AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
DC

DELOS CAPITAL MANAGEMENT, LP

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Private InvestmentFinancial AdvisoryComplex Transactions+1
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
DA

DELTA ACCUMULATION, LLC

SAUSALITO, CA
RIA

Exposures for Investors with the Institutional Patience to Capture Outsized Returns in the Medium to Long-Term

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Long-volatilityEquity OptionsLarge-cap US Equities+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
DA

DELTA ADVISORY GROUP, INC.

MAITLAND, FL
RIA

Personalized Wealth Management for Individuals and Businesses

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Wealth ManagementRetirement Planning401k Rollover Management+4
Fee model
AUM / Hourly
View profile
DC

DELTA CAPITAL MANAGEMENT LLC

RED BANK, NJ
RIA

Private Investment Advisors

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Value InvestingLow P/eEquity Portfolio Management+5
Fee model
AUM
Account Minimum
$100k
View profile
DF

DELTA FINANCIAL ADVISORS, L.L.C.

METAIRIE, LA
RIA

Your Investment Counsel

AUM
$500M–$1B
Advisors
Offices
1
Founded
2002

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+7
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
DA

DELTEC ASSET MANAGEMENT LLC

NEW YORK, NY
RIA

Intellectual Capital, Research-Driven Investing, Worldwide Horizon, Contrarian Thinking

AUM
$500M–$1B
Advisors
Offices
1
Founded
1946

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Emerging Market EquitiesEmerging Market IncomeGlobal Multi-asset Class+7
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
DW

DEMAND WEALTH

N/A
RIA

Demand More.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningRetirement Planning+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500
View profile
DF

DEMMING FINANCIAL SERVICES CORP.

AURORA, OH
RIA

Planning life with a margin of safety

AUM
$500M–$1B
Advisors
Offices
1
Founded
1979

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningAsset ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
DA

DENALI ADVISORS, LLC

SAN DIEGO, CA
RIA

INNOVATIVE INVESTMENT SOLUTIONS

AUM
$1B–$5B
Advisors
Offices
3
Founded
2001

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Quantitative InvestingValue StrategiesGrowth Strategies+8
Fee model
AUM / Performance-based
View profile
DG

DENALI GROWTH PARTNERS

BOSTON, MA
RIA

Accelerating growth in entrepreneurial and founder-led businesses

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

Firm Focus

Pooled Vehicles

Expertise

Growth EquityHealthcareTechnology+7
Fee model
AUM / Performance-based
View profile
DW

DENALI WEALTH MANAGEMENT, INC.

MEQUON, WI
RIA

Peak Financial Perspective

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-only Wealth ManagementAsset AllocationHigh-net-worth Individuals+6
Fee model
AUM / Flat Fee
View profile
DR

DESERT ROSE CAPITAL MANAGEMENT, INC.

MERIDIAN, ID
RIA

It's not just what you own; it's how you own it

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Options StrategiesIntegrated Options PortfolioFiduciary+4
Fee model
AUM
Account Minimum
$50k
View profile
DM

DES MOINES INVESTMENTS, LLC

DES MOINES, IA
RIA

Honesty. Integrity. Professionalism.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestmentsRetirement Planning+7
Fee model
AUM
View profile
DW

DESMOND WEALTH MANAGEMENT, INC.

WALNUT CREEK, CA
RIA

We are pleased to announce Desmond Wealth Management, Inc. has joined Savant Wealth Management.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

High-net-worthRetirement PlanningBusiness Succession+7
Fee model
AUM / Hourly / Flat Fee
View profile
DW

DESTINATION WEALTH MANAGEMENT

WALNUT CREEK, CA
RIA

Destination Wealth Management is your comprehensive financial strategy solution.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementPortfolio Management+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
DF

DESTINY FAMILY OFFICE

TAVARES, FL
RIA

Empower Your Wealth. Define Your Destiny.

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Family OfficeMulti-generational WealthEstate Planning+10
Fee model
AUM / Hourly
Account Minimum
$10.0M
View profile
DA

DETALUS ADVISORS, LLC

ST. LOUIS, MO
RIA

Excellence compounded

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementAsset ManagementInvestment Policy Statement+11
Fee model
AUM / Flat Fee
View profile
DC

DEUTERIUM CAPITAL MANAGEMENT, LLC

CLEARWATER, FL
RIA

Growing funds through data connections, innovation, and enquiring minds.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Empirical AnalysisData ScienceQuantitative Analysis+5
Fee model
AUM / Flat Fee / Performance-based
View profile
DB

DEUTSCHE BANK SECURITIES INC.

NEW YORK, NY
RIA

Your Global Hausbank on the path to becoming the European Champion.

AUM
Not disclosed
Advisors
10k+
Offices
4
Founded

Expertise

Global BankingCorporate FinanceSustainable Finance+4
Fee model
Other
View profile
DC

DEVELOP CAPITAL PARTNERS, LP.

PITTSFORD, NY
RIA

Specialists in Small Business Private Equity

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

Expertise

Small BusinessPrivate EquityInstitutional Investing+4
Fee model
Flat Fee / Performance-based
View profile
DP

DEW POINT CAPITAL

LOS ANGELES, CA
RIA

Success, like the dew point, occurs when all the right elements come together in just the right way.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementRetirement Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
DD

D.F. DENT AND COMPANY, INC.

BALTIMORE, MD
RIA

Culture. Integrity. Discipline.

AUM
$5B–$25B
Advisors
2
Offices
1
Founded
1976

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Growth Equity InvestingConcentrated PortfoliosLow-turnover Portfolios+3
Fee model
AUM
Account Minimum
$1.0M
View profile
DA

DFS ADVISORY

DENTON, TX
RIA

Welcome to DFS Advisory

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningFinancial OrganizationInsurance+2
Fee model
AUM / Hourly / Flat Fee
View profile
D&

D & G ADVISORY GROUP, L.L.C.

N/A
RIA

Financial Stability Starts Here

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Holistic Financial PlanningRetirement PlanningWealth Building+3
Fee model
AUM / Commission / Hourly
View profile

Looking for the right firm?

Get personalized recommendations based on your financial goals and needs.

Get matched
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 52 | AdvisorFinder