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
44 WEALTH MANAGEMENT LLC

CRD 309647

Eugene, OR

Advisory firm

LLC

$487.4M4 advisorsPercentage of AUM; CommissionsView
ARGENT WEALTH, LLC

CRD 311685

Ridgeland, MS

Advisory firm

LLC

$487.3M6 advisorsPercentage of AUMView
ABR CAPITAL PARTNERS, LLC

CRD 152121

Baltimore, MD

Advisory firm

LLC

$487.2M17 advisorsPercentage of AUM · Fixed fees +2 moreView
THREE MAGNOLIAS FINANCIAL ADVISORS

CRD 114471

Winston Salem, NC

Advisory firm

LLC

$487.1M5 advisorsPercentage of AUM · Hourly charges +1 moreView
BELL & BROWN WEALTH ADVISORS, LLC

CRD 175419

Newport Beach, CA

Advisory firm

LLC

$486.8M2 advisorsPercentage of AUMView
BALLINA CAPITAL, LLC

CRD 289598

CA

Advisory firm

LLC

$486.3M2 advisorsPercentage of AUMView
CORNERSTONE WEALTH PLANNING

CRD 166886

Charlotte, NC

Advisory firm

LLC

$485.9M9 advisorsPercentage of AUM · Hourly charges +1 moreView
THE PINES WEALTH MANAGEMENT, LLC

CRD 326353

Southern Pines, NC

Advisory firm

LLC

$485.9M2 advisorsPercentage of AUM; Fixed feesView
ARMOR ADVISORS, L.L.C.

CRD 157238

New York, NY

Advisory firm

LLC

$485.5M3 advisorsPercentage of AUM; Performance-based feesView
ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC

CRD 323376

New York, NY

Advisory firm

LLC

$485.5M7 advisorsPercentage of AUM · Performance-based fees +1 moreView
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

CRD 281131

Villanova, PA

Advisory firm

LLC

$485.5M3 advisorsPercentage of AUM; Performance-based feesView
BRIDGER MANAGEMENT LLC

CRD 160738

New York, NY

Advisory firm

LLC

$485.2M5 advisorsPercentage of AUM; Performance-based feesView
THE AMBRUS GROUP LLC

CRD 316761

Tampa, FL

Corporate platform

LLC

$485.1M3 advisorsPercentage of AUM; Performance-based feesView
JOHNSON & WHITE WEALTH MANAGEMENT LLC

CRD 169795

York, PA

Advisory firm

LLC

$484.6M7 advisorsPercentage of AUM · Hourly charges +1 moreView
VANTAGE POINT FINANCIAL, LLC

CRD 305016

Lisle, IL

Advisory firm

LLC

$484.6M17 advisorsPercentage of AUM · Hourly charges +1 moreView
NINE MASTS CAPITAL ADVISERS LLC

CRD 322775

New York, NY

Advisory firm

LLC

$484.6M3 advisorsPercentage of AUM; Performance-based feesView
XEBEC ASSET MANAGEMENT, LLC

CRD 305669

Dallas, TX

Corporate platform

LLC

$484.5M18 advisorsPercentage of AUM; Performance-based feesView
GRANEY& KING, LLC

CRD 126461

Latham, NY

Advisory firm

LLC

$484.4M4 advisorsPercentage of AUM · Hourly charges +1 moreView
MOUNTAIN PACIFIC ADVISORS, LLC

CRD 151666

Bellevue, WA

Advisory firm

LLC

$484.3M6 advisorsPercentage of AUMView
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CRD 324258

Louisville, KY

Advisory firm

LLC

$484.0M5 advisorsPercentage of AUM · Hourly charges +1 moreView
MILITIA INVESTMENTS, LLC

CRD 331788

Austin, TX

Advisory firm

LLC

$483.6M2 advisorsPercentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSESView
EXODUS WEALTH, LLC

CRD 174328

Fort Lauderdale, FL

Advisory firm

LLC

$483.6M51 advisorsPercentage of AUM · Hourly charges +1 moreView
MORTON BROWN FAMILY WEALTH LLC

CRD 292278

Allentown, PA

Advisory firm

LLC

$483.5M5 advisorsPercentage of AUM; Fixed feesView
PARADIEM, LLC

CRD 158200

Covington, LA

Advisory firm

LLC

$483.4M6 advisorsPercentage of AUM · Hourly charges +1 moreView
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