AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
EF

EVERNEST FINANCIAL ADVISORS

CARMEL, IN
RIA

It Helps to Have Allies.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2022

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryWealth ManagementFinancial Planning+6
Fee model
AUM / Flat Fee
View profile
EP

EVERSEPT PARTNERS, L.P.

NEW YORK, NY
RIA

global life science investment management

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

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Life ScienceInvestment ManagementGlobal
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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EC

EVERSIDE CAPITAL PARTNERS

NEW YORK, NY
RIA

We are bringing fresh perspectives to the small business investment landscape.

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

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketSmall Business InvestingPrivate Fund Solutions+11
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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EW

EVERSOURCE WEALTH ADVISORS, LLC

BIRMINGHAM, AL
RIA

FOUNDED ON INTEGRITY NAVIGATING YOUR FUTURE

AUM
$5B–$25B
Advisors
Offices
18
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningAsset ManagementWealth Management+3
Fee model
AUM / Hourly / Flat Fee
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E

EVERSPIRE

MIDVALE, UT
RIA

Your Life, Your Purpose, Your Freedom

AUM
$100M–$500M
Advisors
14
Offices
2
Founded

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+5
Fee model
AUM / Other
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EA

EVERSTAR ASSET MANAGEMENT, LLC

MOORESVILLE, NC
RIA

Creating & Protecting Wealth For Our Clients

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Private FundsActively Managed PortfoliosInvestment Advisory+8
Fee model
AUM / Hourly / Performance-based
View profile
EP

EVERVIEW PARTNERS, L.P.

NEW YORK, NY
RIA

One Focus, All Angles

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

Firm Focus

Pooled Vehicles

Expertise

Real EstatePrivate EquityCredit+6
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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ES

EVERY SECURITIES LLC

SACRAMENTO, CA
RIA

Invest in high-yielding treasury bills and money market funds

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Treasury BillsMoney Market FundsCash Management+7
Fee model
AUM / Flat Fee
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EC

EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC

BOSTON, MA
RIA

Flexible Leverage Finance and Working Capital Finance Solutions

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

Firm Focus

Pooled Vehicles

Expertise

Alternative CreditLeverage FinanceWorking Capital Finance+1
Fee model
AUM / Performance-based
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EI

EVOLUTION INVESTMENT MANAGEMENT LLC

AUSTIN, TX
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Real Estate Private EquityEquity InvestingDebt Financing+10
Fee model
AUM / Performance-based
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EW

EVOLUTION WEALTH ADVISORS, LLC

AVENTURA, FL
RIA

Building lasting relationships

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Asset ManagementFamily AdvisoryWealth Management+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
EA

EXCEED ADVISORY LLC

NEW YORK, NY
RIA

Let us be your Options Expert

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

OptionsPortfolio ManagementCovered Calls+8
Fee model
AUM / Flat Fee
View profile
EF

EXCEL FINANCIAL, LLC

RED WING, MN
RIA

It's your turn to experience FINANCIAL SUCCESS with the assistance of a caring team with a fiduciary responsibility to serve you!

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementWealth Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
EI

EXCELSIOR INVESTORS

EXCELSIOR, MN
RIA

We help families simplify their finances and steward their wealth over the long run.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFamily FinanceLong-term Investing
Fee model
AUM / Flat Fee
Account Minimum
$750k
View profile
ER

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

EXCELSIOR, MN
RIA

Investing in a Resilient and Independent Energy Future

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

Firm Focus

Pooled Vehicles

Expertise

Clean EnergyEnergy TransitionUtility-scale Solar+6
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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EE

EXCOLERE EQUITY PARTNERS, LLC

LOS ANGELES, CA
RIA

UNPARALLELED CAPABILITY IN EDUCATION AND HUMAN CAPITAL MANAGEMENT INVESTING

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

Firm Focus

Pooled Vehicles

Expertise

Education InvestingHuman Capital ManagementPrivate Equity+6
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
View profile
EA

EXCOMP ASSET MANAGEMENT LTD

MELVILLE, NY
RIA

Welcome to Excomp Asset Management

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment AdvisoryAsset ManagementPortfolio Management+3
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
EC

EXDS CAPITAL

N/A
RIA

Strategic Clarity

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementIndependent Investment AdvisoryMacro Research+4
Fee model
AUM / Hourly / Flat Fee / Subscription
View profile
EW

EXIT WEALTH ADVISORS

ALPHARETTA, GA
RIA

WEALTH MANAGEMENT DEDICATED TO PRESERVING AND ENHANCING THE LEGACIES OF OUR MEMBERS

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementLegacy PreservationMembership-based
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
View profile
EW

EXODUS WEALTH, LLC

FORT LAUDERDALE, FL
RIA

Empowering Financial Success: Your Partner in Port Orchard

AUM
$100M–$500M
Advisors
40
Offices
28
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment AdviceRetirement Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
EF

EXPAND FINANCIAL GROUP, LLC

N/A
RIA

Financial Planning for Every Moment

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-only AdvisoryInvestment PlanningTax Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
ES

EYRE STREET CAPITAL

NEW YORK, NY
RIA

Financing Growth. Advancing Sustainability.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2025

Firm Focus

Pooled Vehicles

Expertise

Private CreditSustainable FinanceClean Energy+10
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
FC

FACT CAPITAL, L.P.

NEW YORK, NY
RIA

Aligning internal and external incentives for long-term compounding.

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

Firm Focus

Pooled Vehicles

Expertise

Global Investment FundMicro-thematic InvestingTechnology+11
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
FF

FACTORIAL FUNDS MANAGEMENT LLC

SAN FRANCISCO, CA
RIA

We make concentrated technology investments.

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

Firm Focus

Pooled Vehicles

Expertise

Technology InvestingMachine LearningAutonomous Vehicles+2
Fee model
AUM / Performance-based / Other
Account Minimum
$100k
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 62 | AdvisorFinder