AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AF

ALLIUM FINANCIAL ADVISORS, LLC

LAKE OSWEGO, OR
RIA

Life has layers — Financial Life Management simplifies it for you

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial Life ManagementInvestment ManagementAlternative Investments+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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AS

ALLOCATOR SOLUTIONS, LLC

ST LOUIS, MO
RIA

CATALYZE POSITIVE CHANGE

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Impact InvestingCommunity DevelopmentReal Estate+6
Fee model
AUM
Account Minimum
$50.0M
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AI

ALLODIUM INVESTMENT CONSULTANTS, LLC

MINNEAPOLIS, MN
RIA

Welcome to Allodium Investment Consultants

AUM
$500M–$1B
Advisors
Offices
1
Founded
2005

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyFiduciaryWealth Management+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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AF

ALLSPRING FUNDS MANAGEMENT, LLC

CHARLOTTE, NC
RIA

Thoughtful investing that pursues financial returns and positive outcomes.

AUM
$25B+
Advisors
110
Offices
2
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Global InvestmentsInvestment Perspectives
Fee model
AUM / Performance-based
Account Minimum
$50k
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AC

ALLUVIAL CAPITAL MANAGEMENT, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2014

Firm Focus

High Net WorthPooled Vehicles

Expertise

Overlooked SecuritiesUnder-researched SecuritiesGlobal Securities+2
Fee model
AUM / Performance-based
Account Minimum
$100k
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AF

ALLWORTH FINANCIAL, L.P.

FOLSOM, CA
RIA
AUM
$25B+
Advisors
145
Offices
41
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+4

Expertise

Wealth ManagementFinancial PlanningInvestment Management+4
Fee model
AUM / Flat Fee / Performance-based
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AB

ALLY BRIDGE GROUP (PE) LLC

NEW YORK, NY
RIA

The art of investing in the science of life.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

Healthcare Investment ManagementLife Science InnovationPrivate Equity+6
Fee model
AUM / Performance-based
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AI

ALLY INVEST ADVISORS

CHARLOTTE, NC
RIA

When life happens, be confident in your next move.

AUM
$1B–$5B
Advisors
7
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Self-directed TradingRobo PortfolioWealth Management+9
Fee model
AUM
Account Minimum
$100k
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AI

ALMANACK INVESTMENT PARTNERS

WAYNE, PA
RIA

IT'S NOT JUST ABOUT REACHING THE FINANCIAL SUMMIT — IT'S ABOUT GUIDING YOU SAFELY BACK DOWN

AUM
$500M–$1B
Advisors
2
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Retirement IncomeInvestment AdvisoryLong-term Savings+1
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$100k
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AC

ALMITAS CAPITAL LLC

SANTA MONICA, CA
RIA

A hedge fund located in the heart of Santa Monica.

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

Firm Focus

Pooled Vehicles

Expertise

Hedge FundAsset Management
Fee model
AUM / Performance-based
Account Minimum
$500k
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A

ALOOOLA

KINGSTON, NJ
RIA

Modern wealth management for medical professionals

AUM
Under $100M
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Physician Wealth ManagementInvestment ManagementRetirement Planning+9
Fee model
AUM
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AA

ALPHA ADVISORS, LLC

RICHMOND, VA
RIA

Life-centered planning. Purpose-driven investing.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial Life PlanningEVOKE ProcessInvestment Planning+5
Fee model
AUM / Flat Fee
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AC

ALPHAAI CAPITAL MANAGEMENT

N/A
RIA

Most portfolios don't respond to the market. Yours should.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Ai-powered InvestingAutomated Portfolio ManagementRisk Management+4
Fee model
AUM / Flat Fee
Account Minimum
$100
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AA

ALPHA ANALYTICS INVESTMENT GROUP LLC

LOS ANGELES, CA
RIA

Transparency. Experience. Integrity.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementIndependent RIAInstitutional Strategies+3
Fee model
AUM / Hourly / Other
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AC

ALPHA CAPITAL MANAGEMENT

AUSTIN, TX
RIA

COMPREHENSIVE INVESTMENT MANAGEMENT

AUM
$500M–$1B
Advisors
Offices
1
Founded
2002

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementAsset Allocation+7
Fee model
AUM
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AC

ALPHACORE CAPITAL LLC

LA JOLLA, CA
RIA

Freedom Built on Planning

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Wealth PlanningInvestment ManagementTax Preparation+5
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
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AD

ALPHA DNA INVESTMENT MANAGEMENT

COLUMBIA, MD
RIA

Alternative data and A.I. is the DNA of smarter portfolios.

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

Firm Focus

Pension/Profit Sharing

Expertise

Alternative DataArtificial IntelligenceProprietary Research+3
Fee model
AUM / Performance-based
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AF

ALPHA FIDUCIARY

SCOTTSDALE, AZ
RIA

Wealth Management Solutions Designed for the Changes In Your Life

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

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Fee-onlyFiduciaryWealth Management+5
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$1.0M
View profile
AF

ALPHA FINANCIAL ADVISORS, LLC

MCLEAN, VA
RIA

Growing, Managing, and Safeguarding Client Wealth for Over 30 Years

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryWealth Management+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
AF

ALPHA FINANCIAL MANAGEMENT, INC.

SAVANNAH, GA
RIA

Creating and preserving wealth by making wise money decisions

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Financial PlanningTax PreparationWealth Management+3
Fee model
AUM / Hourly / Flat Fee
View profile
AA

ALPHA-LAB ASSET MANAGEMENT INC.

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Global EquitiesInternational EquitiesInternational Smallcap Equities+5
Fee model
AUM
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AP

ALPHA PARTNERS MANAGEMENT, LLC

NEW YORK, NY
RIA

Back the legends.

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

Firm Focus

Pooled Vehicles

Expertise

Co-investmentVenture CapitalPro Rata Rights+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
AP

ALPHA PLANNING AND FINANCIAL SERVICES, INC.

SOLON, OH
RIA

Growing Your Financial Future, Together.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningRetirement PlanningWealth Management+5
Fee model
AUM / Hourly / Flat Fee
View profile
AS

ALPHA SQUARE GROUP S, LLC

NEW YORK, NY
RIA

Backing the companies that shape tomorrow - an investment firm building endurable wealth across public and private markets.

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Public MarketsPrivate MarketsVenture Investing+8
Fee model
AUM / Performance-based / Other
Account Minimum
$3.0M
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.