AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AI

ALHAMBRA INVESTMENT MANAGEMENT LLC

PALMETTO BAY, FL
RIA

A Fortress Against Market Storms

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Asset ManagementFinancial PlanningMarket Research+5
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
AC

ALIDADE CAPITAL, LLC

BLOOMFIELD HILLS, MI
RIA

Results. Driven. Forward. Thinking.

AUM
$500M–$1B
Advisors
Offices
2
Founded
2010

Firm Focus

Pooled Vehicles

Expertise

Value-add Real EstateFund ManagementRegistered Investment Adviser+4
Fee model
AUM / Performance-based
View profile
AC

ALIGHT CAPITAL MANAGEMENT LP

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
2014

Firm Focus

Pooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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AA

ALIGN ADVISOR GROUP, LLC

VINELAND, NJ
RIA

Modern Wealth Management, Structurally Aligned.

AUM
$100M–$500M
Advisors
2
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementRetirement PlanningTax Strategy+4
Fee model
AUM / Flat Fee / Subscription
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AC

ALIGNED CLIMATE CAPITAL LLC

NEW YORK, NY
RIA

Powerful Capital.

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

Firm Focus

Pooled Vehicles

Expertise

Clean EnergyClimateCapital Investment+1
Fee model
Flat Fee / Performance-based / Other
View profile
AF

ALIGNMENT FINANCIAL GROUP

N/A
RIA

Secure Your Employees' Futures with Expert 401(k) Management

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+2

Expertise

401(k) ManagementRetirement PlanningFiduciary Duty+4
Fee model
AUM
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AG

ALIGNMENT GROWTH

NEW YORK, NY
RIA

Investing at the Intersection of Media, Entertainment, and Tech

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

Firm Focus

Pooled Vehicles

Expertise

MediaEntertainmentTechnology+1
Fee model
AUM / Performance-based
Account Minimum
$3.0M
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AW

ALIGN WEALTH MANAGEMENT, LLC

SAN JOSE, CA
RIA

Plan. Invest. Align.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Comprehensive Wealth ManagementPersonalized Financial PlanningValues-based Investing
Fee model
AUM / Hourly / Flat Fee
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AA

ALJEN ASSET MANAGEMENT LLC

CEDAR KNOLLS, NJ
RIA

An Independent Wealth Management Registered Investment Advisory Firm

AUM
$100M–$500M
Advisors
Offices
2
Founded
2003

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningPortfolio Management+8
Fee model
AUM / Hourly / Flat Fee
View profile
AA

ALLARIA ASSET MANAGEMENT, LLC

MIAMI, FL
RIA
AUM
$100M–$500M
Advisors
6
Offices
1
Founded
2016

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

BrokerageExecutionInstitutional Services+5
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$100k
View profile
AF

ALLEGIANCE FINANCIAL ADVISORS, INC.

JACKSONVILLE, FL
RIA

Personalized Financial Services

AUM
$100M–$500M
Advisors
7
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment StrategiesRetirement Planning+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$50k
View profile
AM

ALLEGRO MINERAL PARTNERS LLC

HOUSTON, TX
RIA

Minerals Made Simple

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Mineral AcquisitionsRoyalty InterestsOil And Gas+7
Fee model
Flat Fee / Performance-based / Other
View profile
AC

ALLEN CAPITAL GROUP, LLC

GRAND ISLAND, NE
RIA

Next Level Solutions For Next Level Needs

AUM
$1B–$5B
Advisors
Offices
6
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementEstate PlanningTax Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$200k
View profile
AC

ALLEN CAPITAL MANAGEMENT, LLC

VANCOUVER, WA
RIA

Let us concentrate on your wealth management, so you focus on what matters to you most.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementStrategic Asset AllocationDiversification+7
Fee model
AUM
View profile
AF

ALLEN FINANCIAL MANAGEMENT

OXFORD, MI
RIA

Financial Planning & Investment Management

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

Firm Focus

High Net Worth

Expertise

Financial PlanningInvestment ManagementRetirement Planning+1
Fee model
AUM
View profile
AW

ALLEN WEALTH MANAGEMENT, LLC

BOONE, NC
RIA

ARE YOU ON THE RIGHT FINANCIAL PATH?

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

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryInvestment AdvisoryWealth Management+2
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
AI

ALLIANCE INVESTMENT MANAGEMENT, LLC

JENISON, MI
RIA

Client Centered, Research Focused, Performance Driven

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Tactical Asset AllocationIndependent Money ManagementProprietary Research+6
Fee model
AUM / Flat Fee
View profile
AW

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

FLEMINGTON, NJ
RIA

Combining the Power of Investments & Tax Services

AUM
$500M–$1B
Advisors
2
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment ManagementTax ServicesFinancial Planning+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
AS

ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM

LIBERTY LAKE, WA
RIA

Achieve Your Financial Goals With Confidence

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

Firm Focus

High Net Worth

Expertise

BrokerageInvestment AdvisoryRegistered Broker Dealer+3
Fee model
AUM
View profile
AC

ALLIANZ CAPITAL PARTNERS OF AMERICA LLC

NEW YORK, NY
RIA

A leading investor and trusted partner for private market assets.

AUM
$5B–$25B
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Private EquityInfrastructureRenewable Energy+2
Fee model
Flat Fee / Other
View profile
AI

ALLIED INVESTMENT ADVISORS LLC

BILLINGS, MT
RIA

Transparent. Trusted. True Allies.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment AdvisoryPortfolio ManagementFinancial Planning+5
Fee model
AUM / Hourly / Subscription
Account Minimum
$250k
View profile
AP

ALLIED PORTFOLIO MANAGEMENT, INC.

TUCSON, AZ
RIA

Allied Portfolio Management, Inc. is a leading investment management firm in Tucson, Arizona that acts as a personal CFO (Chief Financial Officer) to help our clients make wise decisions about money.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Portfolio ManagementFee-only AdvisoryPassive Management+5
Fee model
AUM
View profile
AP

ALLIED PRIVATE WEALTH

BOCA RATON, FL
RIA

Build A Financial Legacy for your Family

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+3
Fee model
AUM
View profile
AI

ALLISON INVESTMENT MANAGEMENT, LLC

COLUMBIA, SC
RIA

An unwavering commitment to our clients' prosperity and the highest ethical standards.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Private Wealth ManagementSeparately Managed AccountsPortfolio Customization+2
Fee model
AUM / Flat Fee
Account Minimum
$500k
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 8 | AdvisorFinder