AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
FB

FORT BAKER CAPITAL MANAGEMENT LP

LARKSPUR, CA
RIA
AUM
$1B–$5B
Advisors
Offices
4
Founded
2015

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Multi-strategyCatalyst DrivenRisk Management+3
Fee model
AUM / Performance-based
View profile
FW

FORTIFY WEALTH, INC.

ST. LOUIS, MO
RIA

Planning for a life well lived.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningWealth ManagementValues-based Planning
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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FC

FORTIS CAPITAL ADVISORS, LLC

PRAIRIE VILLAGE, KS
RIA

Clarity. Confidence. Commitment.

AUM
$1B–$5B
Advisors
14
Offices
16
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment AdvisoryRetirement PlanningInsurance & Protection+6
Fee model
AUM / Hourly / Flat Fee
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FP

FORTIS PORTFOLIO SOLUTIONS, LLC

CHICAGO, IL
RIA

Two Divisions. One Standard of Excellence.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Discretionary Investment ManagementQuantitative ResearchMarket Analytics+4
Fee model
AUM
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FA

FORTITUDE ADVISORY GROUP L.L.C.

GIG HARBOR, WA
RIA

Helping You Navigate Retirement

AUM
$100M–$500M
Advisors
2
Offices
8
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementRetirement Planning+5
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$25k
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FP

FORT POINT CAPITAL

BOSTON, MA
RIA

It's all about growth.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2010

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketControl Buyouts+11
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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FP

FORTRESS PLANNING GROUP

PEWAUKEE, WI
RIA

We THINK DIFFERENTLY about wealth and investing.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Financial PlanningInvestment ManagementRetirement Planning+4
Fee model
AUM
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FP

FORTRESS PRIVATE LEDGER, LLC

RALEIGH, NC
RIA

Selling a highly appreciated asset?

AUM
$500M–$1B
Advisors
16
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Deferred Sales TrustCapital Gains Tax Deferral1031 Exchange+7
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$100k
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F4

FORTUNE 45, LLC.

GONZALES, LA
RIA

Clarity for Today. Confidence for Generations.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

FiduciaryCharles SchwabEmoney
Fee model
AUM / Hourly / Flat Fee
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FF

FORTUNE FINANCIAL ADVISORS, LLC

OVERLAND PARK, KS
RIA

Discover the Difference in Financial Excellence

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Federal Employee RetirementComprehensive Wealth ManagementRetirement Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
FF

FORTUNE FINANCIAL GROUP, INC.

N/A
RIA

Great Financial Planning Changes Lives & Creates Financial Peace of Mind

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

Firm Focus

IndividualsHigh Net Worth

Expertise

CFPCDFAFiduciary+7
Fee model
AUM / Commission / Hourly / Other
Account Minimum
$500k
View profile
FV

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

VANCOUVER, WA
RIA

Your Wealth, Working for You

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fiduciary AdviceEvidence-based InvestingTax-smart Planning+3
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
FW

FORT WASHINGTON INVESTMENT ADVISORS INC

CINCINNATI, OH
RIA
AUM
$25B+
Advisors
15
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Seed-stage InvestingEarly-stage InvestingPrivate Investment Capital+2
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
FC

FORUM CAPITAL ADVISORS LLC

DENVER, CO
RIA

Empowering Individual Investors by Strategically Investing Through Real Estate Cycles.

AUM
$1B–$5B
Advisors
13
Offices
1
Founded

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Multifamily Real EstateReal Estate DevelopmentReal Estate Acquisitions+6
Fee model
AUM / Performance-based
View profile
F

FORUSALL

N/A
RIA

Forget everything you know about 401(k)s.

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

Firm Focus

Charitable Organizations

Expertise

401(k) PlansRetirement Plan AdministrationRecordkeeping+6
Fee model
AUM / Flat Fee
View profile
FI

FORZA INVESTMENT GROUP, LP

SUMMIT, NJ
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

CreditPublic MarketsPrivate Markets+1
Fee model
AUM / Performance-based
Account Minimum
$100.0M
View profile
F&

FOSTER & MOTLEY INC

CINCINNATI, OH
RIA

Fostering Life's Wealth

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningInvestment Management+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
FV

FOSTER VICTOR

GREENVILLE, SC
RIA

Foster Victor: A Boutique Wealth Firm

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningEstate Planning+9
Fee model
AUM / Flat Fee
View profile
FI

FOUNDATIONS INVESTMENT ADVISORS LLC

PHOENIX, AZ
RIA

Structure. Strategy. Success.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

RIA PlatformInvestment StrategyBack-office Support+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
View profile
FC

FOUNDERS CAPITAL MANAGEMENT, LLC

HARTFORD, CT
RIA

Investing for the long term. Every day.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Value InvestingInvestment ManagementEquity Research+10
Fee model
AUM
Account Minimum
$100k
View profile
FF

FOUNTAINHEAD FINANCIAL, LLC

CHICAGO, IL
RIA

Decision Making Has Never Been This Simple

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementPortfolio ManagementFinancial Planning+2
Fee model
AUM / Commission / Hourly
View profile
FS

FOUNTAIN SQUARE ASSET MANAGEMENT

CINCINNATI, OH
RIA

Does Your Money Deserve Our Help?

AUM
$100M–$500M
Advisors
3
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningFinancial AdviceDebt Management+5
Fee model
AUM
View profile
FC

FOURPATH CAPITAL MANAGEMENT, LLC

OKLAHOMA CITY, OK
RIA

Everyone has a different perspective of what they want their wealth to do for them.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
FP

FOUR POINTS ADVISORS, LLC

NEW YORK, NY
RIA

A coordinated advisory platform built for clarity.

AUM
Under $100M
Advisors
10
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementPortfolio Construction+5
Fee model
AUM
Account Minimum
$50k
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 69 | AdvisorFinder