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
COSMOS WEALTH, LLC

CRD 341781

La Jolla, CA

Advisory firm

LLC

$02 advisorsPercentage of AUM; Hourly chargesView
COSTANOA VENTURES

CRD 164808

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
COUNTER GLOBAL, L.P.

CRD 330571

Santa Monica, CA

Advisory firm

LP

Fees not disclosedView
COUNTERPART VENTURES

CRD 310398

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
COVE

CRD 329900

Santa Clara, CA

Corporate platform

Corporation

1 advisorsPercentage of AUMView
COWBOY CAPITAL, LLC

CRD 165571

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
CRABEL CAPITAL MANAGEMENT, LLC

CRD 167332

Los Angeles, CA

Advisory firm

LLC

27 advisorsPercentage of AUMView
CRAFT VENTURES MANAGEMENT LP

CRD 292571

San Francisco, CA

Advisory firm

LP

Fees not disclosedView
CRAFTSMAN MANAGEMENT LLC

CRD 299245

San Ramon, CA

Advisory firm

LLC

Fees not disclosedView
CREATIVE PLANNING SOLUTIONS, INC

CRD 310315

Grand Terrace, CA

Corporate platform

Corporation

1 advisorsFixed fees; REFERRAL FEESView
CREATIVE VENTURES MANAGEMENT, LLC

CRD 325520

Oakland, CA

Advisory firm

LLC

Fees not disclosedView
CRESCENT CAPITAL BDC, INC.

CRD 330493

Los Angeles, CA

Corporate platform

Corporation

Fees not disclosedView
CREW WEALTH MANAGEMENT

CRD 132867

San Luis Obispo, CA

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
CRITICAL FRONTIER

CRD 172281

Montecito, CA

Advisory firm

LLC

Fees not disclosedView
CROSS CULTURE VENTURES

CRD 269829

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
CROSSCUT VENTURES MANAGEMENT, LLC

CRD 165792

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
CRV, LLC

CRD 160470

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
CRYPTO LOTUS LLC

CRD 289267

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
CURRENT EQUITY PARTNERS, LLC

CRD 337402

Manhattan Beach, CA

Advisory firm

LLC

Fees not disclosedView
CVF CAPITAL PARTNERS, INC.

CRD 164965

Davis, CA

Corporate platform

Corporation

Fees not disclosedView
CYAN VENTURES MANAGEMENT COMPANY, LLC

CRD 333699

Mill Valley, CA

Advisory firm

LLC

Fees not disclosedView
CYPRESS COAST INVESTMENTS

CRD 136903

Carmel, CA

Advisory firm

Sole prop

1 advisorsHourly chargesView
D.R. HARRIS & CO.

CRD 150174

La Jolla, CA

Advisory firm

Sole prop

1 advisorsFixed feesView
DAG VENTURES

CRD 162705

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
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