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
TRUE LINK FINANCIAL ADVISORS

CRD 281870

San Francisco, CA

Advisory firm

LLC

$1.89B5 advisorsPercentage of AUMView
ETON ADVISORS

CRD 289395

Chapel Hill, NC

Advisory firm

LLC

$1.89B5 advisorsPercentage of AUM · Fixed fees +1 moreView
GRANITE PARTNERS

CRD 158378

St.. Cloud, MN

Advisory firm

LLC

$1.89B9 advisorsPercentage of AUM; Performance-based feesView
ATLAS INFRASTRUCTURE

CRD 288560

London

Advisory firm

LLC

$1.88B20 advisorsPercentage of AUMView
NILSINE PARTNERS, LLC

CRD 315694

Greenwood Village, CO

Advisory firm

LLC

$1.88B12 advisorsPercentage of AUM; Fixed feesView
TRIGUARD MANAGEMENT LLC

CRD 159472

Newport Beach, CA

Advisory firm

LLC

$1.88B4 advisorsPercentage of AUM; Performance-based feesView
AXIA ADVISORY

CRD 107571

Indianapolis, IN

Advisory firm

LLC

$1.88B4 advisorsPercentage of AUM · Hourly charges +1 moreView
BLUE CHIP PARTNERS, LLC

CRD 132437

Farmington Hills, MI

Advisory firm

LLC

$1.88B18 advisorsPercentage of AUM; Fixed feesView
WILKINSON GLOBAL ASSET MANAGEMENT LLC

CRD 292470

New York, NY

Corporate platform

LLC

$1.88B6 advisorsPercentage of AUMView
SOVRAN ADVISORS, LLC

CRD 329415

San Diego, CA

Advisory firm

LLC

$1.87B60 advisorsPercentage of AUM · Hourly charges +1 moreView
INTEGRAL HEALTH ASSET MANAGEMENT, LLC

CRD 301987

New York, NY

Corporate platform

LLC

$1.87B8 advisorsPercentage of AUM; Performance-based feesView
BLUEPRINT INVESTMENT PARTNERS LLC

CRD 170196

Greensboro, NC

Advisory firm

LLC

$1.87B3 advisorsPercentage of AUMView
IAG WEALTH PARTNERS, LLC

CRD 109721

Waukesha, WI

Advisory firm

LLC

$1.87B15 advisorsPercentage of AUM · Hourly charges +1 moreView
WESTEND ADVISORS, LLC

CRD 133279

Charlotte, NC

Advisory firm

LLC

$1.87B7 advisorsPercentage of AUMView
UX WEALTH PARTNERS LLC

CRD 308983

Centennial, CO

Advisory firm

LLC

$1.87B2 advisorsPercentage of AUM; Fixed feesView
NMS CAPITAL SERVICES, LLC

CRD 158140

New York, NY

Advisory firm

LLC

$1.87B23 advisorsPercentage of AUM · Performance-based fees +1 moreView
SCOUT ENERGY MANAGEMENT LLC

CRD 161832

Dallas, TX

Advisory firm

LLC

$1.86B33 advisorsPercentage of AUM; Performance-based feesView
TRITIUM PARTNERS

CRD 173132

Austin, TX

Advisory firm

LLC

$1.86B26 advisorsPercentage of AUM · Performance-based fees +1 moreView
FIRST LONG ISLAND INVESTORS, LLC

CRD 167212

Jericho, NY

Advisory firm

LLC

$1.86B8 advisorsPercentage of AUM · Fixed fees +1 moreView
ASHTON THOMAS SECURITIES, LLC

CRD 16629

Rochester, NY

Advisory firm

LLC

$1.86B26 advisorsPercentage of AUMView
CLEAR CREEK FINANCIAL MANAGEMENT, LLC

CRD 170602

Silverdale, WA

Advisory firm

LLC

$1.86B48 advisorsPercentage of AUM · Hourly charges +1 moreView
GOANNA CAPITAL MANAGEMENT LLC

CRD 314952

FL

Corporate platform

LLC

$1.86B7 advisorsPercentage of AUM · Performance-based fees +1 moreView
MONASHEE INVESTMENT MANAGEMENT, LLC

CRD 163148

Boston, MA

Corporate platform

LLC

$1.86B8 advisorsPercentage of AUM; Performance-based feesView
GRIFFIS RESIDENTIAL INVESTMENT ADVISOR

CRD 166201

Greenwood Village, CO

Advisory firm

LLC

$1.85B17 advisorsPercentage of AUM; Performance-based feesView
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