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
FAIRFIELD REALTY ADVISORS LLC

CRD 300633

San Diego, CA

Advisory firm

LLC

$6.20B149 advisorsPercentage of AUM; Performance-based feesView
BRIGHTWOOD CAPITAL ADVISORS, LLC

CRD 167330

New York, NY

Advisory firm

LLC

$6.19B35 advisorsPercentage of AUM; Performance-based feesView
BECK, MACK & OLIVER LLC

CRD 105466

New York, NY

Advisory firm

LLC

$6.18B10 advisorsPercentage of AUM; Performance-based feesView
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

CRD 288623

Carmel, IN

Advisory firm

LLC

$6.18B31 advisorsPercentage of AUM; Fixed feesView
TODD ASSET MANAGEMENT LLC

CRD 109473

Louisville, KY

Corporate platform

LLC

$6.18B6 advisorsPercentage of AUM; Fixed feesView
ANTARES CAPITAL CREDIT ADVISERS LLC

CRD 328497

Chicago, IL

Advisory firm

LLC

$6.17B240 advisorsPercentage of AUM; Performance-based feesView
RIVERNORTH CAPITAL MANAGEMENT, LLC

CRD 122020

West Palm Beach, FL

Corporate platform

LLC

$6.17B10 advisorsPercentage of AUM; Performance-based feesView
TIKEHAU CAPITAL NORTH AMERICA LLC

CRD 289075

New York, NY

Advisory firm

LLC

$6.16B38 advisorsPercentage of AUM · Performance-based fees +1 moreView
A FIN MANAGEMENT LLC

CRD 315482

Sunny Isles Beach, FL

Advisory firm

LLC

$6.16B20 advisorsPercentage of AUM; Performance-based feesView
PENNANTPARK INVESTMENT ADVISERS, LLC

CRD 143149

Miami Beach, FL

Advisory firm

LLC

$6.16B30 advisorsPercentage of AUM; Performance-based feesView
PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC

CRD 288266

New York, NY

Corporate platform

LLC

$6.14B22 advisorsPercentage of AUM; Performance-based feesView
POLEN CAPITAL CREDIT, LLC

CRD 108468

Waltham, MA

Advisory firm

LLC

$6.13B28 advisorsPercentage of AUM · Fixed fees +1 moreView
BELL PARTNERS

CRD 329611

Greensboro, NC

Advisory firm

LLC

$6.12B69 advisorsPercentage of AUM · Performance-based fees +1 moreView
VISION RIDGE PARTNERS, LLC

CRD 174836

Boulder, CO

Advisory firm

LLC

$6.11B35 advisorsPercentage of AUM · Performance-based fees +1 moreView
LM CAPITAL GROUP, LLC

CRD 120277

San Diego, CA

Corporate platform

LLC

$6.10B9 advisorsPercentage of AUMView
VIVO CAPITAL, LLC

CRD 159868

Palo Alto, CA

Advisory firm

LLC

$6.10B32 advisorsPercentage of AUM; Performance-based feesView
HEITMAN CAPITAL MANAGEMENT LLC

CRD 105480

Chicago, IL

Corporate platform

LLC

$6.09B184 advisorsPercentage of AUM · Fixed fees +2 moreView
VULCAN VALUE PARTNERS LLC

CRD 151190

Birmingham, AL

Advisory firm

LLC

$6.08B12 advisorsPercentage of AUM · Performance-based fees +1 moreView
NEUBERGER BERMAN LOAN ADVISERS IV LLC

CRD 324282

Chicago, IL

Advisory firm

LLC

$6.07B3 advisorsPercentage of AUM; Performance-based feesView
APERTURE INVESTORS, LLC

CRD 295468

New York, NY

Advisory firm

LLC

$6.06B34 advisorsPercentage of AUM · Performance-based fees +1 moreView
ENERGY INCOME PARTNERS

CRD 140799

Westport, CT

Advisory firm

LLC

$6.06B8 advisorsPercentage of AUM; Performance-based feesView
EAST END ADVISORS, LLC

CRD 147144

New York, NY

Advisory firm

LLC

$6.06B9 advisorsPercentage of AUM; Fixed feesView
HAVELI INVESTMENT MANAGEMENT LLC

CRD 316470

Austin, TX

Corporate platform

LLC

$6.03B35 advisorsPercentage of AUM; CARRIED INTERESTView
KCM INVESTMENT ADVISORS

CRD 109629

Greenbrae, CA

Advisory firm

LLC

$6.02B9 advisorsPercentage of AUMView
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