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).

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
FIRST RESERVE

CRD 157056

Stamford, CT

Advisory firm

LP

$6.31B21 advisorsPercentage of AUM · Performance-based fees +1 moreView
WINSHORE CAPITAL PARTNERS LP

CRD 300347

New York, NY

Advisory firm

LP

$6.30B5 advisorsPercentage of AUM; Performance-based feesView
GRIMES & COMPANY

CRD 109420

Westborough, MA

Advisory firm

LLC

$6.30B36 advisorsPercentage of AUMView
ARDEA INVESTMENT MANAGEMENT

CRD 312601

Sydney, Nsw

Corporate platform

Other (specify)

$6.30B26 advisorsPercentage of AUM; Performance-based feesView
LANDMARK MANAGEMENT, LLC

CRD 157511

New York, NY

Advisory firm

LLC

$6.29B11 advisorsPercentage of AUMView
BRINLEY PARTNERS, LP

CRD 316147

New York, NY

Advisory firm

LP

$6.29B14 advisorsPercentage of AUM · Performance-based fees +1 moreView
ADVISOR LOGISTICS, LLC

CRD 292784

Boerne, TX

Advisory firm

LLC

$6.29B2 advisorsPercentage of AUM · Hourly charges +1 moreView
STELAC ADVISORY SERVICES LLC

CRD 145103

New York, NY

Advisory firm

LLC

$6.29B10 advisorsPercentage of AUM · Fixed fees +1 moreView
CROSS OCEAN PARTNERS MANAGEMENT LP

CRD 285340

Greenwich, CT

Advisory firm

LP

$6.29B14 advisorsPercentage of AUM; Performance-based feesView
GEM REALTY CAPITAL

CRD 157210

Chicago, IL

Advisory firm

LP

$6.28B28 advisorsPercentage of AUM; Performance-based feesView
KOVACK ADVISORS, INC.

CRD 140808

Ft.. Lauderdale, FL

Corporate platform

Corporation

$6.28B300 advisorsPercentage of AUM · Hourly charges +2 moreView
THE WEALTH CONSULTING GROUP

CRD 173194

Las Vegas, NV

Corporate platform

LLC

$6.28B131 advisorsPercentage of AUM · Hourly charges +1 moreView
NPPG PLAN PROFESSIONALS, LLC

CRD 324646

Shrewsbury, NJ

Advisory firm

LLC

$6.27B2 advisorsPercentage of AUM · Fixed fees +1 moreView
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC

CRD 160432

New York, NY

Advisory firm

LLC

$6.27B20 advisorsPercentage of AUM · Performance-based fees +1 moreView
J. SAFRA ASSET MANAGEMENT CORPORATION

CRD 131243

New York City, NY

Corporate platform

Corporation

$6.26B13 advisorsPercentage of AUM · Fixed fees +1 moreView
CREATIVEONE WEALTH, LLC

CRD 281213

Overland Park, KS

Advisory firm

LLC

$6.25B203 advisorsPercentage of AUM · Hourly charges +2 moreView
GLENMEDE INVESTMENT MANAGEMENT, LP

CRD 108165

Philadelphia, PA

Corporate platform

LP

$6.20B21 advisorsPercentage of AUM; ASSET BASED FEES FROM MODEL ONLY RECIPIENTSView
AURORA CAPITAL PARTNERS MANAGEMENT VI L.P.

CRD 304605

Los Angeles, CA

Advisory firm

LP

$6.20B25 advisorsPercentage of AUM; Performance-based feesView
FAIRFIELD REALTY ADVISORS LLC

CRD 300633

San Diego, CA

Advisory firm

LLC

$6.20B149 advisorsPercentage of AUM; Performance-based feesView
BRIGHTWOOD CAPITAL ADVISORS, LLC

CRD 167330

New York, NY

Advisory firm

LLC

$6.19B35 advisorsPercentage of AUM; Performance-based feesView
DORSAL CAPITAL MANAGEMENT, LP

CRD 160224

Redwood City, CA

Corporate platform

LP

$6.19B12 advisorsPercentage of AUM; Performance-based feesView
BECK, MACK & OLIVER LLC

CRD 105466

New York, NY

Advisory firm

LLC

$6.18B10 advisorsPercentage of AUM; Performance-based feesView
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

CRD 288623

Carmel, IN

Advisory firm

LLC

$6.18B31 advisorsPercentage of AUM; Fixed feesView
TODD ASSET MANAGEMENT LLC

CRD 109473

Louisville, KY

Corporate platform

LLC

$6.18B6 advisorsPercentage of AUM; Fixed feesView
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