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
CYGNUS CAPITAL ADVISORS, LLC

CRD 323041

Atlanta, GA

Advisory firm

LLC

$229.7M2 advisorsPercentage of AUM · Fixed fees +1 moreView
BRADFORD FINANCIAL CENTER

CRD 110953

Clarion, IA

Advisory firm

LLC

$229.7M14 advisorsPercentage of AUM · Hourly charges +2 moreView
VIMA, LLC

CRD 148833

Troy, MI

Advisory firm

LLC

$229.5M12 advisorsPercentage of AUM · Hourly charges +1 moreView
LONETREE CAPITAL, LLC

CRD 321784

New York, NY

Advisory firm

LLC

$229.3M7 advisorsPercentage of AUM; Performance-based feesView
RIGHTWEALTH ADVISORS, LLC

CRD 300656

Miamisburg, OH

Advisory firm

LLC

$229.3M3 advisorsPercentage of AUM; Fixed feesView
BOOSTER, LLC

CRD 314629

Baltimore, MD

Advisory firm

LLC

$229.3M2 advisorsPercentage of AUM; Fixed feesView
STERLING INVESTMENT ADVISORS,LLC

CRD 117287

Bolivar, MO

Advisory firm

LLC

$229.3M3 advisorsPercentage of AUM · Hourly charges +1 moreView
ANTONELLI FINANCIAL ADVISORS, LLC

CRD 286452

Grosse Pointe, MI

Advisory firm

LLC

$229.1M3 advisorsPercentage of AUM · Hourly charges +1 moreView
VELVET SEA VENTURES

CRD 317632

West Palm Beach, FL

Advisory firm

LLC

$229.1M7 advisorsPercentage of AUM; Performance-based feesView
HIPPOCRATIC FINANCIAL ADVISORS

CRD 169481

Westlake Village, CA

Advisory firm

LLC

$229.0M5 advisorsPercentage of AUM · Hourly charges +2 moreView
REFLECTION ASSET MANAGEMENT

CRD 306663

CA

Corporate platform

LLC

$228.9M2 advisorsPercentage of AUM; Hourly chargesView
FORSYTH STREET ASSET MANAGEMENT LLC

CRD 310545

New York, NY

Corporate platform

LLC

$228.9M3 advisorsPercentage of AUM; Fixed feesView
CAMPION ASSET MANAGEMENT, LLC

CRD 134002

Fairfax, VA

Corporate platform

LLC

$228.8M3 advisorsPercentage of AUM · Hourly charges +1 moreView
WESTVIEW INVESTMENT ADVISORS

CRD 305655

Burlington, VT

Advisory firm

LLC

$228.6M4 advisorsPercentage of AUM · Hourly charges +2 moreView
X ADVISORS, LLC

CRD 315838

Santa Maria, CA

Advisory firm

LLC

$228.6M5 advisorsPercentage of AUMView
MSP WEALTH MANAGEMENT, LLC

CRD 306522

Klamath Falls, OR

Advisory firm

LLC

$228.5M6 advisorsPercentage of AUM · Hourly charges +1 moreView
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC

CRD 144172

Addison, TX

Advisory firm

LLC

$228.5M1 advisorsPercentage of AUMView
DEMARCHE

CRD 145851

Overland Park, KS

Advisory firm

LLC

$228.4M16 advisorsPercentage of AUM; Fixed feesView
BAY CAPITAL ADVISORS, LLC

CRD 140796

Virginia Beach, VA

Advisory firm

LLC

$228.3M5 advisorsPercentage of AUM · Hourly charges +1 moreView
WEALTH FORWARD, LLC

CRD 159467

Fargo, ND

Advisory firm

LLC

$228.1M2 advisorsPercentage of AUM · Hourly charges +1 moreView
TENZING GLOBAL

CRD 159696

San Francisco, CA

Advisory firm

LLC

$228.1M3 advisorsPercentage of AUM; Performance-based feesView
ALTERNA EQUITY PARTNERS MANAGEMENT LLC

CRD 313985

Fort Lauderdale, FL

Advisory firm

LLC

$228.0M1 advisorsPercentage of AUM; Performance-based feesView
CENTER FOR WEALTH MANAGEMENT ADVISORY

CRD 171221

AZ

Advisory firm

LLC

$227.8M5 advisorsPercentage of AUM · Hourly charges +1 moreView
LANSDOWNE WEALTH MANAGEMENT, LLC

CRD 155422

Mystic, CT

Advisory firm

LLC

$227.7M6 advisorsPercentage of AUM · Hourly charges +1 moreView
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