AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
FD

FIFTH DOWN CAP LLC

N/A
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Venture CapitalDirect InvestmentFund Of Funds+3
Fee model
AUM / Performance-based
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FF

FINANCE FRIENDS

N/A
RIA

值得信賴的博彩平台

AUM
Not disclosed
Advisors
—
Offices
1
Founded
—
Fee model
Other
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FA

FINANCIAL ADVISORY CORPORATION

GRAND RAPIDS, MI
RIA

Invest Your Money Well with an Advisor You Can Trust

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningEstate Planning+6
Fee model
AUM / Hourly / Flat Fee / Other
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FA

FINANCIAL ARCHITECTS, LLC

WOODSTOCK, GA
RIA

Helping Clients Achieve & Sustain Financial Success

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-onlyFinancial PlanningWealth Management+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
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FA

FINANCIAL ASSET MANAGEMENT CORP

CHAPPAQUA, NY
RIA

Planning Today, Securing Tomorrow ®

AUM
$100M–$500M
Advisors
—
Offices
2
Founded
1986

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementFee-only+4
Fee model
AUM / Hourly / Flat Fee
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FA

FINANCIAL AURORA, LLC.

AUSTIN, TX
RIA

Financial Advice & Investment Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Independent FiduciaryInvestment ManagementFinancial Advice+3
Fee model
AUM / Flat Fee
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FC

FINANCIAL CONSULATE

HUNT VALLEY, MD
RIA

The Financial Physical®

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Fee-onlyFiduciaryFinancial Planning+1
Fee model
AUM / Hourly / Flat Fee
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FC

FINANCIAL COUNCIL, LLC

TOWSON, MD
RIA

Plan Well. Retire Well. Live Well.

AUM
$1B–$5B
Advisors
10
Offices
1
Founded
—

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Retirement PlanningHolistic Financial PlanningLife Planning+7
Fee model
AUM
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FC

FINANCIAL COUNSELING, INC.

SPRINGBORO, OH
RIA

Take your first step towards financial security

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1975

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyFiduciaryInvestment Planning+8
Fee model
AUM / Hourly / Flat Fee
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FD

FINANCIAL DESIGN GROUP, LLC

LAVISTA, NE
RIA

Financial planning for all of life's seasons.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment PlanningIncome PlanningEducation Planning+4
Fee model
AUM
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FE

FINANCIAL EMPOWERMENT LLC

BURNSVILLE, MN
RIA

Discover financial clarity and confidence

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementAsset Allocation+2
Fee model
AUM / Hourly / Flat Fee / Other
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FF

FINANCIAL FREEDOM HOUSE

WATERFORD, MI
RIA

WE DO WHAT OTHERS IMPLY ℠

AUM
$100M–$500M
Advisors
—
Offices
2
Founded
1983

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fiduciary AdviceFinancial PlanningIndex Fund Portfolios+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1k
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FG

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

AUSTIN, TX
RIA

The Evolution of Asset Management Starts Here

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Asset ManagementRisk AlignmentBehavioral Finance+6
Fee model
AUM
Account Minimum
$25k
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FI

FINANCIAL INNOVATIONS, LLC

ATLANTA, GA
RIA

A Value-Based Investment Firm

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningWealth ManagementEstate Planning+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
FI

FINANCIAL INSTITUTION SERVICES, LLC

N/A
RIA

Life can be complicated, investing doesn't have to be.

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

Firm Focus

High Net Worth

Expertise

Retirement PlanningEstate PlanningInvestment Management+7
Fee model
AUM
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FI

FINANCIAL INTEGRITY ADVISORS, LLC

PHILADELPHIA, PA
RIA
AUM
$1B–$5B
Advisors
—
Offices
3
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment StrategyFinancial PlanningCompensation And Benefits+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
FI

FINANCIAL INVESTMENT TEAM ("FIT")

PORTLAND, OR
RIA

Your comprehensive financial planning and tax team

AUM
$100M–$500M
Advisors
4
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningAsset ManagementTax Preparation+4
Fee model
AUM / Hourly
Account Minimum
$250k
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FS

FINANCIALLY SPEAKING INC

GREENWOOD VILLAGE, CO
RIA

Innovative Solutions for a Richer Life

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Financial AdviceRetirement PlanningInvestment Management+5
Fee model
AUM / Flat Fee
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FM

FINANCIAL MANAGEMENT ASSOCIATES, LLC

WINDHAM, NH
RIA

A Trusted Partner

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryFinancial PlanningAccumulation+4
Fee model
AUM / Hourly / Flat Fee
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FM

FINANCIAL MANAGEMENT, INC.

LITTLE ROCK, AR
RIA

INDEPENDENCE MATTERS. FOR OUR FIRM, AND YOUR FUTURE.

AUM
$100M–$500M
Advisors
1
Offices
1
Founded
1982

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyFiduciaryRegistered Investment Adviser+4
Fee model
AUM / Hourly / Flat Fee
View profile
FP

FINANCIAL PERSPECTIVES

MINNEAPOLIS, MN
RIA

Your Vision. Our Perspective. ®

AUM
$1B–$5B
Advisors
11
Offices
1
Founded
1985

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningInvestments+6
Fee model
AUM / Hourly / Flat Fee
View profile
FP

FINANCIAL PLANS & STRATEGIES, INC.

GREENWOOD, IN
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
1982

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningInvestment ManagementFee-based RIA+4
Fee model
AUM / Commission / Hourly / Flat Fee
Account Minimum
$150k
View profile
FS

FINANCIAL SCAFFOLDING, LLC

N/A
RIA

Helping You Build Your Financial Future

AUM
Not disclosed
Advisors
—
Offices
1
Founded
—

Firm Focus

Individuals

Expertise

Advice-onlyInvestment AdvisoryFinancial Education+2
Fee model
Flat Fee
View profile
FS

FINANCIAL SECURITY ADVISORY INC

VIRGINIA BEACH, VA
RIA

Your financial security is our business.

AUM
$1B–$5B
Advisors
39
Offices
6
Founded
1997

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment StrategiesFinancial Independence+1
Fee model
AUM / Hourly
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 65 | AdvisorFinder