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
METWEST REALTY ADVISORS, LLC

CRD 161739

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
MFP CAPITAL, LLC

CRD 136137

Santa Barbara, CA

Advisory firm

LLC

Fees not disclosedView
MILLENNIUM ADVISORY GROUP, LLC

CRD 147140

Orange, CA

Advisory firm

LLC

1 advisorsPercentage of AUMView
MONEY STRATEGIES, INC.

CRD 310763

Redlands, CA

Corporate platform

Corporation

1 advisorsFixed feesView
MOONVEST

CRD 340069

CA

Advisory firm

LLC

2 advisorsPercentage of AUM; SHARE OF ETF PROFITS AFTER EXPENSESView
MORVIEW CAPITAL FUND C LLC

CRD 339276

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
NANCY K WEEKS ASSOCIATES, LLC

CRD 135737

Redwood City, CA

Advisory firm

LLC

1 advisorsHourly charges · Fixed fees +1 moreView
NAUTA CAPITAL LLC

CRD 329207

CA

Advisory firm

LLC

$01 advisorsPercentage of AUMView
NAUTILUS AI SPV MANAGEMENT COMPANY, LLC

CRD 335854

Los Gatos, CA

Advisory firm

LLC

Fees not disclosedView
NAVOLIO & TALLMAN ADVISORS LLC

CRD 318582

Walnut Creek, CA

Advisory firm

LLC

$01 advisorsPercentage of AUMView
NEOSYNTHESIS GP LLC

CRD 328335

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
NEWCOAST GROUP MANAGEMENT LLC

CRD 317961

Irvine, CA

Advisory firm

LLC

Fees not disclosedView
NEX CUBED INVESTMENT MANAGEMENT, LLC

CRD 325381

La Jolla, CA

Advisory firm

LLC

Fees not disclosedView
NHS GP, LLC

CRD 311365

Long Beach, CA

Advisory firm

LLC

Fees not disclosedView
NIMBLE VENTURE STUDIO LLC

CRD 331547

Mountain View, CA

Advisory firm

LLC

Fees not disclosedView
NOCTURNE MANAGEMENT LLC

CRD 330541

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
NORTHWOODS FINANCIAL PARTNERS LLC

CRD 332747

Hermosa Beach, CA

Advisory firm

LLC

$02 advisorsPercentage of AUM; Fixed feesView
OAK BIOCAPITAL MANAGEMENT, LLC

CRD 334577

Los Altos Hills, CA

Advisory firm

LLC

Fees not disclosedView
OAKNEST CAPITAL MANAGEMENT, LLC

CRD 327251

La Mirada, CA

Advisory firm

LLC

Fees not disclosedView
OC CAPITAL MANAGEMENT LTD

CRD 335522

Irvine, CA

Advisory firm

Other (specify)

Fees not disclosedView
OLD WORLD FINANCIAL ADVISORS

CRD 329141

Newport Beach, CA

Corporate platform

Corporation

$01 advisorsPercentage of AUM; Fixed feesView
OLSEM ASSET MANAGEMENT INC

CRD 339947

Irvine, CA

Advisory firm

LLC

Fees not disclosedView
ONEIROLOGY FUND I GP, LLC

CRD 316868

Oakland, CA

Advisory firm

LLC

Fees not disclosedView
OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC

CRD 332362

Fremont, CA

Advisory firm

LLC

Fees not disclosedView
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