AdFi

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

Showing 24 firms (page 2+)
FP

FIRST PRINCIPLES GROUP

N/A
RIA

INVESTING IN FIRST PRINCIPLES

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

Firm Focus

Pooled Vehicles

Expertise

First Principles InvestingVisionary TechnologiesInvestment Philosophy
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
F

FIRSTRUST

DAYTONA BEACH, FL
RIA

Choose Wisely

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningRetirement PlanningTax Strategy+5
Fee model
AUM / Flat Fee
View profile
FT

FIRST TRYON ADVISORS

CHARLOTTE, NC
RIA

Simplifying Public Finance

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

Firm Focus

Pension/Profit Sharing

Expertise

Public FinanceFinancial AdvisoryDerivative Advisory+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$3.0M
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FW

FIRST WASHINGTON CORPORATION

SEATTLE, WA
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

High Net Worth
Fee model
AUM
Account Minimum
$250k
View profile
FW

FISCAL WISDOM WEALTH MANAGEMENT LLC

CANTON, CT
RIA

Experience Financial Freedom

AUM
$100M–$500M
Advisors
3
Offices
10
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFinancial PlanningAsset Management+5
Fee model
AUM / Hourly / Other
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FI

FISCHER INVESTMENT GROUP, INC.

PITTSFORD, NY
RIA

Decades of Excellence

AUM
$100M–$500M
Advisors
Offices
2
Founded
1984

Firm Focus

High Net Worth

Expertise

Discretionary Investment ManagementNon-discretionary Investment ManagementEquity Portfolios+7
Fee model
AUM / Subscription / Other
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FL

FISHER LYNCH CAPITAL, LLC

BURLINGAME, CA
RIA

Trusted Partners in Private Equity Co-Investment

AUM
$5B–$25B
Advisors
Offices
3
Founded

Firm Focus

Pooled Vehicles

Expertise

Private EquityCo-investmentBuyouts+4
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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F&

FISHER & WIENS WEALTH MANAGEMENT, LLC

DANVILLE, CA
RIA

Strive to protect, manage, and grow a lifetime of wealth

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

InvestingWealth ManagementValue Investing+4
Fee model
AUM
Account Minimum
$1.0M
View profile
FL

FITHIAN LLC

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Global EquityLong-onlyInstitutional Investing+2
Fee model
AUM / Performance-based
View profile
FC

FITZWALTER CAPITAL (US) LLC

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
3
Founded

Firm Focus

Pooled Vehicles
Fee model
Flat Fee
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FW

FITZWILLIAMS WEALTH MANAGEMENT INC.

CHESAPEAKE, VA
RIA

Helping You Secure Your Dream Retirement

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementRetirement PlanningTax Planning+7
Fee model
AUM
Account Minimum
$100k
View profile
FA

FIVANCIAL ADVISORS, INC.

DALLAS, TX
RIA

Transforming Financial Services

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Digital BankingCommunity BanksCredit Unions+13
Fee model
Subscription
View profile
FE

FIVE ELEVEN PARTNERS

GARDEN CITY, NY
RIA

For a limited number of families, the possibilities are limitless.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Single-family OfficeUltra-high-net-worthWealth Management+9
Fee model
AUM / Flat Fee / Other
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FE

FIVE ELMS CAPITAL

KANSAS CITY, MO
RIA

Partnering with software companies people love.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2007

Firm Focus

Pooled Vehicles

Expertise

B2b SoftwareGrowth EquitySoftware Investing+5
Fee model
AUM / Performance-based
View profile
FP

FIVE PINE WEALTH

COEUR D'alene, ID
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-onlyFiduciaryFinancial Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
FP

FIVE POINTS CAPITAL LLC

Winston-salem, NC
RIA

Flexible debt and equity capital solutions for the lower middle market

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

Firm Focus

Pooled Vehicles

Expertise

Unitranche DebtSecond Lien DebtSubordinated Debt+6
Fee model
AUM / Flat Fee / Other
Account Minimum
$250k
View profile
FC

FLAGSHIP CAPITAL MANAGEMENT INC

MEDIA, PA
RIA

Independent Wealth Management Since 1990

AUM
$100M–$500M
Advisors
Offices
1
Founded
1990

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment Portfolios401(k) Advisory+2
Fee model
AUM
Account Minimum
$250k
View profile
FH

FLAGSHIP HARBOR ADVISORS, LLC

BOSTON, MA
RIA

Diagnosing Your Financial Challenges, Delivering Confidence

AUM
$1B–$5B
Advisors
57
Offices
20
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementAsset ManagementFinancial Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
FW

FLAGSHIP WEALTH ADVISORS, LLC.

WAKEFIELD, MA
RIA

Trusted Fiduciary Wealth Advisors Providing Personalized Service

AUM
$500M–$1B
Advisors
4
Offices
1
Founded
1997

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningWealth ManagementWealth Accumulation+3
Fee model
AUM / Hourly
View profile
FP

FLAX POND CAPITAL, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningOwners/entrepreneurs+4
Fee model
AUM / Hourly
View profile
FC

FLC CAPITAL ADVISORS

PALM DESERT, CA
RIA

Your Journey To Financial Confidence Starts Here

AUM
$500M–$1B
Advisors
4
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningCash Flow PlanningLegacy Planning+7
Fee model
AUM / Commission / Hourly / Flat Fee / Other
View profile
FF

FLETCHER FINANCIAL GROUP

WEST MONROE, LA
RIA

Helping You Create Wealth for Life, and Beyond

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFinancial PlanningWealth Management+4
Fee model
AUM / Commission / Other
View profile
FP

FLEXIBLE PLAN INVESTMENTS LTD

BLOOMFIELD HILLS, MI
RIA

Managing the non-traditional is our tradition

AUM
$1B–$5B
Advisors
7
Offices
1
Founded
1981

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing+1

Expertise

Mutual FundsDynamic Risk ManagementManaged Futures+6
Fee model
AUM
Account Minimum
$5k
View profile
FS

FLEXPATH STRATEGIES

ALISO VIEJO, CA
RIA

Personalizing your PATH to retirement

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

Firm Focus

Charitable OrganizationsState/Municipal

Expertise

Target Date FundsRetirement InvestingGlidepath Strategies+4
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 67 | AdvisorFinder