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
LARAMAR MULTI-FAMILY VALUE MANAGER, LLC

CRD 161298

Chicago, IL

Advisory firm

LLC

$1.91B12 advisorsPercentage of AUM; Performance-based feesView
ARTEMIS WEALTH ADVISORS, LLC

CRD 150810

Port Washington, NY

Advisory firm

LLC

$1.91B5 advisorsPercentage of AUM; Performance-based feesView
DT INVESTMENT PARTNERS, LLC

CRD 157646

Chadds Ford, PA

Advisory firm

LLC

$1.91B5 advisorsPercentage of AUM; Fixed feesView
KILDARE PARTNERS US, LLC

CRD 167984

Westlake, TX

Advisory firm

LLC

$1.91B24 advisorsPercentage of AUM · Performance-based fees +1 moreView
PREP INVESTMENT ADVISERS, L.L.C.

CRD 296631

Chicago, IL

Advisory firm

LLC

$1.91B34 advisorsPercentage of AUM · Performance-based fees +1 moreView
RESOLUTE PARTNERS GROUP

CRD 300326

San Francisco, CA

Corporate platform

LLC

$1.91B5 advisorsPercentage of AUM · Fixed fees +1 moreView
CONTINUUM ADVISORY, LLC

CRD 283155

Eagle, ID

Advisory firm

LLC

$1.91B32 advisorsPercentage of AUM · Hourly charges +1 moreView
MORA CAPITAL MANAGEMENT, LLC

CRD 112221

Miami, FL

Corporate platform

LLC

$1.90B29 advisorsPercentage of AUM; Performance-based feesView
MAIN MANAGEMENT, LLC

CRD 120361

San Francisco, CA

Advisory firm

LLC

$1.90B25 advisorsPercentage of AUM · Fixed fees +1 moreView
NUMERAI

CRD 282851

San Francisco, CA

Advisory firm

LLC

$1.90B9 advisorsPercentage of AUM; Performance-based feesView
JAG CAPITAL MANAGEMENT LLC

CRD 159227

St.. Louis, MO

Corporate platform

LLC

$1.90B13 advisorsPercentage of AUM; Fixed feesView
TRIBUTARY CAPITAL MANAGEMENT, LLC

CRD 112528

Omaha, NE

Corporate platform

LLC

$1.90B13 advisorsPercentage of AUMView
D'ANNUNZIO CONSULTING GROUP, LLC

CRD 144422

Tacoma, WA

Corporate platform

LLC

$1.90B2 advisorsFixed feesView
SARATOGA INVESTMENT ADVISORS, LLC

CRD 153060

New York, NY

Advisory firm

LLC

$1.90B23 advisorsPercentage of AUM; Performance-based feesView
SARATOGA MANAGEMENT COMPANY LLC

CRD 161822

New York, NY

Advisory firm

LLC

$1.90B5 advisorsPercentage of AUM; Performance-based feesView
HALIFAX INVESTMENT MANAGEMENT, L.L.C.

CRD 152789

Raleigh, NC

Corporate platform

LLC

$1.90B16 advisorsPercentage of AUM · Performance-based fees +1 moreView
GLOUSTON CAPITAL PARTNERS, LLC

CRD 133792

Boston, MA

Advisory firm

LLC

$1.90B12 advisorsPercentage of AUM; Performance-based feesView
BPOC

CRD 157573

Chicago, IL

Advisory firm

LLC

$1.90B13 advisorsPercentage of AUM · Performance-based fees +1 moreView
SP ASSET MANAGEMENT LLC

CRD 323369

Cupertino, CA

Corporate platform

LLC

$1.90B3 advisorsPercentage of AUMView
WHITTIER ADVISORS, LLC

CRD 318024

Newport Beach, CA

Advisory firm

LLC

$1.89B6 advisorsPercentage of AUM; Fixed feesView
RHO TREASURY

CRD 314581

New York, NY

Advisory firm

LLC

$1.89B1 advisorsPercentage of AUMView
CLARION CAPITAL PARTNERS, LLC

CRD 157038

New York, NY

Advisory firm

LLC

$1.89B25 advisorsPercentage of AUM; Performance-based feesView
TREVILLE CAPITAL MANAGEMENT LLC

CRD 290314

New York, NY

Corporate platform

LLC

$1.89B11 advisorsPercentage of AUM; Performance-based feesView
BLUE VISTA CAPITAL, LLC

CRD 127001

Chicago, IL

Advisory firm

LLC

$1.89B40 advisorsPercentage of AUM; Performance-based feesView
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