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Browse financial advisory firms

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

Showing 24 firms (page 2+)
EA

EMBASSY ASSET MANAGEMENT LP

SHORT HILLS, NJ
RIA

WE FOCUS ON TWO INVESTMENT THEMES

AUM
$500M–$1B
Advisors
5
Offices
1
Founded

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

IncomeLow Credit RiskLow Duration Risk+3
Fee model
AUM / Performance-based
View profile
E

EMBERVEST

N/A
RIA

Create your home buying timeline.

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

Individuals

Expertise

Home BuyingReadiness AssessmentFinancial Planning+2
Fee model
Flat Fee / Subscription
View profile
EA

EMERALD ADVISORS, LLC

BELLEVUE, WA
RIA

Purpose-Driven Wealth Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningRetirement PlanningInvestment Management+5
Fee model
AUM / Flat Fee
View profile
EB

EMERALD BAY WEALTH MANAGEMENT LLC

TAHOE CITY, CA
RIA

We are a different kind of wealth management firm.

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Investment ManagementFiduciary ResponsibilityPrivate Family Wealth Management+3
Fee model
AUM / Hourly
Account Minimum
$5.0M
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EH

EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC

LAKEWOOD, CO
RIA

Passionately Dedicated to Helping our Clients Build Successful Private Equity Portfolios in Asia

AUM
$100M–$500M
Advisors
Offices
1
Founded
2005

Firm Focus

Pooled Vehicles

Expertise

Private EquityAsiaVenture Capital+2
Fee model
Performance-based / Other
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EF

EMERGENT FINANCIAL SERVICES, LLC.

CHARLOTTESVILLE, VA
RIA

Build your financial future with a local Charlottesville family-owned firm

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningPortfolio ManagementRetirement Planning+7
Fee model
AUM / Flat Fee
View profile
EE

EMERSON EQUITY LLC

SAN MATEO, CA
RIA

Always Emerson Equity.

AUM
$100M–$500M
Advisors
228
Offices
10
Founded
2003

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment AdvisoryBrokeragePrivate Placements+6
Fee model
AUM / Hourly / Flat Fee
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EC

EMET CAPITAL MANAGEMENT

NEW YORK, NY
RIA

Strategy. Experience. Successful Execution.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2012

Firm Focus

Pooled Vehicles

Expertise

Distressed DebtSpecial SituationsReal Estate+7
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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EI

EMMETT INVESTMENT MANAGEMENT, LP

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

Firm Focus

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

EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC

NEW YORK, NY
RIA

Build With Us.

AUM
$500M–$1B
Advisors
12
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal+1

Expertise

BrokerageAsset ManagementInvestment Banking+4
Fee model
AUM / Commission
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EI

EMPIRIC INSTITUTIONAL

AUSTIN, TX
RIA

Better Results Come From Unique EMPIRICAL Perspectives

AUM
Under $100M
Advisors
2
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Quantitative InvestingFundamental InvestingPublic Equities+5
Fee model
AUM
Account Minimum
$2.0M
View profile
EW

EMPOWER WEALTH MANAGEMENT

CEDAR PARK, TX
RIA

Empowering Your Retirement Journey

AUM
$100M–$500M
Advisors
Offices
2
Founded
2005

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement Income PlanningTax PlanningWealth Management+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$10k
View profile
EC

EMVISION CAPITAL ADVISORS, LLC

AURORA, OH
RIA

EmPowering our clients to plan for their desired future

AUM
$100M–$500M
Advisors
9
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Wealth ManagementPortfolio ManagementEstate Planning+3
Fee model
AUM / Flat Fee
View profile
EF

ENCIRCLE FINANCIAL STRATEGIES

N/A
RIA

More than an advisor, we seek to be your partner, coach, and friend.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementRisk Management+3
Fee model
AUM / Hourly
Account Minimum
$25k
View profile
EM

ENCOMPASS MORE ASSET MANAGEMENT LLC

DANVILLE, CA
RIA

We're stewards of your future.

AUM
$500M–$1B
Advisors
16
Offices
12
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles

Expertise

Retirement PlanningFinancial SecurityIndividual Clients+2
Fee model
AUM / Hourly / Flat Fee / Subscription
View profile
EG

ENCORE GLOBAL MANAGEMENT LP

HOUSTON, TX
RIA

Navigating Markets. Creating Alpha.

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

Firm Focus

Pooled Vehicles

Expertise

Fundamental AnalysisTechnical AnalysisGlobal Macro+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
EA

ENDEAVOR ADVISORS, LLC

THE WOODLANDS, TX
RIA

Bespoke wealth management propelled by your purpose — delivered with expertise, care, and precision.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
EW

ENDEAVOR WEALTH ADVISORS, LLC

PEPPER PIKE, OH
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
EC

ENDICOTT CAPITAL

NEW YORK, NY
RIA

Partnership Investing. Aligned Interests. Enhanced Results.

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

Firm Focus

Pooled Vehicles

Expertise

Partnership InvestingInformation ServicesCapital+1
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
EC

ENDURE CAPITAL, LLC

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Wealth StewardshipRegistered Investment AdvisorRegulatory Transparency
Fee model
AUM
Account Minimum
$1.0M
View profile
EW

ENDURING WEALTH ADVISORS

TEMECULA, CA
RIA

We believe an exceptional life isn't predicted; it's discovered.

AUM
$100M–$500M
Advisors
2
Offices
1
Founded
1993

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningWealth ManagementRetirement Planning+3
Fee model
AUM / Hourly
View profile
EW

ENDURING WEALTH MANAGEMENT, LLC

MERIDIAN, ID
RIA

Sophisticated wealth management to serve your individual needs

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementRetirement Planning+4
Fee model
AUM
View profile
EC

ENERGIZE CAPITAL LLC

CHICAGO, IL
RIA

Build What's Next

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

Firm Focus

Pooled Vehicles

Expertise

Energy TransitionDecarbonizationCritical Infrastructure+8
Fee model
AUM / Performance-based
View profile
EI

ENERGY IMPACT PARTNERS LP

NEW YORK, NY
RIA

investing in innovative companies powering a better energy future

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

Firm Focus

Pooled Vehicles

Expertise

EnergyVenture CapitalClean Energy+7
Fee model
AUM / Performance-based
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 59 | AdvisorFinder