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
SENVEST MANAGEMENT, LLC

CRD 137312

New York, NY

Advisory firm

LLC

$4.12B14 advisorsPercentage of AUM; Performance-based feesView
FINACCESS ADVISORS, LLC

CRD 150697

Miami, FL

Advisory firm

LLC

$4.11B7 advisorsPercentage of AUM · Fixed fees +1 moreView
DIVERSIFY WEALTH MANAGEMENT, LLC

CRD 329878

Sandy, UT

Advisory firm

LLC

$4.11B70 advisorsPercentage of AUM · Hourly charges +1 moreView
FFL

CRD 156980

San Francisco, CA

Advisory firm

LLC

$4.11B34 advisorsPercentage of AUM; Performance-based feesView
PERFORMANCE WEALTH

CRD 311735

Hinsdale, IL

Advisory firm

LLC

$4.09B11 advisorsPercentage of AUM; Performance-based feesView
WILDCAT CAPITAL MANAGEMENT, LLC

CRD 162178

New York, NY

Corporate platform

LLC

$4.08B13 advisorsPercentage of AUM · Performance-based fees +1 moreView
FREEPORT FINANCIAL PARTNERS LLC

CRD 166682

Chicago, IL

Advisory firm

LLC

$4.07B18 advisorsPercentage of AUM; Performance-based feesView
KEEL POINT, LLC

CRD 127902

Huntsville, AL

Advisory firm

LLC

$4.07B54 advisorsPercentage of AUM · Hourly charges +2 moreView
PEREGRINE CAPITAL MANAGEMENT, LLC

CRD 110052

Minneapolis, MN

Corporate platform

LLC

$4.07B11 advisorsPercentage of AUM; Performance-based feesView
AQS ASSET MANAGEMENT, L.L.C.

CRD 131544

Austin, TX

Corporate platform

LLC

$4.07B3 advisorsPercentage of AUMView
COPELAND CAPITAL MANAGEMENT, LLC

CRD 135822

Conshohocken, PA

Corporate platform

LLC

$4.06B16 advisorsPercentage of AUMView
PROMANAGE, LLC

CRD 133357

Chicago, IL

Advisory firm

LLC

$4.06B4 advisorsPercentage of AUM · Hourly charges +1 moreView
NZS CAPITAL LLC

CRD 305093

Denver, CO

Advisory firm

LLC

$4.06B5 advisorsPercentage of AUM; Performance-based feesView
THOROUGHBRED FINANCIAL SERVICES, LLC

CRD 47893

Brentwood, TN

Advisory firm

LLC

$4.04B31 advisorsPercentage of AUM · Fixed fees +1 moreView
BLUESPRING WEALTH MANAGEMENT, LLC

CRD 152667

Austin, TX

Advisory firm

LLC

$4.02B31 advisorsPercentage of AUM · Hourly charges +1 moreView
WATEROUS ENERGY FUND MANAGEMENT (US), LLC

CRD 290952

Houston, TX

Advisory firm

LLC

$4.01B2 advisorsPerformance-based fees; REIMBURSEMENT OF EXPENSESView
VALOR ADVISORS LLC

CRD 171358

Miami, FL

Advisory firm

LLC

$4.01B8 advisorsPercentage of AUM · Fixed fees +2 moreView
BT FAMILY OFFICE, LLC

CRD 305713

Atlanta, GA

Advisory firm

LLC

$4.00B7 advisorsPercentage of AUM · Hourly charges +1 moreView
MAINSAIL PARTNERS

CRD 157775

Austin, TX

Advisory firm

LLC

$4.00B28 advisorsPercentage of AUM; Performance-based feesView
AZIMUTH CAPITAL MANAGEMENT

CRD 319062

Bloomfield Hills, MI

Corporate platform

LLC

$3.99B9 advisorsPercentage of AUM · Fixed fees +1 moreView
NEW FRONTIER ADVISORS, LLC

CRD 147181

Boston, MA

Advisory firm

LLC

$3.99B4 advisorsPercentage of AUMView
ARGENT CAPITAL MANAGEMENT LLC

CRD 107930

Clayton, MO

Corporate platform

LLC

$3.99B23 advisorsPercentage of AUM; Performance-based feesView
CORECAP ADVISORS

CRD 158819

Southfield, MI

Advisory firm

LLC

$3.99B110 advisorsPercentage of AUM · Hourly charges +1 moreView
TAILWATER CAPITAL

CRD 167240

Dallas, TX

Advisory firm

LLC

$3.97B27 advisorsPercentage of AUM; Performance-based feesView
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