AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
DC

DGS CAPITAL MANAGEMENT

JERSEY CITY, NJ
RIA

Institutional Strategies. Boutique Access for Advisors.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Tax-aware InvestingQuantitative ResearchSystematic Investing+9
Fee model
AUM
View profile
DS

DGV SOLUTIONS LP

MINNETONKA, MN
RIA

improving the odds of achieving your mission fuels ours

AUM
$500M–$1B
Advisors
Offices
2
Founded
2015

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Institutional InvestmentU.S. Large-cap StrategyCustomized Portfolio Solutions+6
Fee model
AUM
Account Minimum
$50.0M
View profile
DF

DHJJ FINANCIAL ADVISORS

NAPERVILLE, IL
RIA

Frame Your Financial Future

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Asset ManagementFinancial PlanningIncome Tax Planning+7
Fee model
AUM / Hourly / Flat Fee
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DA

DIAMANT ASSET MANAGEMENT, INC.

RIDGEFIELD, CT
RIA

A Better Approach to Building Wealth.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementHigh-net-worth IndividualsPrivate Wealth Management+5
Fee model
AUM
View profile
DC

DIAMETRIC CAPITAL, LP

BOSTON, MA
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Equity Long/shortMulti-manager FundsAlpha Generation+5
Fee model
AUM / Performance-based
View profile
DH

DIAMOND HILL CAPITAL MANAGEMENT INC

COLUMBUS, OH
RIA

Invested in the long run

AUM
$25B+
Advisors
32
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

US EquityInternational EquityFixed Income+13
Fee model
AUM / Performance-based
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DF

DICCIANNI FINANCIAL GROUP, INC.

EAST NORRITON, PA
RIA

We Help You Navigate Financial Choices with Confidence

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningFiduciaryPortfolio Management+3
Fee model
AUM
Account Minimum
$500k
View profile
DI

DI INVESTMENT MANAGEMENT LP

DALLAS, TX
RIA

The Leader in Last Mile Industrial

AUM
$500M–$1B
Advisors
Offices
8
Founded

Firm Focus

Pooled Vehicles

Expertise

Last Mile IndustrialReal Estate Investment ManagementIndustrial Properties+4
Fee model
AUM / Performance-based
View profile
D&

DILLON & ASSOCIATES INC

JACKSON, MI
RIA

Investment Counsel

AUM
$500M–$1B
Advisors
Offices
1
Founded
1988

Firm Focus

High Net WorthCharitable Organizations

Expertise

Investment CounselPortfolio ManagementRetirement Accounts+9
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
DF

DIMENSIONAL FUND ADVISORS LP

AUSTIN, TX
RIA

The scientific pursuit of a better way to invest

AUM
$25B+
Advisors
523
Offices
3
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Evidence-based InvestingFinancial ScienceEquity Funds+6
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
DC

DIMENSION CAPITAL MANAGEMENT LLC

CORAL GABLES, FL
RIA

Opening the investment world to you.

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Global InvestingPortfolio ManagementInstitutional Money Managers+3
Fee model
AUM / Flat Fee / Performance-based
View profile
DP

DINUZZO PRIVATE WEALTH, INC.

BEAVER, PA
RIA

We Empower Smart Money & Best-Life Choices

AUM
$1B–$5B
Advisors
3
Offices
2
Founded
1989

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement Income PlanningWealth ManagementFiduciary Advice+9
Fee model
AUM
View profile
DF

DIPAOLO FINANCIAL GROUP, INC.

LUTZ, FL
RIA

The DiPaolo Financial Group Difference

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningTax ReductionAsset Protection+3
Fee model
AUM / Flat Fee
View profile
DC

DIRECTED CAPITAL ADVISORS

ST. PETERSBURG, FL
RIA

Providing Capital Solutions for Commercial Real Estate Assets

AUM
$100M–$500M
Advisors
Offices
1
Founded
2001

Firm Focus

Pooled Vehicles

Expertise

Commercial Real EstateSpecialty FinanceCommercial Mortgage Loans+5
Fee model
Other
View profile
DF

DIRECTIONAL FINANCIAL SERVICES

SEATTLE, WA
RIA

building wealth one client at a time.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Automatic RebalancingEnhanced IndexingTax-loss Harvesting+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
View profile
DE

DISCIPLINED EQUITY MANAGEMENT, INC.

NEPTUNE BEACH, FL
RIA

Intelligent Investing

AUM
$500M–$1B
Advisors
Offices
2
Founded
1998

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFiduciaryEquity Management+5
Fee model
AUM
Account Minimum
$1.0M
View profile
DG

DISCIPLINED GROWTH INVESTORS INC

MINNEAPOLIS, MN
RIA

The Scrutiny To Act On Bold Ideas

AUM
$5B–$25B
Advisors
10
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Growth InvestingDisciplined Investing
Fee model
AUM / Performance-based
View profile
DP

DISCIPLINED PORTFOLIO SOLUTIONS LLC

N/A
RIA

An Independent, Fee-Only SEC Registered Investment Advisory Firm

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryRetirement Planning+6
Fee model
AUM
View profile
DC

DISCOVERY CAPITAL MANAGEMENT, LLC

SOUTH NORWALK, CT
RIA

Turning global macro shifts into investment opportunity, since 1999

AUM
$5B–$25B
Advisors
Offices
1
Founded
1999

Firm Focus

Pooled Vehicles

Expertise

Global MacroEmerging MarketsCurrencies+5
Fee model
AUM / Performance-based
View profile
DC

DISHMI CAPITAL, LLC

PASADENA, CA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Registered Investment AdvisorInvestment Advisory
Fee model
AUM
View profile
DT

DISRUPTIVE TECHNOLOGY ADVISERS LLC

DALLAS, TX
RIA

OUR OFFERINGS SUPPORT THE INVESTMENT ECOSYSTEM

AUM
$1B–$5B
Advisors
2
Offices
2
Founded
2012

Firm Focus

Pooled Vehicles

Expertise

Private TechnologyLate-stage InvestingPrimary Investments+5
Fee model
AUM / Flat Fee / Performance-based
View profile
DC

DISTILLATE CAPITAL PARTNERS LLC

CHICAGO, IL
RIA

A Modern Approach to Value Investing

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

Firm Focus

Investment CompaniesPension/Profit Sharing

Expertise

Value InvestingCash Flow ValuationQuality Investing+4
Fee model
AUM
Account Minimum
$5.0M
View profile
DC

DIVERSIFI CAPITAL INC

LOS ALTOS, CA
RIA

Stock is your second paycheck. We help you make sense of RSUs, ISOs, NSOs, & ESPP.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

RsusIsosNsos+16
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$50k
View profile
DF

DIVERSIFIED FINANCIAL MANAGEMENT

NORWELL, MA
RIA

Independent and Experienced since 1986

AUM
$100M–$500M
Advisors
Offices
1
Founded
1986

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-onlyInvestment ManagementFinancial Planning+3
Fee model
AUM / Hourly / Flat Fee
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 53 | AdvisorFinder