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
ALPHACENTRIC ADVISORS LLC

CRD 170679

San Juan, PR

Advisory firm

LLC

$433.1M7 advisorsPercentage of AUMView
BGV VC MANAGEMENT LLC

CRD 298473

Menlo Park, CA

Advisory firm

LLC

$433.0M5 advisorsPercentage of AUM; Performance-based feesView
REGENTS PARK FUNDS, LLC

CRD 284684

Irvine, CA

Advisory firm

LLC

$433.0M4 advisorsPercentage of AUMView
LIGHTSPEED FACTION

CRD 318821

Palo Alto, CA

Advisory firm

LLC

$432.6M6 advisorsPercentage of AUM; Performance-based feesView
LISANTI CAPITAL GROWTH LLC

CRD 130023

New York, NY

Advisory firm

LLC

$432.5M3 advisorsPercentage of AUMView
ENGAGED CAPITAL

CRD 161251

Newport Beach, CA

Advisory firm

LLC

$432.3M6 advisorsPercentage of AUM; Performance-based feesView
TRED AVON FAMILY WEALTH, LLC

CRD 174115

Easton, MD

Advisory firm

LLC

$431.9M2 advisorsPercentage of AUM · Hourly charges +1 moreView
ARGENTARII, LLC

CRD 332112

Cincinnati, OH

Advisory firm

LLC

$431.9M5 advisorsPercentage of AUM · Fixed fees +1 moreView
MUSIC ROW WEALTH MANAGEMENT

CRD 288944

Nashville, TN

Advisory firm

LLC

$431.7M4 advisorsPercentage of AUM; Fixed feesView
NBZ INVESTMENT ADVISORS, LLC

CRD 123902

Knoxville, TN

Advisory firm

LLC

$431.2M4 advisorsPercentage of AUM · Hourly charges +1 moreView
PROSPECT FINANCIAL SERVICES LLC

CRD 314154

Melville, NY

Advisory firm

LLC

$431.0M9 advisorsPercentage of AUM; Fixed feesView
REPUBLIC CAPITAL

CRD 316437

New York, NY

Advisory firm

LLC

$430.9M2 advisorsPercentage of AUM; Performance-based feesView
CAUSEY PUBLIC FINANCE

CRD 332123

CA

Advisory firm

LLC

$430.9M2 advisorsPercentage of AUM · Hourly charges +1 moreView
CUTLER CAPITAL MANAGEMENT

CRD 107463

Worcester, MA

Corporate platform

LLC

$430.8M6 advisorsPercentage of AUM · Fixed fees +1 moreView
STEADMONT ADVISORS, LLC

CRD 328882

Birmingham, AL

Advisory firm

LLC

$430.7M4 advisorsPercentage of AUMView
ARROWROOT FAMILY OFFICE, LLC

CRD 168744

Marina Del Rey, CA

Advisory firm

LLC

$430.7M10 advisorsPercentage of AUM · Hourly charges +2 moreView
WHITE PINE CAPITAL LLC

CRD 108417

Bloomington, MN

Advisory firm

LLC

$430.6M4 advisorsPercentage of AUM; Fixed feesView
SWMG, LLC

CRD 166688

Fort Worth, TX

Advisory firm

LLC

$430.4M5 advisorsPercentage of AUM · Hourly charges +1 moreView
CASTLE WEALTH MANAGEMENT

CRD 118364

Boynton Beach, FL

Advisory firm

LLC

$430.1M6 advisorsPercentage of AUM · Hourly charges +1 moreView
SOCHA FINANCIAL GROUP, LLC

CRD 299263

Corning, NY

Corporate platform

LLC

$430.0M3 advisorsPercentage of AUM · Hourly charges +1 moreView
POWER WEALTH MANAGEMENT

CRD 315101

Alpharetta, GA

Advisory firm

LLC

$429.9M5 advisorsPercentage of AUM; Fixed feesView
INTEGRATED CAPITAL MANAGEMENT

CRD 284766

Bloomfield Hills, MI

Corporate platform

LLC

$429.8M5 advisorsPercentage of AUM · Hourly charges +1 moreView
NAVIGATE WEALTH MANAGEMENT, LLC

CRD 173770

Birmingham, AL

Advisory firm

LLC

$429.6M6 advisorsPercentage of AUM · Hourly charges +2 moreView
SHAYNE & JACOBS, LLC

CRD 109423

Nashville, TN

Advisory firm

LLC

$429.5M4 advisorsPercentage of AUM · Hourly charges +1 moreView
PreviousPage 206 of 1230Next