AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
EL

ERGUZ, LLC

THE WOODLANDS, TX
RIA

Building Your Wealth

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

Firm Focus

High Net Worth

Expertise

Investment ManagementPortfolio ManagementFee-based Advisory+6
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
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EA

ERISA ADVISERS, INC.

BRENTWOOD, TN
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthCharitable Organizations

Expertise

Retirement ReadinessERISAInvesting+7
Fee model
AUM / Flat Fee
View profile
EF

ESI FINANCIAL ADVISORS

MONTPELIER, VT
RIA

Your Business. Your Vision.

AUM
$1B–$5B
Advisors
470
Offices
26
Founded
1968

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Broker-dealerRegistered Investment AdviserFinancial Professional Support+5
Fee model
AUM / Commission / Hourly / Flat Fee
Account Minimum
$10k
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EM

ESO MANAGEMENT SERVICES LLC

SAN MATEO, CA
RIA

Get Liquidity for Your Stock Options

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

Firm Focus

Pooled Vehicles

Expertise

Employee Stock OptionsStock Option LiquidityVenture-backed Companies+4
Fee model
AUM / Performance-based
Account Minimum
$100k
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EC

ESOTERICA CAPITAL LLC

N/A
RIA

Macro Insight, Global Growth

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthInvestment Companies

Expertise

Alternative InvestmentsMacro ResearchFundamental Research+3
Fee model
AUM
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EI

ESP INVESTMENT ADVISORS LLC

DALLAS, TX
RIA

Empowering Energy Infrastructure Investment

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

Firm Focus

Pooled Vehicles

Expertise

Energy InfrastructureMidstreamGathering And Processing+9
Fee model
AUM / Performance-based
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EP

ESSENTIAL PLANNING, LLC

PORTSMOUTH, NH
RIA

Visit. Share. Collaborate. Create.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Estate And Trust PlanningAsset PreservationInsurance Counseling+7
Fee model
AUM / Hourly / Flat Fee
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EI

ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

BOSTON, MA
RIA

Our investment philosophy is based on the early identification of growth, wherever growth exists.

AUM
$500M–$1B
Advisors
Offices
2
Founded
1976

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Growth InvestingSmall CapMicro Cap+3
Fee model
AUM
Account Minimum
$1.0M
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EC

ESTANCIA CAPITAL MANAGEMENT, LLC

SCOTTSDALE, AZ
RIA

From Success to Significance.

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

Firm Focus

Pooled Vehicles

Expertise

Lower Middle-marketPrivate EquityFinancial Services+6
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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EM

ESTATE MANAGEMENT COUNSELORS,LLC

ATLANTA, GA
RIA

How Organized is your Retirement?

AUM
$100M–$500M
Advisors
Offices
2
Founded
2000

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Estate PlanningPortfolio ManagementTax Counseling+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$50k
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EG

ETERNA GROWTH PARTNERS

BOSTON, MA
RIA

Hyper Focused, Not Hype Driven

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

Firm Focus

Pooled Vehicles

Expertise

Technology InvestingVertical SoftwareCloud Solutions+6
Fee model
AUM / Other
View profile
EA

ETF ARCHITECT

NEWTOWN SQUARE, PA
RIA

An Affordable, Turnkey, and Transparent White Label ETF Platform.

AUM
$25B+
Advisors
Offices
1
Founded
2013

Firm Focus

Investment CompaniesPension/Profit Sharing

Expertise

White Label ETF PlatformETF LaunchETF Operations+8
Fee model
AUM / Flat Fee
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EP

ETF PORTFOLIO PARTNERS, INC.

LEAWOOD, KS
RIA

EVERY INVESTOR DESERVES A SMARTER WAY TO INVEST.

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

ETF InvestingFiduciaryPortfolio Management+5
Fee model
AUM
Account Minimum
$250k
View profile
EF

ETHOS FINANCIAL GROUP, LLC

KING OF PRUSSIA, PA
RIA

Where Strategy Meets Service

AUM
$1B–$5B
Advisors
6
Offices
6
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRetirement PlanningAdvanced Planning+7
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$100k
View profile
EA

EUKLES ASSET MANAGEMENT, LLC

CINCINNATI, OH
RIA

An Approach Designed for Long Term Success

AUM
$100M–$500M
Advisors
5
Offices
1
Founded
2011

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Discretionary Portfolio ManagementValue InvestingAll-cap Equity+7
Fee model
AUM
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EA

EULAV ASSET MANAGEMENT

SARASOTA, FL
RIA

Build a diversified portfolio with investments guided by first-hand experience combined with rigorous analytics

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Mutual FundsSeparately Managed AccountsEquity Funds+5
Fee model
AUM
Account Minimum
$100k
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EA

EUROCAPITAL ADVISORS, INC

MIAMI, FL
RIA

The wealth management services that you need

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

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment PlanningAsset Allocation+5
Fee model
AUM
View profile
EC

EVANS CAPITAL MANAGEMENT ASSOCIATES

BELLEVUE, WA
RIA

Welcome to the R.L. Evans Company

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Employee BenefitsProperty & Casualty InsuranceMedicare Supplements+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
EW

EVANS WEALTH MANAGEMENT

DULUTH, GA
RIA

True wealth is living life to the fullest.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryWealth Management+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
EW

EVANS WEALTH MANAGEMENT

GALLIPOLIS, OH
RIA

What Matters Most to Those We Serve?

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

FiduciaryFee-onlyWealth Management+4
Fee model
AUM / Flat Fee
View profile
EF

EVEREST FINANCIAL GROUP

MINNEAPOLIS, MN
RIA

Client focused.... Product neutral... Entrepreneurial independence.

AUM
$1B–$5B
Advisors
12
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial AdviceObjective AdviceIntegrity+1
Fee model
AUM / Hourly / Flat Fee / Other
View profile
EW

EVEREST WEALTH MANAGEMENT

LEAWOOD, KS
RIA

You have aspirations. Let's work together to attain them.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyWealth ManagementFinancial Planning+10
Fee model
AUM
View profile
EA

EVERGREEN ADVISORS, LLC

CHATTANOOGA, TN
RIA

Your Financial Goals, Our Priority

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-onlyFiduciaryFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee / Other
View profile
EW

EVERGREEN WEALTH MANAGEMENT, LLC

WILLIAMSTON, MI
RIA

Wealth Planning Made to Endure

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Wealth PlanningInvestment ManagementRetirement Planning+5
Fee model
AUM
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 61 | AdvisorFinder