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
ISLANDER ADVISORY GROUP LLC

CRD 338647

Coronado, CA

Advisory firm

LLC

Fees not disclosedView
ISLANDER CAPITAL PARTNERS, L.P.

CRD 326856

San Francisco, CA

Advisory firm

LP

Fees not disclosedView
ISRAEL INVESTMENT FUND GROUP

CRD 323002

Beverly Hills, CA

Advisory firm

LLC

Fees not disclosedView
J-IMPACT LLC

CRD 314407

Sunnyvale, CA

Advisory firm

LLC

Fees not disclosedView
J. OLIVER MAXWELL, LLC

CRD 338783

Lakeport, CA

Advisory firm

LLC

1 advisorsPercentage of AUM · Hourly charges +1 moreView
JAC CAPITAL MANAGEMENT LLC

CRD 335015

Temecula, CA

Advisory firm

LLC

Fees not disclosedView
JACKSON SQUARE VENTURES MANAGEMENT COMPANY, LLC

CRD 170928

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
JAVELIN VENTURE PARTNERS MANAGEMENT, LLC

CRD 161709

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
JAZZ VENTURE PARTNERS, LLC

CRD 277092

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
JEEREDDI INVESTMENTS, LP

CRD 158075

Glendale, CA

Advisory firm

LP

Fees not disclosedView
JEI INVESTMENT MANAGEMENT, LLC

CRD 169455

San Diego, CA

Advisory firm

LLC

Fees not disclosedView
JEM CAPITAL GP LLC

CRD 310882

West Hollywood, CA

Advisory firm

LLC

Fees not disclosedView
JETT VENTURES LLC

CRD 314463

El Segundo, CA

Advisory firm

LLC

Fees not disclosedView
JMB FINANCIAL MANAGERS, INC.

CRD 136344

Santa Ana, CA

Corporate platform

Corporation

1 advisorsHourly charges; Fixed feesView
JOIN BEYOND, LLC

CRD 337915

San Diego, CA

Advisory firm

LLC

Fees not disclosedView
JOSEPH C. LONGO, ATTORNEY AT LAW

CRD 140922

Santa Monica, CA

Advisory firm

Sole prop

1 advisorsSOLICITOR FEEView
K50 VENTURES

CRD 326197

Encinitas, CA

Advisory firm

LLC

Fees not disclosedView
K9 VENTURES, LLC

CRD 165537

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
KAIROS VENTURE INVESTMENTS, LLC

CRD 281869

Beverly Hills, CA

Advisory firm

LLC

Fees not disclosedView
KAPOR CAPITAL MANAGEMENT COMPANY L.L.C.

CRD 317692

Oakland, CA

Advisory firm

LLC

Fees not disclosedView
KATALYST.VENTURES

CRD 294643

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
KCB MANAGEMENT LLC

CRD 168863

Pasadena, CA

Advisory firm

LLC

Fees not disclosedView
KENNEDY WEALTH MANAGEMENT, LLC

CRD 147573

Calabasas, CA

Advisory firm

LLC

2 advisorsHourly charges · Fixed fees +1 moreView
KERN CAPITAL

CRD 329540

Larkspur, CA

Advisory firm

LLC

Fees not disclosedView
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