AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
GP

GENERATION PARTNERS MANAGEMENT, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
2
Founded
1996

Firm Focus

Pooled Vehicles

Expertise

Private EquityGrowth EquityPortfolio Company Board Oversight
Fee model
AUM / Performance-based
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GI

GENESIA INVESTMENTS LLC

N/A
RIA

Tailored OCIO and Asset Management Solutions

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

Firm Focus

Pension/Profit SharingState/MunicipalInsurance Companies

Expertise

OCIOAsset ManagementPortfolio Management+7
Fee model
AUM / Subscription
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GI

GENESIS INVESTMENTS

OOLTEWAH, TN
RIA

Invest With a Purpose

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Biblically Responsible InvestingRetirement PlanningWealth Management+9
Fee model
AUM
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GC

GENEVA CAPITAL MANAGEMENT LLC

MILWAUKEE, WI
RIA

Team-driven. Client-focused.

AUM
$5B–$25B
Advisors
2
Offices
1
Founded
1987

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Small-cap GrowthMid-cap GrowthSMID Cap+4
Fee model
AUM / Performance-based / Other
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GP

GENEVA PARTNERS, LLC

LAKE GENEVA, WI
RIA

Build and Preserve Your Wealth

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningPortfolio Management+7
Fee model
AUM
Account Minimum
$100k
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GC

GENROCK CAPITAL MANAGEMENT, LP

PALM BEACH, FL
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2017

Firm Focus

Pooled Vehicles

Expertise

Value InvestingPrivate EquityControl Investments+4
Fee model
AUM / Performance-based
Account Minimum
$500k
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GA

GENSEN ASSET MANAGEMENT INC.

N/A
RIA

Fundamental Research Driven Investing

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Fundamental ResearchAsset Management
Fee model
AUM / Performance-based
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GM

GEORGE M. HILLER COMPANIES, LLC

ATLANTA, GA
RIA

Wealth Management with a Purpose

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementEstate Planning+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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GW

GEORGIA WEALTH PARTNERS, LLC

GRIFFIN, GA
RIA

Plan Purposefully. Live Richly.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyFiduciaryWealth Management+7
Fee model
AUM / Hourly / Flat Fee
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GB

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

ARLINGTON, TX
RIA

Navigating Today's Financial Environment

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningAsset ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
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GM

GERBER/TAYLOR MANAGEMENT LLC

MEMPHIS, TN
RIA

Client-Centric. Research-Driven.

AUM
$5B–$25B
Advisors
Offices
2
Founded
1990

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Alternative InvestmentsHedged StrategiesPrivate Equity+9
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$250k
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GF

GEREMIA FINANCIAL SERVICES, LLC

EDISON, NJ
RIA

Stewardship of Wealth, Tailored to You

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment AdvisoryFamily Office+4
Fee model
AUM
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GC

GERVAIS CAPITAL MANAGEMENT, LLC

WILSON, WY
RIA

An Institutional approach to wealth management and financial planning.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

FiduciaryWealth ManagementFinancial Planning+8
Fee model
AUM / Hourly / Flat Fee
View profile
GW

GFP WEALTH MANAGEMENT

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementWealth ManagementFinancial Planning+11
Fee model
AUM / Hourly / Flat Fee
View profile
GA

GFS ADVISORS LLC

HOUSTON, TX
RIA

In a Global Economy, you need GLOBAL direction.

AUM
$1B–$5B
Advisors
10
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFixed Income SecuritiesStocks And Options+9
Fee model
AUM / Performance-based
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GM

GGP MANAGEMENT, L.P.

SANTA MONICA, CA
RIA

Griffin Gaming Partners' mission is to be the definitive source of capital for the games industry.

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalGamingGame Finance+7
Fee model
AUM / Performance-based
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GC

GHK CAPITAL PARTNERS LP

GREENWICH, CT
RIA

We are a young, entrepreneurial firm with decades of experience pursuing investment opportunities in the industrials sector.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Private EquityIndustrialsManufacturing+8
Fee model
AUM / Performance-based / Other
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GP

GIA PARTNERS, LLC.

NEW YORK, NY
RIA

Global Knowledge, Global Perspective

AUM
$1B–$5B
Advisors
Offices
1
Founded
1998

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Fixed IncomeCredit RiskHigh Yield+6
Fee model
AUM
View profile
GW

GIBBS WEALTH MANAGEMENT, LLC

ALPHARETTA, GA
RIA

A Successful Retirement Is Within Your Reach

AUM
$1B–$5B
Advisors
Offices
37
Founded

Firm Focus

High Net WorthState/Municipal

Expertise

Retirement PlanningWealth ManagementPrincipal Protection+7
Fee model
AUM
Account Minimum
$25k
View profile
GA

GIBERTINI, ANTHONY

N/A
RIA

Investment Holdings

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Investment AdvisoryFinancial AdviceAsset Classes
Fee model
Flat Fee
Account Minimum
$10k
View profile
GW

GIBRALTAR WEALTH MANAGEMENT, LLC

ABINGTON, PA
RIA

The path to financial INDEPENDENCE

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment ConsultingRetirement Planning+4
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
GC

GIBSON CAPITAL, LLC

WEXFORD, PA
RIA

Customized Wealth Management

AUM
$1B–$5B
Advisors
Offices
1
Founded
1989

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$3.0M
View profile
GF

GIBSON FINANCIAL SOLUTIONS, INC.

ELLSWORTH, ME
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryFinancial PlanningFee-only+2
Fee model
AUM / Hourly / Flat Fee
View profile
GW

GIBSON WEALTH ADVISORS, LLC

N/A
RIA

Retirement is the last chapter of your financial life. Every decision matters more, and there's less margin for error.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningTax PlanningInvestment Management+9
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 73 | AdvisorFinder