AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
DC

DYNAMIC CORE CAPITAL PARTNERS

JACKSONVILLE BEACH, FL
RIA

Partnering with Experienced Executives to Build Extraordinary Companies

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

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketPrivate EquityBuyouts+7
Fee model
AUM / Performance-based
View profile
EP

E6 PORTFOLIOS

MIDVALE, UT
RIA

Driving advisor growth through service and merit.

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

Firm Focus

High Net WorthState/Municipal

Expertise

TAMPWhite-label RIABroker-dealer Technology+8
Fee model
AUM / Flat Fee
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EI

EAB INVESTMENT GROUP, LLC

BALA CYNWYD, PA
RIA

Risk Management in a Global Marketplace

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

Firm Focus

Investment CompaniesPension/Profit Sharing

Expertise

Derivatives StrategiesRisk ManagementHedged Equity+3
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
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E&

EADS & HEALD WEALTH MANAGEMENT

ATLANTA, GA
RIA

Our Mission is the Preservation & Growth of Client Assets

AUM
$100M–$500M
Advisors
Offices
1
Founded
1987

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningInvestment Management+4
Fee model
AUM / Flat Fee
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EB

EAGLE BAY FAMILY OFFICE

NEW YORK, NY
RIA

If It Matters to You, It Matters to Us.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementFamily OfficeEstate Planning+5
Fee model
AUM / Hourly / Flat Fee
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EC

EAGLE CAPITAL MANAGEMENT LLC

NEW YORK, NY
RIA

Excellence Endures

AUM
$25B+
Advisors
12
Offices
2
Founded
1988

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Long-term Value InvestingFundamental Bottom-up AnalysisConcentrated Portfolio+5
Fee model
AUM / Performance-based
Account Minimum
$2.0M
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EC

EAGLE CAPITAL MANAGEMENT, LLC

MANDEVILLE, LA
RIA
AUM
$100M–$500M
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Common StockFixed IncomeBalanced Portfolios+2
Fee model
AUM
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EC

EAGLECLAW CAPITAL MANAGEMENT LLC

BOSTON, MA
RIA

Unwavering Focus on Service, Integrity and Results

AUM
$500M–$1B
Advisors
4
Offices
1
Founded
2005

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementPersonal Finance Planning+5
Fee model
AUM
Account Minimum
$350k
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EH

EAGLE HARBOR ASSET MANAGEMENT, INC.

N/A
RIA

Customized Portfolios and Wealth Management by Experienced Professionals

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

Firm Focus

High Net Worth

Expertise

Customized PortfoliosWealth ManagementInvestment Advisory+1
Fee model
AUM
Account Minimum
$500k
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EM

EAGLE MERCHANT PARTNERS

ATLANTA, GA
RIA

Founder focused. Growth driven.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityConsumer ServicesCommercial Services+6
Fee model
AUM / Performance-based / Other
Account Minimum
$100k
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EP

EAGLE POINT CREDIT MANAGEMENT LLC

GREENWICH, CT
RIA

Specialist Investment Manager Focused on Income-Oriented Strategies

AUM
$5B–$25B
Advisors
8
Offices
1
Founded

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Income-oriented StrategiesInvestment ManagementCredit
Fee model
AUM / Performance-based / Other
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ES

EAGLE STRATEGIES LLC

NEW YORK, NY
RIA

Trusted Guidance. Comprehensive Solutions.

AUM
$25B+
Advisors
10k+
Offices
27
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+3
Fee model
AUM / Hourly / Flat Fee
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EV

EAGLE'S VIEW CAPITAL MANAGEMENT LLC

NEW YORK, NY
RIA

OFFERING UNIQUE ACCESS TO TRUE ABSOLUTE RETURN ALTERNATIVE INVESTMENTS

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Alternative InvestmentsAbsolute ReturnHedge Fund Strategies+5
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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EC

EAGLETREE CAPITAL, LP

NEW YORK, NY
RIA

STRATEGIC • PROVEN • TRUSTED

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityBusiness ServicesConsumer+4
Fee model
AUM / Performance-based
View profile
EW

EAGLE WEALTH ADVISORS

N/A
RIA

Where Prosperity Takes Flight

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryPortfolio ManagementRetirement Planning+5
Fee model
AUM / Other
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EW

EAGLE WEALTH STRATEGIES

MULLICA HILL, NJ
RIA

Strategic Wealth Management for Life's Important Transitions

AUM
$500M–$1B
Advisors
Offices
1
Founded
1989

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningTax Strategy+4
Fee model
AUM / Other
Account Minimum
$500k
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EI

EASLEY INVESTMENT CONSULTANTS, INC.

RIDGELAND, MS
RIA

Advising you in ways that matter

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment ConsultingFinancial Advisory
Fee model
AUM / Hourly
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EB

EAST BRIDGE CAPITAL MANAGEMENT LP

BOSTON, MA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2011

Firm Focus

Pooled Vehicles

Expertise

Indian Equity MarketsLong-term InvestingInvestment Funds+1
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
EC

EASTGATE CAPITAL ADVISORS LLC

WINNETKA, IL
RIA

Secure Future

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Holistic Financial PlanningWealth ManagementMulti-family Office+7
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
ER

EAST ROCK CAPITAL, LLC

NEW YORK, NY
RIA

A generational wealth manager serving a select group of families since 2006.

AUM
$1B–$5B
Advisors
Offices
3
Founded
2006

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Generational Wealth ManagementFamily WealthLong-term Capital Compounding+1
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
ER

EAST ROCK FINANCIAL SERVICES, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningEducational Expense PlanningInvestment Management+5
Fee model
AUM / Hourly / Flat Fee
View profile
EC

EASTWARD CAPITAL PARTNERS, LLC

WEST NEWTON, MA
RIA

Empowering Growth Through Venture Debt

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Venture DebtEquity FinancingVc-backed Companies+5
Fee model
Performance-based / Other
Account Minimum
$250k
View profile
EC

ECHELONS CAPITAL, LLC

PARK CITY, UT
RIA

ASCEND TO NEW HEIGHTS

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementPortfolio ManagementFinancial Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
View profile
EF

ECHO FINANCIAL ADVISORS, LLC

N/A
RIA

Building a connected and collaborative investing community.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Social InvestingPortfolio CopyingBrokerage Account Aggregation+4
Fee model
AUM / Subscription
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 56 | AdvisorFinder