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
PPA CO-LIVING FUND I, LLC

CRD 325985

Roseville, CA

Advisory firm

LLC

Fees not disclosedView
PREMISE VENTURE PARTNERS, LLC

CRD 340898

South San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
PRIMETECH VENTURES LLC

CRD 291329

Redwood City, CA

Advisory firm

LLC

Fees not disclosedView
PROXY VENTURE INVESTORS GP, LLC

CRD 306719

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
PRUDENCE US MANAGEMENT, LLC

CRD 292905

Newport Beach, CA

Advisory firm

LLC

Fees not disclosedView
PYC CAPITAL MANAGEMENT, LLC

CRD 338885

San Mateo, CA

Advisory firm

LLC

Fees not disclosedView
QF CAPITAL, LLC

CRD 285316

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
QUADRATIC BUSAN ENERGY MANAGEMENT LLC

CRD 334461

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES

CRD 150168

Canyon Lake, CA

Advisory firm

Sole prop

1 advisorsHourly charges · Fixed fees +1 moreView
RAPIDBIT LTD

CRD 335966

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
RAYMOND LIAO INVESTMENT ADVISOR

CRD 312570

Arcadia, CA

Advisory firm

Sole prop

$01 advisorsPercentage of AUM · Hourly charges +1 moreView
RCV FINANCIAL SERVICES

CRD 111954

Valencia, CA

Advisory firm

Sole prop

$01 advisorsPercentage of AUM · Hourly charges +1 moreView
RE MEMBER FUND GP LTD.

CRD 332347

San Francisco, CA

Corporate platform

Corporation

Fees not disclosedView
REACT INVESTMENT SOLUTIONS, LLC

CRD 150801

Los Gatos, CA

Advisory firm

LLC

3 advisorsPercentage of AUM · Fixed fees +1 moreView
RECALL CAPITAL MANAGEMENT LLC

CRD 327746

San Francisco, CA

Advisory firm

LLC

Fees not disclosedView
RHODIUM CAPITAL MANAGEMENT, LLC

CRD 332919

Dublin, CA

Advisory firm

LLC

Fees not disclosedView
RKS MANAGEMENT, INC.

CRD 294789

Westlake Village, CA

Corporate platform

Corporation

2 employeesREFERRAL ONLYView
RODEO GROWTH PARTNERS GP, LLC

CRD 334201

Covina, CA

Advisory firm

LLC

Fees not disclosedView
RODITI & RODITI LLC

CRD 175122

Los Angeles, CA

Advisory firm

LLC

Fees not disclosedView
ROHR FINANCIAL ADVISORS, LLC

CRD 332018

Arroyo Grande, CA

Advisory firm

LLC

1 advisorsHourly charges; Fixed feesView
ROKR CAPITAL MANAGEMENT LLC

CRD 324040

Newark, CA

Advisory firm

LLC

Fees not disclosedView
ROLO VENTURES MANAGEMENT LLC

CRD 329046

San Jose, CA

Advisory firm

LLC

Fees not disclosedView
ROSS CREEK CAPITAL MANAGEMENT, LLC

CRD 163820

Larkspur, CA

Advisory firm

LLC

Fees not disclosedView
ROWLAND FINANCIAL SERVICES

CRD 284540

Roseville, CA

Advisory firm

Sole prop

1 advisorsPercentage of AUM · Hourly charges +1 moreView
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