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
BELLOADVISERS, LLC

CRD 167919

Advisory firm

LLC

$95.0M2 advisorsPercentage of AUM; Hourly chargesView
BETTER FINANCIAL SERVICES, LLC

CRD 329520

Federal Way, WA

Advisory firm

LLC

$95.0M2 advisorsPercentage of AUM; Hourly chargesView
BRAINTRUST CAPITAL, LLC

CRD 319510

San Antonio, TX

Advisory firm

LLC

$95.0M1 advisorsPercentage of AUM · Hourly charges +1 moreView
LEGACY PARTNERS FINANCIAL GROUP, LLC

CRD 137025

Woodstock, GA

Advisory firm

LLC

$95.0M1 advisorsPercentage of AUM; Fixed feesView
SUARUM INVESTMENT MANAGEMENT, LLC

CRD 334206

Advisory firm

LLC

$95.0M1 advisorsPercentage of AUMView
WEALTH 360, LLC

CRD 141663

Buford, GA

Advisory firm

LLC

$95.0M2 advisorsPercentage of AUM · Hourly charges +1 moreView
EDEN CAPITAL MANAGEMENT, LLC

CRD 284485

Advisory firm

LLC

$95.0M3 advisorsPercentage of AUMView
ARTHURS WEALTH MANAGEMENT

CRD 305342

Ponte Vedra Beach, FL

Advisory firm

LLC

$94.9M1 advisorsPercentage of AUMView
MARSDEN CAPITAL MANAGEMENT, LLC.

CRD 111692

Erie, PA

Advisory firm

LLC

$94.9M1 advisorsPercentage of AUM; Fixed feesView
CAPITAL WEALTH, LLC

CRD 289574

Lehi, UT

Advisory firm

LLC

$94.9M3 advisorsPercentage of AUM · Fixed fees +1 moreView
LYON CAPITAL MANAGEMENT, LLC

CRD 111311

Pittsford, NY

Advisory firm

LLC

$94.8M2 advisorsPercentage of AUMView
TRADITIONS WEALTH ADVISORS, LLC.

CRD 128135

College Station, TX

Advisory firm

LLC

$94.8M1 advisorsPercentage of AUMView
LION CAPITAL ADVISORS LLC

CRD 305440

Miami, FL

Advisory firm

LLC

$94.8M1 advisorsPercentage of AUMView
TIMBERLINE INVESTMENT MANAGEMENT, LLC

CRD 144525

Advisory firm

LLC

$94.8M1 advisorsPercentage of AUM; Hourly chargesView
BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

CRD 319507

Alpharetta, GA

Advisory firm

LLC

$94.7M1 advisorsPercentage of AUM; Fixed feesView
DEW WEALTH STRATEGIES, LLC

CRD 118996

Clayton, MO

Advisory firm

LLC

$94.7M2 advisorsPercentage of AUM · Hourly charges +1 moreView
SUNSAGE CAPITAL MANAGEMENT

CRD 140332

Grapevine, TX

Advisory firm

LLC

$94.6M1 advisorsPercentage of AUMView
SAXON SECURITIES LLC

CRD 155168

San Francisco, CA

Advisory firm

LLC

$94.6M1 advisorsPercentage of AUMView
WINGSPAN CAPITAL, LLC

CRD 307759

New York, NY

Advisory firm

LLC

$94.5M1 advisorsPercentage of AUM; Performance-based feesView
CARDINAL CAPITAL MANAGEMENT, LLC

CRD 135677

Muncie, IN

Advisory firm

LLC

$94.5M2 advisorsPercentage of AUM; Hourly chargesView
EASTWIND CAPITAL WEALTH MANAGEMENT

CRD 146957

Westerville, OH

Advisory firm

LLC

$94.5M3 advisorsPercentage of AUM; Hourly chargesView
CYPRESS PRAXIS, LLC

CRD 111716

Advisory firm

LLC

$94.5M1 advisorsPercentage of AUMView
DARRELL CAPITAL MANAGEMENT, LLC

CRD 310324

Rolling Hills Estates, CA

Advisory firm

LLC

$94.4M1 advisorsPercentage of AUM · Hourly charges +1 moreView
WEBB FINANCIAL GROUP

CRD 291638

Mission Viejo, CA

Advisory firm

LLC

$94.4M1 advisorsPercentage of AUM; Fixed feesView
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