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
FORGELIGHT LLC

CRD 307944

Miami, FL

Advisory firm

LLC

$1.63B4 advisorsPercentage of AUM; Performance-based feesView
PROVENIO CAPITAL

CRD 333009

Newport Beach, CA

Advisory firm

LLC

$1.63B6 advisorsPercentage of AUM · Fixed fees +1 moreView
ZWEIG-DIMENNA ASSOCIATES LLC

CRD 161385

New York, NY

Advisory firm

LLC

$1.63B14 advisorsPercentage of AUM; Performance-based feesView
TOM JOHNSON INVESTMENT MANAGEMENT, LLC

CRD 104511

Oklahoma City, OK

Corporate platform

LLC

$1.63B6 advisorsPercentage of AUM · Hourly charges +1 moreView
RODGERS & ASSOCIATES

CRD 121700

Lancaster, PA

Advisory firm

LLC

$1.63B10 advisorsPercentage of AUM · Hourly charges +1 moreView
KARPREILLY, LLC

CRD 161169

Greenwich, CT

Advisory firm

LLC

$1.63B15 advisorsPercentage of AUM · Performance-based fees +1 moreView
FS FUND ADVISOR, LLC

CRD 286673

Philadelphia, PA

Advisory firm

LLC

$1.63B3 advisorsPercentage of AUMView
TRIVIUM POINT ADVISORY, LLC

CRD 292182

Wilton, CT

Advisory firm

LLC

$1.63B12 advisorsPercentage of AUM · Hourly charges +1 moreView
MATISSE CAPITAL

CRD 155424

Portland, OR

Advisory firm

LLC

$1.63B10 advisorsPercentage of AUM · Hourly charges +1 moreView
THIRD AVENUE MANAGEMENT LLC

CRD 107545

New York, NY

Advisory firm

LLC

$1.63B8 advisorsPercentage of AUMView
MULLER & MONROE ASSET MANAGEMENT,LLC

CRD 132073

Chicago, IL

Corporate platform

LLC

$1.63B7 advisorsPercentage of AUM · Performance-based fees +1 moreView
PASADENA PRIVATE WEALTH, LLC

CRD 295178

Pasadena, CA

Advisory firm

LLC

$1.62B8 advisorsPercentage of AUM · Hourly charges +2 moreView
THE NEMES RUSH GROUP, LLC

CRD 312554

Novi, MI

Corporate platform

LLC

$1.62B7 advisorsPercentage of AUM; Fixed feesView
FORTIS CAPITAL ADVISORS, LLC

CRD 309709

Prairie Village, KS

Advisory firm

LLC

$1.62B57 advisorsPercentage of AUM · Hourly charges +1 moreView
SATORI CAPITAL, LLC

CRD 161829

Dallas, TX

Advisory firm

LLC

$1.61B17 advisorsPercentage of AUM · Performance-based fees +1 moreView
UNISON INVESTMENT MANAGEMENT, LLC

CRD 150893

San Francisco, CA

Corporate platform

LLC

$1.61B12 advisorsPercentage of AUM; Performance-based feesView
HAYFIN CAPITAL MANAGEMENT LLC

CRD 157131

New York, NY

Corporate platform

LLC

$1.61B32 advisorsPercentage of AUM; Performance-based feesView
SIERRA CAPITAL LLC

CRD 110129

Miami, FL

Advisory firm

LLC

$1.61B6 advisorsPercentage of AUM · Fixed fees +1 moreView
TEEWINOT CAPITAL ADVISERS, L.L.C.

CRD 138757

Norwalk, CT

Advisory firm

LLC

$1.61B9 advisorsPercentage of AUM; Performance-based feesView
SONE CAPITAL MANAGEMENT, LLC

CRD 331656

New York, NY

Corporate platform

LLC

$1.61B5 advisorsPercentage of AUM · Performance-based fees +1 moreView
ATLANTIC STREET CAPITAL MANAGEMENT, LLC

CRD 161107

Greenwich, CT

Corporate platform

LLC

$1.61B12 advisorsPercentage of AUM; Performance-based feesView
LESTE CAPITAL PARTNERS (FLORIDA), LLC

CRD 285179

Miami, FL

Advisory firm

LLC

$1.61B15 advisorsPercentage of AUM · Performance-based fees +1 moreView
GLOBAL STRATEGIC NEXTGEN OCIO

CRD 175300

Scottsdale, AZ

Advisory firm

LLC

$1.61B5 advisorsPercentage of AUMView
ACTIVANT CAPITAL GROUP LLC

CRD 173856

Darien, CT

Corporate platform

LLC

$1.61B12 advisorsPercentage of AUM; Performance-based feesView
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