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
GRAVER CAPITAL MANAGEMENT, LLC

CRD 312515

Columbus, OH

Corporate platform

LLC

$153.5M2 advisorsPercentage of AUMView
ALESSANDRA CAPITAL MANAGEMENT, LLC

CRD 123305

Torrance, CA

Corporate platform

LLC

$153.5M2 advisorsPercentage of AUM · Hourly charges +1 moreView
WISE WEALTH PARTNERS, LLC

CRD 311639

Phoenix, AZ

Advisory firm

LLC

$153.5M2 advisorsPercentage of AUMView
ARTA FINANCE

CRD 318714

Mountain View, CA

Advisory firm

LLC

$153.4M18 advisorsPercentage of AUMView
CLEAR RETIREMENT ADVICE LLC

CRD 292667

San Mateo, CA

Advisory firm

LLC

$153.4M1 advisorsFixed feesView
AVENTINE FINANCIAL GROUP

CRD 292390

Doylestown, PA

Corporate platform

LLC

$153.1M3 advisorsPercentage of AUM · Hourly charges +1 moreView
APPLEWHITE & BUYS FINANCIAL ADVISORS

CRD 169799

Dallas, TX

Advisory firm

LLC

$153.1M2 advisorsPercentage of AUM · Hourly charges +1 moreView
THE LIND PARTNERS, LLC

CRD 290338

New York, NY

Advisory firm

LLC

$153.1M6 advisorsPercentage of AUM · Performance-based fees +1 moreView
FINANCIAL SOLUTIONS ASSOCIATES

CRD 111456

Dedham, MA

Advisory firm

LLC

$152.9M1 advisorsPercentage of AUM · Hourly charges +1 moreView
MAVEN CAPITAL PARTNERS, LLC

CRD 300626

Atlanta, GA

Advisory firm

LLC

$152.9M4 advisorsPercentage of AUM; Fixed feesView
LIVIAN & CO.

CRD 153771

New York, NY

Advisory firm

LLC

$152.9M3 advisorsPercentage of AUM; Performance-based feesView
VINCENT WEALTH ADVISORS LLC

CRD 332759

Norwell, MA

Advisory firm

LLC

$152.9M1 advisorsPercentage of AUM; Fixed feesView
SIERRA LEGACY GROUP

CRD 172113

Scottsdale, AZ

Corporate platform

LLC

$152.7M2 advisorsPercentage of AUM · Hourly charges +1 moreView
SANTIAGO CAPITAL, LLC

CRD 154579

CA

Advisory firm

LLC

$152.7M1 advisorsPercentage of AUM · Performance-based fees +1 moreView
EMPIRICAL CAPITAL MANAGEMENT, LLC

CRD 160509

Hendersonville, TN

Corporate platform

LLC

$152.7M3 advisorsPercentage of AUM; Performance-based feesView
BALANZ

CRD 322263

Coral Gables, FL

Advisory firm

LLC

$152.6M4 advisorsPercentage of AUM; Performance-based feesView
CORDOBA CAPITAL PARTNERS, LLC

CRD 329644

New York, NY

Advisory firm

LLC

$152.6M7 advisorsPercentage of AUM; Performance-based feesView
VIRTUS FINANCIAL PARTNERS

CRD 323365

AZ

Advisory firm

LLC

$152.5M3 advisorsPercentage of AUM · Hourly charges +1 moreView
TROUTMAN WEALTH

CRD 301107

Malvern, PA

Advisory firm

LLC

$152.5M1 advisorsPercentage of AUMView
INFINIUM INVESTMENT ADVISORS, LLC

CRD 149123

Denver, CO

Advisory firm

LLC

$152.4M2 advisorsPercentage of AUM · Hourly charges +1 moreView
WERNER FINANCIAL

CRD 315220

Indianapolis, IN

Advisory firm

LLC

$152.4M2 advisorsPercentage of AUM · Hourly charges +1 moreView
STONERIDGE INVESTMENT PARTNERS

CRD 109261

Radnor, PA

Advisory firm

LLC

$152.3M6 advisorsPercentage of AUMView
WEST ELK CAPITAL, LLC

CRD 292743

Atlanta, GA

Advisory firm

LLC

$152.3M2 advisorsPercentage of AUM; Performance-based feesView
NORTHLANDING FINANCIAL PARTNERS, LLC

CRD 167055

Rochester, NY

Advisory firm

LLC

$152.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
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