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
CLOUD, MINTURN & ASSOCIATES, LLC

CRD 135573

Torrance, CA

Advisory firm

LLC

1 advisorsHourly charges · Fixed fees +1 moreView
CLOUDSTONE CAPITAL MANAGEMENT, LLC

CRD 288322

Redwood City, CA

Advisory firm

LLC

Fees not disclosedView
CMF ADVISORY LLC

CRD 300173

Burlingame, CA

Advisory firm

LLC

Fees not disclosedView
CO=CREATION=CAPITAL

CRD 282239

Sunnyvale, CA

Advisory firm

LLC

Fees not disclosedView
COBALT INVESTMENT MANAGEMENT LLC

CRD 300974

Santa Monica, CA

Advisory firm

LLC

Fees not disclosedView
COMMERCE VENTURES

CRD 167328

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
COMMONKIND MGMT CO, LLC

CRD 338280

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
COMMONWEALTH ASSET MANAGEMENT LP

CRD 306098

Los Angeles, CA

Advisory firm

LP

Fees not disclosedView
COMPA CAPITAL GP, LLC

CRD 321774

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT

CRD 144566

Palm Springs, CA

Corporate platform

Corporation

1 advisorsPercentage of AUMView
COMPOSED CAPITAL LLC

CRD 340948

San Francisco, CA

Advisory firm

LLC

$01 advisorsPercentage of AUMView
COMPUTER SCIENCE GRADUATE VENTURES MANAGEMENT, LLC

CRD 317640

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
CONCORDIA INVESTMENT ADVISORS, LLC

CRD 291775

Woodland Hills, CA

Advisory firm

LLC

1 advisorsPercentage of AUMView
CONGRUENT MANAGEMENT, LLC

CRD 288096

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
CONNECT VENTURES MANAGEMENT COMPANY, LLC

CRD 340695

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
CONVECTIVE CAPITAL MANAGEMENT, LLC

CRD 324626

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
CONVICTION PARTNERS, LLC

CRD 324113

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
COOP RECORDS MANAGEMENT LLC

CRD 323064

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
CORE VENTURE CAPITAL

CRD 163335

West Hollywood, CA

Advisory firm

LLC

Fees not disclosedView
CORELINE MANAGEMENT LLC

CRD 334542

Redwood City, CA

Advisory firm

LLC

Fees not disclosedView
CORLEY INVESTMENT MANAGEMENT

CRD 159719

Folsom, CA

Advisory firm

Sole prop

1 advisorsPercentage of AUM · Hourly charges +2 moreView
COROMANDEL CAPITAL

CRD 332656

Pasadena, CA

Advisory firm

LLC

Fees not disclosedView
CORPORATE FINANCIAL MANAGEMENT, LLC

CRD 321100

Carmel-By-The-Sea, CA

Advisory firm

LLC

Fees not disclosedView
CORRELATION MANAGEMENT, LLC

CRD 161940

San Diego, CA

Advisory firm

LLC

Fees not disclosedView
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