AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
DF

DAYBREAK FUND ADVISORS LLC

HOUSTON, TX
RIA

A private equity company equipped to deliver on the promise

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityEnergy ServicesOilfield Services+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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DG

DAYS GLOBAL ADVISORS

HOUSTON, TX
RIA

A global investment platform focused on absolute return strategies and disciplined risk management across public and private markets.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesState/Municipal

Expertise

Absolute ReturnMulti-strategyFamily Office+7
Fee model
AUM / Performance-based / Other
Account Minimum
$1.0M
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DS

DBA SEASIDE FINANCIAL & INSURANCE SERVICES

CARLSBAD, CA
RIA

Your goals are our goals.

AUM
Under $100M
Advisors
1
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment AdvisoryFinancial PlanningEstate Planning+4
Fee model
AUM / Hourly / Flat Fee
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DT

D/B/A THE DAVIS COMPANIES OR DAVIS

BOSTON, MA
RIA

Creating value through real estate since 1976

AUM
$1B–$5B
Advisors
Offices
2
Founded
1976

Firm Focus

Pooled Vehicles

Expertise

Real Estate InvestmentReal Estate DevelopmentProperty Management+5
Fee model
AUM / Performance-based
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D&

DB & C ADVISORS, LLC

HOLLAND, MI
RIA

Guidance from a Fiduciary Perspective

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRetirement PlanningFinancial Planning+7
Fee model
AUM / Hourly
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DR

D.B. ROOT & COMPANY, LLC

PITTSBURGH, PA
RIA

All Relationships Are Personal

AUM
$500M–$1B
Advisors
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fiduciary AdvisoryWealth ManagementFinancial Planning+10
Fee model
AUM / Commission / Flat Fee
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DI

DBS INVESTMENT ADVISERS, LLC

BAY CITY, MI
RIA

Working with dentists to develop sustainable solutions to advance their FINANCIAL & EMOTIONAL PROSPERITY

AUM
$100M–$500M
Advisors
Offices
2
Founded
1986

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementDental Industry+9
Fee model
AUM / Hourly / Other
Account Minimum
$250k
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DA

DCM ADVISORS, LLC

NEW YORK, NY
RIA

Multi-brand investment advisory boutique offering Mutual Funds and Managed Accounts to clients across the globe.

AUM
$100M–$500M
Advisors
5
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies+1

Expertise

Mutual FundsSeparately Managed AccountsInvestment Advisory+1
Fee model
AUM / Hourly / Performance-based
Account Minimum
$100k
View profile
DR

DDELTA REAL ESTATE INVESTMENTS

AUSTIN, TX
RIA

A differentiated approach to real estate investment

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

Firm Focus

Pooled Vehicles

Expertise

Triple Net LeaseNet-lease Real EstateReal Estate Acquisition+2
Fee model
AUM / Performance-based
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DC

DEAN CAPITAL MANAGEMENT

OVERLAND PARK, KS
RIA

Value Driven. Quality Focused.

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Value InvestingEquity ManagementFundamental Analysis+4
Fee model
AUM
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DJ

DEAN, JACOBSON FINANCIAL SERVICES

FORT WORTH, TX
RIA

Enjoy Your Wealth

AUM
$500M–$1B
Advisors
6
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+7
Fee model
AUM / Hourly / Flat Fee
View profile
DP

DEARBORN PARTNERS L.L.C.

CHICAGO, IL
RIA

Discipline. Focus. Consistency.

AUM
$1B–$5B
Advisors
5
Offices
1
Founded
1997

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Rising Dividend StrategySeparately Managed AccountsPrivate Wealth Management+4
Fee model
AUM
Account Minimum
$100k
View profile
DA

DECAGON ASSET MANAGEMENT (US) LP

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
2022

Firm Focus

Pension/Profit Sharing

Expertise

Event-drivenHard-catalystRisk Arbitrage+5
Fee model
AUM / Performance-based
View profile
DC

DECAMILLA CAPITAL MANAGEMENT LLC

SACRAMENTO, CA
RIA

Knowledge. Trust. Confidence. Duty.

AUM
$100M–$500M
Advisors
Offices
1
Founded
1998

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Fiduciary Investment ManagementDiscretionary Money ManagementPortfolio Customization+3
Fee model
AUM
Account Minimum
$100k
View profile
DI

DECISION INVESTMENTS, INC.

SAN DIEGO, CA
RIA

Independent Advice. Uncompromised Service.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Actively Managed PortfoliosFundamental AnalysisTechnical Analysis+7
Fee model
AUM / Hourly / Flat Fee
View profile
DF

DECISIONPOINT FINANCIAL, LLC

MESA, AZ
RIA

Financial Planning & Investment Management For Washington State First Responders & Their Families

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementFee-only+16
Fee model
AUM / Hourly
View profile
DW

DECKER WEALTH MANAGEMENT, LLC

NASHVILLE, TN
RIA

Exceptional service. Powerful, simple tools. Intelligent, practical, and unbiased advice.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFiduciaryInvestment Advisory+4
Fee model
AUM / Flat Fee
View profile
DF

DECODE FINANCE LLC

PALO ALTO, CA
RIA

Build a Portfolio for a luxurious Retirement!

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

401k OptimizationIRARetirement Accounts+5
Fee model
Flat Fee
View profile
DC

DEDICATED CAPITAL ADVISORS, LLC

SAN FRANCISCO, CA
RIA

Discover the greatest unseen obstacle facing self-made entrepreneurs and high net worth families...

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

Firm Focus

IndividualsState/Municipal

Expertise

Wealth PlanningEntrepreneurial FamiliesHigh Net Worth+4
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
DI

DEEPCURRENTS INVESTMENT GROUP LLC

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Relative ValueHedge Fund
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
DT

DEEP TRACK CAPITAL, LP

GREENWICH, CT
RIA

Investing in Biotechnology

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

Firm Focus

Pooled Vehicles

Expertise

BiotechnologyInvesting
Fee model
AUM / Performance-based
View profile
DC

DEERPATH CAPITAL MANAGEMENT, LP

FORT LAUDERDALE, FL
RIA

A seasoned, consistent and disciplined financial partner for lower middle market borrowers and their equity owners

AUM
$5B–$25B
Advisors
Offices
4
Founded
2007

Firm Focus

Pooled Vehicles

Expertise

Direct LendingSenior Debt FinancingLower Middle Market+4
Fee model
AUM / Performance-based
View profile
DP

DEGREEN PRIVATE WEALTH, LLC

SCOTTSDALE, AZ
RIA

Your Wealth. Your Life. Your Future.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyFiduciaryETF Portfolios+7
Fee model
AUM / Flat Fee
View profile
DI

DELLORA INVESTMENTS LP

GREENWICH, CT
RIA

Identifying Innovation, Impact, and Dislocations in Life Sciences

AUM
$100M–$500M
Advisors
Offices
1
Founded
2020

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Long-short EquityLife SciencesBiotechnology+7
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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 51 | AdvisorFinder