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
BUILDGROUP MANAGEMENT

CRD 289150

Austin, TX

Advisory firm

LLC

$294.4M3 advisorsPercentage of AUM; Performance-based feesView
ESTATE MANAGEMENT COUNSELORS,LLC

CRD 126624

Atlanta, GA

Advisory firm

LLC

$294.3M2 advisorsPercentage of AUM · Hourly charges +1 moreView
BAUGH & ASSOCIATES, LLC

CRD 136342

Atlanta, GA

Advisory firm

LLC

$294.2M2 advisorsPercentage of AUMView
A.R.T. ADVISORS, LLC

CRD 161643

New York, NY

Advisory firm

LLC

$294.2M17 advisorsPercentage of AUM; Performance-based feesView
EAGLE BLUFFS WEALTH MANAGEMENT LLC

CRD 306311

Columbia, MO

Advisory firm

LLC

$294.2M4 advisorsPercentage of AUMView
M.C. BYRD WEALTH MANAGEMENT, LLC

CRD 151070

Bellville, TX

Advisory firm

LLC

$294.2M3 advisorsPercentage of AUM · Hourly charges +1 moreView
PLUS CAPITAL

CRD 167459

Venice, CA

Advisory firm

LLC

$294.2M5 advisorsPercentage of AUM · Commissions +1 moreView
SHERWOOD FINANCIAL PARTNERS, LLC

CRD 301329

Westlake Village, CA

Advisory firm

LLC

$293.8M3 advisorsPercentage of AUM; Hourly chargesView
PROJECT LEVEL MANAGEMENT COMPANY, LLC

CRD 335704

Chicago, IL

Advisory firm

LLC

$293.8M8 advisorsPercentage of AUM; Performance-based feesView
NUCLO WEALTH

CRD 317730

Houston, TX

Advisory firm

LLC

$293.7M7 advisorsPercentage of AUM · Hourly charges +3 moreView
COPPERPLATE CAPITAL LLC

CRD 174528

Menlo Park, CA

Advisory firm

LLC

$293.7M1 advisorsPercentage of AUM; Performance-based feesView
NEXTGEN GROWTH PARTNERS, LLC

CRD 285024

Chicago, IL

Advisory firm

LLC

$293.7M5 advisorsPercentage of AUM · Fixed fees +2 moreView
NEWMILE CAPITAL LLC

CRD 333726

FL

Advisory firm

LLC

$293.6M5 advisorsPercentage of AUM · Fixed fees +1 moreView
TRADEMARK FINANCIAL MANAGEMENT, LLC

CRD 116543

Bloomington, MN

Advisory firm

LLC

$293.4M2 advisorsPercentage of AUM · Hourly charges +2 moreView
FIDUCIARY FINANCIAL PARTNERS, LLC

CRD 156389

Naperville, IL

Advisory firm

LLC

$293.3M5 advisorsPercentage of AUM · Fixed fees +1 moreView
PELKONEN AND ASSOCIATES LLC

CRD 305933

Melville, NY

Advisory firm

LLC

$293.3M3 advisorsPercentage of AUM; Fixed feesView
GREENWICH ADVISORS, LLC

CRD 165892

AZ

Advisory firm

LLC

$293.2M4 advisorsPercentage of AUM · Hourly charges +1 moreView
22V ASSET MANAGEMENT

CRD 323898

New York, NY

Corporate platform

LLC

$293.0M6 advisorsPercentage of AUM · Performance-based fees +1 moreView
BLUEPRINT PARTNERS LLC

CRD 312902

Traverse City, MI

Advisory firm

LLC

$292.9M3 advisorsPercentage of AUM; Fixed feesView
KILTERHOWLING LLC

CRD 169684

Boulder, CO

Advisory firm

LLC

$292.9M4 advisorsPercentage of AUMView
HAMILTON ROBINSON LLC

CRD 162590

Stamford, CT

Advisory firm

LLC

$292.4M8 advisorsPercentage of AUM; Performance-based feesView
CORNERSTONE FINANCIAL GROUP,LLC

CRD 129246

Omaha, NE

Corporate platform

LLC

$292.2M5 advisorsPercentage of AUM · Hourly charges +1 moreView
LUKEN INVESTMENT ANALYTICS, LLC

CRD 169008

Brentwood, TN

Advisory firm

LLC

$292.2M4 advisorsPercentage of AUM · Subscription fees +1 moreView
APEX STRATEGIC WEALTH, LLC

CRD 308569

Chattanooga, TN

Advisory firm

LLC

$292.1M7 advisorsPercentage of AUM · Hourly charges +1 moreView
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