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
POST ADVISORY GROUP, LLC

CRD 108860

Los Angeles, CA

Corporate platform

LLC

$13.03B24 advisorsPercentage of AUM · Performance-based fees +1 moreView
DEVENIR INVESTMENT ADVISORS, LLC

CRD 132824

Bloomington, MN

Advisory firm

LLC

$12.99B3 advisorsPercentage of AUM · Hourly charges +1 moreView
WHALE ROCK CAPITAL MANAGEMENT

CRD 140746

Boston, MA

Corporate platform

LLC

$12.97B10 advisorsPercentage of AUM; Performance-based feesView
CHARTWELL INVESTMENT PARTNERS, LLC

CRD 170335

Berwyn, PA

Advisory firm

LLC

$12.97B19 advisorsPercentage of AUM; Fixed feesView
VALEO FINANCIAL ADVISORS, LLC

CRD 127132

Carmel, IN

Advisory firm

LLC

$12.96B119 advisorsPercentage of AUM · Fixed fees +1 moreView
INDEPENDENT FINANCIAL GROUP, LLC

CRD 7717

San Diego, CA

Corporate platform

LLC

$12.93B476 advisorsPercentage of AUM · Hourly charges +3 moreView
PACIFIC ASSET MANAGEMENT

CRD 305066

London

Corporate platform

LLC

$12.88B22 advisorsPercentage of AUM; Performance-based feesView
NEPHILA ADVISORS LLC

CRD 156905

Nashville, TN

Advisory firm

LLC

$12.88B12 advisorsCOST + 10%View
MKP CAPITAL MANAGEMENT, L.L.C.

CRD 113851

New York, NY

Corporate platform

LLC

$12.85B20 advisorsPercentage of AUM; Performance-based feesView
ARIEL INVESTMENTS, LLC

CRD 108211

Chicago, IL

Advisory firm

LLC

$12.78B30 advisorsPercentage of AUM; Performance-based feesView
BROOKSTONE CAPITAL MANAGEMENT LLC

CRD 141413

Wheaton, IL

Corporate platform

LLC

$12.75B320 advisorsPercentage of AUM · Hourly charges +1 moreView
LS POWER EQUITY ADVISORS, LLC

CRD 158272

New York, NY

Advisory firm

LLC

$12.64B121 advisorsPercentage of AUM; Performance-based feesView
FIRST EAGLE ALTERNATIVE CREDIT, LLC

CRD 150900

Boston, MA

Advisory firm

LLC

$12.56B42 advisorsPercentage of AUM · Performance-based fees +1 moreView
THE CAPROCK GROUP, LLC

CRD 124272

Boise, ID

Corporate platform

LLC

$12.48B38 advisorsPercentage of AUM; Fixed feesView
WILLIAMS JONES WEALTH MANAGEMENT, LLC

CRD 301925

New York, NY

Advisory firm

LLC

$12.47B24 advisorsPercentage of AUMView
SOUND POINT CLO C-MOA, LLC

CRD 293256

New York, NY

Advisory firm

LLC

$12.34B36 advisorsPercentage of AUM; Performance-based feesView
BSP CLO MANAGEMENT LLC

CRD 304962

New York, NY

Advisory firm

LLC

$12.24B110 advisorsPercentage of AUM; Performance-based feesView
ALTRINSIC GLOBAL ADVISORS, LLC

CRD 109678

Stamford, CT

Advisory firm

LLC

$12.22B13 advisorsPercentage of AUM; Performance-based feesView
ADVISORS CAPITAL MANAGEMENT, LLC

CRD 112266

Ridgewood, NJ

Corporate platform

LLC

$12.20B57 advisorsPercentage of AUM · Hourly charges +1 moreView
NORTHROCK PARTNERS, LLC

CRD 167908

Minneapolis, MN

Advisory firm

LLC

$12.19B91 advisorsPercentage of AUM; Fixed feesView
LNW

CRD 107341

Seattle, WA

Advisory firm

LLC

$12.18B96 advisorsPercentage of AUM; Fixed feesView
CHURCHILL INVESTMENT MANAGEMENT, LLC

CRD 305060

Charlotte, NC

Corporate platform

LLC

$12.14B16 advisorsPercentage of AUM · Performance-based fees +1 moreView
GILDER GAGNON HOWE & CO. LLC

CRD 2002

New York, NY

Advisory firm

LLC

$12.12B55 advisorsPercentage of AUM; CommissionsView
SOLTIS INVESTMENT ADVISORS, LLC

CRD 154690

St.. George, UT

Advisory firm

LLC

$12.04B63 advisorsPercentage of AUM · Fixed fees +1 moreView
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