AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
FA

FLFS ADVISORY LLC

VICTOR, NY
RIA

PURSUE FINANCIAL FREEDOM

AUM
$100M–$500M
Advisors
5
Offices
1
Founded
1983

Firm Focus

High Net WorthState/Municipal

Expertise

Retirement PlanningLegacy PlanningTax Investment+3
Fee model
AUM / Performance-based
View profile
FD

FLIGHT DECK CAPITAL, LP

SAN FRANCISCO, CA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

TechnologyPublic EquitiesPrivate Investments+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
FP

FLORIN PENSIONS LLC

SAN FRANCISCO, CA
RIA

Helping People In The USA With Their UK Pensions

AUM
Not disclosed
Advisors
Offices
3
Founded

Firm Focus

State/Municipal

Expertise

UK PensionsPension TransfersCross-border Financial Planning+2
Fee model
Other
View profile
FC

FLYOVER CAPITAL PARTNERS, LLC

KANSAS CITY, MO
RIA

Partners for the underestimated.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2014

Firm Focus

Pooled Vehicles

Expertise

Early-stage Venture CapitalTechnology InvestmentFlyover Region+4
Fee model
AUM / Performance-based
View profile
F

FMSA

N/A
RIA

We will help you prepare for your future.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementRetirement PlanningInsurance Planning+5
Fee model
AUM / Hourly
View profile
FW

FNEX WEALTH, LLC

INDIANAPOLIS, IN
RIA

Client-Focused Multi-Family Office & Wealth Management

AUM
$100M–$500M
Advisors
Offices
1
Founded
2012

Firm Focus

High Net Worth

Expertise

Multi-family OfficeWealth ManagementExit Planning+5
Fee model
AUM
View profile
FT

FOCUSED TRADING AND INVESTMENTS, INC.

N/A
RIA

Because AI Has Changed The Market

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthCorporations

Expertise

AITrading
Fee model
Other
View profile
FF

FOCUS FINANCIAL

MINNEAPOLIS, MN
RIA

Independent Financial Advice

AUM
$5B–$25B
Advisors
124
Offices
24
Founded
1993

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Independent Financial AdviceFinancial PlanningAsset Management+4
Fee model
AUM / Hourly / Flat Fee / Other
View profile
FA

FOCUSGROWTH ASSET MANAGEMENT, LP

NEW YORK, NY
RIA

An institutional partner to the cannabis industry

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

Firm Focus

Pooled Vehicles

Expertise

Cannabis IndustryCredit InvestingSenior Secured Credit+5
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
FI

FOCUS INVESTMENT ADVISORS, INC

SOLANA BEACH, CA
RIA

AN APPROACH DESIGNED FOR YOU

AUM
$500M–$1B
Advisors
4
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Taft-hartley PlansRetirement PlanningInvestment Consulting+9
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
FC

FOGEL CAPITAL MANAGEMENT INC

STUART, FL
RIA

Investment Management Services

AUM
$100M–$500M
Advisors
Offices
1
Founded
1995

Firm Focus

High Net WorthState/Municipal

Expertise

Investment ManagementRetirement PlanningTrust Administration+7
Fee model
AUM
View profile
FC

FOLIUM CAPITAL LP

BURLINGTON, MA
RIA

Cultivating Sustainable Value

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityForestryAgriculture+5
Fee model
AUM / Other
View profile
FA

FOREFRONT ANALYTICS, LLC

W. CONSHOHOCKEN, PA
RIA

Global Investing Across Multiple Asset Classes And Disciplines

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Risk ManagementDiscretionary Asset ManagementHedge Funds+10
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$50k
View profile
FA

FOREFRONT ASSET MANAGEMENT, LLC

VIRGINIA BEACH, VA
RIA

You're in the right place. Book your zoom call below.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Asset Management
Fee model
AUM / Hourly / Flat Fee
View profile
FW

FORESEE WEALTH ADVISORS

BELLEVUE, WA
RIA

Holistic wealth management solutions

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementAsset ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
FC

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

SALINE, MI
RIA

Welcome to Foresight Capital Management Advisors

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fee-only AdvisingWealth ManagementRetirement Plan Services+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
View profile
FG

FORESIGHT GLOBAL INVESTORS, INC.

PURCHASE, NY
RIA

Unconstrained Global Value Investors

AUM
$500M–$1B
Advisors
Offices
1
Founded
2015

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Global EquityInternational EquityValue Investing+6
Fee model
AUM
Account Minimum
$250k
View profile
FC

FOREST CAPITAL

CONCORD, NC
RIA

Generating Income. Durability Of Value.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2003

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fixed IncomeEquity SecuritiesPortfolio Management+5
Fee model
AUM
Account Minimum
$250k
View profile
FH

FOREST HILL CAPITAL, LLC

LITTLE ROCK, AR
RIA

VALUE INVESTING SINCE 2000

AUM
$100M–$500M
Advisors
Offices
2
Founded
2000

Firm Focus

High Net WorthPooled Vehicles

Expertise

Value InvestingRegistered Investment AdvisoryPrivate Funds
Fee model
AUM / Performance-based
View profile
FC

FOREWORD CAPITAL, LP

SAN FRANCISCO, CA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Opportunistic InvestingCredit-orientedMispriced Opportunities+2
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
FC

FORMAN CAPITAL, LLC

DELRAY BEACH, FL
RIA

Forman Capital is a provider of private commercial real estate debt and equity financing.

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

Firm Focus

Pooled Vehicles

Expertise

Commercial Real EstatePrivate LendingBridge Loans+7
Fee model
AUM / Performance-based / Other
View profile
FA

FORMIDABLE ASSET MANAGEMENT, LLC

CINCINNATI, OH
RIA

Sophisticated investment and financial growth strategies tailored to you.

AUM
$500M–$1B
Advisors
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Investment ManagementFinancial PlanningTax Management+5
Fee model
AUM / Performance-based
View profile
FF

FORREST FINANCIAL SERVICES

WINDSOR HEIGHTS, IA
RIA

Personalized Client Experience

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningTax Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
FS

FORSYTH STREET ASSET MANAGEMENT LLC

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

Firm Focus

Pooled Vehicles

Expertise

Affordable HousingAcquisition FinancingPredevelopment Financing+4
Fee model
AUM / Flat Fee
View profile

Looking for the right firm?

Get personalized recommendations based on your financial goals and needs.

Get matched
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 68 | AdvisorFinder