AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
FI

FCG INVESTMENT COMPANY

GERMANTOWN, TN
RIA

YOUR MONEY MATTERS WITH FCG

AUM
$500M–$1B
Advisors
Offices
1
Founded
1996

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+6
Fee model
AUM / Flat Fee
Account Minimum
$10k
View profile
FW

FCIG WEALTH MANAGEMENT, LLC

PLAINFIELD, CT
RIA

Tailored Approach to Wealth Management

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningTax Planning+10
Fee model
AUM / Flat Fee
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FW

FC WEALTH SOLUTIONS LLC

WESTERVILLE, OH
RIA

A Smarter Way to Wealth

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningData-driven Analysis+3
Fee model
AUM / Flat Fee
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FW

FDI WEALTH MANAGEMENT, LLC

MIAMI, FL
RIA

Gerenciamiento de patrimonios personales, familiares e institucionales

AUM
$100M–$500M
Advisors
Offices
3
Founded
1998

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Gerenciamiento De PatrimoniosActivos FinancierosMulti-family Office+7
Fee model
AUM / Hourly
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FC

FEATHERINGILL CAPITAL, LLC

BIRMINGHAM, AL
RIA

We build on what you started.

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

Firm Focus

Pooled Vehicles

Expertise

Business AcquisitionLong-term GrowthOperator-led Investing+3
Fee model
Flat Fee / Performance-based
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FF

FEDERMANN FINANCIAL ADVISORS INC.

ROCKY POINT, NY
RIA

Caring, Confident, and Committed Financial Planners

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningWealth ManagementInvestment Management+2
Fee model
AUM / Hourly / Flat Fee
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FV

FEENIX VENTURE PARTNERS, LLC

NEW YORK, NY
RIA

Empowering Growth Companies

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

Firm Focus

Pooled Vehicles

Expertise

Growth CapitalConsumer-facing BusinessesEarly-stage Investing+2
Fee model
AUM / Performance-based
Account Minimum
$100k
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FC

FEG CURIO INVESTMENT PARTNERS, LLC

CINCINNATI, OH
RIA

Partnering in Your Success

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

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Outsourced CIOPrivate MarketsAlternatives+7
Fee model
AUM / Flat Fee / Performance-based
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FI

FELDMAN, INGARDONA & CO

DOWNERS GROVE, IL
RIA

Investment Counsel for High-Net-Worth Individuals, Families, And Institutions

AUM
$1B–$5B
Advisors
Offices
1
Founded
1997

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Investment ConsultingPortfolio ManagementWealth Preservation+3
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
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FA

FELTL ADVISORS

PLYMOUTH, MN
RIA

Carve your own path

AUM
$100M–$500M
Advisors
15
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment AdvisoryStock BrokerageInvestment Banking+4
Fee model
AUM / Flat Fee / Other
Account Minimum
$25k
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FP

FENWAY PARTNERS, LLC

WESTERLY, RI
RIA

Supporting Businesses To Achieve Their Potential

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

Firm Focus

Pooled Vehicles

Expertise

Middle-market Private EquityBuyoutsUs-based Businesses+2
Fee model
AUM / Other
View profile
FI

FFO INVESTMENTS LLC

TAMPA, FL
RIA

All The Power Of A Family Office, Without The Family Fortune Requirement

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

Firm Focus

High Net Worth

Expertise

Family OfficeTax StrategyWealth Management+7
Fee model
AUM
Account Minimum
$1.0M
View profile
FF

FI3 FINANCIAL ADVISORS, LLC

INDIANAPOLIS, IN
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementEstate Planning+9
Fee model
AUM / Flat Fee / Other
View profile
FP

FIC PARTNERS MANAGEMENT, LP

HOUSTON, TX
RIA

Experienced. Diligent. Infrastructure.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

EnergyInfrastructureStrategic Assets+1
Fee model
AUM / Flat Fee / Performance-based / Other
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FI

FIDELIS INVESTORS, LLC

CRANFORD, NJ
RIA

Transparent. Dedicated. Trusted.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Investment PerformanceGovernanceLong-term Growth+1
Fee model
AUM / Flat Fee / Performance-based
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FA

FIDUCIARY ADVISOR ADVOCATES

N/A
RIA

BRINGING INSTITUTIONAL FRAMEWORK TO INDIVIDUALS

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations+1

Expertise

Fiduciary AdvisoryPortfolio ManagementAlternative Investments+5
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
FB

FIDUCIARY BENEFITS GROUP

N/A
RIA

Retirement plans can be complex. You need a trusted advocate to guide you.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlansFiduciary GovernanceInvestment Due Diligence+10
Fee model
AUM / Flat Fee
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FE

FIDUCIARY EXPERTS LLC

N/A
RIA

Your Prudent Expert.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Fiduciary ConsultingRetirement Plan Advisory457 Plans+9
Fee model
AUM / Hourly / Flat Fee
View profile
FF

FIDUCIARY FAMILY OFFICE, LLC

BOCA RATON, FL
RIA

Stewards of your financial legacy

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Family OfficeMulti-generational WealthTax Planning+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
FF

FIDUCIARY FINANCIAL GROUP, LLC

SAN RAFAEL, CA
RIA

CPA Advisors, Trusted Wealth Managers

AUM
$1B–$5B
Advisors
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementTax PlanningEstate Planning+8
Fee model
AUM / Flat Fee
Account Minimum
$1.5M
View profile
FF

FIDUCIARY FINANCIAL PARTNERS, LLC

NAPERVILLE, IL
RIA

Live Your Life On Purpose

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningFinancial PlanningInvestment Management+7
Fee model
AUM / Commission / Flat Fee
View profile
FL

FIDUCIARYVEST, LLC

ATLANTA, GA
RIA

Advice, for the voyage ahead.

AUM
$1B–$5B
Advisors
Offices
2
Founded
2005

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Institutional Investment ConsultingFiduciary AdvisoryAsset Allocation+7
Fee model
AUM / Hourly / Flat Fee / Other
View profile
FA

FIDUCIENT ADVISORS LLC

CHICAGO, IL
RIA

Here To Help You Prosper

AUM
$25B+
Advisors
Offices
7
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+4

Expertise

Fiduciary Investment ConsultingRetirement Plan AdvisoryOCIO+9
Fee model
AUM / Flat Fee / Performance-based
View profile
FA

FIFTH AVENUE FAMILY OFFICE

NAPLES, FL
RIA

Live your life, love your family and leave your legacy.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Family OfficeInvestment PlanningEstate Planning+12
Fee model
AUM / Flat Fee
Account Minimum
$20.0M
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 64 | AdvisorFinder