AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
F&

FINANCIAL & TAX ARCHITECTS, LLC

ST. LOUIS, MO
RIA
AUM
$500M–$1B
Advisors
Offices
19
Founded

Firm Focus

IndividualsHigh Net Worth
Fee model
AUM / Flat Fee
View profile
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
Fee model
AUM
View profile
FN

FIRST NATIONAL ADVISERS, LLC

OMAHA, NE
RIA
AUM
$5B–$25B
Advisors
Offices
4
Founded

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM
View profile
FW

FISCAL WISDOM WEALTH MANAGEMENT LLC

CANTON, CT
RIA
AUM
$100M–$500M
Advisors
3
Offices
11
Founded

Firm Focus

IndividualsHigh Net Worth
Fee model
AUM / Hourly / Other
View profile
FF

FOCUS FINANCIAL

MINNEAPOLIS, MN
RIA
AUM
$5B–$25B
Advisors
124
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
View profile
FC

FORTIS CAPITAL ADVISORS, LLC

PRAIRIE VILLAGE, KS
RIA
AUM
$1B–$5B
Advisors
14
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
View profile
FA

FORTITUDE ADVISORY GROUP L.L.C.

GIG HARBOR, WA
RIA
AUM
$100M–$500M
Advisors
2
Offices
9
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$25k
View profile
FP

FORTRESS PRIVATE LEDGER, LLC

RALEIGH, NC
RIA
AUM
$500M–$1B
Advisors
16
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee / Performance-based
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
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
F&

FOSTER & MOTLEY INC

CINCINNATI, OH
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
FV

FOSTER VICTOR

GREENVILLE, SC
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Flat Fee
View profile
FI

FOUNDATIONS INVESTMENT ADVISORS LLC

PHOENIX, AZ
RIA
AUM
$5B–$25B
Advisors
Offices
27
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
View profile
FA

FSA ADVISORS, INC.

TROY, MI
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$5k
View profile
F&

FULLER & THALER ASSET MANAGEMENT INC

SAN MATEO, CA
RIA
AUM
$25B+
Advisors
Offices
2
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Flat Fee
View profile
FC

FYRA CAPITAL MANAGEMENT

ST. CHARLES, MO
RIA
AUM
$500M–$1B
Advisors
5
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly / Flat Fee
View profile
GF

GALLAGHER FIDUCIARY ADVISORS, LLC

ROLLING MEADOWS, IL
RIA
AUM
$25B+
Advisors
83
Offices
36
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Hourly / Flat Fee
View profile
GI

GAMMA INVESTING LLC

N/A
RIA
AUM
$1B–$5B
Advisors
Offices
5
Founded

Firm Focus

High Net WorthPension/Profit Sharing
Fee model
AUM
Account Minimum
$250k
View profile
GH

GARCIA HAMILTON & ASSOCIATES LP

HOUSTON, TX
RIA
AUM
$5B–$25B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
View profile
GC

GATOR CAPITAL MANAGEMENT, LLC

TAMPA, FL
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
GW

GC WEALTH MANAGEMENT RIA, LLC

CAMBRIDGE, MA
RIA
AUM
$5B–$25B
Advisors
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
View profile
GA

GENERAL ATLANTIC SERVICE COMPANY, L.P.

NEW YORK, NY
RIA
AUM
$25B+
Advisors
8
Offices
14
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based
View profile
GC

GENEVA CAPITAL MANAGEMENT LLC

MILWAUKEE, WI
RIA
AUM
$5B–$25B
Advisors
2
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based / Other
View profile
GM

GERBER/TAYLOR MANAGEMENT LLC

MEMPHIS, TN
RIA
AUM
$5B–$25B
Advisors
Offices
2
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Performance-based
View profile
GF

GIMBAL FINANCIAL, LLC

CARMEL, IN
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthCharitable Organizations
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.