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
APOLLO CAPITAL CREDIT ADVISER, LLC

CRD 286485

New York, NY

Advisory firm

LLC

$2.35B912 advisorsPercentage of AUMView
IFC ADVISORS LLC

CRD 332157

Los Angeles, CA

Advisory firm

LLC

$2.34B9 advisorsPercentage of AUM; Fixed feesView
FFT WEALTH MANAGEMENT

CRD 151225

Philadelphia, PA

Advisory firm

LLC

$2.34B24 advisorsPercentage of AUM · Fixed fees +1 moreView
SPRUCEVIEW CAPITAL PARTNERS LLC

CRD 171963

Denver, CO

Advisory firm

LLC

$2.34B8 advisorsPercentage of AUM · Fixed fees +1 moreView
WITHUM WEALTH MANAGEMENT

CRD 158332

Red Bank, NJ

Advisory firm

LLC

$2.34B11 advisorsPercentage of AUM · Hourly charges +1 moreView
EMPROS CAPITAL LLC

CRD 293159

San Francisco, CA

Advisory firm

LLC

$2.34B9 advisorsPercentage of AUM · Fixed fees +2 moreView
KEYSTONE FINANCIAL GROUP, LLC

CRD 170201

Lexington, KY

Corporate platform

LLC

$2.34B33 advisorsPercentage of AUM · Hourly charges +1 moreView
UBS REALTY INVESTORS LLC

CRD 107758

Hartford, CT

Advisory firm

LLC

$2.34B25 advisorsPercentage of AUM · Fixed fees +2 moreView
EVERSIDE CAPITAL PARTNERS

CRD 289799

New York, NY

Advisory firm

LLC

$2.34B12 advisorsPercentage of AUM; Performance-based feesView
BALDWIN WEALTH PARTNERS, LLC

CRD 105343

Marion, MA

Advisory firm

LLC

$2.33B14 advisorsPercentage of AUM · Fixed fees +1 moreView
ISAM FUNDS (USA) LLC

CRD 307934

Boca Raton, FL

Advisory firm

LLC

$2.33B3 advisorsPercentage of AUM; Performance-based feesView
CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC

CRD 284980

New York, NY

Advisory firm

LLC

$2.33B6 advisorsPercentage of AUM · Performance-based fees +1 moreView
SENTRY, LLC

CRD 150593

Memphis, TN

Advisory firm

LLC

$2.33B3 advisorsPercentage of AUM · Fixed fees +1 moreView
BELZBERG & CO.

CRD 315114

New York, NY

Advisory firm

LLC

$2.33B14 advisorsPercentage of AUM · Fixed fees +2 moreView
MAGNUS FINANCIAL GROUP LLC

CRD 289423

New York, NY

Corporate platform

LLC

$2.33B15 advisorsPercentage of AUM · Hourly charges +1 moreView
CAPITA FINANCIAL NETWORK, LLC

CRD 290558

Draper, UT

Advisory firm

LLC

$2.32B22 advisorsPercentage of AUMView
PPC ENTERPRISES LLC

CRD 165075

New York, NY

Advisory firm

LLC

$2.32B27 advisorsFixed fees; Performance-based feesView
REVELATION CAPITAL MANAGEMENT, LLC

CRD 171114

Sausalito, CA

Corporate platform

LLC

$2.32B12 advisorsPercentage of AUM; CARRIED INTERESTView
MILLIMAN ADVISORS, LLC

CRD 112245

Seattle, WA

Advisory firm

LLC

$2.32B1 advisorsPercentage of AUM · Hourly charges +1 moreView
OXFORD LANE MANAGEMENT, LLC

CRD 154380

Greenwich, CT

Advisory firm

LLC

$2.31B7 advisorsPercentage of AUM; Performance-based feesView
ARLINGTON PARTNERS LLC

CRD 109335

Birmingham, AL

Advisory firm

LLC

$2.31B11 advisorsPercentage of AUM; Performance-based feesView
TIPTREE ADVISORS, LLC

CRD 137758

New York, NY

Advisory firm

LLC

$2.31B13 advisorsPercentage of AUM; Performance-based feesView
SUMMIT WEALTH GROUP

CRD 335242

Colorado Springs, CO

Corporate platform

LLC

$2.31B29 advisorsPercentage of AUM; Fixed feesView
GARNET CREDIT MANAGEMENT LLC

CRD 334755

New York, NY

Advisory firm

LLC

$2.30B10 advisorsPercentage of AUM; Performance-based feesView
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