AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AI

AEQUITAS INVESTMENT ADVISORS, LLC

HINGHAM, MA
RIA

Aequitas: (Latin) Meaning Justice, Fairness & Equity

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-only AdvisoryInvestment PlanningRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
AF

AFF FUND MANAGER, LLC

ATLANTA, GA
RIA

A dynamic asset management firm investing debt & equity across diverse strategies, asset classes, & geographies.

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

Firm Focus

Pooled Vehicles

Expertise

Asset ManagementCommercial Real EstateResidential Development+6
Fee model
AUM / Performance-based
Account Minimum
$100k
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AF

AFFIANCE FINANCIAL LLC

ST. LOUIS PARK, MN
RIA

The Affiance Way

AUM
$1B–$5B
Advisors
13
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment PlanningRetirement Income Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$250k
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AF

AFFILIATED FINANCIAL ADVISORS INC

MILWAUKEE, WI
RIA

Financial Strategies: Effective solutions for every stage of life.

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

Firm Focus

High Net Worth

Expertise

Investment ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM
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AC

AFFINITY CAPITAL ADVISORS LLC

BERKELEY, CA
RIA

Built for Complexity. Designed for Real Life.

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

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Wealth ManagementFinancial PlanningTax Planning+9
Fee model
AUM / Hourly / Flat Fee
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AI

AFFINITY INVESTMENT GROUP, LLC

EXETER, NH
RIA

Your future starts here

AUM
$500M–$1B
Advisors
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementEstate PlanningAsset Protection+8
Fee model
AUM / Commission / Flat Fee
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AW

AFFINITY WEALTH MANAGEMENT LLC

WILMINGTON, DE
RIA

Live your fullest life.

AUM
$500M–$1B
Advisors
Offices
1
Founded
1974

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Wealth ManagementInvestment ManagementRetirement Planning+6
Fee model
AUM / Hourly / Flat Fee
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AL

AFINITIV LLC

SHERIDAN, WY
RIA

Where AI meets Wealth.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled VehiclesInsurance Companies

Expertise

Ai-composed PortfoliosRegistered Investment AdvisorPortfolio Matching+7
Fee model
AUM
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AL

AGAMERICA LENDING LLC

LAKELAND, FL
RIA

Financing built for Rural America

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Farm LoansRural Land FinancingAgricultural Financing+7
Fee model
AUM / Performance-based
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AA

AG ASSET ADVISORY, LLC

LOS ANGELES, CA
RIA

Have You Optimized Your Financial World?

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth PlanningFamily OfficeTax Mitigation+7
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$5.0M
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AP

AGATE PASS INVESTMENT, LLC

BAINBRIDGE ISLAND, WA
RIA

Built for the people we know by heart

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningPortfolio Construction+9
Fee model
AUM
Account Minimum
$1.0M
View profile
AC

A.G. CAMPBELL ADVISORY, LLC

BALTIMORE, MD
RIA

Delivering innovative investment strategies and planning to wealthy families and individuals

AUM
$100M–$500M
Advisors
Offices
2
Founded
2012

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementFinancial PlanningFamily Office Services+7
Fee model
AUM / Hourly
View profile
AF

AG FINANCIAL

SALT LAKE CITY, UT
RIA

Extensive Industry Experience. Personalized Approach. Time Tested Results.

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Wealth ManagementRetirement PlanningFinancial Planning+4
Fee model
AUM / Flat Fee
View profile
AI

AGILE INVESTMENT MANAGEMENT, LLC

N/A
RIA

We don't predict the future—we manage risk.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Fixed IncomeGlobal BondsCredit+8
Fee model
AUM
Account Minimum
$50.0M
View profile
AE

AGILITY EQUITY PARTNERS

PITTSBURGH, PA
RIA

Flexible capital. Structured for your conviction.

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

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketIndependent SponsorsDeal-by-deal Equity+7
Fee model
AUM / Performance-based
View profile
AM

AGIS MANAGEMENT LLC

CLEARWATER, FL
RIA

Providing Investment Access to Farmland for Institutional Investors

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Farmland InvestingPermanent CropsAgricultural Investing+6
Fee model
AUM / Performance-based
Account Minimum
$100.0M
View profile
AF

AGNELLO FINANCIAL GROUP, INC.

WEST PALM BEACH, FL
RIA

Investment Strategies For A Sensible Financial Future

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment AdvisoryInsurance+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
A/

A.G.P / ALLIANCE GLOBAL PARTNERS

WESTPORT, CT
RIA

Your Wealth. Your Legacy. Our Expertise.

AUM
$1B–$5B
Advisors
258
Offices
18
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Retirement Income PlanningTax MitigationEstate Coordination+8
Fee model
AUM / Hourly / Other
Account Minimum
$10k
View profile
AA

A.G.P. ASSET MANAGEMENT LLC

NEW YORK, NY
RIA

A Wealth Management and Financial Services Firm with a national presence and an eye towards the future.

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

Firm Focus

Pooled Vehicles

Expertise

Wealth ManagementInvestment AdvisoryFixed Income+13
Fee model
AUM
Account Minimum
$50k
View profile
AF

AGP FRANKLIN, LLC

FRANKLIN, TN
RIA

Your Fortress of Financial Strength — Built on Trust. Fortified by Expertise.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementAsset ManagementFinancial Planning+7
Fee model
AUM
View profile
AL

AGRIGLOBE LAND ADVISORS, LLC

FRESNO, CA
RIA

Integrity. Local presence. Global respect.

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

Firm Focus

Pooled Vehicles
Fee model
Flat Fee
View profile
AP

AGR PARTNERS LLC

CHICAGO, IL
RIA

Capital Cultivating Growth

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

Firm Focus

Pooled Vehicles

Expertise

FoodAgribusinessGrowth Equity+5
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$100.0M
View profile
AC

AGW CAPITAL ADVISORS

TAMPA, FL
RIA

We are invested in people

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+2

Expertise

FiduciaryFee-onlyInstitutional Consulting+5
Fee model
AUM / Flat Fee / Other
View profile
AC

AHOY CAPITAL

PALO ALTO, CA
RIA

The experienced crew to help you navigate fast-moving currents of innovation.

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

Firm Focus

Pooled Vehicles

Expertise

Early-stage Venture CapitalStartup InvestingEmerging Technologies+4
Fee model
AUM / Performance-based
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 6 | AdvisorFinder