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
STRIDE INVESTMENTS, LLC

CRD 167037

Chicago, IL

Advisory firm

LLC

$200.9M4 advisorsPercentage of AUM; Fixed feesView
LEGION PARTNERS ASSET MANAGEMENT, LLC

CRD 164136

Los Angeles, CA

Corporate platform

LLC

$200.9M3 advisorsPercentage of AUM; Performance-based feesView
ELDRIDGE SME ADVISERS

CRD 334010

New York, NY

Advisory firm

LLC

$200.9M110 advisorsPercentage of AUM; Performance-based feesView
CALCULATED WEALTH

CRD 318985

Madison, WI

Advisory firm

LLC

$200.8M4 advisorsPercentage of AUM · Hourly charges +1 moreView
ARGO MANAGEMENT AND RESEARCH COMPANY, LLC

CRD 339043

NY

Advisory firm

LLC

$200.6M2 advisorsPercentage of AUM; Performance-based feesView
FARRELL FINANCIAL

CRD 321609

Orchard Park, NY

Advisory firm

LLC

$200.6M3 advisorsPercentage of AUMView
RMG ADVISORS

CRD 122366

Rockville, MD

Advisory firm

LLC

$200.5M3 advisorsPercentage of AUM · Hourly charges +1 moreView
EMERALD BAY WEALTH MANAGEMENT LLC

CRD 160837

Tahoe City, CA

Advisory firm

LLC

$200.4M2 advisorsPercentage of AUM; Hourly chargesView
U.S. PRIVATE WEALTH, LLC

CRD 167288

Palm Beach Gardens, FL

Advisory firm

LLC

$200.3M3 advisorsPercentage of AUM · Fixed fees +1 moreView
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC

CRD 121061

Advisory firm

LLC

$200.3M1 advisorsPercentage of AUM · Hourly charges +2 moreView
HARVEST INVESTMENT ADVISORS, LLC

CRD 136693

GA

Advisory firm

LLC

$200.3M1 advisorsPercentage of AUMView
WEINGARTEN ASSOCIATES, L.L.C.

CRD 127718

Lawrenceville, NJ

Advisory firm

LLC

$200.3M1 advisorsHourly charges; Fixed feesView
TANDEM INVESTMENT PARTNERS, LLC

CRD 172309

Bordentown, NJ

Advisory firm

LLC

$200.2M4 advisorsPercentage of AUMView
LAUGHLIN FINANCIAL LLC

CRD 165105

Bloomington, IN

Advisory firm

LLC

$200.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
POST CAPITAL PARTNERS

CRD 161892

New York, NY

Advisory firm

LLC

$200.2M7 advisorsPercentage of AUM · Performance-based fees +1 moreView
THOMPSON CAPITAL MANAGEMENT, LLC

CRD 300993

CA

Corporate platform

LLC

$200.1M3 advisorsPercentage of AUM; Fixed feesView
CHAPMAN INVESTMENT MANAGEMENT, LLC

CRD 166826

CA

Corporate platform

LLC

$200.1M1 advisorsPercentage of AUMView
GENESIS WEALTH ADVISORS, LLC

CRD 158388

Braintree, MA

Advisory firm

LLC

$200.1M6 advisorsPercentage of AUM · Hourly charges +1 moreView
ALLEN CAPITAL MANAGEMENT, LLC

CRD 135147

Vancouver, WA

Corporate platform

LLC

$200.0M2 advisorsPercentage of AUMView
AI ALPHA LLC

CRD 334908

Grand Rapids, MI

Advisory firm

LLC

$200.0M3 advisorsFEES FOR PROVIDING MODEL PORTFOLIOS AND INVESTMENT SIGNALSView
CREDIT BRIDGE ADVISORS LLC

CRD 332233

FL

Advisory firm

LLC

$200.0M3 advisorsPercentage of AUM; Performance-based feesView
ASPEN PRIVATE ADVISORS, LLC

CRD 297639

Sioux Falls, SD

Advisory firm

LLC

$199.9M5 advisorsPercentage of AUM · Hourly charges +1 moreView
LBB HOLDING COMPANY LLC

CRD 282285

Norwalk, CT

Advisory firm

LLC

$199.5M4 advisorsPercentage of AUM · Fixed fees +1 moreView
IA NETWORK, LLC

CRD 319096

Charlotte, NC

Advisory firm

LLC

$199.5M4 advisorsPercentage of AUM · Hourly charges +1 moreView
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