AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
FS

FINANCIAL SECURITY MANAGEMENT, INC

LAKEWOOD, CO
RIA

Invested In You

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
1995

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementTax Preparation+5
Fee model
AUM / Hourly
View profile
FS

FINANCIAL SOLUTIONS ADVISORY GROUP

CHICAGO, IL
RIA

Building Wealth, Investing in Relationships

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-onlyFiduciaryIndependent+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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FS

FINANCIAL SOLUTIONS ASSOCIATES

DEDHAM, MA
RIA

Easy to understand financial advice to help you achieve your goals.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyInvestment ManagementFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$200k
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FS

FINANCIAL STRATEGIES GROUP

FARGO, ND
RIA

Serving generations with steady financial guidance.

AUM
$100M–$500M
Advisors
3
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementFinancial PlanningRetirement Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
FS

FINANCIAL SYMMETRY INC.

RALEIGH, NC
RIA

The future belongs to those who invest in it

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2001

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-onlyFiduciaryFinancial Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
F&

FINANCIAL & TAX ARCHITECTS, LLC

ST. LOUIS, MO
RIA

Fiduciary services from experts you can trust

AUM
$500M–$1B
Advisors
—
Offices
19
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement Income PlanningInvestment Management+6
Fee model
AUM / Flat Fee
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FT

FINANCIAL TRANSPARENCY

N/A
RIA

Financial Transparency Because We Care

AUM
$100M–$500M
Advisors
—
Offices
9
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fiduciary AdvisoryInvestment ManagementFinancial Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$25k
View profile
FT

FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

BOCA RATON, FL
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM
Account Minimum
$1.0M
View profile
FI

FINBACK INVESTMENT PARTNERS

CORAL GABLES, FL
RIA

Investing Beyond Capital. Connectivity Beyond Measure.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityCo-investmentNetwork Capital+3
Fee model
AUM / Performance-based / Other
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FC

FIN CAPITAL

SAN FRANCISCO, CA
RIA

Backing B2B Tech for the financial services industry full lifecycle

AUM
$1B–$5B
Advisors
—
Offices
4
Founded
—

Firm Focus

Pooled Vehicles

Expertise

B2b TechFinancial ServicesFull Lifecycle Investing
Fee model
AUM / Other
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FW

FINDEC WEALTH SERVICES, INC.

STOCKTON, CA
RIA

Providing Financial Wellness IS WHAT WE DO

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningWealth ManagementWorkplace Retirement Plans+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
FW

FINER WEALTH MANAGEMENT, INC.

SALEM, MA
RIA

Providing Financial Direction

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningTax Planning+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
FL

FINIAT, LLC

MOUNT DORA, FL
RIA

Enhancing Advisor Value Through Innovative Technology

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pension/Profit Sharing

Expertise

Portfolio ConstructionPortfolio ManagementClient Communication+5
Fee model
AUM / Performance-based / Other
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FC

FIRST CITIZENS ASSET MANAGEMENT, INC

RALEIGH, NC
RIA
AUM
$100M–$500M
Advisors
55
Offices
26
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Personal BankingSmall Business BankingCommercial Banking+9
Fee model
AUM
View profile
FD

FIRST DALLAS SECURITIES, INC.

DALLAS, TX
RIA

Welcome to First Dallas Securities

AUM
$100M–$500M
Advisors
16
Offices
1
Founded
1989

Firm Focus

High Net Worth

Expertise

Common StocksBondsMutual Funds+5
Fee model
Commission
Account Minimum
$100k
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FF

FIRST FINANCIAL GROUP

RALEIGH, NC
RIA

Where your best interest comes FIRST!

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryWealth Management+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$325k
View profile
FF

FIRST FINANCIAL SERVICES, LLC

LITTLE ROCK, AR
RIA

We bring Wall Street to your street.

AUM
$100M–$500M
Advisors
4
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Estate PlanningLife InsuranceInvestment Management+6
Fee model
AUM / Commission
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FG

FIRST GROWTH CAPITAL LLC

N/A
RIA

Unlock Your Financial Potential with Us

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementInvestment ManagementTax Planning+9
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
FH

FIRST HEARTLAND CONSULTANTS, INC.

LAKE ST. LOUIS, MO
RIA

Fiercely Independent Culture

AUM
$1B–$5B
Advisors
95
Offices
24
Founded
1984

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Broker DealerRIABGA+8
Fee model
AUM / Hourly / Flat Fee
View profile
FK

FIRST KENTUCKY SECURITIES CORP

LOUISVILLE, KY
RIA

KENTUCKY'S TRUSTED FINANCIAL PARTNER SINCE 1977

AUM
$500M–$1B
Advisors
19
Offices
2
Founded
1977

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment PlanningTax Planning+11
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
View profile
FL

FIRST LIGHT RETIREMENT, LLC

DEL MAR, CA
RIA

Your retirement plan advisors.

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

Firm Focus

Charitable Organizations

Expertise

Retirement PlansPlan DesignPlan Sponsors+1
Fee model
AUM
View profile
FL

FIRST LOOK CAPITAL MANAGEMENT, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningPersonalized Service
Fee model
AUM / Hourly
View profile
FN

FIRST NATIONAL ADVISERS, LLC

OMAHA, NE
RIA

A private wealth experience.

AUM
$5B–$25B
Advisors
—
Offices
4
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Estate PlanningFinancial PlanningRetirement Planning+5
Fee model
AUM
View profile
FN

FIRST NEBRASKA FINANCIAL SERVICES

NORTH PLATTE, NE
RIA

Guidance & Leadership

AUM
$100M–$500M
Advisors
3
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial AdviceWealth ManagementInvestment Planning+3
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 66 | AdvisorFinder