Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms
1A
16TH AMENDMENT ADVISORS LLC
NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled Vehicles
Fee model
AUM / Performance-based
Account Minimum
$500k
1A
1836 ASSET MANAGEMENT, LLC
GARLAND, TX
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthState/Municipal
Fee model
AUM / Flat Fee
Account Minimum
$500k
1I
1919 INVESTMENT COUNSEL, LLC
BALTIMORE, MD
RIA
AUM
$25B+
Advisors
—
Offices
10
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+3
Fee model
AUM / Flat Fee / Other
4G
4612 GROUP, LLC
ATLANTA, GA
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesState/Municipal
Fee model
AUM / Flat Fee / Performance-based
AI
ACCREDITED INVESTORS WEALTH MANAGEMENT
EDINA, MN
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
AW
ACCURATE WEALTH MANAGEMENT, LLC
WESLEY CHAPEL, FL
RIA
AUM
$1B–$5B
Advisors
38
Offices
11
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee / Performance-based
AW
ACTIVEST WEALTH MANAGEMENT, LLC
AVENTURA, FL
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Flat Fee / Performance-based
AA
ADAMS ASHBY FINANCIAL ADVISORS
SACRAMENTO, CA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit SharingCharitable Organizations
Fee model
AUM
AA
ADDICUS ADVISORY, LLC
TUPELO, MS
RIA
AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
AA
ADVISORY ALPHA, LLC
HOLLAND, MI
RIA
AUM
$1B–$5B
Advisors
5
Offices
24
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ATLANTA, GA
RIA
AUM
$1B–$5B
Advisors
—
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM
AC
AKRE CAPITAL MANAGEMENT, LLC
MIDDLEBURG, VA
RIA
AUM
$5B–$25B
Advisors
2
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
AW
ALAETHES WEALTH, LLC
N/A
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Flat Fee
AF
ALBION FINANCIAL GROUP
SALT LAKE CITY, UT
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Hourly / Flat Fee / Performance-based
AW
ALCHEMI WEALTH, LLC
ESSEX, CT
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Hourly / Flat Fee
AW
ALETHEIAN WEALTH ADVISORS LLC
BELLEVUE, WA
RIA
AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Flat Fee
AI
ALLIED INVESTMENT ADVISORS LLC
BILLINGS, MT
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Subscription
AF
ALLSPRING FUNDS MANAGEMENT, LLC
CHARLOTTE, NC
RIA
AUM
$25B+
Advisors
110
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Performance-based
AF
ALLWORTH FINANCIAL, L.P.
FOLSOM, CA
RIA
AUM
$25B+
Advisors
145
Offices
41
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+4
Fee model
AUM / Flat Fee / Performance-based
AA
ALPHA ANALYTICS INVESTMENT GROUP LLC
LOS ANGELES, CA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit Sharing
Fee model
AUM / Hourly / Other
AC
ALPHACORE CAPITAL LLC
LA JOLLA, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
9
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Flat Fee
AC
ALTRAVUE CAPITAL, LLC
BELLEVUE, WA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles
Fee model
AUM / Performance-based
Account Minimum
$1.0M
AA
AMERAUDI ASSET MANAGEMENT, INC.
NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
5
Offices
2
Founded
—
Firm Focus
High Net WorthState/Municipal
Fee model
AUM
Account Minimum
$1.0M
AP
AMERICANA PARTNERS, LLC
HOUSTON, TX
RIA
AUM
$5B–$25B
Advisors
14
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Flat Fee
Looking for the right firm?
Get personalized recommendations based on your financial goals and needs.
Disclaimer
This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.