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
ONE STONE PARTNERS L.L.C.

CRD 163742

Miami, FL

Advisory firm

LLC

$289.7M3 advisorsPercentage of AUM; Performance-based feesView
BLUEFIN FINANCIAL

CRD 288375

Moorestown, NJ

Advisory firm

LLC

$289.6M3 advisorsPercentage of AUM · Hourly charges +1 moreView
GRADIENT ADVISORS, LLC

CRD 152665

Arden Hills, MN

Advisory firm

LLC

$289.3M166 advisorsPercentage of AUM · Fixed fees +1 moreView
AIFAM GROUP LLC

CRD 158290

Rye, NY

Corporate platform

LLC

$289.2M6 advisorsPercentage of AUM · Fixed fees +1 moreView
AIGA CAPITAL PARTNERS LLC

CRD 311692

Jersey City, NJ

Advisory firm

LLC

$289.2M6 advisorsPercentage of AUM; Performance-based feesView
NORTH STAR ADVISORY GROUP, LLC

CRD 171694

Beachwood, OH

Corporate platform

LLC

$289.1M5 advisorsPercentage of AUM · Hourly charges +1 moreView
PFG PRIVATE WEALTH MANAGEMENT, LLC

CRD 282301

Lutz, FL

Advisory firm

LLC

$289.0M7 advisorsPercentage of AUM · Hourly charges +1 moreView
IMPACTFOLIO LLC

CRD 291716

Denver, CO

Advisory firm

LLC

$288.9M3 advisorsPercentage of AUM · Hourly charges +1 moreView
CHATHAM CAPITAL

CRD 160961

Atlanta, GA

Advisory firm

LLC

$288.9M7 advisorsPercentage of AUM; Performance-based feesView
GREENHOUSE WEALTH MANAGEMENT, LLC

CRD 283763

Westport, CT

Advisory firm

LLC

$288.6M1 advisorsPercentage of AUM; Fixed feesView
YELLOWSTONE CAPITAL PARTNERS

CRD 324681

Gainesville, FL

Advisory firm

LLC

$288.6M2 advisorsPercentage of AUM; Performance-based feesView
GF CAPITAL ASSET ADVISORS, LLC

CRD 160144

New York, NY

Advisory firm

LLC

$288.5M3 advisorsPercentage of AUM · Performance-based fees +1 moreView
TRACTION FINANCIAL PARTNERS

CRD 315215

Encampment, WY

Advisory firm

LLC

$288.4M6 advisorsPercentage of AUM · Hourly charges +1 moreView
PALISADE INFRASTRUCTURE

CRD 322412

New York, NY

Advisory firm

LLC

$288.4M4 advisorsPercentage of AUM; Performance-based feesView
WORTH ASSET MANAGEMENT

CRD 166970

Dallas, TX

Corporate platform

LLC

$288.2M8 advisorsPercentage of AUMView
ECHO WEALTH MANAGEMENT, LLC

CRD 174136

Plymouth, MN

Advisory firm

LLC

$288.2M3 advisorsPercentage of AUM; Fixed feesView
INNOVA WEALTH PARTNERS, LLC

CRD 168500

Newtown, PA

Advisory firm

LLC

$288.2M6 advisorsPercentage of AUM; Fixed feesView
MOELIS ASSET CATALYST PARTNERS

CRD 327289

St. Louis, MO

Advisory firm

LLC

$288.2M4 advisorsPercentage of AUM; REVENUE SHARE FROM UNDERLYING MANAGERSView
FINANCIAL INDEPENDENCE, LLC

CRD 150515

Warwick, RI

Advisory firm

LLC

$288.1M4 advisorsPercentage of AUM · Hourly charges +1 moreView
OPTIVISE ADVISORY SERVICES LLC

CRD 301764

Franklin, TN

Advisory firm

LLC

$287.9M22 advisorsPercentage of AUM · Hourly charges +2 moreView
LIQUID CAPITAL MANAGEMENT LLC

CRD 299577

Los Angeles, CA

Corporate platform

LLC

$287.6M4 advisorsPercentage of AUM; Performance-based feesView
BROADLIGHT CAPITAL MANAGEMENT, LLC

CRD 315015

Greenwich, CT

Corporate platform

LLC

$287.5M4 advisorsPercentage of AUM; Performance-based feesView
ONE WEALTH MAP, LLC

CRD 171750

Las Vegas, NV

Advisory firm

LLC

$287.4M5 advisorsPercentage of AUM · Hourly charges +4 moreView
BURKHOLDER & ASSOCIATES, LLC

CRD 313338

Washington, DC

Advisory firm

LLC

$287.4M2 advisorsPercentage of AUM · Hourly charges +1 moreView
PreviousPage 255 of 1230Next