AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
CG

CYNOSURE GROUP, LLC

SALT LAKE CITY, UT
RIA

The Power of Collaborative Investments

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Private EquityPrivate CreditWealth Management+5
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$50.0M
View profile
CP

CYNOSURE PORTFOLIO ADVISORS LLC

SALT LAKE CITY, UT
RIA

Providing investment and wealth planning for ultra-high net worth individuals, we help clients minimize complexity and maximize opportunities.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementWealth PlanningFinancial Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
CC

CYPRESS CAPITAL, LLC

FRANKLIN, TN
RIA

Data-driven historically informed research with a focus on managing risk across the market cycle

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Asset ManagementRisk MitigationFinancial Markets Research+6
Fee model
AUM / Hourly / Flat Fee / Subscription
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CC

CYPRESS CAPITAL MANAGEMENT, LLC

SHERIDAN, WY
RIA

Cypress Capital Management is a Wealth Management Firm

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2004

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementPortfolio ManagementIndividual Stocks And Bonds+7
Fee model
AUM / Flat Fee
View profile
CP

CYPRESS POINT INVESTMENT MANAGEMENT LP

MILL VALLEY, CA
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Global TechnologyFundamental ResearchConcentrated Investing+1
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$50.0M
View profile
CI

CYTIUM INVESTMENT MANAGEMENT, LLC

NEW YORK, NY
RIA

Real Asset Thematic Investing

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

Firm Focus

Pooled Vehicles

Expertise

Real EstateCommoditiesMacroeconomic Themes+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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DA

D2 ASSET MANAGEMENT

DALLAS, TX
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Global InvestmentAsset-based OpportunitiesCapital Structure
Fee model
AUM / Performance-based
View profile
DW

DACHTLER WEALTH ADVISORS, LLC

FOLSOM, CA
RIA

Planning For A Positive Future

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement Income PlanningTax ReductionInvestment Management+5
Fee model
AUM
Account Minimum
$100k
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D|

DAHRING | CUSMANO AND ASSOCIATES

NOVI, MI
RIA

LIVE YOUR LIFE NOW

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRetirement PlanningCorporate Retirement Plans+9
Fee model
AUM / Hourly / Flat Fee
View profile
DA

DAI ADVISORS

MENLO PARK, CA
RIA

Alternative investing, as simple as a mutual fund.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2019

Firm Focus

High Net Worth

Expertise

Alternative InvestmentsPrivate EquityPrivate Debt+9
Fee model
AUM
Account Minimum
$2.0M
View profile
DW

DAI WEALTH, LLC

ATLANTA, GA
RIA
AUM
$100M–$500M
Advisors
31
Offices
7
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Comprehensive Financial PlanningFiduciary AdvisoryIndependent Financial Advising+3
Fee model
AUM / Hourly / Flat Fee / Other
View profile
DI

DANA INVESTMENT ADVISORS INC

WAUKESHA, WI
RIA

An Asset Management Firm Guiding Investors Through Ever-Changing Market Environments Since 1980.

AUM
$5B–$25B
Advisors
—
Offices
2
Founded
1980

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Asset ManagementEquity StrategiesFixed Income Strategies+1
Fee model
AUM / Flat Fee / Performance-based
View profile
DW

DANER WEALTH MANAGEMENT, LLC

ALPHARETTA, GA
RIA

Retirement should be Secure, Stress-Free, and Fulfilling.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningWealth ManagementTax-efficient Investing+4
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
DI

DANIEL INVESTMENT ASSOCIATES, LLC

SANTA BARBARA, CA
RIA

Clear direct guidance

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

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment ManagementPrivate Foundations+1
Fee model
AUM
Account Minimum
$10.0M
View profile
DI

DANIEL INVESTMENT GROUP INC.

ROYAL OAK, MI
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1997

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment AdvisoryIndependent Financial ServicesBroker/dealer+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
DI

DARBY INTERNATIONAL CAPITAL

N/A
RIA

A Pioneer of Emerging Markets

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

Firm Focus

Pooled Vehicles

Expertise

Emerging MarketsPrivate DebtLatin America
Fee model
AUM / Performance-based
View profile
DP

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

GREENBRAE, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Public EquityConcentrated StrategyLong-term Investing+5
Fee model
AUM / Other
View profile
DC

DAUNTLESS CAPITAL PARTNERS LLC

HOUSTON, TX
RIA
AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquityStrategic CapitalOperational Excellence+2
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
DW

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

RIDGELAND, MS
RIA

Focus on your future.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Asset ManagementFinancial PlanningRetirement Plans+5
Fee model
AUM / Flat Fee
Account Minimum
$50k
View profile
DC

DAVERN CAPITAL PARTNERS, LP

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

HealthcareTherapeuticsDiagnostics+2
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
DF

DAVIDOV FINANCIAL COACHING, LLC

NEW HYDE PARK, NY
RIA

Welcome to Davidov Financial Coaching

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Estate PlanningRetirement PlanningTax Planning+6
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
DW

DAVID WENDELL ASSOCIATES, INC.

PORTSMOUTH, NH
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1979

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

High-quality CompaniesFundamental AnalysisEarnings Growth+2
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
DF

DAVIS FINANCIAL MANAGEMENT, INC.

OVERLAND PARK, KS
RIA

Providing Direction For Your Financial Future

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-onlyFinancial PlanningInvestment Advisory+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
DS

DAVIS SELECTED ADVISERS LP

TUCSON, AZ
RIA

Equity Specialists Since 1969

AUM
$25B+
Advisors
42
Offices
2
Founded
1969

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

EquityEtfsMutual Funds+8
Fee model
AUM
Account Minimum
$50k
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.

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