Falists

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Filter by name, location, or specialty. All data from public SEC filings.

43,051 advisers found

NEWEDGE ADVISORS

New Orleans, LA

AUM

$43.21B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

515 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

504-459-4391

LIDO

Los Angeles, CA

AUM

$42.50B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

235 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

800-301-5436

CALLAN

San Francisco, CA

AUM

$41.94B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

164 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

415-974-5060

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