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Browse financial advisory firms

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

Showing 24 firms (page 2+)
GP

GOVERNMENT PORTFOLIO ADVISORS LLC

PORTLAND, OR
RIA

Inspiring Excellence in Public Fund Management

AUM
$25B+
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Fixed IncomePublic FundsInvestment Advisory+4
Fee model
AUM / Hourly / Flat Fee
View profile
GF

GPS FINANCIAL, LLC

PITTSFORD, NY
RIA

What's Your Destination?

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementCFP
Fee model
AUM / Hourly / Flat Fee
View profile
GC

GRACE CAPITAL MANAGEMENT, LLC

AUSTIN, TX
RIA

personalized investment insight & strategies

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Independent AdvisoryPersonalized Investment ManagementRisk Management+5
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.0M
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GC

GRADIENT CAPITAL ADVISORS, LLC

SAN DIEGO, CA
RIA

We are passionate about providing our clients with personal advice and tailored wealth management solutions.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Private Wealth ManagementFinancial PlanningInvestment Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
GW

GRAETZ WEALTH

JENISON, MI
RIA

An independent wealth management firm.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFinancial PlanningFiduciary+4
Fee model
AUM
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GC

GRAFINE CAPITAL HOLDINGS LLC

NEW YORK, NY
RIA

A new approach to private investing

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityOff-market DealsDirect Investing+2
Fee model
AUM / Performance-based
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GS

GRAFTON STREET PARTNERS

N/A
RIA
AUM
$1B–$5B
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

Public EquitiesPrivate EquitiesEvergreen Fund+9
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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GF

GRAGG FINANCIAL

SHELBY, NC
RIA

BEYOND THE TRADITIONAL

AUM
$100M–$500M
Advisors
Offices
1
Founded
1965

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryFinancial PlanningBusiness Advisory+6
Fee model
AUM / Hourly
View profile
GM

GRAIN MANAGEMENT, LLC

WASHINGTON, DC
RIA

One focus. Infinite opportunity.

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

Firm Focus

Pooled Vehicles

Expertise

TelecommunicationsBroadband TechnologyFiber Infrastructure+4
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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GS

GRAMERCY STRATEGIC CAPITAL LLC

N/A
RIA

ENDURING LEGACY

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

Firm Focus

High Net WorthState/Municipal
Fee model
AUM
View profile
GI

GRANAHAN INVESTMENT MANAGEMENT LLC

WALTHAM, MA
RIA

SMALL CAP EXPERTS

AUM
$1B–$5B
Advisors
Offices
1
Founded
1985

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Small Cap Growth EquityMicro-capSmid-cap+5
Fee model
AUM / Performance-based
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GC

GRAND CENTRAL INVESTMENT GROUP, LLC

TAMPA, FL
RIA

We help our clients reach their financial destination.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningBoutique Firm+2
Fee model
AUM / Hourly / Flat Fee
View profile
GS

GRAND SLAM ASSET MANAGEMENT, LLC

ENGLEWOOD CLIFFS, NJ
RIA
AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled Vehicles

Expertise

Small-capMicro-capValue Investing+2
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
GM

GRANGER MANAGEMENT LLC

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
4
Founded

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Investment AdvisoryInstitutional ClientsPrivate Clients
Fee model
AUM / Performance-based
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GG

GRANITE GROUP ADVISORS, LLC

STAMFORD, CT
RIA

THE INVESTOR'S ADVOCATE

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+2

Expertise

Wealth ManagementIndependent Advisory401(k) Retirement Plans+3
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$5.0M
View profile
GI

GRANITE INVESTMENT PARTNERS, LLC

EL SEGUNDO, CA
RIA

It's not the mountain we conquer, but ourselves.

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningPortfolio Management+3
Fee model
AUM / Performance-based
View profile
GS

GRANITE STATE RETIREMENT PLANNING, INC.

BEDFORD, NH
RIA

Speaker, Author, Creator of The Protected Retirement Process®

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningWealth PlanningThe Protected Retirement Process+2
Fee model
AUM / Flat Fee
Account Minimum
$750k
View profile
GA

GRANT AVENUE CAPITAL LLC

NEW YORK, NY
RIA

Transformational Partnerships. Exceptional Outcomes.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2019

Firm Focus

Pooled Vehicles

Expertise

HealthcarePrivate EquityFounder Recapitalizations+5
Fee model
AUM / Performance-based
View profile
GM

GRANTHAM MAYO VAN OTTERLOO & CO LLC

BOSTON, MA
RIA

Partners In Investing

AUM
$25B+
Advisors
43
Offices
1
Founded
1977

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+4

Expertise

Asset AllocationFocused EquityQuality Strategies+5
Fee model
AUM / Performance-based
View profile
GF

GRANTVEST FINANCIAL GROUP LLC

MATAWAN, NJ
RIA

You have goals, we have expertise. Together, we can chart a course to your financial success.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryFinancial PlanningRetirement Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
GW

GRATUS WEALTH ADVISORS LLC

VIRGINIA BEACH, VA
RIA

Wealth Advisory Practice with an Elevated Standard of Care

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Tax PlanningEstate PlanningRisk Management+8
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$1.0M
View profile
GL

GRAVES LIGHT LENHART

HARRISONBURG, VA
RIA

Your Financial Advisor For Managing Assets & Protecting Wealth.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementCustom Investment PortfoliosTax Strategies+7
Fee model
AUM
Account Minimum
$2.5M
View profile
GW

GRAYBILL WEALTH MANAGEMENT, LTD.

ELMHURST, IL
RIA

Graybill Wealth Management Has Been Providing Investment Services to Individual & Institutional Clients Since 1969

AUM
$500M–$1B
Advisors
Offices
1
Founded
1969

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementEquity PortfoliosFixed Income+12
Fee model
AUM
View profile
GP

GRAY PRIVATE WEALTH, LLC

CANTON, MA
RIA

THE POWER OF MORE

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Private Wealth ManagementAsset ManagementInvestment Strategies+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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 76 | AdvisorFinder