AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
GM

GREATER MIDWEST FINANCIAL GROUP, LLC

SAINT PAUL, MN
RIA

The confidence to pursue your ambitions.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementRetirement PlanningSmall Business Planning+8
Fee model
AUM / Flat Fee
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GH

GREAT HILL ADVISORY

PORT WASHINGTON, NY
RIA

A Multi-Family Office

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Family OfficeMultigenerational PlanningPhilanthropic Services+1
Fee model
AUM / Flat Fee / Other
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GL

GREAT LAKES ADVISORS, LLC

CHICAGO, IL
RIA
AUM
$5B–$25B
Advisors
1
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Retirement PlanningInvestment ManagementCollege Savings+8
Fee model
AUM / Flat Fee / Performance-based / Other
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GI

GREATMARK INVESTMENT PARTNERS, INC.

COLUMBUS, GA
RIA

OUR GOAL IS TO HELP YOU GROW YOUR WEALTH

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

Firm Focus

High Net Worth

Expertise

Investment ManagementPortfolio ManagementRetirement Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$100k
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GP

GREAT PATH PLANNING

GOSHEN, NY
RIA

FIND YOUR GREAT PATH

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningBusiness ConsultingBusiness Sale And Exit Planning+3
Fee model
Hourly / Flat Fee
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GM

GREENBROOK MANAGEMENT, LLC

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Real EstateInvestment ManagementProperty Management+11
Fee model
AUM / Performance-based
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GP

GREENLINE PARTNERS

NEW YORK, NY
RIA

Maximizing the power of simplicity in investment management and wealth advisory.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementWealth AdvisoryTax-efficient Portfolios+8
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
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GP

GREENPOINT PARTNERS

NEW YORK, NY
RIA

We build and transform assets, creating the infrastructure of tomorrow

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

Firm Focus

Pooled Vehicles

Expertise

Real AssetsInfrastructureReal Estate+5
Fee model
AUM / Other
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GG

GREENRIDGE GROWTH PARTNERS

AUSTIN, TX
RIA

Partnership. Growth. Business Building.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityB2b SoftwareVertical Software+4
Fee model
AUM / Flat Fee / Performance-based / Other
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GA

GREENSLEDGE ASSET MANAGEMENT LLC

GLASTONBURY, CT
RIA

Investment Opportunity in Primary and Secondary Markets

AUM
$500M–$1B
Advisors
3
Offices
1
Founded
2019

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Structured CreditCLO Tranche PortfoliosAsset Management+3
Fee model
AUM / Flat Fee / Performance-based
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GW

GREENWAY WEALTH ADVISORS, LLC

CHARLOTTE, NC
RIA

We help you go from high income to financial independence.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
GA

GREENWICH ADVISORS, LLC

N/A
RIA

Private Wealth Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Private Wealth ManagementDiscretionary Portfolio ManagementAsset Allocation+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
GW

GREENWICH WEALTH MANAGEMENT, LLC

GREENWICH, CT
RIA

Enhancing wealth preservation and fostering enduring legacies.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth PreservationInvestment AdvisoryCustom Investment Strategies+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
GP

GREENWOOD PINE PARTNERS

MEMPHIS, TN
RIA
AUM
Under $100M
Advisors
3
Offices
1
Founded

Firm Focus

Pension/Profit Sharing

Expertise

Public EquitiesValue InvestingFundamentals-based Strategy+3
Fee model
AUM
Account Minimum
$25.0M
View profile
GP

GRESHAM PARTNERS, LLC

CHICAGO, IL
RIA

A different approach to managing wealth.

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

Firm Focus

IndividualsPooled VehiclesState/Municipal

Expertise

Investment ManagementWealth PlanningFamily Office Services+7
Fee model
AUM / Flat Fee / Performance-based
View profile
GI

GREYBOX INVESTMENTS

BIRMINGHAM, AL
RIA

CRAFTING PORTFOLIO SOLUTIONS

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Wealth ManagementPortfolio ManagementQuantitative Risk Technology+7
Fee model
AUM / Hourly
View profile
GL

GREYCROFT LP

NEW YORK, NY
RIA

We bring things of real wonder into the world.

AUM
$1B–$5B
Advisors
Offices
4
Founded

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalAISoftware+7
Fee model
AUM / Performance-based
View profile
GI

GREYSTAR INVESTMENT GROUP, LLC

CHARLESTON, SC
RIA

Rental Housing Investment Management Solutions

AUM
$25B+
Advisors
18
Offices
10
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Rental HousingInvestment ManagementInstitutional Real Estate+8
Fee model
AUM / Performance-based / Other
View profile
GF

GR FINANCIAL GROUP, LLC

TUCSON, AZ
RIA

Perspective Accountability Peace of Mind

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningTactical Portfolio ManagementRisk Management+5
Fee model
AUM / Flat Fee / Performance-based / Other
Account Minimum
$250k
View profile
GP

GRIDIRON PARTNERS, LLC

WEXFORD, PA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2019

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Relative Value TradingMacroeconomic AnalysisProprietary Software+2
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
GR

GRIFFIS RESIDENTIAL INVESTMENT ADVISOR

GREENWOOD VILLAGE, CO
RIA

It's about you.

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

Firm Focus

Pooled Vehicles

Expertise

Apartment CommunitiesResidential Real EstateProperty Management+1
Fee model
AUM / Performance-based
Account Minimum
$50k
View profile
GA

GRITSTONE ASSET MANAGEMENT LLC

BETHESDA, MD
RIA

Where Alternative Investments & Capital Markets Expertise Converge

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Alternative InvestmentsCapital MarketsSpacs+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
GC

GROUNDED CAPITAL, LLC

MILL VALLEY, CA
RIA

Investing in a more regenerative food system from soil to the consumer

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Regenerative Food SystemInvestingFood And Agriculture
Fee model
AUM / Flat Fee / Performance-based
View profile
GR

GROUP RMC INVESTMENT ADVISOR LLC

NEW YORK, NY
RIA

Built by Families, Driven by Value.

AUM
Under $100M
Advisors
Offices
2
Founded
2011

Firm Focus

Pooled Vehicles

Expertise

Real Estate EquityReal Estate CreditReal Estate Royalties+7
Fee model
AUM / Flat Fee / Performance-based
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 77 | AdvisorFinder