AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
HG

HARBOUR GROUP INDUSTRIES, INC.

ST. LOUIS, MO
RIA

The work of building businesses never ends.

AUM
$100M–$500M
Advisors
Offices
1
Founded
1976

Firm Focus

Pooled Vehicles

Expertise

ManufacturingDistributionOperations+6
Fee model
AUM / Hourly / Performance-based / Other
View profile
HI

HARBOUR INVESTMENT MANAGEMENT L.L.C.

EDMONDS, WA
RIA

Plan. Grow. Protect.

AUM
$100M–$500M
Advisors
Offices
2
Founded
1991

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementRetirement Planning+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
HE

HARBOURVIEW EQUITY PARTNERS, LLC

NEWARK, NJ
RIA

Stewards of Capital + Stewards of Culture

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

Firm Focus

Pooled Vehicles

Expertise

SportsMediaEntertainment+6
Fee model
Performance-based / Other
Account Minimum
$5.0M
View profile
HR

HARDY REED, LLC

TUPELO, MS
RIA

Your life has goals. We create customized plans to achieve them.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningFiduciary ConsultingInvestment Guidance+6
Fee model
AUM / Hourly / Flat Fee
View profile
HA

HARFST AND ASSOCIATES, INC.

SHERIDAN, WY
RIA

Sophisticated wealth management to serve your individual needs

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment ManagementCorporate Retirement Plans+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
HC

HARKNESS CAPITAL MANAGEMENT LLC

NEW YORK, NY
RIA

Investors and Managers Dedicated to Building Long Term Value

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

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketPrivate EquityGrowth Acceleration+2
Fee model
AUM / Performance-based / Other
View profile
HW

HARNESS WEALTH

NEW YORK, NY
RIA

Tax advisory tailored to you and your business

AUM
Not disclosed
Advisors
Offices
1
Founded

Expertise

Tax AdvisoryTax FilingAccounting+11
Fee model
Other
View profile
HC

HARRADEN CIRCLE INVESTMENTS, LLC

NEW YORK, NY
RIA

Harraden Circle is a multi-strategy, event driven firm.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2016

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

SpacsEvent-driven InvestingArbitrage+6
Fee model
AUM / Performance-based
View profile
HA

HARTLEY ADVISORS CORP.

N/A
RIA

Trusted Investment Advice

AUM
$100M–$500M
Advisors
Offices
1
Founded
2003

Firm Focus

High Net Worth

Expertise

Investment ManagementWealth ManagementFiduciary+3
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
HG

HARVEST GROWTH CAPITAL

N/A
RIA

Global investor in innovative high-growth companies

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

Firm Focus

Pooled Vehicles

Expertise

Growth-stage TechnologyGrowth CapitalLiquidity+3
Fee model
AUM / Performance-based
View profile
HI

HARVEST INVESTMENT ADVISORS, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2004

Firm Focus

High Net Worth

Expertise

Registered Investment AdvisorSeparately Managed AccountsEquity Portfolio Management+6
Fee model
AUM
View profile
HP

HARVEY PARTNERS, LLC

TARRYTOWN, NY
RIA

Opportunistic | Long-Term Growth | Margin of Safety

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Small CapLong/short Hedge FundLong Only+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
HE

HASTINGS EQUITY PARTNERS, LLC

BOSTON, MA
RIA

Helping founder-led businesses accelerate growth and create value

AUM
$100M–$500M
Advisors
Offices
1
Founded
2004

Firm Focus

Pooled Vehicles

Expertise

Private EquityFounder-led BusinessesLower Middle Market+4
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
HC

HATCH COVE CAPITAL, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Global Real AssetsDiscretionary Investment ManagementSeparately Managed Accounts+9
Fee model
AUM
Account Minimum
$25.0M
View profile
HI

HATTERAS INVESTMENT PARTNERS, LP

RALEIGH, NC
RIA
AUM
$100M–$500M
Advisors
6
Offices
1
Founded

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Alternative InvestmentsPrivate EquityEvergreen Funds+2
Fee model
AUM / Performance-based
View profile
HV

HAUN VENTURES MANAGEMENT LP

MENLO PARK, CA
RIA

Backing the founders building the future of finance.

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

Firm Focus

Pooled Vehicles

Expertise

Decentralized TechnologyStablecoinsCross-border Payments+4
Fee model
AUM / Performance-based
View profile
HR

HAUSER RETIREMENT SOLUTIONS 2 LLC

CINCINNATI, OH
RIA

PURPOSE-BUILT FOR PE. POWERED BY PROPRIETARY TECHNOLOGY.

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

Firm Focus

Charitable Organizations

Expertise

Private EquityRisk ManagementCommercial Insurance+7
Fee model
AUM / Flat Fee
View profile
H1

HAUSSMANN 1864 CAPITAL MANAGEMENT LLC

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
2024

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Private DebtInvestment AdvisoryAsset Management+1
Fee model
AUM / Flat Fee
View profile
HC

HAVENCREST CAPITAL MANAGEMENT, LLC

DALLAS, TX
RIA

Building leading healthcare companies

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityHealthcareLower Middle Market+7
Fee model
AUM / Performance-based
Account Minimum
$3.0M
View profile
HG

HAVEN GLOBAL PARTNERS, LLC

ATLANTA, GA
RIA

International Equity Management, Local Market Insight

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

International EquitiesAsset ManagementGlobal Markets+4
Fee model
AUM
Account Minimum
$5.0M
View profile
HI

HAWKINS INVESTMENT COUNSEL, LLC

N/A
RIA

A Registered Investment Advisor

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment AdviceMoney ManagementCustom Portfolio Management+2
Fee model
AUM / Hourly
View profile
HR

HAWK RIDGE CAPITAL MANAGEMENT LP

LOS ANGELES, CA
RIA
AUM
$1B–$5B
Advisors
Offices
3
Founded
2007

Firm Focus

Pooled Vehicles

Expertise

Long-short EquitySEC Registered Investment Adviser
Fee model
AUM / Performance-based
View profile
HP

HAWKS POINT CAPITAL PARTNERS LLC

RYE BROOK, NY
RIA

Asset Management and Advisory for Private Credit Strategies

AUM
Under $100M
Advisors
Offices
1
Founded
2020

Firm Focus

Pension/Profit Sharing

Expertise

Private CreditAsset ManagementAdvisory+11
Fee model
AUM
View profile
HA

HAYES ASSET MANAGEMENT, LLC

ROCHESTER, NY
RIA

Investing for the future.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Value InvestingFundamental AnalysisBottom-up Investing+3
Fee model
AUM
View profile

Looking for the right firm?

Get personalized recommendations based on your financial goals and needs.

Get matched
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 80 | AdvisorFinder