AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
FD

FOURTH DIMENSION WEALTH, LLC

MIDDLEBURG HEIGHTS, OH
RIA

The Most Important Investment You'll Ever Make Is in the Life You Want

AUM
$100M–$500M
Advisors
5
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Retirement PlanningTax-efficient StrategiesFinancial Planning+2
Fee model
AUM / Hourly / Flat Fee
View profile
FS

FOURTH SAIL CAPITAL US LP

BOCA RATON, FL
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

CommoditiesLatin AmericaAsset Management+1
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
FP

FOW PARTNERS, LP

PORTLAND, ME
RIA

Investing in the Future of Work

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityFuture Of WorkHealthcare Services+6
Fee model
AUM / Performance-based
View profile
FA

FOXHAVEN ASSET MANAGEMENT, LP

CHARLOTTESVILLE, VA
RIA

Investing for the long term

AUM
$5B–$25B
Advisors
Offices
2
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

Long-term InvestingAbsolute ReturnsInvestment Partnership+1
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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FI

FPC INVESTMENT ADVISORY, INC.

PETALUMA, CA
RIA

Discover Your Wealth's Full Potential™

AUM
$100M–$500M
Advisors
Offices
2
Founded
1994

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningTax Consulting+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
FI

FRACTAL INVESTMENTS LLC

N/A
RIA

Investing in Real Assets

AUM
$500M–$1B
Advisors
Offices
1
Founded
2020

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Real AssetsQuantitative ModelingPortfolio Management+6
Fee model
AUM
Account Minimum
$100k
View profile
FF

FRANCIS FINANCIAL

NEW YORK, NY
RIA

Helping Women Navigate Financial Decisions With Confidence

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

Firm Focus

IndividualsHigh Net WorthState/Municipal+1

Expertise

Wealth ManagementFinancial PlanningDivorce Planning+11
Fee model
AUM / Hourly
Account Minimum
$2.0M
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FF

FRANKLY FINANCES

N/A
RIA

Educating & empowering investors to become their own best advocate

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment StrategyTax Optimization+11
Fee model
Hourly / Flat Fee / Subscription
View profile
FW

FRA WEALTH MANAGEMENT LLC

O'fallon, IL
RIA

LET US BE YOUR FINANCIAL SOLUTIONS PARTNER

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementInvestment AdviceFinancial Planning
Fee model
AUM / Flat Fee
View profile
FL

FRAZIER LIFE SCIENCES MANAGEMENT, LP

PALO ALTO, CA
RIA

Investing in transformational therapeutics

AUM
$5B–$25B
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

Biotech InvestingVenture CapitalPublic Equity+6
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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F3

FREEDOM 3 CAPITAL LLC

NEW YORK, NY
RIA

Private credit supporting the growth of family-owned businesses

AUM
$1B–$5B
Advisors
Offices
3
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Private CreditCapital SolutionsFamily-owned Businesses+2
Fee model
AUM / Performance-based / Other
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FA

FREEDOM ASSET MANAGEMENT

SPOKANE, WA
RIA
AUM
$100M–$500M
Advisors
1
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Personalized Financial StrategiesWealth ManagementComprehensive Financial Planning+1
Fee model
AUM
View profile
FF

FREEDOM FIDUCIARIES LLC

BOISE, ID
RIA

Retirement Plans and Asset Management Done Right

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations+1

Expertise

Retirement PlansAsset ManagementDefined Contribution+3
Fee model
AUM / Flat Fee
View profile
FL

FREEGULLIVER, LLC

NEW ORLEANS, LA
RIA

What is the purpose of your wealth?

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+4

Expertise

Wealth ManagementInvestment AdvisoryFamily Office+14
Fee model
AUM / Commission / Flat Fee / Performance-based
View profile
FA

FREESTATE ADVISORS LLC

OVERLAND PARK, KS
RIA

What matters to you?

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fiduciary AdvisoryRetirement PlansFinancial Planning+3
Fee model
AUM
Account Minimum
$500k
View profile
FG

FREESTONE GROVE PARTNERS LP

SAN FRANCISCO, CA
RIA

We Are the Future of Fundamental Investing

AUM
$5B–$25B
Advisors
Offices
6
Founded

Firm Focus

Pooled Vehicles

Expertise

Fundamental InvestingQuantitative StrategiesMulti-manager+5
Fee model
Performance-based / Other
View profile
FF

FR FINANCIAL ADVISORS LLC

CORAL SPRINGS, FL
RIA

We help our clients Plan, Save and Invest.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningTax Services+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$300k
View profile
FF

FRG FAMILY WEALTH ADVISORS

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementHigh-net-worth FamiliesFinancial Planning+4
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
FF

FRISCH FINANCIAL GROUP, INC.

MELVILLE, NY
RIA

Do you want financial peace of mind and the tools to reach your financial goals?

AUM
$500M–$1B
Advisors
Offices
4
Founded
1999

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningFee-only+6
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
FF

FRISCO FINANCIAL PLANNING

N/A
RIA

Biblical financial stewardship for high net worth retirees

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Retirement PlanningBiblical Financial StewardshipFee-only+11
Fee model
AUM / Flat Fee
View profile
FH

FRONTLINE HEALTHCARE PARTNERS

CHARLESTON, SC
RIA

You Are On The Right Side of Healthcare

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

Firm Focus

Pooled Vehicles

Expertise

HealthcarePrivate EquityMicro-cap+2
Fee model
AUM / Performance-based
View profile
FP

FRONT PORCH FINANCIAL ADVISORY

CHARLOTTE, NC
RIA

Grab a chair. What's on your mind?

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementWealth Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
FI

FRUTH INVESTMENT MANAGEMENT

HOUSTON, TX
RIA

Building long-term investments in great companies since 1992

AUM
$100M–$500M
Advisors
Offices
1
Founded
1992

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth PreservationIndividualized Portfolio ConstructionFiduciary+7
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
FA

FSA ADVISORS, INC.

TROY, MI
RIA

Financial Planning You Can Trust

AUM
$500M–$1B
Advisors
Offices
1
Founded
1984

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningRetirement PlanningTax Planning+6
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$5k
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 70 | AdvisorFinder