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Browse financial advisory firms

Compare registered investment advisers and broker-dealers by assets, services, fees, and more.

Showing 24 firms (page 2+)
CI

CORNERSTONE INVESTMENT PARTNERS, LLC

ATLANTA, GA
RIA

Welcome to Cornerstone Investment Partners

AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Stock PickingRegistered Investment AdvisorEmployee-owned+8
Fee model
AUM / Performance-based / Other
Account Minimum
$100k
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CP

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

GARDEN CITY, NY
RIA

Building Solid Financial Foundations Through Experience and Trust.

AUM
$100M–$500M
Advisors
1
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth BuildingRetirement PlanningBusiness Succession Planning+4
Fee model
AUM / Other
Account Minimum
$250k
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CS

CORNERSTONE SECURITIES LLC

OVERLAND PARK, KS
RIA

What if...you had a team of professionals actively managing your current 401k, 403b, 457, IRA, etc.?

AUM
$100M–$500M
Advisors
Offices
6
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

401k403b457+4
Fee model
AUM / Hourly / Flat Fee
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CW

CORNERSTONE WEALTH ADVISORS, INC.

EDINA, MN
RIA

People You Will Like. Expertise You Will Want. Advice You Will Need.

AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningWealth ManagementRetirement Income+5
Fee model
AUM / Flat Fee
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CW

CORNERSTONE WEALTH MANAGEMENT

WESTLAKE, OH
RIA

Helping you plan for your future.

AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningInvestment ManagementFee-only+9
Fee model
AUM / Hourly / Flat Fee
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CW

CORNERSTONE WEALTH MANAGEMENT GROUP

GREENEVILLE, TN
RIA

We are on your side

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

CFP PractitionersInvestment AdvisoryWealth Management+2
Fee model
AUM / Hourly / Flat Fee
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CW

CORNERSTONE WEALTH PLANNING

CHARLOTTE, NC
RIA

AN ENGAGING EDUCATIONAL COURSE TEACHING YOU HOW TO BUILD A COMPREHENSIVE PLAN FOR RETIREMENT.

AUM
$100M–$500M
Advisors
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningSocial SecurityMedicare+4
Fee model
AUM / Hourly / Flat Fee
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CC

CORPS CAPITAL ADVISORS, LLC

SOUTHLAKE, TX
RIA

THE HARDER RIGHT ... !

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Multi-family OfficeInvestment StrategyFamily Office Services+2
Fee model
AUM / Hourly
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CC

CORRUM CAPITAL MANAGEMENT

CHARLOTTE, NC
RIA
AUM
$1B–$5B
Advisors
1
Offices
1
Founded

Firm Focus

Pooled VehiclesPension/Profit SharingState/Municipal

Expertise

AviationAircraft LeasingAircraft Aftermarket Parts+6
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$5.0M
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CC

CORRY CAPITAL ADVISORS, LLC

VERO BEACH, FL
RIA

Vision. Integrity. Diligence.

AUM
$1B–$5B
Advisors
Offices
5
Founded
2007

Firm Focus

Pooled Vehicles

Expertise

Life SettlementsInvestment ManagementNon-correlated Returns+3
Fee model
AUM / Performance-based
View profile
CI

CORTLAND INVESTMENT MANAGEMENT, LLC

ATLANTA, GA
RIA
AUM
$5B–$25B
Advisors
Offices
8
Founded

Firm Focus

Pooled Vehicles

Expertise

MultifamilyVertically IntegratedValue-add Renovation+7
Fee model
AUM / Performance-based / Other
View profile
CG

CORUNDUM GROUP, INC.

COLORADO SPRINGS, CO
RIA

Let's Build a Legacy Together

AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Wealth ManagementInvestment ManagementEstate Planning+10
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
CW

CORVUS WEALTH ADVISORS LLC

TEMPLETON, CA
RIA

Helping You Reach Your Goals

AUM
$1B–$5B
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementRetirement Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
CF

COSEY FINANCIAL SERVICES, INC.

KNOXVILLE, TN
RIA

Your Financial Security Is Our Priority

AUM
$100M–$500M
Advisors
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningPortfolio ManagementInsurance+7
Fee model
AUM / Hourly / Flat Fee
View profile
CF

COSNER FINANCIAL GROUP, LLC

WINDSOR, CO
RIA

Invest Wisely, Live Better.

AUM
$100M–$500M
Advisors
1
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementRetirement Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
CF

COSTELLO FINANCIAL PLANNING, INC.

N/A
RIA

Helping successful families coordinate investments, taxes, retirement, and life decisions.

AUM
$100M–$500M
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementTax Planning+13
Fee model
AUM / Flat Fee
View profile
CW

COTTONWOOD WEALTH STRATEGIES, LLC

SALT LAKE CITY, UT
RIA

Your Wealth Your Way

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Retirement PlanningFinancial PlanningTaxes+4
Fee model
AUM / Hourly / Flat Fee
View profile
CF

COUNTRYSIDE FINANCIAL LLC

WILLIAMSVILLE, NY
RIA

Just Breathe Financial Peace of Mind

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningCFP Professional+4
Fee model
AUM / Hourly
View profile
CM

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

PINEHURST, NC
RIA

Built for the Back 9

AUM
$100M–$500M
Advisors
1
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Retirement PlanningInvestment ManagementRisk Management+1
Fee model
AUM
View profile
C

COVE

SANTA CLARA, CA
RIA

Build wealth. Build your island.

AUM
Not disclosed
Advisors
Offices
1
Founded

Expertise

Gamified SavingsHigh Yield SavingsInvesting+3
Fee model
AUM
View profile
CH

COVE HILL PARTNERS, L.P.

BOSTON, MA
RIA

Partner of choice for leading technology companies

AUM
$5B–$25B
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

TechnologyPortfolio CompaniesManagement Teams
Fee model
AUM / Other
View profile
CW

COVE WEALTH MANAGEMENT

HOUSTON, TX
RIA

Generosity, Excellence, and Collaboration drive the Cove Wealth Management culture.

AUM
$100M–$500M
Advisors
Offices
2
Founded
1999

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementFee-onlyFinancial Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
C&

COX & COOK WEALTH ADVISORS

DUBLIN, OH
RIA

Simplifying the Complexities of our Client's Success

AUM
$100M–$500M
Advisors
1
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningRisk Management+8
Fee model
AUM
Account Minimum
$750k
View profile
CC

COYLE CAPITAL, LLC

LAKEWAY, TX
RIA

No kickbacks, no conflicts

AUM
$500M–$1B
Advisors
Offices
2
Founded

Firm Focus

High Net Worth

Expertise

Fee-only AdvisoryWealth ManagementInvestment Management+10
Fee model
AUM
View profile

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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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisory Firms - Page 47 | AdvisorFinder