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
HUNTING HILL GLOBAL CAPITAL, LLC

CRD 167481

New York, NY

Advisory firm

LLC

$373.0M5 advisorsPercentage of AUM · Performance-based fees +1 moreView
CANNELL CAPITAL LLC

CRD 158371

Alta, WY

Advisory firm

LLC

$372.8M2 advisorsPercentage of AUM; Performance-based feesView
RICHARD W. PAUL & ASSOCIATES, LLC

CRD 156812

Novi, MI

Advisory firm

LLC

$372.8M6 advisorsPercentage of AUM · Hourly charges +2 moreView
BRIDGEPORT PARTNERS

CRD 322871

New York, NY

Advisory firm

LLC

$372.8M9 advisorsPercentage of AUM · Fixed fees +1 moreView
HIBERNIA WEALTH PARTNERS, LLC

CRD 319509

Baton Rouge, LA

Advisory firm

LLC

$372.5M5 advisorsPercentage of AUM · Hourly charges +1 moreView
BESTIGE HOLDINGS, LLC

CRD 305343

UT

Corporate platform

LLC

$372.4M7 advisorsPerformance-based fees; MONITORING FEE & TRANSACTION FEEView
CALLAHAN WEALTH ADVISORY

CRD 316124

CA

Advisory firm

LLC

$372.2M3 advisorsPercentage of AUMView
LIVELIFE CAPITAL PARTNERS LLC

CRD 290008

Southborough, MA

Advisory firm

LLC

$372.1M6 advisorsPercentage of AUM; Fixed feesView
TVV CAPITAL

CRD 163780

Nashville, TN

Advisory firm

LLC

$372.0M8 advisorsPercentage of AUM; Performance-based feesView
PACIFIC WEALTH MANAGEMENT

CRD 113217

San Diego, CA

Advisory firm

LLC

$371.9M6 advisorsPercentage of AUM · Hourly charges +2 moreView
PINNACLE FAMILY ADVISORS, LLC

CRD 145628

Springfield, MO

Advisory firm

LLC

$371.7M8 advisorsPercentage of AUM · Hourly charges +4 moreView
PRIMARK ADVISORS, LLC

CRD 309653

Denver, CO

Advisory firm

LLC

$371.6M2 advisorsPercentage of AUMView
OLISTICO WEALTH, LLC

CRD 315028

Tulsa, OK

Advisory firm

LLC

$371.5M4 advisorsPercentage of AUM · Hourly charges +1 moreView
GUGGENHEIM WEALTH SOLUTIONS, LLC

CRD 283238

Santa Monica, CA

Advisory firm

LLC

$371.3M6 advisorsPercentage of AUMView
WARTHER PRIVATE WEALTH

CRD 125145

Akron, OH

Advisory firm

LLC

$371.3M2 advisorsPercentage of AUM · Hourly charges +2 moreView
ORION CAPITAL MANAGEMENT LLC

CRD 119428

Coronado, CA

Corporate platform

LLC

$370.9M4 advisorsPercentage of AUM · Hourly charges +1 moreView
HELM INVESTMENT MANAGEMENT, LLC

CRD 141773

Denver, CO

Corporate platform

LLC

$370.8M2 advisorsPercentage of AUM; Hourly chargesView
ARCHER INVESTMENT MANAGEMENT

CRD 146852

CA

Corporate platform

LLC

$370.8M4 advisorsPercentage of AUMView
LANGLEY WEALTH MANAGEMENT, LLC

CRD 312823

Corinth, MS

Advisory firm

LLC

$370.6M4 advisorsPercentage of AUM · Hourly charges +1 moreView
DONOGHUE FORLINES LLC

CRD 285403

Boston, MA

Advisory firm

LLC

$370.5M3 advisorsPercentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENTView
MASONRY CAPITAL MANAGEMENT, LLC

CRD 292664

Charlottesville, VA

Corporate platform

LLC

$370.5M2 advisorsPercentage of AUM; Performance-based feesView
REBEL FINANCIAL, LLC

CRD 168263

Groveport, OH

Advisory firm

LLC

$370.5M6 advisorsPercentage of AUM · Hourly charges +3 moreView
CATALYST PRIVATE WEALTH, LLC

CRD 305565

San Mateo, CA

Advisory firm

LLC

$370.4M5 advisorsPercentage of AUMView
WEALTHSPRING

CRD 322756

Long Beach, CA

Advisory firm

LLC

$370.2M4 advisorsPercentage of AUM · Hourly charges +1 moreView
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