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
GUSTO INVESTMENT SERVICES, LLC

CRD 281515

San Francisco, CA

Advisory firm

LLC

$12.01B2 advisorsPercentage of AUMView
SENTINEL PENSION ADVISORS, LLC.

CRD 109901

Wakefield, MA

Advisory firm

LLC

$11.94B48 advisorsPercentage of AUM · Hourly charges +2 moreView
CANYON CAPITAL ADVISORS LLC

CRD 107922

Dallas, TX

Advisory firm

LLC

$11.92B80 advisorsPercentage of AUM; Performance-based feesView
GOLDBERG LINDSAY & CO. LLC

CRD 141029

New York, NY

Advisory firm

LLC

$11.91B28 advisorsPercentage of AUM; Performance-based feesView
HUB INVESTMENT PARTNERS, LLC

CRD 307956

Austin, TX

Advisory firm

LLC

$11.88B103 advisorsPercentage of AUM · Hourly charges +1 moreView
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC

CRD 140980

Beverly Hills, CA

Advisory firm

LLC

$11.88B52 advisorsPercentage of AUM; Performance-based feesView
STONEBRIDGE ADVISORS LLC

CRD 134017

Wilton, CT

Advisory firm

LLC

$11.83B9 advisorsPercentage of AUMView
AKRE CAPITAL MANAGEMENT, LLC

CRD 109242

Middleburg, VA

Corporate platform

LLC

$11.82B3 advisorsPercentage of AUM; Performance-based feesView
ENTRUST GLOBAL PARTNERS LLC

CRD 107940

New York, NY

Advisory firm

LLC

$11.82B40 advisorsPercentage of AUM; Performance-based feesView
137 VENTURES MANAGEMENT, LLC

CRD 162351

San Francisco, CA

Advisory firm

LLC

$11.81B9 advisorsPercentage of AUM; Performance-based feesView
PERCEPTIVE ADVISORS

CRD 154703

New York, NY

Advisory firm

LLC

$11.77B28 advisorsPercentage of AUM; Performance-based feesView
BRICKTOWN CAPITAL, LLC

CRD 319290

Detroit, MI

Advisory firm

LLC

$11.67B33 advisorsPercentage of AUMView
CS MCKEE

CRD 306128

Warrendale, PA

Advisory firm

LLC

$11.65B19 advisorsPercentage of AUM; Performance-based feesView
TPG SOLUTIONS ADVISORS

CRD 313020

Fort Worth, TX

Advisory firm

LLC

$11.61B46 advisorsPercentage of AUM; CARRIED INTERESTView
EVERGREEN INVESTMENT ADVISORS

CRD 133550

Chicago, IL

Advisory firm

LLC

$11.60B16 advisorsPerformance-based feesView
GATEWAY INVESTMENT ADVISERS, LLC

CRD 146681

Cincinnati, OH

Advisory firm

LLC

$11.59B10 advisorsPercentage of AUMView
CURI CAPITAL, LLC

CRD 134249

Chicago, IL

Advisory firm

LLC

$11.58B106 advisorsPercentage of AUM · Fixed fees +1 moreView
CULLEN CAPITAL MANAGEMENT, LLC

CRD 113128

New York, NY

Corporate platform

LLC

$11.58B17 advisorsPercentage of AUM; Performance-based feesView
KRANE FUNDS ADVISORS, LLC

CRD 157103

New York, NY

Advisory firm

LLC

$11.57B12 advisorsPercentage of AUMView
APOLLON WEALTH MANAGEMENT, LLC

CRD 291902

Mount Pleasant, SC

Advisory firm

LLC

$11.56B115 advisorsPercentage of AUM · Hourly charges +1 moreView
ANGEL OAK CAPITAL ADVISORS, LLC

CRD 151090

Atlanta, GA

Advisory firm

LLC

$11.49B24 advisorsPercentage of AUM · Fixed fees +1 moreView
KINDERHOOK INDUSTRIES, LLC

CRD 160193

New York, NY

Advisory firm

LLC

$11.46B22 advisorsPercentage of AUM; Performance-based feesView
THE WINDACRE PARTNERSHIP LLC

CRD 168761

Houston, TX

Advisory firm

LLC

$11.42B4 advisorsPercentage of AUM; Performance-based feesView
ARTEMIS REAL ESTATE PARTNERS

CRD 160668

Chevy Chase, MD

Advisory firm

LLC

$11.42B61 advisorsPercentage of AUM; Performance-based feesView
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