AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
E

ELEPHANT

BOSTON, MA
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalTechnologyCapital-efficient Companies+1
Fee model
AUM / Performance-based
View profile
EC

ELEQUIN CAPITAL, LP

NEW YORK, NY
RIA

Empowering the future of market-making and algorithmic investments through innovation, collaboration, and precision.

AUM
$500M–$1B
Advisors
17
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Market-makingAlgorithmic InvestmentsQuantitative Investing+2
Fee model
Performance-based
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EP

ELEVAGE PARTNERS, LLC

RENO, NV
RIA

Financial Clarity for a More Confident Future

AUM
$100M–$500M
Advisors
—
Offices
4
Founded
2010

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementComprehensive Financial Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$50k
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EC

ELEVATED CAPITAL ADVISORS, LLC

DRAPER, UT
RIA

Accelerate Your Business. Leverage Our Proven System.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

RIAAdvisor SupportMarketing And Technology+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$10k
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EP

ELEVATED PRIVATE WEALTH

N/A
RIA

Your trust. Our expertise.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementRetirement SolutionsFinancial Planning+4
Fee model
AUM
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EF

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

ST. PETERSBURG, FL
RIA

Could Your Money Work Harder For You?

AUM
$100M–$500M
Advisors
4
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningWealth ManagementFinancial Planning+4
Fee model
AUM / Flat Fee
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EW

ELEVATE WEALTH ADVISORY, INC.

ATHENS, GA
RIA

Wealth advice for your best life.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment PlanningRetirement PlanningTax Planning+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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EA

ELEVATION ADVISORY PARTNERS LLC

ORLANDO, FL
RIA

Ensuring your financial success at each stage of life

AUM
$100M–$500M
Advisors
3
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningRetirement PlanningEstate Planning+7
Fee model
AUM / Flat Fee / Other
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EC

ELEVATION CAPITAL ADVISORY

BEND, OR
RIA

Live an Elevated Retirement

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningIncome PlanningInvestment Planning+3
Fee model
AUM / Flat Fee
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EW

ELEVATION WEALTH PARTNERS, LLC

WALNUT CREEK, CA
RIA

Expertise and guidance for every stage of your life

AUM
$500M–$1B
Advisors
—
Offices
3
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+5
Fee model
AUM
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EW

ELEVATUS WEALTH MANAGEMENT, LLC

VICTOR, NY
RIA

Guiding the path of your wealth to new heights

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementFiduciary+6
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
View profile
EC

ELGETHUN CAPITAL MANAGEMENT

SIOUX FALLS, SD
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Independent RIAFee-based AdvisoryFiduciary+6
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$5.0M
View profile
EC

ELI CIRCLE CAPITAL, LP

LOS ANGELES, CA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Alternative InvestmentsOpportunistic CreditCredit Investments
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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EP

ELION PARTNERS, LLC

MIAMI, FL
RIA

Mission-Critical Real Estate for Modern Supply Chains. Built on Fundamentals. Powered by Data.

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2010

Firm Focus

Pooled Vehicles

Expertise

Industrial Real EstateData ScienceInvestment Management+3
Fee model
AUM / Flat Fee / Performance-based / Other
Account Minimum
$2.0M
View profile
EF

ELIOS FINANCIAL GROUP, INC.

WESTLAKE, OH
RIA

Financial Advisors Focused on You

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningWealth ManagementRetirement Planning+7
Fee model
AUM / Commission / Hourly / Subscription
View profile
EF

ELIOT FINKEL INVESTMENT COUNSEL, LLC

BEVERLY HILLS, CA
RIA

Analysis-Driven, Client-Focused Wealth Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Independent ResearchFee-onlyLong-term Investing+4
Fee model
AUM
Account Minimum
$500k
View profile
EP

ELITE PORTFOLIOS

CARMEL BY THE SEA, CA
RIA

Institutional Discipline. Advisor Focus.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pension/Profit Sharing

Expertise

Endowment-style InvestingPortfolio ManagementAlternative Investments+9
Fee model
Other
View profile
EC

ELKWATER CAPITAL

NEW YORK, NY
RIA

Invest Thoughtfully in BDCs with Elkwater Capital

AUM
Under $100M
Advisors
—
Offices
1
Founded
2023

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

BdcsBusiness Development CompaniesHigh-yield+6
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
EW

ELLERBROCK-NORRIS WEALTH STRATEGIES LLC

OMAHA, NE
RIA

PURSUE YOUR PURPOSE

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Business Exit PlanningWealth ManagementTax Planning+5
Fee model
AUM / Flat Fee
View profile
EI

ELLIS INVESTMENT PARTNERS, LLC

BERWYN, PA
RIA

Seeking Opportunities in a New World

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFinancial PlanningTrust Investment Management+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
EA

ELLSWORTH ADVISORS, LLC

HUDSON, OH
RIA

Ellsworth Advisors is your full-service trusted financial partner

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFinancial PlanningAsset Management+12
Fee model
AUM / Flat Fee
View profile
EF

ELMTREE FUNDS, LLC

ST. LOUIS, MO
RIA

Driving Growth With Mission Critical Industrial Real Estate

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

Firm Focus

Pooled Vehicles

Expertise

Build-to-suitNet LeaseIndustrial Real Estate+4
Fee model
AUM / Performance-based
Account Minimum
$3.0M
View profile
EA

ELMWOOD ASSET MANAGEMENT LLC

NEW YORK, NY
RIA

Performance Driven

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

Firm Focus

Pooled Vehicles

Expertise

Alternative Investment ManagementGlobal Corporate CreditCredit Analysis+3
Fee model
AUM / Performance-based
View profile
EA

ELTEKON ADVISORS, LLC.

WEST LAKE HILLS, TX
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRisk ManagementInvestment Advice+3
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 58 | AdvisorFinder