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
TRUE BLUE FINANCIAL, LLC

CRD 310841

Stevensville, MI

Advisory firm

LLC

$271.5M4 advisorsPercentage of AUM · Hourly charges +2 moreView
EASTGATE CAPITAL ADVISORS LLC

CRD 220511

Winnetka, IL

Advisory firm

LLC

$271.5M4 advisorsPercentage of AUM; Fixed feesView
HEALTHPOINTCAPITAL MANAGEMENT, LLC

CRD 309041

San Diego, CA

Advisory firm

LLC

$271.3M6 advisorsPercentage of AUM; Performance-based feesView
PALISADES INVESTMENT PARTNERS, LLC

CRD 128173

El Segundo, CA

Advisory firm

LLC

$271.0M1 advisorsPercentage of AUMView
COUNCILMARK ASSET MANAGEMENT, LLC

CRD 111748

Knoxville, TN

Corporate platform

LLC

$270.8M3 advisorsPercentage of AUM; Fixed feesView
DAUS FINANCIAL GROUP, LLC

CRD 323054

Kalamazoo, MI

Corporate platform

LLC

$270.5M3 advisorsPercentage of AUM · Hourly charges +1 moreView
BAYPOINTE PARTNERS, LLC

CRD 331273

Stamford, CT

Advisory firm

LLC

$270.5M2 advisorsPercentage of AUM; Performance-based feesView
PAN GLOBAL ADVISERS, LLC

CRD 301863

Newport Beach, CA

Advisory firm

LLC

$270.5M1 advisorsPercentage of AUM; Performance-based feesView
FINANCIAL FUTURES

CRD 128900

Brielle, NJ

Advisory firm

LLC

$270.5M4 advisorsPercentage of AUM · Hourly charges +1 moreView
PRIVATE INVESTOR CLUB LLC

CRD 307512

FL

Advisory firm

LLC

$270.5M1 advisorsPercentage of AUMView
PROTA FINANCIAL

CRD 283776

Houston, TX

Advisory firm

LLC

$270.4M13 advisorsPercentage of AUMView
FOUNDATION ENERGY MANAGEMENT

CRD 161141

Addison, TX

Advisory firm

LLC

$270.3M10 advisorsPercentage of AUM; Performance-based feesView
CORPS CAPITAL ADVISORS, LLC

CRD 304643

Southlake, TX

Advisory firm

LLC

$270.3M3 advisorsPercentage of AUM; Hourly chargesView
RAFFLES CAPITAL MANAGEMENT, LLC

CRD 161565

New York, NY

Corporate platform

LLC

$270.2M2 advisorsPercentage of AUM; Performance-based feesView
TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS

CRD 284992

Dallas, TX

Advisory firm

LLC

$270.0M3 advisorsPercentage of AUM; Performance-based feesView
BERINGEA, LLC

CRD 161803

Farmington Hills, MI

Advisory firm

LLC

$269.9M5 advisorsPercentage of AUMView
ALPHA ZERO LLC

CRD 319050

Boca Raton, FL

Advisory firm

LLC

$269.8M11 advisorsPercentage of AUM · Fixed fees +1 moreView
CLIENT FIRST CAPITAL, LLC

CRD 300684

CA

Advisory firm

LLC

$269.7M2 advisorsPercentage of AUM; Hourly chargesView
HAWKE FINANCIAL GROUP

CRD 301733

Meridian, ID

Corporate platform

LLC

$269.6M2 advisorsPercentage of AUM · Hourly charges +1 moreView
WALLACE ADVISORY GROUP, LLC

CRD 281049

Lafayette, CA

Corporate platform

LLC

$269.5M1 advisorsPercentage of AUM; Fixed feesView
PROSPERITY WEALTH PLANNING LLC

CRD 315163

Irvine, CA

Advisory firm

LLC

$269.2M4 advisorsPercentage of AUM · Hourly charges +1 moreView
VRM PENZINI CAPITAL L.L.C.

CRD 336315

San Juan, PR

Advisory firm

LLC

$269.2M3 advisorsPercentage of AUM · Fixed fees +1 moreView
BARR FINANCIAL SERVICES, LLC

CRD 125444

Winter Park, FL

Advisory firm

LLC

$269.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
AJOVISTA

CRD 314924

Boston, MA

Advisory firm

LLC

$269.0M7 advisorsPercentage of AUM; Performance-based feesView
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