Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
DF
DOVETAIL FINANCIAL GROUP LLC
WILMINGTON, NC
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$400k
DW
DRIVE WEALTH ADVISERS
LEHI, UT
RIA
AUM
$1B–$5B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
DC
DSM CAPITAL PARTNERS
PALM BEACH GARDENS, FL
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
D
DYNAMIC
PHOENIX, AZ
RIA
AUM
$5B–$25B
Advisors
—
Offices
57
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+2
Fee model
AUM / Hourly / Flat Fee / Other
EB
EAGLE BAY FAMILY OFFICE
NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
EC
EAGLE CAPITAL MANAGEMENT LLC
NEW YORK, NY
RIA
AUM
$25B+
Advisors
12
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
ES
EAGLE STRATEGIES LLC
NEW YORK, NY
RIA
AUM
$25B+
Advisors
10k+
Offices
27
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+2
Fee model
AUM / Hourly / Flat Fee
EC
EJF CAPITAL LP
ARLINGTON, VA
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based / Other
EW
ELEVATION WEALTH PARTNERS, LLC
WALNUT CREEK, CA
RIA
AUM
$500M–$1B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM
EC
ELGETHUN CAPITAL MANAGEMENT
SIOUX FALLS, SD
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$5.0M
EA
EMERALD ADVISORS, LLC
BELLEVUE, WA
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
EI
ENERGY INCOME PARTNERS
WESTPORT, CT
RIA
AUM
$5B–$25B
Advisors
2
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
EC
ENHANCING CAPITAL LLC
HARRISBURG, PA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based
EW
EPG WEALTH MANAGEMENT LLC
ATLANTA, GA
RIA
AUM
$500M–$1B
Advisors
6
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
EA
EQUITABLE ADVISORS, LLC
NEW YORK, NY
RIA
AUM
$25B+
Advisors
10k+
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
EW
EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL
RIA
AUM
$5B–$25B
Advisors
—
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
EW
EXODUS WEALTH, LLC
FORT LAUDERDALE, FL
RIA
AUM
$100M–$500M
Advisors
40
Offices
47
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
FS
FAYEZ SAROFIM & CO.
HOUSTON, TX
RIA
AUM
$25B+
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM
FF
FI3 FINANCIAL ADVISORS, LLC
INDIANAPOLIS, IN
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Flat Fee / Other
FF
FIDUCIARY FINANCIAL GROUP, LLC
SAN RAFAEL, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Flat Fee
FA
FIDUCIENT ADVISORS LLC
CHICAGO, IL
RIA
AUM
$25B+
Advisors
—
Offices
14
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+4
Fee model
AUM / Flat Fee / Performance-based
FA
FIFTH AVENUE FAMILY OFFICE
NAPLES, FL
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
Account Minimum
$20.0M
FG
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
AUSTIN, TX
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM
FS
FINANCIAL SYMMETRY INC.
RALEIGH, NC
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly / Flat Fee
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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.