AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
GA

GAMMA ASSET MANAGEMENT LLC

SAN JUAN, PR
RIA

A boutique investment firm for sophisticated global investors

AUM
$100M–$500M
Advisors
6
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment AdvisoryPortfolio Management+9
Fee model
AUM
Account Minimum
$1.0M
View profile
GI

GAMMA INVESTING LLC

N/A
RIA

The first centralized marketplace connecting wealth advisors and institutional investors to endless selection of personalized index investments.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Direct IndexingCustom Index SmasTax Management+9
Fee model
AUM
Account Minimum
$250k
View profile
GA

GAP ASSET MANAGEMENT, LLC

SOUTH BEND, IN
RIA

Business Builders Focused on Transforming Established B2B Service Companies

AUM
$100M–$500M
Advisors
Offices
1
Founded
2008

Firm Focus

Pooled Vehicles

Expertise

Private EquityB2b ServicesLower-middle Market+7
Fee model
AUM / Performance-based / Other
View profile
GH

GARCIA HAMILTON & ASSOCIATES LP

HOUSTON, TX
RIA

A Company You Can Trust

AUM
$5B–$25B
Advisors
Offices
1
Founded
1988

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Fixed IncomeInstitutional Investment ManagementHigh-quality Fixed Income Strategies+3
Fee model
AUM / Performance-based
View profile
GC

GARDE CAPITAL, INC.

SEATTLE, WA
RIA

Guiding Your Journey to Prosperity and Peace of Mind.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Private Wealth ManagementRetirement PlansNonprofit Management+3
Fee model
AUM / Hourly / Flat Fee
View profile
GC

GARDEN CITY MANAGEMENT, LLC

CHARLOTTE, NC
RIA

Investing in Founder & Family-Owned Businesses

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

Firm Focus

Pooled Vehicles

Expertise

AcquisitionsFounder-owned BusinessesFamily-owned Businesses+5
Fee model
AUM / Performance-based
View profile
GC

GARHWAL, CHAN & WILLIAMS INC.

SAN FRANCISCO, CA
RIA

A vision of success. A tradition of character.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementResponsible Leadership+2
Fee model
AUM / Flat Fee
View profile
GA

GARLIKOV ADVISORS INC

COLUMBUS, OH
RIA

We Help Create, Preserve & Manage Fiscal Opportunity, Value & Security

AUM
$100M–$500M
Advisors
3
Offices
1
Founded
1978

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment AdvisoryInsurance AdvisoryLife Insurance+6
Fee model
AUM / Flat Fee
Account Minimum
$50k
View profile
GF

GARNER FINANCIAL MANAGEMENT

LAFAYETTE, CA
RIA

Financial Planning for a Secure Future — Your Vision, Our Strategy

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyFinancial PlanningInvestment Management+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
GC

GARNET CREDIT MANAGEMENT LLC

NEW YORK, NY
RIA

Credit with Conviction.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2024

Firm Focus

Pooled Vehicles

Expertise

Credit ManagementLeveraged LoansHigh Yield Bonds+4
Fee model
AUM / Performance-based
View profile
GS

GARNETT STATION PARTNERS

NEW YORK, NY
RIA

We're Invested in America.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

Private EquityFranchisingFood & Beverage+8
Fee model
AUM / Flat Fee / Performance-based
View profile
GN

GARRETT NAGLE & CO., INC.

WOBURN, MA
RIA
AUM
Under $100M
Advisors
2
Offices
1
Founded
1976

Firm Focus

High Net Worth

Expertise

Investment ManagementPortfolio ManagementAsset Allocation+6
Fee model
AUM / Commission
Account Minimum
$500k
View profile
GF

GASBER FINANCIAL ADVISORS, INC

FOLSOM, CA
RIA

We Are Your Bridge To A Brighter Future.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementFiduciary Advisory+7
Fee model
AUM / Hourly / Flat Fee
View profile
GC

GATE CITY CAPITAL MANAGEMENT, LLC

CHICAGO, IL
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Micro-cap InvestingConcentrated PortfolioFundamental Analysis+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
G

GATEMORE

NEW YORK, NY
RIA

Growth-Stage Clean Tech Investing

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

Firm Focus

Pooled Vehicles

Expertise

Clean Tech InvestingGrowth-stage InvestingSolid-state Batteries+8
Fee model
AUM / Performance-based
View profile
GC

GATOR CAPITAL MANAGEMENT, LLC

TAMPA, FL
RIA

Financial Sector Specialist

AUM
$500M–$1B
Advisors
Offices
1
Founded
2008

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Financials SectorLong/short EquityHedge Fund+5
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
GI

GAVILAN INVESTMENT PARTNERS LLC

BURLINGAME, CA
RIA

Concentrated. Long-term. Fundamental. Technology Investors.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Concentrated InvestingLong-term InvestingFundamental Research+6
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
GF

GCI FINANCIAL GROUP

MENDHAM, NJ
RIA

Modern Wealth Management Old Fashioned Service

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth Management
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$300k
View profile
GO

GC OPAL ADVISORS LLC

CHICAGO, IL
RIA
AUM
$25B+
Advisors
23
Offices
10
Founded

Firm Focus

Pooled VehiclesPension/Profit SharingState/Municipal

Expertise

Investment ManagementValuationFund Accounting+5
Fee model
AUM / Performance-based / Other
View profile
GW

GC WEALTH MANAGEMENT RIA, LLC

CAMBRIDGE, MA
RIA

Wealth management for the people building what comes next.

AUM
$5B–$25B
Advisors
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementEquity Compensation PlanningQSBS+14
Fee model
AUM / Flat Fee
View profile
GL

GDA LUMA CAPITAL MANAGEMENT, LP

MIAMI, FL
RIA

Buy, Build & Transform

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

Firm Focus

Pooled Vehicles

Expertise

Special SituationsControl-oriented InvestingRestructuring+11
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
GW

GDS WEALTH MANAGEMENT

FLOWER MOUND, TX
RIA

Financial Planning for Your Future

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementEstate Planning+7
Fee model
AUM
Account Minimum
$1.0M
View profile
GP

GENCAP PORTFOLIO MANAGEMENT

TIBURON, CA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

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

GENERAL ATLANTIC SERVICE COMPANY, L.P.

NEW YORK, NY
RIA

Powering Visionary Growth.

AUM
$25B+
Advisors
8
Offices
14
Founded
1980

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Growth EquityCreditEnergy Transition+5
Fee model
AUM / Performance-based
Account Minimum
$50.0M
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 72 | AdvisorFinder