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
BLAND GARVEY WEALTH ADVISORS, LLC

CRD 140066

Richardson, TX

Advisory firm

LLC

$241.2M4 advisorsPercentage of AUM; Hourly chargesView
TENERE CAPITAL, LLC

CRD 312441

New York, NY

Advisory firm

LLC

$241.1M2 advisorsPercentage of AUM; Performance-based feesView
CAPSTONE RIA

CRD 334343

Bellingham, WA

Advisory firm

LLC

$241.1M1 advisorsPercentage of AUMView
ENGLISH CAPITAL MANAGEMENT LLC

CRD 234790

Bloomfield Hills, MI

Corporate platform

LLC

$241.1M2 advisorsPercentage of AUM; Performance-based feesView
BAYNTREE WEALTH ADVISORS, LLC

CRD 226708

Scottsdale, AZ

Advisory firm

LLC

$241.1M6 advisorsPercentage of AUM · Hourly charges +1 moreView
BARNSTONE ADVISORS LLC

CRD 144511

Phoenixville, PA

Advisory firm

LLC

$241.1M3 advisorsPercentage of AUM; Hourly chargesView
GREYBULL PARTNERS LLC

CRD 128390

Atlanta, GA

Advisory firm

LLC

$241.0M8 advisorsPercentage of AUM; Performance-based feesView
BASSAM WEALTH MANAGEMENT, LLC

CRD 330695

Palm Beach, FL

Advisory firm

LLC

$241.0M1 advisorsPercentage of AUMView
CARLIN WEALTH MANAGEMENT GROUP, LLC

CRD 325306

Austin, TX

Corporate platform

LLC

$240.9M2 advisorsPercentage of AUM; Fixed feesView
PSC CAPITAL PARTNERS LLC

CRD 165620

Minneapolis, MN

Advisory firm

LLC

$240.8M7 advisorsPercentage of AUM; Performance-based feesView
THE KIECKHEFER GROUP

CRD 331128

Mequon, WI

Corporate platform

LLC

$240.8M2 advisorsPercentage of AUMView
BARKER WEALTH MANAGEMENT, LLC

CRD 226768

Camas, WA

Advisory firm

LLC

$240.6M2 advisorsPercentage of AUM; Hourly chargesView
STOREHOUSE FINANCIAL LLC

CRD 140738

Fort Worth, TX

Advisory firm

LLC

$240.4M6 advisorsPercentage of AUM · Hourly charges +1 moreView
KEYSTONE FINANCIAL SERVICES, LLC

CRD 308397

Omaha, NE

Advisory firm

LLC

$240.3M7 advisorsPercentage of AUM; Fixed feesView
DELTA CAPITAL MANAGEMENT LLC

CRD 106248

Red Bank, NJ

Corporate platform

LLC

$240.2M3 advisorsPercentage of AUMView
LUMINA WEALTH MANAGEMENT, LLC

CRD 291548

Wilmington, NC

Advisory firm

LLC

$240.2M3 advisorsPercentage of AUM · Hourly charges +1 moreView
LEGEND CAPITAL

CRD 336029

CA

Advisory firm

LLC

$240.2M1 advisorsPercentage of AUM · Fixed fees +1 moreView
BUTTONWOOD GROUP ADVISORS LLC

CRD 173608

Uniondale, NY

Corporate platform

LLC

$240.2M4 advisorsPercentage of AUM; Performance-based feesView
KAIYO WEALTH LLC

CRD 316431

San Diego, CA

Advisory firm

LLC

$240.1M3 advisorsPercentage of AUM; Fixed feesView
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC

CRD 312706

Paducah, KY

Advisory firm

LLC

$240.1M5 advisorsPercentage of AUM · Hourly charges +1 moreView
TRUE WEALTH ADVISORY GROUP

CRD 306523

Miami, FL

Corporate platform

LLC

$240.1M3 advisorsPercentage of AUM; CONSULTING FEESView
IFS GROUP

CRD 328774

Mechanicsburg, PA

Corporate platform

LLC

$240.0M6 advisorsPercentage of AUM · Hourly charges +1 moreView
LOYOLA ASSET MANAGEMENT LLC

CRD 153255

Coral Gables, FL

Corporate platform

LLC

$239.9M3 advisorsPercentage of AUMView
FOREFRONT

CRD 308521

Austin, TX

Advisory firm

LLC

$239.8M7 advisorsPercentage of AUM · Fixed fees +1 moreView
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