Falists

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Filter by name, location, or specialty. All data from public SEC filings.

118 advisers found

DIVERSIFIED, LLC

Wilmington, DE

AUM

$2.79B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

34 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

302-765-3500

AUM

$618.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

972-876-8422

BDFS CAPITAL LLC

Rehoboth Beach, DE

AUM

$411.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

9 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

302-265-2236

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