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
ALLIANCE PARTNERS LLC

CRD 157700

Chevy Chase, MD

Advisory firm

LLC

$1.94B15 advisorsPercentage of AUM; ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONSView
PCM ENCORE, LLC

CRD 333127

Aspen, CO

Advisory firm

LLC

$1.94B8 advisorsPercentage of AUM; Fixed feesView
SISUNG INVESTMENT MANAGEMENT SERVICES LLC

CRD 107318

Metairie, LA

Corporate platform

LLC

$1.94B4 advisorsPercentage of AUMView
BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC

CRD 156772

Boston, MA

Advisory firm

LLC

$1.94B10 advisorsPercentage of AUM; Performance-based feesView
SCS

CRD 310849

Bellevue, WA

Advisory firm

LLC

$1.94B32 advisorsPercentage of AUM; Fixed feesView
RADIAN CAPITAL LLC

CRD 288340

New York, NY

Advisory firm

LLC

$1.94B23 advisorsPercentage of AUM; Performance-based feesView
ELDA RIVER CAPITAL MANAGEMENT, LLC

CRD 326859

Houston, TX

Corporate platform

LLC

$1.94B9 advisorsPercentage of AUM; Performance-based feesView
PARABELLUM CAPITAL LLC

CRD 269874

New York, NY

Advisory firm

LLC

$1.94B10 advisorsPercentage of AUM; Performance-based feesView
PENN CAPITAL MANAGEMENT COMPANY, LLC

CRD 105081

Philadelphia, PA

Corporate platform

LLC

$1.94B12 advisorsPercentage of AUM; Performance-based feesView
RVW WEALTH LLC

CRD 140451

Los Angeles, CA

Advisory firm

LLC

$1.94B9 advisorsPercentage of AUMView
ROSE GROVE CAPITAL MANAGEMENT, LLC

CRD 156572

Wellesley, MA

Corporate platform

LLC

$1.94B7 advisorsPercentage of AUM; Performance-based feesView
CFO4LIFE

CRD 287600

Coppell, TX

Advisory firm

LLC

$1.94B14 advisorsPercentage of AUM; Fixed feesView
FS SPECIALTY LENDING ADVISOR, LLC

CRD 293054

Philadelphia, PA

Advisory firm

LLC

$1.93B30 advisorsPercentage of AUM; Performance-based feesView
REBALANCE LLC

CRD 158242

Palo Alto, CA

Advisory firm

LLC

$1.93B7 advisorsPercentage of AUM; Fixed feesView
FOURTHOUGHT FINANCIAL PARTNERS, LLC.

CRD 323060

Venice, FL

Advisory firm

LLC

$1.93B20 advisorsPercentage of AUM · Fixed fees +1 moreView
MEYERS WEALTH MANAGEMENT, LLC

CRD 289801

Columbus, OH

Advisory firm

LLC

$1.93B9 advisorsPercentage of AUMView
LANDAAS & COMPANY

CRD 47487

Milwaukee, WI

Advisory firm

LLC

$1.93B21 advisorsPercentage of AUM · Hourly charges +1 moreView
ROSSMORE PRIVATE CAPITAL, LLC

CRD 288453

Glastonbury, CT

Advisory firm

LLC

$1.92B7 advisorsPercentage of AUM · Fixed fees +1 moreView
MAGNETAR ASSET MANAGEMENT LLC

CRD 285287

Evanston, IL

Corporate platform

LLC

$1.92B26 advisorsPercentage of AUM; Performance-based feesView
PRIVATE WEALTH PARTNERS, LLC

CRD 133802

Mill Valley, CA

Advisory firm

LLC

$1.92B6 advisorsPercentage of AUM · Hourly charges +2 moreView
CIP ADVISORS, LLC

CRD 338119

West Palm Beach, FL

Advisory firm

LLC

$1.92B19 advisorsPercentage of AUM; Performance-based feesView
SHP WEALTH MANAGEMENT, LLC

CRD 174697

Plymouth, MA

Advisory firm

LLC

$1.92B32 advisorsPercentage of AUM · Hourly charges +1 moreView
SKYBRIDGE CAPITAL II, LLC

CRD 148152

New York, NY

Advisory firm

LLC

$1.92B5 advisorsPercentage of AUM · Fixed fees +1 moreView
NOVARE CAPITAL MANAGEMENT

CRD 117949

Charlotte, NC

Corporate platform

LLC

$1.92B18 advisorsPercentage of AUMView
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