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
NORTHILL AIMS, LLC

CRD 339338

Richardson, TX

Advisory firm

LLC

$249.5M2 advisorsPercentage of AUMView
PRAIRIE RIVERS INVESTMENTS, LLC

CRD 288153

Robinson, IL

Advisory firm

LLC

$249.3M3 advisorsPercentage of AUM · Hourly charges +1 moreView
GUIDED CAPITAL WEALTH MANAGEMENT, LLC

CRD 310056

Houston, TX

Advisory firm

LLC

$249.2M4 advisorsPercentage of AUM; Fixed feesView
EMERGENT WEALTH ADVISORS, LLC

CRD 174845

Williamsville, NY

Advisory firm

LLC

$249.1M3 advisorsPercentage of AUM; Fixed feesView
SAF ADVISORS LLC

CRD 284283

FL

Advisory firm

LLC

$249.0M2 advisorsPercentage of AUM; PLATFORM FEESView
GALLIOTT CAPITAL ADVISORS, LLC

CRD 313094

Beverly Hills, CA

Advisory firm

LLC

$249.0M2 advisorsPercentage of AUM · Hourly charges +3 moreView
FOREST HILL CAPITAL, LLC

CRD 129667

Little Rock, AR

Advisory firm

LLC

$248.8M4 advisorsPercentage of AUM; Performance-based feesView
EVERGREEN WEALTH MANAGEMENT, LLC

CRD 174090

Williamston, MI

Advisory firm

LLC

$248.7M5 advisorsPercentage of AUMView
LAKEWOOD ASSET MANAGEMENT, LLC

CRD 174887

Naperville, IL

Corporate platform

LLC

$248.7M4 advisorsPercentage of AUM; Fixed feesView
MICHAEL BRADY & CO., LLC

CRD 130093

Westlake, OH

Advisory firm

LLC

$248.6M2 advisorsPercentage of AUM; Fixed feesView
TRIBECA FINANCIAL, LLC

CRD 113245

Mesa, AZ

Advisory firm

LLC

$248.3M5 advisorsPercentage of AUM; REFERRAL FEESView
THE CLIFFORD GROUP LLC

CRD 318897

Wayland, MA

Corporate platform

LLC

$248.3M3 advisorsPercentage of AUMView
MASTERS LEGACY PLANNING

CRD 296314

Linwood, NJ

Advisory firm

LLC

$248.1M2 advisorsPercentage of AUM · Fixed fees +1 moreView
CEDAR POINT CAPITAL PARTNERS, LLC

CRD 317532

Cedar Rapids, IA

Advisory firm

LLC

$248.1M5 advisorsPercentage of AUM · Hourly charges +1 moreView
GRAMERCY STRATEGIC CAPITAL LLC

CRD 315875

NY

Advisory firm

LLC

$247.9M1 advisorsPercentage of AUMView
EVERSPIRE

CRD 222515

Midvale, UT

Advisory firm

LLC

$247.7M15 advisorsPercentage of AUM; WRAP FEEView
FOCUS WEALTH ADVISORS, LLC

CRD 165425

Houston, TX

Advisory firm

LLC

$247.6M1 advisorsPercentage of AUMView
PROPEL BIO MANAGEMENT, LLC

CRD 322858

Los Angeles, CA

Advisory firm

LLC

$247.5M6 advisorsPercentage of AUM; Performance-based feesView
WEALTH INTELLIGENCE, LLC

CRD 333253

Columbus, GA

Advisory firm

LLC

$247.5M3 advisorsPercentage of AUM · Hourly charges +1 moreView
SR ALTERNATIVE CREDIT, LLC

CRD 319478

Darien, CT

Advisory firm

LLC

$247.4M8 advisorsPercentage of AUM · Performance-based fees +2 moreView
AMPLIUS ASSET MANAGEMENT, LLC

CRD 334991

Blue Bell, PA

Corporate platform

LLC

$247.3M8 advisorsPercentage of AUMView
BPP WEALTH SOLUTIONS, LLC

CRD 166962

Basking Ridge, NJ

Advisory firm

LLC

$247.3M4 advisorsPercentage of AUM; Fixed feesView
BLUELINE ADVISORS

CRD 164642

Exeter, NH

Advisory firm

LLC

$247.2M3 advisorsPercentage of AUM; Fixed feesView
WASHINGTON GROWTH STRATEGIES LLC

CRD 171774

Washington, DC

Advisory firm

LLC

$247.2M1 advisorsPercentage of AUM; Performance-based feesView
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