Falists

Search advisors

Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).

43,072 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
CORINTHIA GLOBAL MANAGEMENT

CRD 332982

New York, NY

Advisory firm

LLC

$886.5M19 advisorsPercentage of AUM; Performance-based feesView
STRATA WEALTH ADVISORS, LLC

CRD 285973

Dallas, TX

Advisory firm

LLC

$886.1M9 advisorsPercentage of AUM; Fixed feesView
INSIGHT EQUITY MANAGEMENT COMPANY LLC

CRD 157092

Southlake, TX

Advisory firm

LLC

$885.9M15 advisorsPercentage of AUM; Performance-based feesView
COVINGTON INVESTMENT ADVISORS, INC.

CRD 127270

Ligonier, PA

Corporate platform

Corporation

$885.9M4 advisorsPercentage of AUMView
CFM WEALTH PARTNERS LLC

CRD 305135

Austin, TX

Advisory firm

LLC

$885.8M1 advisorsPercentage of AUM · Hourly charges +1 moreView
ROBERT HARRELL, INCORPORATED

CRD 106191

Austin, TX

Corporate platform

Corporation

$885.3M5 advisorsPercentage of AUM; Fixed feesView
NEW WORLD ADVISORS LLC

CRD 296798

Hingham, MA

Advisory firm

LLC

$884.9M2 advisorsPercentage of AUM; Fixed feesView
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

CRD 157755

Salina, KS

Corporate platform

Corporation

$884.8M23 advisorsPercentage of AUM · Fixed fees +1 moreView
BOW STREET LLC

CRD 158043

New York, NY

Advisory firm

LLC

$884.7M6 advisorsPercentage of AUM · Performance-based fees +1 moreView
ARROW CAPITAL PTY LTD

CRD 317731

Sydney Nsw

Advisory firm

Other (specify)

$883.8M3 advisorsPercentage of AUM; Performance-based feesView
BASEPOINT WEALTH, LLC

CRD 289538

Cedar Rapids, IA

Advisory firm

LLP

$883.8M13 advisorsPercentage of AUM · Hourly charges +2 moreView
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

CRD 167243

Hauppauge, NY

Corporate platform

Corporation

$883.7M1 advisorsPercentage of AUM; Fixed feesView
SAGE RHINO CAPITAL LLC

CRD 290148

Menlo Park, CA

Advisory firm

LLC

$883.7M4 advisorsPercentage of AUM · Hourly charges +1 moreView
CASTELLAN

CRD 299363

Louisville, KY

Advisory firm

LLC

$882.2M4 advisorsPercentage of AUM · Hourly charges +2 moreView
INTELLIGENCE DRIVEN ADVISERS, LLC

CRD 299589

Carlsbad, CA

Advisory firm

LLC

$881.9M11 advisorsPercentage of AUM · Hourly charges +1 moreView
OPTAS, LLC

CRD 299965

Dripping Springs, TX

Advisory firm

LLC

$881.9M5 advisorsPercentage of AUM · Hourly charges +1 moreView
ALL STAR FINANCIAL

CRD 323765

Minneapolis, MN

Advisory firm

LLC

$881.7M5 advisorsPercentage of AUM · Hourly charges +1 moreView
XYPN INVEST

CRD 285967

Bozeman, MT

Advisory firm

LLC

$881.5M56 advisorsPercentage of AUM · Hourly charges +1 moreView
FREEDOM ADVISORY

CRD 147546

Guaynabo, PR

Advisory firm

LLC

$880.6M6 advisorsPercentage of AUM; Fixed feesView
ROSCOMMON ANALYTICS LLC

CRD 332346

Houston, TX

Advisory firm

LLC

$880.6M45 advisorsPercentage of AUM · Fixed fees +1 moreView
LYONROSS CAPITAL MANAGEMENT, LLC

CRD 156637

White Plains, NY

Corporate platform

LLC

$880.5M5 advisorsPercentage of AUM · Fixed fees +1 moreView
SPUR CAPITAL PARTNERS

CRD 115959

Bartlesville, OK

Advisory firm

LLC

$879.9M5 advisorsPercentage of AUM · Performance-based fees +1 moreView
BAYSHORE CAPITAL

CRD 110209

Tampa, FL

Advisory firm

LLC

$879.2M9 advisorsPercentage of AUM · Fixed fees +2 moreView
PARK PLACE CAPITAL CORPORATION

CRD 107952

Homewood, AL

Corporate platform

Corporation

$879.2M7 advisorsPercentage of AUM · Hourly charges +1 moreView
PreviousPage 230 of 1795Next