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
RETIREMENT FUND MANAGEMENT

CRD 126573

Atlanta, GA

Advisory firm

LLC

$769.7M1 advisorsPercentage of AUM · Hourly charges +1 moreView
PERMANENT CAPITAL MANAGEMENT, LP

CRD 328318

Chicago, IL

Corporate platform

LP

$768.9M1 advisorsPercentage of AUM; Fixed feesView
HOURGLASS CAPITAL, LLC

CRD 147754

Houston, TX

Advisory firm

LLC

$768.9M2 advisorsPercentage of AUM; Performance-based feesView
GRANT STREET ASSET MANAGEMENT INC

CRD 106980

Canonsburg, PA

Corporate platform

Corporation

$768.9M7 advisorsPercentage of AUM; Fixed feesView
HENNION & WALSH ASSET MANAGEMENT, INC.

CRD 126236

Parsippany, NJ

Corporate platform

Corporation

$768.8M11 advisorsPercentage of AUM; CommissionsView
ADK WEALTH ADVISORY GROUP

CRD 175085

St.. Louis, MO

Corporate platform

LLC

$768.5M5 advisorsPercentage of AUM · Hourly charges +1 moreView
WILSEY ASSET MANAGEMENT INCORPORATED

CRD 130482

San Diego, CA

Corporate platform

Corporation

$768.5M2 advisorsPercentage of AUM · Hourly charges +2 moreView
SHAH CAPITAL MANAGEMENT

CRD 133941

Raleigh, NC

Corporate platform

Corporation

$768.0M2 advisorsPercentage of AUM; Performance-based feesView
URBAN FUND MANAGEMENT, LLC

CRD 167491

Plano, TX

Advisory firm

LLC

$767.8M10 advisorsPercentage of AUM · Performance-based fees +1 moreView
COMMUNITY US FUND MANAGEMENT, INC.

CRD 313802

CA

Corporate platform

Corporation

$767.6M3 advisorsPercentage of AUM; Performance-based feesView
COMPASS ADVISORS

CRD 288256

Melville, NY

Advisory firm

LLC

$767.5M5 advisorsPercentage of AUM · Hourly charges +1 moreView
ACME

CRD 168736

San Francisco, CA

Advisory firm

LLC

$767.5M5 advisorsPercentage of AUM; Performance-based feesView
BENCHMARK PLUS MANAGEMENT

CRD 127471

Gig Harbor, WA

Advisory firm

LLC

$767.4M2 advisorsPercentage of AUM; Performance-based feesView
FLOWSTONE PARTNERS, LLC

CRD 301768

IL

Advisory firm

LLC

$767.4M5 advisorsPercentage of AUM; Performance-based feesView
IRONWOOD CAPITAL ADVISORS LLC

CRD 321642

Avon, CT

Advisory firm

LLC

$766.2M19 advisorsPercentage of AUM; Performance-based feesView
BENCHMARK FINANCIAL WEALTH ADVISORS LLC

CRD 287966

Boca Raton, FL

Advisory firm

LLC

$766.1M7 advisorsPercentage of AUM · Hourly charges +2 moreView
WISDOMTREE DIGITAL MANAGEMENT, INC.

CRD 322139

New York, NY

Corporate platform

Corporation

$766.0M3 advisorsPercentage of AUMView
BLUE EDGE CAPITAL, LLC

CRD 155613

Richmond, VA

Advisory firm

LLC

$765.1M4 advisorsPercentage of AUM; Fixed feesView
ORANGE INVESTMENT ADVISORS, LLC

CRD 289406

Winter Park, FL

Advisory firm

LLC

$765.0M3 advisorsPercentage of AUM; Performance-based feesView
MOLDENHAUER & ASSOCIATES

CRD 337303

Orchard Park, NY

Corporate platform

Corporation

$764.9M10 advisorsPercentage of AUM · Hourly charges +1 moreView
TAVIRA FINANCIAL

CRD 299666

London, England

Corporate platform

Corporation

$764.2M17 advisorsPercentage of AUM; Performance-based feesView
INVESTMENT PERFORMANCE SERVICES LLC

CRD 105527

Savannah, GA

Advisory firm

LLC

$763.7M11 advisorsFixed fees; PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICEView
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

CRD 120109

New York, NY

Corporate platform

LLC

$763.7M10 advisorsPercentage of AUM · Performance-based fees +1 moreView
STONECASTLE ADVISORS, LLC

CRD 132495

New York, NY

Advisory firm

LLC

$763.4M1 advisorsCOLLATERAL MANAGEMENT FEESView
PreviousPage 248 of 1795Next