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
INVESTAR VENTURES LLC

CRD 317473

Sacramento, CA

Advisory firm

LLC

Fees not disclosedView
J17 US MANAGEMENT INC.

CRD 340218

San Francisco, CA

Corporate platform

Corporation

Fees not disclosedView
JAGUAR CAPITAL ADVISORS USA, LLC

CRD 315230

Hermosa Beach, CA

Advisory firm

LLC

Fees not disclosedView
JARIS ASSET MANAGEMENT

CRD 324194

Burlingame, CA

Advisory firm

LLC

Fees not disclosedView
JBV CAPITAL, LLC

CRD 310676

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
JGL ADVISORY LLC

CRD 339488

Venice, CA

Advisory firm

LLC

1 advisorsPercentage of AUMView
JHL INVESTMENT FIRM INC

CRD 298362

Westminster, CA

Corporate platform

Corporation

1 advisorsPercentage of AUM; Fixed feesView
JIE SHEN, CFA

CRD 289865

Los Altos, CA

Advisory firm

Sole prop

$01 advisorsPercentage of AUMView
JOHN H. BECKER

CRD 142085

Los Gatos, CA

Advisory firm

Sole prop

1 advisorsINACTIVEView
JOHNSON'S CAPITAL PARTNERS CORPORATION

CRD 329331

Los Angeles, CA

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
JPS GSE JPS MGR LLC

CRD 328240

Granite Bay, CA

Advisory firm

LLC

Fees not disclosedView
JSVK MANAGEMENT, LLC

CRD 340178

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
KATHMANDU CAPITAL, LLC

CRD 325432

Arcadia, CA

Advisory firm

LLC

Fees not disclosedView
KAUL CAPITAL MANAGEMENT, LLC

CRD 328933

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
KEIRESTU CAPITAL BLOCKCHAIN FUND MANAGER, LLC

CRD 334019

Tiburon, CA

Advisory firm

LLC

Fees not disclosedView
KENNETH DEAN & CO FINANCIAL ADVISORY SERVICES

CRD 310318

Seal Beach, CA

Advisory firm

Sole prop

$01 advisorsPercentage of AUM; Fixed feesView
KESSLER FINANCIAL SERVICES

CRD 135967

San Jose, CA

Advisory firm

Sole prop

0 total employeesHourly charges; CommissionsView
KOAN PARTNERS LLC

CRD 324304

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
KOBRE HOLDINGS, LLC

CRD 317710

El Segundo, CA

Advisory firm

LLC

Fees not disclosedView
LAGUNA PRIVATE CAPITAL

CRD 340390

Aliso Viejo, CA

Advisory firm

LLC

$01 advisorsPercentage of AUM; Performance-based feesView
LANDED MANAGEMENT COMPANY, LLC

CRD 285120

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
LAW OFFICE OF JAMIE TOWNSEND

CRD 317343

Escondido, CA

Advisory firm

Sole prop

1 advisorsHourly chargesView
LEGACY WEALTH, INC.

CRD 337405

Granite Bay, CA

Corporate platform

Corporation

$01 advisorsPercentage of AUMView
LEIFM LLC

CRD 336293

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
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