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
LYNCH FINANCIAL GROUP

CRD 105821

Dublin, OH

Corporate platform

LLC

$109.2M2 advisorsPercentage of AUM · Hourly charges +1 moreView
ASPIRE ADVISORS, LLC

CRD 150652

North White Plains, NY

Advisory firm

LLC

$109.2M6 advisorsPercentage of AUM · Hourly charges +1 moreView
NK CAPITAL LLC

CRD 318615

NY

Advisory firm

LLC

$109.2M2 advisorsPercentage of AUM; Performance-based feesView
GOAL QUEST ADVISORS, LLC

CRD 159361

Berwyn, PA

Advisory firm

LLC

$109.1M2 advisorsPercentage of AUM · Hourly charges +1 moreView
RLJ EQUITY PARTNERS, LLC

CRD 162006

Bethesda, MD

Advisory firm

LLC

$109.1M1 advisorsPercentage of AUM; Performance-based feesView
LYONS WEALTH MANAGEMENT

CRD 150581

Winter Park, FL

Advisory firm

LLC

$109.1M3 advisorsPercentage of AUM; Performance-based feesView
SKYPOINT CAPITAL ADVISORS, LLC

CRD 314979

Atlanta, GA

Advisory firm

LLC

$109.0M1 advisorsPercentage of AUMView
COMPLETE INVESTMENT ADVISORY, LLC

CRD 166876

Fargo, ND

Advisory firm

LLC

$109.0M2 advisorsPercentage of AUM; Hourly chargesView
FINISH WELL RIA LLC

CRD 321957

Columbus, OH

Advisory firm

LLC

$109.0M2 advisorsFixed feesView
LANYON ADVISORY SERVICES

CRD 282424

Del Mar, CA

Advisory firm

LLC

$109.0M2 advisorsPercentage of AUM · Hourly charges +2 moreView
A BETTER WAY FINANCIAL, LLC

CRD 304914

Allentown, PA

Advisory firm

LLC

$109.0M5 advisorsPercentage of AUM; Fixed feesView
MANOLE CAPITAL MANAGEMENT LLC

CRD 281954

Tampa, FL

Corporate platform

LLC

$108.8M1 advisorsPercentage of AUM · Performance-based fees +1 moreView
TOAMS FINANCIAL

CRD 300043

Jacksonville, FL

Advisory firm

LLC

$108.8M1 advisorsPercentage of AUM; Fixed feesView
BLUE GRANITE CAPITAL, LLC

CRD 125607

Charleston, SC

Advisory firm

LLC

$108.8M3 advisorsPercentage of AUMView
THE INVESTMENT CONNECTION LLC

CRD 171533

Bridgewater, NJ

Advisory firm

LLC

$108.8M2 advisorsPercentage of AUM; Fixed feesView
NORTHBROOK FINANCIAL

CRD 309060

Baltimore, MD

Advisory firm

LLC

$108.8M2 advisorsPercentage of AUM; Fixed feesView
FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC

CRD 125964

Corporate platform

LLC

$108.7M3 advisorsPercentage of AUMView
WESSEL INVESTMENT COUNSEL, L.L.C.

CRD 129911

Asheville, NC

Advisory firm

LLC

$108.7M1 advisorsPercentage of AUM · Hourly charges +1 moreView
ROOTED FINANCIAL GROUP, LLC

CRD 335302

Tigard, OR

Corporate platform

LLC

$108.7M2 advisorsPercentage of AUM; Fixed feesView
GRACE CAPITAL MANAGEMENT, LLC

CRD 150054

Austin, TX

Corporate platform

LLC

$108.7M2 advisorsPercentage of AUM · Fixed fees +1 moreView
QUIGLEY FINANCIAL LLC

CRD 144704

Advisory firm

LLC

$108.6M1 advisorsHourly charges; Fixed feesView
AII CAPITAL MANAGEMENT, LLC

CRD 299674

Moorpark, CA

Corporate platform

LLC

$108.6M1 advisorsPercentage of AUM · Fixed fees +1 moreView
TEN PEAKS PARTNERS L.L.C.

CRD 169364

Clayton, MO

Advisory firm

LLC

$108.6M1 advisorsPercentage of AUM; Hourly chargesView
DOUBLE EAGLE WEALTH MANAGEMENT LLC

CRD 330398

Dallas, TX

Advisory firm

LLC

$108.6M1 advisorsPercentage of AUM; Fixed feesView
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