentage of AUM · Fixed fees +1 moreView
SAROFIM REALTY ADVISORS LLC

CRD 106931

Houston, TX

Advisory firm

LLC

$1.16B4 advisorsPercentage of AUM; Performance-based feesView
BOYNE CAPITAL

CRD 285919

Miami, FL

Advisory firm

LLC

$1.16B32 advisorsPercentage of AUM · Performance-based fees +1 moreView
AFFINITY INVESTMENT ADVISORS, LLC

CRD 108278

Newport Beach, CA

Advisory firm

LLC

$1.16B4 advisorsPercentage of AUM; Fixed feesView
NTV ASSET MANAGEMENT, LLC

CRD 111062

Charleston, WV

Corporate platform

LLC

$1.16B5 advisorsPercentage of AUM; Fixed feesView
LAKE STREET

CRD 296761

Chicago, IL

Advisory firm

LLC

$1.16B6 advisorsPercentage of AUM · Hourly charges +1 moreView
FRAZIER FINANCIAL ADVISORS, LLC

CRD 106649

Columbus, OH

Advisory firm

LLC

$1.16B15 advisorsPercentage of AUM · Hourly charges +1 moreView
KENNEDY LEWIS CAPITAL HOLDINGS LLC

CRD 324025

New York, NY

Corporate platform

LLC

$1.16B42 advisorsPercentage of AUM; Performance-based feesView
EFFICIENT CAPITAL MANAGEMENT LLC

CRD 287958

Warrenville, IL

Corporate platform

LLC

$1.16B13 advisorsPercentage of AUM · Performance-based fees +1 moreView
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