AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
FI

FSA INVESTMENT GROUP, LLC

PENSACOLA, FL
RIA

Bridging the gap between traditional values and modern management

AUM
$500M–$1B
Advisors
Offices
5
Founded
2003

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Indian CountryTribal Investment AdvisoryTrust And Endowment Management+5
Fee model
AUM / Flat Fee
View profile
FL

FSAM LLC

ALPHARETTA, GA
RIA
AUM
$100M–$500M
Advisors
11
Offices
3
Founded

Firm Focus

High Net Worth

Expertise

Investment BankingBrokerageFixed Income+7
Fee model
AUM
View profile
FP

FSB PREMIER WEALTH MANAGEMENT, INC.

WATERLOO, IA
RIA

Providing Client Focused Financial Planning Services for the Cedar Valley and Beyond

AUM
$100M–$500M
Advisors
11
Offices
6
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningWealth ManagementInvestment Strategies+7
Fee model
AUM / Hourly / Flat Fee
View profile
FE

FULCRUM EQUITY PARTNERS, INC.

ATLANTA, GA
RIA

Go Further, Faster.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2006

Firm Focus

Pooled Vehicles

Expertise

B2b SoftwareHealthcare ServicesGrowth Equity+4
Fee model
AUM / Performance-based
Account Minimum
$500k
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F&

FULLER & THALER ASSET MANAGEMENT INC

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Behavioral InvestingMutual FundsCollective Investment Trusts+7
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
View profile
FA

FULLERTON ADVISORS, LLC

DANVILLE, CA
RIA

PLAN WELL, INVEST WELL, LIVE WELL.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth GrowthWealth Preservation
Fee model
AUM / Hourly / Flat Fee
View profile
FI

FULL IN PARTNERS

NEW YORK, NY
RIA

We build enduring software companies by backing extraordinary people.

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

Firm Focus

Pooled Vehicles

Expertise

Growth EquitySoftware CompaniesFounder-friendly+7
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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FI

FUNDAMENTAL INVESTMENT SERVICES, LLC

N/A
RIA

Connect, Aggregate and Analyze

AUM
Under $100M
Advisors
2
Offices
2
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment AdvisoryAsset Allocation+9
Fee model
AUM / Hourly / Flat Fee
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FD

FUND DIRECT ADVISORS INC.

GREENSBORO, NC
RIA

Plan for Retirement. Secure the future.

AUM
$500M–$1B
Advisors
2
Offices
1
Founded
1999

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement Plan ConsultingWealth Management401(k)+7
Fee model
AUM / Flat Fee
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FA

FUNDIFY ADVISORS LLC

AUSTIN, TX
RIA

Automated startup investing

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Startup InvestingEarly-stage InvestingPre-ipo+6
Fee model
AUM
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FA

FUTURA ASSET ADVISORS LLC

CORAL GABLES, FL
RIA

Our mission is to bring direction, perspective and confidence to the management of our clients' wealth.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2005

Firm Focus

High Net Worth

Expertise

Investment AdvisoryFamily Office SupportWealth Management+3
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
View profile
FC

FUTURE CAPITAL

CHATTANOOGA, TN
RIA

Don't just dream about retirement. Make it happen.

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

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal+1

Expertise

Retirement PlanningPortfolio RebalancingInvestment Advisory+4
Fee model
AUM / Flat Fee
View profile
FF

FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

CINCINNATI, OH
RIA

We Always Place Your Financial Needs First

AUM
$100M–$500M
Advisors
1
Offices
1
Founded
1980

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningInvestment Management+2
Fee model
AUM / Hourly / Flat Fee
View profile
FP

FUTURE PERFECT PLANNING, LLC

N/A
RIA

Planning for the things that matter

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningTax Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
FC

FYRA CAPITAL MANAGEMENT

ST. CHARLES, MO
RIA

MAKE THE NEXT SEASON OF YOUR LIFE EVERYTHING IT SHOULD BE

AUM
$500M–$1B
Advisors
5
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningWealth ManagementAnnuities+8
Fee model
AUM / Hourly / Flat Fee
View profile
GC

GAINLINE CAPITAL PARTNERS LP

STAMFORD, CT
RIA

Capital / Advanced

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

Firm Focus

Pooled Vehicles

Expertise

Middle MarketPrivate EquityControl Investments+7
Fee model
AUM / Performance-based
View profile
GW

GAINSPOLETTI WEALTH PLANNERS

CLEVELAND, MS
RIA

What's your destination?

AUM
$100M–$500M
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment ManagementPortfolio Construction+3
Fee model
AUM / Flat Fee
View profile
GD

GALAXY DIGITAL CAPITAL MANAGEMENT LP

NEW YORK, NY
RIA

A leading VC in Interactive Tech.

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

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Venture CapitalInteractive TechnologyImmersive Technology+5
Fee model
AUM / Flat Fee / Performance-based
View profile
GI

GALILEO INVESTMENT MANAGEMENT

NEW YORK, NY
RIA

EXPERTISE. DISCIPLINE. STABILITY.

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Alternative InvestmentsMulti-managerPortfolio Management+3
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
GC

GALLACHER CAPITAL MANAGEMENT, LLC

LONE TREE, CO
RIA

GO BEYOND TRADITIONAL WEALTH MANAGEMENT

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Retirement PlanningWealth ManagementInvestments+9
Fee model
AUM / Flat Fee / Performance-based
View profile
GF

GALLAGHER FIDUCIARY ADVISORS, LLC

ROLLING MEADOWS, IL
RIA

Impartial, thoughtful and proactive investment recommendations and independent fiduciary decision-making services

AUM
$25B+
Advisors
83
Offices
36
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Investment ConsultingFiduciary ConsultingOCIO+9
Fee model
AUM / Hourly / Flat Fee
View profile
GW

GALLAGHER WEALTH MANAGEMENT

DANVILLE, CA
RIA

Welcome to Gallagher Wealth Management Inc.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyRIAFiduciary+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
GC

GALLIOTT CAPITAL ADVISORS, LLC

BEVERLY HILLS, CA
RIA

PUBLIC, PRIVATE & SPECIAL SITUATION INVESTMENTS

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Wealth ManagementFamily OfficeMultigenerational Families+14
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
View profile
GG

GALVIN, GAUSTAD & STEIN, LLC

SCOTTSDALE, AZ
RIA

Truly personalized asset management.

AUM
$1B–$5B
Advisors
Offices
7
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Asset ManagementPortfolio ManagementRetirement Planning+7
Fee model
AUM / Hourly / 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 71 | AdvisorFinder