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
H&H INTERNATIONAL INVESTMENT, LLC

CRD 292451

Palo Alto, CA

Advisory firm

LLC

$25.50B2 advisorsPercentage of AUM; Performance-based feesView
PNMAC CAPITAL MANAGEMENT, LLC

CRD 147101

Westlake Village, CA

Corporate platform

LLC

$21.35B37 advisorsPercentage of AUM; Performance-based feesView
COMPREHENSIVE FINANCIAL MANAGEMENT LLC

CRD 159641

Los Gatos, CA

Advisory firm

LLC

$18.52B15 advisorsHourly charges · Fixed fees +1 moreView
CI GLOBAL INVESTMENTS INC.

CRD 156752

Oakland, CA

Corporate platform

Corporation

$14.74B2 advisorsAPPROXIMATELY 110% OF THE ADVISOR'S EXPENSESView
PACIFIC PRIVATE FUND ADVISORS LLC

CRD 168830

Newport Beach, CA

Advisory firm

LLC

$12.24B8 advisorsPercentage of AUM; Performance-based feesView
WORKLIFE VENTURES MANAGEMENT, LLC

CRD 321047

Walnut, CA

Advisory firm

LLC

Fees not disclosedView
X/SEED CAPITAL

CRD 160343

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
XEIA VENTURE PARTNERS LLC

CRD 337291

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
XFUND MANAGEMENT COMPANY, LLC

CRD 176521

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
XLIV CAPITAL

CRD 338796

Studio City, CA

Advisory firm

LP

Fees not disclosedView
XNOVA VC

CRD 341362

San Jose, CA

Advisory firm

LLC

Fees not disclosedView
Y COMBINATOR

CRD 171730

Mountain View, CA

Advisory firm

LLC

Fees not disclosedView
YAMAHA MUSIC INNOVATIONS

CRD 340639

San Mateo, CA

Advisory firm

LLC

Fees not disclosedView
YES VC MANAGEMENT COMPANY, LLC

CRD 298042

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
YK BIOVENTURES

CRD 332081

Burlingame, CA

Advisory firm

LLC

Fees not disclosedView
YLV MANAGEMENT LLC

CRD 168740

Mill Valley, CA

Advisory firm

LLC

Fees not disclosedView
YUANZHAN CAPITAL MANAGEMENT

CRD 299558

Irvine, CA

Advisory firm

LLC

Fees not disclosedView
Z21 VENTURES MANAGEMENT COMPANY, LLC

CRD 319616

Berkeley, CA

Advisory firm

LLC

Fees not disclosedView
Z5 CAPITAL LLC

CRD 335964

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
ZAI TECHNOLOGIES LLC

CRD 342129

Thousand Oaks, CA

Advisory firm

LLC

1 advisorsSubscription fees; Fixed feesView
ZEEV VENTURES

CRD 301210

Palo Alto, CA

Advisory firm

LLC

Fees not disclosedView
ZELLER KERN BUSINESS ADVISORS

CRD 144913

Gold River, CA

Corporate platform

Corporation

2 advisorsHourly charges; Fixed feesView
ZENANI CAPITAL, LLC

CRD 333564

Manhattan Beach, CA

Advisory firm

LLC

Fees not disclosedView
ZETTA VENTURE CAPITAL, LLC

CRD 170393

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
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