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).

5,013 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
ANACAPA ADVISORS, LLC

CRD 293999

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
ANACAPA CAPITAL MANAGEMENT LLC

CRD 169160

San Mateo, CA

Advisory firm

LLC

Fees not disclosedView
ANAGRAM ASSET MANAGEMENT, LLC

CRD 327114

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
ANANTIS AI CAPITAL MANAGEMENT, LLC

CRD 333490

Santa Monica, CA

Advisory firm

LLC

Fees not disclosedView
ANAR MANAGEMENT LLC

CRD 290420

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
ANDREW MARSHALL FINANCIAL LLC

CRD 281930

Carlsbad, CA

Advisory firm

LLC

1 advisorsHourly charges; Fixed feesView
ANGELSDECK LLC

CRD 318857

Sacramento, CA

Advisory firm

LLC

Fees not disclosedView
ANKONA MANAGEMENT, LLC

CRD 305665

Newport Beach, CA

Advisory firm

LLC

Fees not disclosedView
ANT MONEY ADVISORS

CRD 308481

Newport Beach, CA

Advisory firm

LLC

$01 advisorsFixed feesView
ANTHROPOCENE VENTURES LLC

CRD 319070

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
ANV MANAGEMENT, LLC

CRD 329682

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
APA GROUP LLC

CRD 337516

Sausalito, CA

Advisory firm

LLC

Fees not disclosedView
APPLIED FINANCIAL PLANNING, INC.

CRD 136834

Irvine, CA

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
APPLIED VENTURES, LLC

CRD 334249

Santa Clara, CA

Advisory firm

LLC

Fees not disclosedView
AQT CAPITAL MANAGEMENT, LLC

CRD 338922

San Rafael, CA

Advisory firm

LLC

Fees not disclosedView
ARCADIA PRIVATE WEALTH LLC

CRD 339734

Cardiff By The Sea, CA

Advisory firm

LLC

$01 advisorsFixed feesView
ARCADIAN CAPITAL MANAGEMENT, LLC

CRD 304492

Beverly Hills, CA

Advisory firm

LLC

Fees not disclosedView
ARCHETYPE MGMT, LLC

CRD 341273

Emeryville, CA

Advisory firm

LLC

Fees not disclosedView
ARIS FUND I

CRD 336618

Orange, CA

Advisory firm

LLC

Fees not disclosedView
ARKA VENTURE LABS FUND PARTNERS, L.L.C.

CRD 304167

Menlo Park, CA

Advisory firm

LLC

Fees not disclosedView
ARKANE MANAGEMENT LLC

CRD 338358

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
ARMORY CAPITAL GROUP, LLC

CRD 148240

El Segundo, CA

Advisory firm

LLC

2 advisorsPercentage of AUM; Performance-based feesView
ARTIMAN VENTURES

CRD 162908

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
ARTIS VENTURES MANAGEMENT, L.P.

CRD 168686

San Francisco, CA

Advisory firm

LP

Fees not disclosedView
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