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
BALENTINE

CRD 152511

Atlanta, GA

Advisory firm

LLC

$5.54B25 advisorsPercentage of AUM; Fixed feesView
INTEGRATED ADVISORS NETWORK LLC

CRD 171991

Dallas, TX

Advisory firm

LLC

$5.52B81 advisorsPercentage of AUM · Hourly charges +2 moreView
WAINWRIGHT INVESTMENT COUNSEL LLC

CRD 108711

Boston, MA

Advisory firm

LLC

$5.52B10 advisorsPercentage of AUM · Fixed fees +2 moreView
71 WEST CAPITAL PARTNERS

CRD 338756

Boston, MA

Advisory firm

LLC

$5.51B8 advisorsPercentage of AUM; Performance-based feesView
CRESCENT GROVE ADVISORS

CRD 170912

Lake Forest, IL

Advisory firm

LLC

$5.50B14 advisorsPercentage of AUM · Hourly charges +1 moreView
WALDRON PRIVATE WEALTH

CRD 131063

Bridgeville, PA

Advisory firm

LLC

$5.50B47 advisorsPercentage of AUM · Hourly charges +2 moreView
MJ RETIREMENT

CRD 164328

Carmel, IN

Advisory firm

LLC

$5.49B7 advisorsPercentage of AUM · Hourly charges +1 moreView
FRONTIER ASSET MANAGEMENT, LLC

CRD 109910

Sheridan, WY

Corporate platform

LLC

$5.49B16 advisorsPercentage of AUM · Hourly charges +1 moreView
LARSON FINANCIAL GROUP, LLC

CRD 140599

Saint Louis, MO

Corporate platform

LLC

$5.48B68 advisorsPercentage of AUM · Hourly charges +1 moreView
BANSK GROUP LLC

CRD 312320

New York, NY

Corporate platform

LLC

$5.48B21 advisorsPercentage of AUM; Performance-based feesView
CALAMOS WEALTH MANAGEMENT LLC

CRD 143490

Naperville, IL

Advisory firm

LLC

$5.48B39 advisorsPercentage of AUM; Fixed feesView
POLARIS CAPITAL MANAGEMENT, LLC

CRD 106278

Boston, MA

Corporate platform

LLC

$5.45B10 advisorsPercentage of AUM; Performance-based feesView
STWD INVESTMENT MANAGEMENT, LLC

CRD 288615

Miami Beach, FL

Corporate platform

LLC

$5.43B126 advisorsPercentage of AUM; Performance-based feesView
AQUATIC CAPITAL MANAGEMENT LLC

CRD 307291

Chicago, IL

Corporate platform

LLC

$5.43B67 advisorsPerformance-based fees; EXPENSE REIMBURSEMENTView
MOTIVE CAPITAL MANAGEMENT, LLC

CRD 285341

New York, NY

Corporate platform

LLC

$5.42B29 advisorsPercentage of AUM; Performance-based feesView
TRUE NORTH ADVISORS, LLC

CRD 116048

Dallas, TX

Advisory firm

LLC

$5.42B31 advisorsPercentage of AUM · Fixed fees +1 moreView
INTEGRITY ALLIANCE, LLC

CRD 139627

Urbandale, IA

Advisory firm

LLC

$5.41B322 advisorsPercentage of AUM · Hourly charges +1 moreView
STOCKBRIDGE INVESTORS

CRD 160674

Boston, MA

Advisory firm

LLC

$5.41B18 advisorsPercentage of AUM · Performance-based fees +1 moreView
WELLINGTON FUNDS (US) LLC

CRD 288313

Boston, MA

Advisory firm

LLC

$5.41B1 advisorsPercentage of AUMView
SANDS CAPITAL ALTERNATIVES, LLC

CRD 155517

Arlington, VA

Advisory firm

LLC

$5.41B66 advisorsPercentage of AUM; Performance-based feesView
CONSTELLATION WEALTH ADVISORS

CRD 147253

Cincinnati, OH

Advisory firm

LLC

$5.40B20 advisorsPercentage of AUM · Subscription fees +2 moreView
HQ CAPITAL PRIVATE EQUITY LLC

CRD 134231

Miami, FL

Advisory firm

LLC

$5.40B18 advisorsPercentage of AUM; Performance-based feesView
QUIET CAPITAL MANAGEMENT, LLC

CRD 287484

San Francisco, CA

Corporate platform

LLC

$5.39B9 advisorsPercentage of AUM; Performance-based feesView
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC

CRD 165782

New York, NY

Advisory firm

LLC

$5.39B111 advisorsPercentage of AUMView
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