AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
DC

DRAGUS CAPITAL, LLC

CORAL GABLES, FL
RIA

A company dedicated to wealth planning and asset management, creating personalized strategies with the aim of growing and protecting our clients' assets.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2011

Firm Focus

High Net Worth

Expertise

Wealth ManagementAsset ManagementEstate Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
DA

DRAPER ASSET MANAGEMENT, LLC

SMITHTOWN, NY
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2008

Firm Focus

High Net Worth

Expertise

Asset ManagementFundamental AnalysisIndividual Stocks And Bonds+3
Fee model
AUM
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DC

DRAWBRIDGE CAPITAL

TULSA, OK
RIA

Active Management. Real Benefits.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Active ManagementBottom-up StrategiesAlpha Generation+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$10k
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DI

DRC INVESTMENT ADVISORS, LLC

SANTA MONICA, CA
RIA

Where expertise meets integrity

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

Firm Focus

Pension/Profit Sharing

Expertise

Private CreditCommercial MortgagesCredit Tenant Loans+5
Fee model
AUM
View profile
DM

DREAMERS MANAGEMENT LLC

EL SEGUNDO, CA
RIA

Where capital becomes culture.

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

Firm Focus

Pooled Vehicles

Expertise

Early Stage InvestingVenture CapitalConsumer+6
Fee model
AUM / Performance-based
View profile
DM

DREXEL MORGAN & CO.

RADNOR, PA
RIA

Personalized Investment Management

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

Firm Focus

High Net Worth

Expertise

Investment ManagementLarge Cap StocksDividend-paying Stocks+4
Fee model
AUM
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DI

DRH INVESTMENTS, INC.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Independent Investment ManagementSeparate AccountsTax-efficient Investing+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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DW

DRIVE WEALTH ADVISERS

LEHI, UT
RIA

Portfolio Management & Family Office Services for High-Net-Worth Families

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Portfolio ManagementFamily OfficeAlternative Investments+6
Fee model
AUM / Hourly / Flat Fee / Other
View profile
DS

DROMS STRAUSS WEALTH MANAGEMENT

ST. LOUIS, MO
RIA

Meeting your objectives… Exceeding your expectations

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment ManagementFinancial PlanningAsset Allocation+3
Fee model
AUM
Account Minimum
$500k
View profile
DC

DSM CAPITAL PARTNERS

PALM BEACH GARDENS, FL
RIA

Growth Investing With a Valuation Discipline

AUM
$5B–$25B
Advisors
Offices
2
Founded
2001

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Growth InvestingValuation DisciplineQuality Growth+9
Fee model
AUM / Performance-based
Account Minimum
$1.5M
View profile
DW

DUCERE WEALTH MANAGEMENT

NEWPORT BEACH, CA
RIA

Relentlessly fighting for your financial future.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementPortfolio PlanningTax Mitigation+9
Fee model
AUM
Account Minimum
$2.0M
View profile
DI

DUMAINE INVESTMENTS LLC

NEW ORLEANS, LA
RIA

We make your investments work for you.

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Financial PlanningWealth ManagementInvestment Advice+8
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
DG

DUMONT GLOBAL LP

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2018

Firm Focus

High Net WorthPooled Vehicles

Expertise

Orphaned AssetsCannabisAlternative Investments+4
Fee model
AUM / Performance-based
Account Minimum
$2.0M
View profile
DP

DUNES POINT CAPITAL, L.P.

RYE, NY
RIA

Building Great Companies That Make A Difference

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

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
View profile
DC

DURABLE CAPITAL PARTNERS LP

BETHESDA, MD
RIA

The right elements build businesses that last.

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

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
View profile
DC

DURATION CAPITAL PARTNERS LLC

NEW YORK, NY
RIA

Investing in the Movement of People and Goods

AUM
$5B–$25B
Advisors
Offices
2
Founded
2024

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Infrastructure InvestmentTransportationValue-add+7
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
DA

DUTCH ASSET CORPORATION

SELKIRK, NY
RIA

This Is The Way®

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
DP

DWD PORTFOLIO SOLUTIONS, INC.

PITTSBURGH, PA
RIA

Helping you put the pieces of your financial life together

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningRetirement PlanningWealth Management+3
Fee model
AUM / Hourly
View profile
DH

DW HEALTHCARE PARTNERS

PARK CITY, UT
RIA

We know healthcare.

AUM
$1B–$5B
Advisors
Offices
2
Founded
2002

Firm Focus

Pooled Vehicles

Expertise

Private EquityHealthcareBuyouts+5
Fee model
AUM / Performance-based / Other
View profile
DS

DWIGHT SECURITIES MANAGEMENT LLC

SUNNY ISLES BEACH, FL
RIA

Commercial Mortgage REIT

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Commercial MortgagesBridge LoansReal Estate Investment Trust+4
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
D

DWP

GROSSE POINTE FARMS, MI
RIA

Financial Navigation for Life

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningAsset ManagementWealth Planning+4
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
DW

DWR WEALTH MANAGEMENT, LLC

SAN JOSE, CA
RIA

Prioritize what matters most

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

FiduciaryFee-onlyFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
DC

DXD CAPITAL

ALBUQUERQUE, NM
RIA

Self Storage Investment. Driven by Data.

AUM
$100M–$500M
Advisors
Offices
3
Founded
2020

Firm Focus

Pooled Vehicles

Expertise

Self StorageReal Estate InvestmentGround-up Development+4
Fee model
AUM / Performance-based
View profile
D

DYNAMIC

PHOENIX, AZ
RIA

Clarity. Integrity. Trust.

AUM
$5B–$25B
Advisors
Offices
38
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+2

Expertise

Financial PlanningWealth ManagementInvestment Management+6
Fee model
AUM / Hourly / Flat Fee / Other
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 55 | AdvisorFinder