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
ELEMENTUM ADVISORS, LLC

CRD 151635

Chicago, IL

Advisory firm

LLC

$4.48B14 advisorsPercentage of AUM; Performance-based feesView
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC

CRD 322058

New York, NY

Corporate platform

LLC

$4.47B127 advisorsPercentage of AUM; Performance-based feesView
CX INSTITUTIONAL, LLC

CRD 292627

Auburn, IN

Advisory firm

LLC

$4.46B73 advisorsPercentage of AUM; Fixed feesView
BIENVILLE CAPITAL MANAGEMENT, LLC

CRD 149320

New York, NY

Corporate platform

LLC

$4.45B13 advisorsPercentage of AUM · Fixed fees +1 moreView
PROVENANCE WEALTH ADVISORS

CRD 126529

Fort Lauderdale, FL

Advisory firm

LLC

$4.44B20 advisorsPercentage of AUM · Hourly charges +1 moreView
APPLIED FINANCE CAPITAL MANAGEMENT, LLC

CRD 226755

San Juan, PR

Corporate platform

LLC

$4.44B2 advisorsPercentage of AUM · Fixed fees +1 moreView
BERTRAM CAPITAL MANAGEMENT LLC

CRD 156920

Foster City, CA

Corporate platform

LLC

$4.43B30 advisorsPercentage of AUM; Performance-based feesView
BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC

CRD 337770

Chicago, IL

Advisory firm

LLC

$4.42B130 advisorsPercentage of AUM · Performance-based fees +1 moreView
NEXT LEGACY MANAGEMENT, LLC

CRD 156640

Portola Valley, CA

Advisory firm

LLC

$4.41B11 advisorsPercentage of AUM; Performance-based feesView
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

CRD 106233

Anchorage, AK

Corporate platform

LLC

$4.40B10 advisorsPercentage of AUM; Fixed feesView
LOCUST WOOD CAPITAL ADVISERS, LLC

CRD 135140

New York, NY

Advisory firm

LLC

$4.40B5 advisorsPercentage of AUM · Performance-based fees +1 moreView
LGK ADVISORS, LLC

CRD 154922

New York, NY

Advisory firm

LLC

$4.39B10 advisorsPercentage of AUM; Performance-based feesView
SAND HILL GLOBAL ADVISORS, LLC

CRD 111295

Palo Alto, CA

Advisory firm

LLC

$4.39B16 advisorsPercentage of AUM; Hourly chargesView
ACRES

CRD 281190

Uniondale, NY

Advisory firm

LLC

$4.39B24 advisorsPercentage of AUM · Fixed fees +1 moreView
PROSPERITY CAPITAL ADVISORS

CRD 156480

Westlake, OH

Advisory firm

LLC

$4.39B98 advisorsPercentage of AUM · Hourly charges +1 moreView
DRIVE CAPITAL LLC

CRD 169002

Columbus, OH

Advisory firm

LLC

$4.38B13 advisorsPercentage of AUM; Performance-based feesView
REDWHEEL

CRD 166517

Miami, FL

Advisory firm

LLC

$4.38B14 advisorsPercentage of AUM · Performance-based fees +1 moreView
SYON CAPITAL LLC

CRD 322776

San Francisco, CA

Advisory firm

LLC

$4.38B5 advisorsPercentage of AUM · Hourly charges +2 moreView
HUMAN CAPITAL

CRD 296844

San Francisco, CA

Advisory firm

LLC

$4.38B15 advisorsPercentage of AUM; Performance-based feesView
ADVISORY ALPHA, LLC

CRD 158282

Holland, MI

Advisory firm

LLC

$4.37B61 advisorsPercentage of AUM · Hourly charges +1 moreView
INVESCO INVESTMENT ADVISERS LLC

CRD 104885

Downers Grove, IL

Advisory firm

LLC

$4.37B27 advisorsPercentage of AUMView
ANCALA PARTNERS LLC

CRD 333844

New York, NY

Advisory firm

LLC

$4.36B5 advisorsFixed fees; VARIABLE FEES TAKING INTO ACCOUNT COST AND QUALITY OF SERVICES.View
GOOD LIFE ADVISORS, LLC

CRD 171898

Celebration, FL

Advisory firm

LLC

$4.35B88 advisorsPercentage of AUM · Hourly charges +2 moreView
CAMPBELL & COMPANY INVESTMENT ADVISER LLC

CRD 134332

Baltimore, MD

Advisory firm

LLC

$4.34B28 advisorsPercentage of AUM; Performance-based feesView
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