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
AHARA ADVISORS

CRD 312385

Jersey City, NJ

Advisory firm

LLC

$185.4M2 advisorsPercentage of AUM · Hourly charges +1 moreView
MEADOWBROOK INVESTMENT ADVISORS LLC

CRD 109960

Livonia, MI

Advisory firm

LLC

$185.2M3 advisorsPercentage of AUMView
EMISSARY WEALTH

CRD 308002

Hackensack, NJ

Advisory firm

LLC

$185.1M4 advisorsPercentage of AUM · Hourly charges +1 moreView
BOON CAPITAL ADVISORS LLC

CRD 174016

Northbrook, IL

Advisory firm

LLC

$185.0M1 advisorsPercentage of AUMView
JACKSON AVENUE, LLC

CRD 158854

CA

Advisory firm

LLC

$185.0M2 advisorsPercentage of AUM; Fixed feesView
STRATEGIC ADVISORY SERVICES, L.L.C.

CRD 108706

Houston, TX

Advisory firm

LLC

$184.9M3 advisorsPercentage of AUM; THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)View
BRINDLE & BAY FINANCIAL ADVISORS, LLC

CRD 291747

Frisco, TX

Advisory firm

LLC

$184.8M3 advisorsPercentage of AUM; Fixed feesView
PCB CAPITAL LLC

CRD 309784

East Brunswick, NJ

Advisory firm

LLC

$184.8M3 advisorsPercentage of AUM; Hourly chargesView
TORREY-PAYNE WEALTH MANAGEMENT

CRD 336703

Pasadena, CA

Advisory firm

LLC

$184.8M1 advisorsPercentage of AUMView
LOGIC WEALTH MANAGEMENT, LLC

CRD 153453

Pasadena, CA

Advisory firm

LLC

$184.7M9 advisorsPercentage of AUM · Hourly charges +1 moreView
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

CRD 126570

Sterling Heights, MI

Advisory firm

LLC

$184.7M6 advisorsPercentage of AUM · Hourly charges +2 moreView
STATERA WEALTH MANAGEMENT

CRD 333710

St.. George, UT

Advisory firm

LLC

$184.7M4 advisorsPercentage of AUM; Hourly chargesView
GREENWAY WEALTH ADVISORS, LLC

CRD 290727

Charlotte, NC

Advisory firm

LLC

$184.5M4 advisorsPercentage of AUM · Hourly charges +1 moreView
STORGATE, LLC

CRD 334632

NC

Advisory firm

LLC

$184.5M4 advisorsPercentage of AUM; Fixed feesView
AVAIL INVESTMENT PARTNERS, LLC

CRD 315678

Lemont, PA

Advisory firm

LLC

$184.5M6 advisorsPercentage of AUM · Hourly charges +1 moreView
SELKIRK WEALTH ADVISORS, LLC

CRD 173605

Spokane, WA

Advisory firm

LLC

$184.4M3 advisorsPercentage of AUM · Hourly charges +1 moreView
RED MOUNTAIN FINANCIAL, LLC

CRD 277100

Fort Collins, CO

Advisory firm

LLC

$184.4M1 advisorsPercentage of AUM · Hourly charges +1 moreView
RIVERTREE ADVISORS, LLC

CRD 168065

Winter Park, FL

Advisory firm

LLC

$184.4M1 advisorsPercentage of AUMView
CYPRESS POINT CAPITAL MANAGEMENT, LLC

CRD 167195

CA

Corporate platform

LLC

$184.4M1 advisorsPercentage of AUM; Fixed feesView
THE WORLEY BANKS GROUP, LLC

CRD 306890

Creve Coeur, MO

Corporate platform

LLC

$184.3M2 advisorsPercentage of AUMView
EQUITY ARMOR INVESTMENTS

CRD 156327

Chicago, IL

Advisory firm

LLC

$184.3M3 advisorsPercentage of AUM; Performance-based feesView
GLOBAL WEALTH MANAGEMENT, L.C.

CRD 150743

Deerfield Beach, FL

Advisory firm

LLC

$184.2M2 advisorsPercentage of AUMView
LONGEVITY CAPITAL MANAGEMENT

CRD 328283

Thousand Oaks, CA

Corporate platform

LLC

$184.2M1 advisorsPercentage of AUM · Hourly charges +1 moreView
ATLAS INVESTMENT ADVISORS

CRD 324861

Alpharetta, GA

Advisory firm

LLC

$184.1M2 advisorsPercentage of AUM; Fixed feesView
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