Falists

Search advisors

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
POWERLAW FUND ADVISER, LLC

CRD 338152

San Francisco, CA

Advisory firm

LLC

$496.3M7 advisorsPercentage of AUM; MEMBERS OF MANAGEMENT TEAM WERE ISSUED EQUITYView
KLOSTERS CAPITAL

CRD 285582

Miami, FL

Advisory firm

LLC

$495.6M3 advisorsPercentage of AUM; CONSULTING FEESView
PIEDMONT CAPITAL MANAGEMENT, LLC

CRD 155682

Greenboro, NC

Corporate platform

LLC

$495.6M3 advisorsPercentage of AUM; Fixed feesView
CHERRYDALE WEALTH MANAGEMENT, LLC

CRD 171541

Montclair, NJ

Advisory firm

LLC

$495.5M1 advisorsPercentage of AUMView
MCCAY WEALTH ADVISORY LLC

CRD 286503

Manchester, TN

Advisory firm

LLC

$495.4M5 advisorsPercentage of AUM · Hourly charges +1 moreView
WASATCH HEALTH PARTNERS

CRD 335443

Salt Lake City, UT

Advisory firm

LLC

$495.2M7 advisorsPercentage of AUM; ORIGINATION FEEView
GREAT RANGE CAPITAL, LLC

CRD 164294

Mission Woods, KS

Advisory firm

LLC

$495.0M13 advisorsPercentage of AUM; Performance-based feesView
PORTFOLIO ADVISORY COUNCIL,L.L.C.

CRD 107465

Houston, TX

Advisory firm

LLC

$494.9M6 advisorsPercentage of AUM · Hourly charges +1 moreView
INFANGER INVESTMENT TECHNOLOGY, LLC

CRD 112328

Mountain View, CA

Advisory firm

LLC

$494.9M1 advisorsPercentage of AUM; Fixed feesView
GREYSTONE FINANCIAL GROUP, LLC

CRD 306595

Bloomfield Hills, MI

Corporate platform

LLC

$494.9M3 advisorsPercentage of AUMView
JDH WEALTH MANAGEMENT, LLC

CRD 112474

Santa Rosa, CA

Advisory firm

LLC

$494.9M2 advisorsPercentage of AUM · Hourly charges +1 moreView
PACIFIC RIDGE CAPITAL PARTNERS, LLC

CRD 152154

Lake Oswego, OR

Advisory firm

LLC

$494.6M6 advisorsPercentage of AUMView
BALANCED WEALTH GROUP LLC

CRD 328007

Westlake, OH

Corporate platform

LLC

$494.1M5 advisorsPercentage of AUM · Hourly charges +1 moreView
TRUE WEALTH DESIGN, LLC

CRD 143194

Akron, OH

Advisory firm

LLC

$494.0M8 advisorsPercentage of AUM · Hourly charges +1 moreView
BONAVENTURE CAPITAL, LLC

CRD 120780

Birmingham, AL

Advisory firm

LLC

$493.8M3 advisorsPercentage of AUM; Performance-based feesView
ALLRED HARRIS WEALTH MANAGEMENT.

CRD 297533

Dallas, TX

Advisory firm

LLC

$493.4M4 advisorsPercentage of AUM · Hourly charges +1 moreView
MANTEIO CAPITAL LLC

CRD 311029

Jersey City, NJ

Advisory firm

LLC

$492.7M24 advisorsPercentage of AUM · Fixed fees +1 moreView
GRAHAM PARTNERS

CRD 158939

Asheville, NC

Advisory firm

LLC

$492.7M4 advisorsPercentage of AUM; Performance-based feesView
TRUE NORTH MANAGEMENT GROUP, LLC

CRD 161042

Stamford, CT

Corporate platform

LLC

$492.5M6 advisorsPercentage of AUM; Performance-based feesView
MASTODON ADVISORY GROUP

CRD 283494

TX

Corporate platform

LLC

$492.5M1 advisorsPercentage of AUMView
FUSION CAPITAL, LLC

CRD 154726

Mt. Pleasant, SC

Advisory firm

LLC

$492.3M4 advisorsPercentage of AUMView
HUNGERFORD FINANCIAL LLC

CRD 249789

Grand Rapids, MI

Advisory firm

LLC

$492.1M5 advisorsPercentage of AUM; Hourly chargesView
RPD FUND MANAGEMENT LLC

CRD 316867

Advisory firm

LLC

$492.1M7 advisorsPercentage of AUM; Performance-based feesView
ATWATER CAPITAL, LLC

CRD 299075

Los Angeles, CA

Advisory firm

LLC

$491.5M2 advisorsPercentage of AUM; Performance-based feesView
PreviousPage 191 of 1230Next