AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
GW

GLOBAL WEALTH MANAGEMENT, L.C.

DEERFIELD BEACH, FL
RIA

Personalized Investment Counseling for USA & Swiss Persons

AUM
$100M–$500M
Advisors
Offices
2
Founded
1995

Firm Focus

High Net Worth

Expertise

International Portfolio ManagementGlobal Portfolio ManagementDiscretionary Mandates+6
Fee model
AUM
View profile
GW

GLOBAL WEALTH MANAGEMENT, LLC

KINGSTON, NJ
RIA

Wealth Strategies for Financial Freedom and Peace of Mind

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementAsset ProtectionLong-term Wealth Building
Fee model
AUM
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GI

GLR INVESTMENT ADVISORY LLC

N/A
RIA

Exotic derivatives pricing services. Tailored, real time financial benchmarks.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Exotic DerivativesDerivatives PricingFinancial Benchmarks+1
Fee model
AUM
Account Minimum
$25k
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GC

GLYNN CAPITAL MANAGEMENT, LLC

MENLO PARK, CA
RIA

PRIVATE + PUBLIC TECHNOLOGY INVESTMENT FIRM

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Private EquityPublic EquitiesTechnology Investing+6
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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GC

GMT CAPITAL CORP.

ATLANTA, GA
RIA
AUM
$5B–$25B
Advisors
Offices
2
Founded
1993

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Long/short InvestingAsset ManagementHedge Fund+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
GW

GOALFUSION WEALTH MANAGEMENT

N/A
RIA

Be ready for what life brings.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+10
Fee model
AUM / Flat Fee
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GC

GOANNA CAPITAL MANAGEMENT LLC

N/A
RIA

A global private markets investment firm.

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

Firm Focus

Pooled Vehicles

Expertise

Private MarketsDirect Private TechnologyGp-led Secondaries+7
Fee model
AUM / Performance-based / Other
Account Minimum
$500k
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GC

GODSPEED CAPITAL MANAGEMENT LP

WASHINGTON, DC
RIA

Dedicated to Excellence. Delivering Results.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle MarketDefense+8
Fee model
AUM / Performance-based
View profile
GC

GODWIN CAPITAL GROUP, LLC

ATLANTA, GA
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Investment Advisory
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$2.5M
View profile
GC

GOING CPAS AND WEALTH ADVISORS

OPELOUSAS, LA
RIA

True wealth can't be defined by a number.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

AccountingTax PlanningTax Preparation+7
Fee model
AUM / Hourly
Account Minimum
$100k
View profile
GI

GO INVEST LLC

WEST JORDAN, UT
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthCharitable Organizations

Expertise

Investment AdvisoryProprietary Software401(k) Plan Administration+1
Fee model
AUM
View profile
GC

GOLD COAST WEALTH MANAGEMENT, LLC

JERICHO, NY
RIA

Transparency, Partnership, Performance

AUM
$100M–$500M
Advisors
1
Offices
3
Founded
2011

Firm Focus

High Net WorthPooled VehiclesCharitable Organizations+1

Expertise

Investment ManagementFiduciary Wealth AdvisoryAlternative Investments+8
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
GB

GOLDEN BAY ADVISORS LLC

N/A
RIA

A Modern Approach to Investing

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningIndependent RIA+1
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
GK

GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG

WOODLAND HILLS, CA
RIA

Administering Retirement Plans. Managing Wealth. Delivering Results

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Retirement Plan Administration401(k)Profit Sharing+10
Fee model
AUM
Account Minimum
$100k
View profile
GR

GOLDEN ROAD ADVISORS LLC

TAMPA, FL
RIA

Gain Confidence in Your Financial Plan

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ManagementFee-based Advisory+5
Fee model
AUM / Hourly / Flat Fee
View profile
GS

GOLDEN STATE WEALTH MANAGEMENT, LLC

POWELL, WY
RIA

Stability. Strength. Wisdom.

AUM
$1B–$5B
Advisors
45
Offices
30
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningWealth ManagementInvestments+3
Fee model
AUM / Other
View profile
GW

GOLDENSTONE WEALTH MANAGEMENT

EL DORADO HILLS, CA
RIA

Your Stepping Stone To A Golden Life

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

Firm Focus

High Net Worth

Expertise

Investment ManagementWealth ManagementFinancial Planning+6
Fee model
AUM
Account Minimum
$1.0M
View profile
GL

GOLDMAN LANCASTER, INC.

LONG BEACH, CA
RIA
AUM
$100M–$500M
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial ServicesWealth Management
Fee model
AUM / Hourly / Flat Fee
View profile
GS

GOLDMAN SACHS ASSET MANAGEMENT, L.P.

NEW YORK, NY
RIA

Alternatives General Partner Stakes

AUM
$25B+
Advisors
10k+
Offices
17
Founded
2007

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+3

Expertise

GP Stakes InvestingAlternative Asset ManagementPrivate Markets+7
Fee model
AUM / Flat Fee / Performance-based / Other
View profile
GC

GOLDSTEIN CAPITAL CORP.

N/A
RIA

Would you like to earn more money, lower taxes, and get concierge service?

AUM
$100M–$500M
Advisors
Offices
1
Founded
1995

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Cash ManagementMunicipal BondsTaxable Bonds+5
Fee model
AUM / Performance-based
View profile
GC

GOODHAVEN CAPITAL MANAGEMENT

MILLBURN, NJ
RIA

Information cannot serve as an effective substitute for thinking.

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Value InvestingSeparate Account ManagementMutual Fund+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
GI

GOODLANDER INVESTMENT MANAGEMENT, LLC

DALLAS, TX
RIA

Goodlander seeks to deliver outstanding returns for clients as a long-term investor fully focused on the decarbonization of the global economy

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

Firm Focus

Pooled Vehicles

Expertise

DecarbonizationLong-term InvestingGlobal Economy
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
GS

GOOD SPRINGS CAPITAL

NEW YORK, NY
RIA

We aim to build long-term industry leaders by partnering with visionary middle-market entrepreneurs and implementing our time-tested growth system

AUM
$500M–$1B
Advisors
Offices
1
Founded
2023

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle-marketIndustrials+7
Fee model
AUM / Performance-based
View profile
GA

GOOGINS ADVISORS, INC.

MIDDLETON, WI
RIA

Choose your path.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Asset ManagementWealth ManagementRetirement Planning+11
Fee model
AUM / Commission / Hourly / Flat Fee
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 75 | AdvisorFinder