Browse financial advisory firms

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

Showing 24 firms (page 2+)

ECLECTIC ASSOCIATES, INC.

Clarity for Today. Confidence for Tomorrow.

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-onlyFiduciaryFinancial Planning+12

AUM / Hourly / Flat Fee

Account Minimum

ECON WEALTH MANAGEMENT

REAL. ACTIVE. SOLUTIONS.

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Legacy PlanningEstate StrategiesRetirement Planning+7

Account Minimum

EDEN ADVISORY SERVICES, LLC

Financial Planning Services for Your Financial Journey

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningRetirement ProjectionsEstate Planning+3

AUM / Hourly / Flat Fee

EDGEMOOR INVESTMENT ADVISORS, INC.

Firm Focus

IndividualsHigh Net WorthInvestment Companies+1

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+6

EDGE NATURAL RESOURCES LLC

Advancing Reliable, Responsible, Low-Cost Energy

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketEnergy InvestmentNorth American Resources+2

AUM / Performance-based

EDGEWATER CAPITAL PARTNERS

INDEPENDENCE, OH

The investment is just the starting point.

Firm Focus

Pooled Vehicles

Expertise

Private EquityPerformance MaterialsComponents+3

AUM / Performance-based / Other

EDGE WEALTH MANAGEMENT, LLC

Earn, Save, Invest.

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFixed IncomeEquity+12

EDUCATION GROWTH PARTNERS, LLC

Passionate. Proven. Repeatable.

Firm Focus

Pooled Vehicles

Expertise

Private EquityEducationWorkplace+8

AUM / Performance-based

EFFICIENT CAPITAL MANAGEMENT LLC

WARRENVILLE, IL

Experience. Drive. Passion.

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Managed FuturesMulti-managerTrend Following+7

AUM / Performance-based / Other

Account Minimum

EFM INVESTMENTS & ADVISORY LLC

Climate-smart forest management

Firm Focus

Pooled Vehicles

Expertise

Forestland InvestmentClimate-smart ForestryTimber Production+7

AUM / Performance-based

EGERTON CAPITAL (US), LP

Firm Focus

Pooled Vehicles

Expertise

Equity Long-onlyLong/short EquityFundamental Research+4

AUM / Performance-based

EICHNER INVESTMENT PLANNING, LLC

Simplify Your Financial Life with Unbiased Planning and Investment Advice

Firm Focus

Expertise

Fee-only AdviceFinancial PlanningInvestment Advisory+4

Account Minimum

EIGHT PARTNERS VC, LLC

The world is broken, let's fix it.

Firm Focus

Pooled Vehicles

Expertise

Technology InvestmentVenture CapitalCompany Building+9

AUM / Performance-based

EIV CAPITAL, LLC

ALIGNED. TRUSTED. STRATEGIC.

Firm Focus

Pooled Vehicles

Expertise

Private EquityEnergy InfrastructureUpstream Oil And Gas+6

AUM / Performance-based

EJF CAPITAL LP

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Diversified PortfolioDebt SecuritiesUS Banks+4

AUM / Performance-based / Other

Account Minimum

EKON ADVISORS, LLC

Registered Investment Advisors Specializing in Retirement Plans

Firm Focus

Pension/Profit SharingCharitable Organizations

Expertise

401(k) Plans403(b) Plans457 Plans+5

AUM / Flat Fee / Other

ELCO MANAGEMENT COMPANY, LLC

GUIDING INVESTORS THROUGH NICHE INVESTMENT PRODUCTS

Firm Focus

High Net WorthPooled Vehicles

Expertise

Separately Managed AccountsNiche Investment ProductsLarge Cap Equities+9

AUM / Flat Fee / Performance-based

Account Minimum

ELDA RIVER CAPITAL MANAGEMENT, LLC

investing in businesses that power the global economy

Firm Focus

Pooled Vehicles

Expertise

Alternative AssetsEnergyEnergy Infrastructure+3

AUM / Performance-based

Account Minimum

ELDRED ROCK PARTNERS, LLC

SAN ANTONIO, TX

We own outstanding companies for the long term

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Value InvestingActive EquityDownside Protection+8

AUM / Performance-based

Account Minimum

ELDRIDGE ACRE PARTNERS, LP

LOS ANGELES, CA

We focus on real estate investments where our in-house development and execution expertise gives us a competitive advantage

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Real Estate Investment ManagementCommercial Real EstateResidential Real Estate+3

AUM / Flat Fee / Performance-based

ELDRIDGE INVESTMENT ADVISORS INC

Plan. Invest. Retire.

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment AdvisoryRetirement PlanningFinancial Planning+12

Account Minimum

ELEMENT POINTE FAMILY OFFICE

Planning Thoughtfully, Investing Wisely ™

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Family OfficeInvestment ManagementFee-only+11

AUM / Flat Fee / Performance-based / Other

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN

Redefining Wealth Management Excellence

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement Planning401(k) RolloverIRA Accounts+4

Account Minimum

ELEMENT WEALTH, LLC

ARE YOU IN YOUR ELEMENT?

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement Income PlanningSocial Security OptimizationFinancial Planning+4

AUM / Commission / Flat Fee

Account Minimum

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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 57 | AdvisorFinder