AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
GI

GUSTO INVESTMENT SERVICES, LLC

SAN FRANCISCO, CA
RIA

401(k) and payroll — all in one place

AUM
$5B–$25B
Advisors
3
Offices
2
Founded

Firm Focus

High Net WorthCharitable Organizations

Expertise

401(k)Payroll IntegrationRetirement Benefits+5
Fee model
AUM
View profile
GF

GW FINANCIAL

RENO, NV
RIA

Wealth Management for Families Navigating College Costs and Retirement Planning

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

College FundingRetirement PlanningWealth Management+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
GI

GW&K INVESTMENT MANAGEMENT, LLC

BOSTON, MA
RIA

Active investing for client-centric solutions

AUM
$25B+
Advisors
39
Offices
3
Founded
1974

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Active Investment ManagementDomestic EquityGlobal Equity+7
Fee model
AUM / Flat Fee / Performance-based
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GS

G.W. SHERWOLD ASSOCIATES, INC.

LAKE FOREST, CA
RIA

retirement planning with purpose

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningEstate PlanningCharitable Giving+5
Fee model
AUM / Hourly / Flat Fee
View profile
H

HADLEY

N/A
RIA

Saving for school? Say hello to Hadley, your 529 Plan app.

AUM
Not disclosed
Advisors
Offices
1
Founded

Expertise

529 PlansEducation SavingsInvestment Advisory+5
Fee model
Other
View profile
HI

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

NEW LONDON, NH
RIA

Our Goal is to Help You Reach Yours

AUM
$100M–$500M
Advisors
Offices
1
Founded
1983

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningRetirement PlanningInvestment Management+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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HW

HALBERT WEALTH MANAGEMENT, INC

AUSTIN, TX
RIA

Institutional Investment Strategies for your portfolio

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

Firm Focus

High Net Worth

Expertise

Alternative InvestmentsInstitutional StrategiesAbsolute Returns+3
Fee model
AUM
View profile
HG

HALCYON GLOBAL ADVISORS

DALLAS, TX
RIA

PIONEERING THE FUTURE OF INVESTMENT MANAGEMENT

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementFinancial PlanningWealth Management+7
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$200k
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HC

HALL CAPITAL, LLC

PASADENA, CA
RIA

How We Are Different

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Individual StocksFocus ListAlternatives+10
Fee model
AUM
Account Minimum
$1.0M
View profile
HM

HAMILTON MANOR & ASSOCIATES

LA JOLLA, CA
RIA

Experienced Trustworthy Comprehensive Proactive

AUM
$100M–$500M
Advisors
2
Offices
1
Founded
1986

Firm Focus

IndividualsHigh Net Worth

Expertise

Tax PlanningWealth ManagementFinancial Planning+4
Fee model
AUM / Hourly / Flat Fee
0
View profile
HR

HAMILTON ROBINSON LLC

STAMFORD, CT
RIA

Realizing the promise in small companies for decades

AUM
$100M–$500M
Advisors
Offices
1
Founded
1984

Firm Focus

Pooled Vehicles

Expertise

Small Company InvestingManufacturingDistribution+6
Fee model
AUM / Performance-based
View profile
HS

HAMILTON SQUARE PARTNERS MANAGEMENT, LP

PRINCETON, NJ
RIA

Investing in healthcare innovation

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

Firm Focus

Pooled Vehicles

Expertise

HealthcareInnovationInvesting
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
HC

HAMLIN CAPITAL MANAGEMENT, LLC

NEW YORK, NY
RIA

We are long-term, long only fundamental investors.

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Municipal BondsHigh Dividend EquitiesSeparately Managed Accounts+4
Fee model
AUM
Account Minimum
$1.0M
View profile
HR

HAMMES REALTY ADVISORS, LLC

MILWAUKEE, WI
RIA

Investment Insights and expertise from decades of healthcare real estate experience and client relationships

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

Firm Focus

Pooled Vehicles

Expertise

Healthcare Real EstateInvestment ManagementOutpatient Real Estate+7
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
HF

HAMPSHIRE FAMILY OFFICE

N/A
RIA

Curated Private Solutions

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Multifamily OfficeAlternative InvestmentsPrivate Markets+4
Fee model
AUM / Flat Fee
View profile
HR

HAMPTON ROCK WEALTH MANAGEMENT

AUSTIN, TX
RIA

Client-Focused. Seasoned Experience.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment BankingSell-side AdvisoryBuy-side Advisory+13
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
View profile
HS

HANOVER SQUARE WEALTH ADVISORS LLC

N/A
RIA

Meticulous. Inventive. Freeing.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFiduciaryIndependent Advisory+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
H&

HANSON & DOREMUS INVESTMENT MANAGEMENT

BURLINGTON, VT
RIA

Guided by deep experience and expertise. Dedicated to your investment success.

AUM
$1B–$5B
Advisors
Offices
1
Founded
1995

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment Portfolio ManagementFinancial PlanningFee-only Advisory+13
Fee model
AUM / Hourly
Account Minimum
$1.0M
View profile
HF

HANTZ FINANCIAL SERVICES, INC.

SOUTHFIELD, MI
RIA

Creating inspiring financial outcomes for busy professionals and active retirees with our holistic approach

AUM
$5B–$25B
Advisors
353
Offices
20
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Tax PlanningEstate PlanningFinancial Planning+9
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
HC

HARA CAPITAL LLC

N/A
RIA

"Success is simple. Do what's right, the right way, at the right time."

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementWealth ManagementFoundations+3
Fee model
AUM
Account Minimum
$5.0M
View profile
HS

HARBINGER SPORTS PARTNERS

ATLANTA, GA
RIA

Foreseeing the Future of Sports Investment

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

Firm Focus

Pooled Vehicles

Expertise

Sports InvestingMLBNBA+6
Fee model
AUM / Performance-based / Other
Account Minimum
$1.0M
View profile
HA

HARBOR ADVISORY CORPORATION

PORTSMOUTH, NH
RIA

Personalized Wealth Management Services

AUM
$100M–$500M
Advisors
Offices
1
Founded
1972

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment ManagementEstate Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
HF

HARBORFRONT FINANCIAL GROUP

LUDINGTON, MI
RIA

Financial planning actually built around your goals.

AUM
$100M–$500M
Advisors
4
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningInvestment ManagementTax Planning+5
Fee model
AUM / Flat Fee
View profile
HG

HARBOR GROUP INTERNATIONAL, LLC

NORFOLK, VA
RIA

Solutions for Every Market Cycle

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

Firm Focus

Pooled Vehicles

Expertise

Multifamily Bridge LoansPreferred EquityMezzanine Loans+6
Fee model
AUM / Other
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 79 | AdvisorFinder