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
FAMILYWEALTH ASSET MANAGEMENT

CRD 147869

Lake Mary, FL

Corporate platform

LLC

$177.0M3 advisorsPercentage of AUM · Subscription fees +1 moreView
HULL TACTICAL

CRD 171391

Chicago, IL

Advisory firm

LLC

$177.0M8 advisorsPercentage of AUMView
STILLWATER PRIVATE WEALTH

CRD 339794

NJ

Advisory firm

LLC

$176.8M4 advisorsPercentage of AUM; Fixed feesView
TORREY WEALTH, LLC

CRD 310688

San Diego, CA

Advisory firm

LLC

$176.7M1 advisorsPercentage of AUM · Hourly charges +1 moreView
GREYBOX INVESTMENTS

CRD 174077

Birmingham, AL

Advisory firm

LLC

$176.7M3 advisorsPercentage of AUM; Hourly chargesView
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC

CRD 166003

Walnut Creek, CA

Corporate platform

LLC

$176.7M4 advisorsPercentage of AUM; Performance-based feesView
LADD CAPITAL MANAGEMENT LLC

CRD 105162

New Haven, CT

Corporate platform

LLC

$176.6M0 total employeesPercentage of AUMView
BANNERMAN WEALTH

CRD 284677

Lewisville, TX

Advisory firm

LLC

$176.6M4 advisorsPercentage of AUM; Fixed feesView
CAPSTONE INVESTMENT GROUP

CRD 159918

Olympia, WA

Corporate platform

LLC

$176.4M9 advisorsPercentage of AUM; Hourly chargesView
HIGHBURY PARK LLC

CRD 304815

PR

Advisory firm

LLC

$176.4M1 advisorsPercentage of AUM; Performance-based feesView
QUANTOR CAPITAL LLC

CRD 332629

Houston, TX

Advisory firm

LLC

$176.4M3 advisorsPercentage of AUMView
EMVISION CAPITAL ADVISORS, LLC

CRD 337827

Aurora, OH

Advisory firm

LLC

$176.4M9 advisorsPercentage of AUM; Fixed feesView
COLLINS ADVISORS, LLC

CRD 129270

Buffalo, NY

Advisory firm

LLC

$176.4M1 advisorsPercentage of AUMView
POINTER FINANCIAL ADVISORS LLC

CRD 326745

Columbia, MD

Advisory firm

LLC

$176.4M2 advisorsPercentage of AUMView
PARABLE WEALTH ADVISORS

CRD 304873

St. Augustine, FL

Advisory firm

LLC

$176.3M4 advisorsPercentage of AUM; Fixed feesView
NERAD + DEPPE WEALTH MANAGEMENT

CRD 151284

La Jolla, CA

Advisory firm

LLC

$176.3M2 advisorsPercentage of AUM · Hourly charges +1 moreView
COLLAR CAPITAL MANAGEMENT, LLC

CRD 152325

Appleton, WI

Corporate platform

LLC

$176.3M3 advisorsPercentage of AUM; Fixed feesView
CORBETT ROAD CAPITAL MANAGEMENT, LLC

CRD 305063

Mclean, VA

Corporate platform

LLC

$176.3M3 advisorsPercentage of AUMView
AVANT CAPITAL, LLC

CRD 167961

Lafayette, LA

Advisory firm

LLC

$176.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC

CRD 289269

Stamford, CT

Corporate platform

LLC

$176.2M5 advisorsPercentage of AUMView
KELSEY FINANCIAL, LLC

CRD 314950

Moorpark, CA

Advisory firm

LLC

$176.2M6 advisorsPercentage of AUM · Hourly charges +1 moreView
MACKAY FINANCIAL PLANNING, LLC

CRD 169583

Springfield, MO

Advisory firm

LLC

$176.0M2 advisorsPercentage of AUM; Hourly chargesView
SFI ADVISORS, LLC

CRD 287929

Montclair, NJ

Advisory firm

LLC

$176.0M6 advisorsPercentage of AUM; Fixed feesView
PHILADELPHIA INVESTMENT PARTNERS, LLC

CRD 122733

Voorhees, NJ

Advisory firm

LLC

$176.0M2 advisorsPercentage of AUM; Performance-based feesView
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