Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
CA
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
BETHLEHEM, PA
RIA
AUM
$5B–$25B
Advisors
25
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Flat Fee
CW
CORNERSTONE WEALTH PLANNING
CHARLOTTE, NC
RIA
AUM
$100M–$500M
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
CC
COYLE CAPITAL, LLC
LAKEWAY, TX
RIA
AUM
$500M–$1B
Advisors
—
Offices
3
Founded
—
Firm Focus
High Net Worth
Fee model
AUM
C&
CRANE & ASSOCIATES WEALTH MANAGEMENT
FULLERTON, CA
RIA
AUM
$500M–$1B
Advisors
7
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
CW
CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS
RIA
AUM
$5B–$25B
Advisors
24
Offices
27
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM / Hourly / Flat Fee / Other
CA
CREWE ADVISORS
SALT LAKE CITY, UT
RIA
AUM
$1B–$5B
Advisors
2
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$2.0M
CW
CROWN WEALTH GROUP LLC
CHARLOTTE, NC
RIA
AUM
$100M–$500M
Advisors
—
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee / Other
CW
CURATED WEALTH PARTNERS, LLC
EL SEGUNDO, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit SharingState/Municipal
Fee model
AUM / Flat Fee / Performance-based
CA
CV ADVISORS LLC
AVENTURA, FL
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Flat Fee
CA
CW ADVISORS, LLC
BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
15
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Hourly / Flat Fee
CI
CX INSTITUTIONAL, LLC
AUBURN, IN
RIA
AUM
$1B–$5B
Advisors
—
Offices
12
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
Account Minimum
$5k
CG
CYNOSURE GROUP, LLC
SALT LAKE CITY, UT
RIA
AUM
$5B–$25B
Advisors
—
Offices
10
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Flat Fee / Performance-based
DA
DAI ADVISORS
MENLO PARK, CA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net Worth
Fee model
AUM
DI
DANA INVESTMENT ADVISORS INC
WAUKESHA, WI
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM / Flat Fee / Performance-based
DS
DAVIS SELECTED ADVISERS LP
TUCSON, AZ
RIA
AUM
$25B+
Advisors
42
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM
DD
D.F. DENT AND COMPANY, INC.
BALTIMORE, MD
RIA
AUM
$5B–$25B
Advisors
2
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM
DC
DGS CAPITAL MANAGEMENT
JERSEY CITY, NJ
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPension/Profit Sharing
Fee model
AUM
DH
DIAMOND HILL CAPITAL MANAGEMENT INC
COLUMBUS, OH
RIA
AUM
$25B+
Advisors
32
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
DF
DIMENSIONAL FUND ADVISORS LP
AUSTIN, TX
RIA
AUM
$25B+
Advisors
523
Offices
3
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
DC
DIMENSION CAPITAL MANAGEMENT LLC
CORAL GABLES, FL
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Performance-based
DG
DISCIPLINED GROWTH INVESTORS INC
MINNEAPOLIS, MN
RIA
AUM
$5B–$25B
Advisors
10
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
DS
DONALD SMITH & CO., INC.
NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
DA
DOUBLELINE ALTERNATIVES LP
TAMPA, FL
RIA
AUM
$1B–$5B
Advisors
22
Offices
3
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM
Account Minimum
$50.0M
DW
DOUGLASS WINTHROP ADVISORS LLC
NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
3
Founded
—
Firm Focus
High Net WorthPension/Profit Sharing
Fee model
AUM / Flat Fee / Other
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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.