AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
FA

FAI ADVISORS, INC.

FARMINGTON HILLS, MI
RIA

Empowering Financial Freedom®

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Asset ManagementInsuranceEstate Planning+7
Fee model
AUM / Flat Fee
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FB

FAIRFIELD, BUSH & CO.

DARIEN, CT
RIA

Today's financial world is full of complexities and markets are moving faster than ever.

AUM
$500M–$1B
Advisors
Offices
1
Founded
1973

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Discretionary Wealth ManagementEquity PortfoliosFixed Income Management+7
Fee model
AUM / Flat Fee
Account Minimum
$500k
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FF

FAIRFIELD FINANCIAL ADVISORS

WELLESLEY, MA
RIA

Empowering individuals and families to achieve their financial goals.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningEstate Planning+7
Fee model
AUM
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FR

FAIRFIELD REALTY ADVISORS LLC

SAN DIEGO, CA
RIA

Creating Better Living For Better Lives

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

Firm Focus

Pooled Vehicles

Expertise

MultifamilyReal EstateProperty Management+6
Fee model
AUM / Performance-based
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FC

FAIRVIEW CAPITAL

GREENBRAE, CA
RIA

Expert, Ethical, Effective Wealth Management

AUM
$1B–$5B
Advisors
Offices
2
Founded
1995

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningInvestment Management+7
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
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FP

FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC

SEATTLE, WA
RIA

Seeking equity level returns with debt levels of risk.

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

Firm Focus

Pooled Vehicles

Expertise

Debt FundsSenior Secured Real Estate LoansBridge Financing+5
Fee model
AUM / Performance-based
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FA

FAIRWAY ASSET MANAGEMENT, LLC

OMAHA, NE
RIA

PERFORMANCE. INTEGRITY. TRANSPARENCY.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementRetirement Planning+2
Fee model
AUM
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FC

FAIRWAY CAPITAL MANAGEMENT, LLC

CHICAGO, IL
RIA

Performance Driven Private Markets Investment Management

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Private MarketsInvestment ManagementEvergreen Strategies+2
Fee model
AUM / Performance-based / Other
Account Minimum
$50k
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FC

FALCONPOINT CAPITAL PARTNERS LLC

NEW YORK, NY
RIA

Private Equity in Partnership

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityLeveraged BuyoutsGrowth Equity+8
Fee model
AUM / Performance-based / Other
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FI

FALCONS I, LLC

ATLANTA, GA
RIA

Investing in America's Evolving Mortgage Landscape

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Non-qmMortgageREIT+1
Fee model
AUM / Performance-based
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FM

FALFURRIAS MANAGEMENT PARTNERS LP

CHARLOTTE, NC
RIA

Thesis. Exploration. Breakthrough.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityOperationally-focused InvestingTheme-based Approach+3
Fee model
AUM / Performance-based
View profile
FL

FALL LINE CAPITAL, LLC

SAN MATEO, CA
RIA

Seeding a Healthy Planet

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

Firm Focus

Pooled Vehicles

Expertise

Food SystemSpecialist InvestmentResilience+4
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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FC

FAMILY CFO INC

N/A
RIA

A Chief Financial Officer for you and your family.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyFinancial PlanningInvestment Management+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
FD

FAMILY DYNASTY ADVISORS LLC

LUBBOCK, TX
RIA

Boutique Investment Firm with a Personal Touch

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthInvestment Companies

Expertise

Investment ManagementTactical StrategyWealth Management+11
Fee model
AUM
View profile
FF

FAMILY FIDUCIARY SERVICES, INC.

BEVERLY, MA
RIA

Welcome to Family Fiduciary, where your financial well-being is our top priority.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementInvestment ManagementEstate Planning+6
Fee model
AUM / Flat Fee
View profile
FO

FAMILY OFFICE RESEARCH, LLC

BETHESDA, MD
RIA

Fiduciary Wealth Management for the affluent client

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fiduciary AdviceWealth ManagementInvestment Management+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
FP

FAMILY PARTNERS CAPITAL, LLC

HAMILTON, MA
RIA
AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Concentrated EquityLong-onlyPublic Equity+1
Fee model
AUM
View profile
FS

FANCLUB SPORTS CAPITAL

N/A
RIA

Join the Club.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Sports Private EquityGP Co-investAlternative Assets+4
Fee model
AUM / Performance-based
Account Minimum
$1.1M
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FF

FARNAM FINANCIAL

PHOENIX, AZ
RIA

Turn your financial house into your financial castle

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningInvestment ManagementTax Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
FF

FARRELL FINANCIAL

ORCHARD PARK, NY
RIA

A Disciplined and Common Sense Approach to Financial Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningSocially-conscious InvestingTax-advantage Investing+7
Fee model
AUM
View profile
FC

FARRIS CAPITAL MANAGEMENT INC.

CARROLLTON, TX
RIA

A disciplined approach to building wealth

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Financial PlanningInvestment AdvisoryRetirement Planning+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
View profile
FS

FAYEZ SAROFIM & CO.

HOUSTON, TX
RIA

The art of Conviction — Long-term, sustainable growth investing

AUM
$25B+
Advisors
Offices
1
Founded
1958

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Sustainable Growth InvestingLong-term InvestingHigh-conviction+12
Fee model
AUM
Account Minimum
$5.0M
View profile
FA

FBD ASSET MGMT

BLOOMINGTON, MN
RIA

Your Goals are Our Goals

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Investment AnalyticsPortfolio ConstructionFinancial Planning+9
Fee model
AUM
View profile
FP

FCA PARTNERS, LLC

CHARLOTTE, NC
RIA

Real Estate Investment Management Focused on Value Creation

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

Firm Focus

Pension/Profit Sharing

Expertise

Real Estate Investment ManagementCommercial Real EstateValue-add Acquisitions+7
Fee model
AUM / Performance-based / Other
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 63 | AdvisorFinder