AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
EI

ENERGY INCOME PARTNERS

WESTPORT, CT
RIA

Minimizing cyclicality. Navigating volatility. Inspiring trust.

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Energy InfrastructureIncome InvestingEnergy+6
Fee model
AUM / Performance-based
Account Minimum
$500k
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EI

ENERVEST INVESTMENT SERVICES, L.L.C.

HOUSTON, TX
RIA

EnerVest — Where Efficiency and Expertise Align

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Oil And GasLow-cost OperatorProduction Optimization+3
Fee model
AUM / Performance-based
View profile
EC

ENGINE CAPITAL MANAGEMENT, LP

NEW YORK, NY
RIA

Decades of Experience Investing in Change

AUM
$1B–$5B
Advisors
Offices
1
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

Value InvestingSpecial SituationsActivist Investing+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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EC

ENHANCING CAPITAL LLC

HARRISBURG, PA
RIA

Thoughtful Investment Management

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Fee-onlyInvestment ManagementPortfolio Construction+5
Fee model
AUM / Performance-based
Account Minimum
$250k
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EC

ENLIGHTENMENT CAPITAL

CHEVY CHASE, MD
RIA

Investing in the Future of Mission-Critical Industries

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

Firm Focus

Pooled Vehicles

Expertise

AerospaceDefenseGovernment+7
Fee model
AUM / Performance-based
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EF

ENRICH FINANCE LLC

SAN FRANCISCO, CA
RIA

Know your portfolio is on plan.

AUM
Not disclosed
Advisors
Offices
1
Founded

Expertise

Portfolio MonitoringAsset AllocationRebalancing+7
Fee model
Flat Fee
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EW

ENSPYRE WEALTH ADVISORS, INC.

WOODBURY, MN
RIA

Advocating for Generations to Come

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningPersonalized Solutions+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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EF

ENZA FINANCIAL, LLC

INDEPENDENCE, OH
RIA

Your Future Is Our Focus

AUM
$100M–$500M
Advisors
5
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Life InsuranceExecutive BenefitsRetirement Planning+4
Fee model
AUM / Hourly / Other
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EW

ENZI WEALTH

AUSTIN, TX
RIA

Fee only fiduciaries.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2021

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementRetirement PlanningTax Optimization+8
Fee model
AUM / Hourly / Flat Fee
View profile
EP

EOC PARTNERS ADVISORS L.P.

HOUSTON, TX
RIA

Investing in the Energy Needs of the 21st Century

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

Firm Focus

Pooled Vehicles

Expertise

UpstreamMidstreamMinerals+3
Fee model
AUM / Performance-based / Other
View profile
EC

EPFC CAPITAL PARTNERS

NEW YORK, NY
RIA

CREDIT RELATIVE VALUE STRATEGIES

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

Firm Focus

Pooled Vehicles

Expertise

Credit Relative ValueQuantitative ModelsActive Risk Management+7
Fee model
AUM / Performance-based
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EW

EPG WEALTH MANAGEMENT LLC

ATLANTA, GA
RIA

We change the way people approach life & retirement.

AUM
$500M–$1B
Advisors
6
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementRetirement PlanningCustomized Portfolios+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
EF

EPIC FUNDS

MANHATTAN BEACH, CA
RIA

Differentiated investments. Distinct results.

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

Firm Focus

Pooled Vehicles

Expertise

Private MarketsBoutique Asset ManagementSpecialty Finance+9
Fee model
AUM / Performance-based
View profile
EW

EPIC WEALTH MANAGEMENT, LLC

OKLAHOMA CITY, OK
RIA

An elevated advisory experience

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Wealth ManagementAsset PreservationLegacy Planning+2
Fee model
AUM
Account Minimum
$500k
View profile
EA

EQUALITY ASSET MANAGEMENT

BOSTON, MA
RIA

Growth Focused Private Equity

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityGrowth BuyoutLower Mid-market+4
Fee model
AUM / Performance-based
View profile
EF

EQUANIMITY FINANCIAL PARTNERS

PASADENA, CA
RIA

Equanimity Financial Partners & You

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment PlanningPortfolio ManagementRisk Management+3
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
EW

EQUILIBRIA WEALTH MANAGEMENT, LLC

KATY, TX
RIA

Reaching Investment Zen

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

Firm Focus

High Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningInvestment Strategies+4
Fee model
AUM / Hourly
View profile
EA

EQUITABLE ADVISORS, LLC

NEW YORK, NY
RIA

Advice. Protection. Retirement.

AUM
$25B+
Advisors
10k+
Offices
26
Founded
1859

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningRetirementProtection+3
Fee model
AUM / Hourly / Flat Fee
View profile
EA

EQUITY ADVISORS OF KENTUCKY INC

LEXINGTON, KY
RIA

WORK WE LOVE, WITH PEOPLE WE LIKE

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningTax PreparationTax Resolution+6
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$400k
View profile
EA

EQUITY ARMOR INVESTMENTS

CHICAGO, IL
RIA

Grow Your Wealth with Powerful Investment Tools

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

Firm Focus

High Net WorthInvestment Companies

Expertise

Options TradingVolatilityVIX+6
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
ER

EQUITY RESOURCE INVESTMENTS, LLC

CAMBRIDGE, MA
RIA

Building long-term value with our real estate partners and investors

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

Firm Focus

Pooled Vehicles

Expertise

Value-add Real EstateOpportunistic InvestmentsEssential Housing+7
Fee model
Performance-based / Other
View profile
EA

EQV ADVISORY, LLC

RALEIGH, NC
RIA

Holistic, Client-First Wealth Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementWealth ManagementTax Planning+4
Fee model
AUM / Flat Fee / Other
Account Minimum
$5.0M
View profile
EW

EQ WEALTH ADVISORS

DALLAS, TX
RIA

Plan purposefully to live a life of happiness and fulfillment.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment ManagementRetirement PlanningLong-term Care Planning+8
Fee model
AUM
View profile
EA

EREZ ASSET MANAGEMENT, LLC

NEW ROCHELLE, NY
RIA

Value Investing with a Catalyst

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

ReitsValue InvestingSmall Cap+4
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.

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