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
PARADIGM FUNDS ADVISOR LLC

CRD 136481

Albany, NY

Advisory firm

LLC

$305.1M7 advisorsPercentage of AUMView
OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC

CRD 297976

New York, NY

Advisory firm

LLC

$305.0M3 advisorsPercentage of AUM · Hourly charges +1 moreView
INTEGRITY WEALTH LLC

CRD 330809

Eugene, OR

Advisory firm

LLC

$304.8M5 advisorsPercentage of AUM; Fixed feesView
TEMERITY STRATEGIC PARTNERS

CRD 333815

Chicago, IL

Advisory firm

LLC

$304.7M8 advisorsPercentage of AUM; Performance-based feesView
EMC CAPITAL ADVISORS, LLC

CRD 169296

Bannockburn, IL

Advisory firm

LLC

$304.7M4 advisorsPercentage of AUMView
BROADVIEW WEALTH PARTNERS

CRD 335028

Boulder, CO

Advisory firm

LLC

$304.7M7 advisorsPercentage of AUMView
BLACK CYPRESS CAPITAL

CRD 151100

SC

Advisory firm

LLC

$304.6M1 advisorsPercentage of AUM; Performance-based feesView
LOGICA CAPITAL ADVISERS, LLC

CRD 168906

Los Angeles, CA

Advisory firm

LLC

$304.6M4 advisorsPercentage of AUM; Performance-based feesView
SIMS INVESTMENT MANAGEMENT LLC

CRD 169491

Cincinnati, OH

Corporate platform

LLC

$304.6M6 advisorsPercentage of AUM · Hourly charges +1 moreView
WEST INVEST

CRD 327641

Bellingham, WA

Advisory firm

LLC

$304.5M8 advisorsPercentage of AUM; Fixed feesView
NAUTILUS ADVISORS LLC

CRD 154169

La Jolla, CA

Advisory firm

LLC

$304.3M3 advisorsPercentage of AUM; Fixed feesView
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL

CRD 168771

Chanhassen, MN

Advisory firm

LLC

$304.3M11 advisorsPercentage of AUM · Hourly charges +2 moreView
THRYVE WEALTH MANAGEMENT

CRD 335920

Santa Barbara, CA

Advisory firm

LLC

$304.0M4 advisorsPercentage of AUMView
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

CRD 144069

Newport Beach, CA

Corporate platform

LLC

$303.9M15 advisorsPercentage of AUM · Hourly charges +1 moreView
THRIVE RETIREMENT SPECIALISTS

CRD 310289

Royal Oak, MI

Advisory firm

LLC

$303.9M2 advisorsFixed feesView
GBC INVESTMENT GROUP

CRD 308511

FL

Corporate platform

LLC

$303.9M1 advisorsPercentage of AUM · Hourly charges +1 moreView
BRIGHTWATER ADVISORY, LLC

CRD 169806

Tampa, FL

Advisory firm

LLC

$303.8M2 advisorsPercentage of AUM · Hourly charges +1 moreView
GUILBAULT CAPITAL

CRD 331160

Metairie, LA

Advisory firm

LLC

$303.8M1 advisorsPercentage of AUM · Hourly charges +1 moreView
CEERA INVESTMENTS, LLC

CRD 135179

CA

Advisory firm

LLC

$303.7M1 advisorsPercentage of AUM · Hourly charges +2 moreView
SIDDHI CAPITAL, LLC

CRD 314493

Meridian, ID

Advisory firm

LLC

$303.7M8 advisorsPercentage of AUM; Performance-based feesView
PENNEY FINANCIAL

CRD 282084

Houston, TX

Advisory firm

LLC

$303.5M3 advisorsPercentage of AUM · Hourly charges +1 moreView
AMERICAN TRUST INVESTMENT ADVISORS, LLC

CRD 114439

Lebanon, NH

Advisory firm

LLC

$303.5M2 advisorsPercentage of AUMView
BECKERMAN WEALTH

CRD 142480

Ocean Grove, NJ

Advisory firm

LLC

$303.3M4 advisorsPercentage of AUMView
CLIENTFIRST WEALTH MANAGEMENT, LLC

CRD 120286

Little Rock, AR

Advisory firm

LLC

$302.8M2 advisorsPercentage of AUM · Hourly charges +1 moreView
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