AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
HJ

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

FAIRFIELD, CT
RIA

Changing the Face of Investing

AUM
$100M–$500M
Advisors
24
Offices
6
Founded
1935

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Private Wealth ManagementInvestment BankingInstitutional Sales+10
Fee model
AUM
Account Minimum
$50k
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HA

HERCULES ADVISER LLC

SAN MATEO, CA
RIA

Empowering Innovators

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

Firm Focus

Pooled Vehicles

Expertise

Venture LendingLife SciencesTechnology+4
Fee model
AUM / Performance-based
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HF

HERGENROEDER FINANCIAL ADVISORS, INC.

TIMONIUM, MD
RIA

Bringing clarity to even your most complex financial challenges

AUM
$100M–$500M
Advisors
4
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Retirement PlanningWealth ManagementFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
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HC

HERITAGE CAPITAL ADVISORS, LLC

N/A
RIA

Customized Investment Solutions

AUM
$1B–$5B
Advisors
Offices
1
Founded
1989

Firm Focus

High Net WorthInvestment CompaniesState/Municipal

Expertise

Active Investment ManagementPortfolio ManagementRisk-managed Strategies+7
Fee model
AUM / Hourly / Flat Fee
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HC

HERITAGE CAPITAL, LLC

WOODBRIDGE, CT
RIA

Yes, you can retire with confidence.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Active ManagementRetirement PlanningFinancial Planning+4
Fee model
AUM / Hourly
Account Minimum
$500k
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HF

HERITAGE FINANCIAL ADVISORS, LLC

WATERVILLE, OH
RIA

Your financial advisor must have your confidence and trust

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$200k
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HG

HERITAGE GROVE WEALTH MANAGEMENT, LLC

N/A
RIA

Rooted in Wisdom, Focused on Your Future

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFamily CFOFiduciary+10
Fee model
AUM
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HR

HERITAGE RETIREMENT ADVISORS, LLC

COLLEYVILLE, TX
RIA

Retirement shouldn't be rocket science.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Retirement PlanningFinancial PlanningInvestment Advisory+11
Fee model
AUM / Hourly / Flat Fee / Performance-based
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HS

HERITAGE STRATEGIC WEALTH, LLC

CARY, IL
RIA

Helping You Grow and Secure Your Wealth

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Active Investment ManagementRetirement PlanningSocial Security Optimization+6
Fee model
AUM
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HW

HERITAGE WEALTH ADVISORS

CINCINNATI, OH
RIA

BUILD YOUR HERITAGE WITH Clarity and Purpose

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementRetirement Planning+12
Fee model
AUM / Flat Fee
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HA

HEROLD ADVISORS, INC.

NEW YORK, NY
RIA

OUR FOUR PILLARS OF CLIENT SERVICE: DEDICATION | ACCOUNTABILITY | PROACTIVITY | RESPONSIBILITY

AUM
$500M–$1B
Advisors
9
Offices
2
Founded
1972

Firm Focus

High Net WorthPension/Profit SharingInsurance Companies

Expertise

Bond InvestingFixed IncomeWealth Management+7
Fee model
AUM / Other
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HF

HERSHEY FINANCIAL ADVISERS, LLC

LANCASTER, PA
RIA

Experience a better way of living

AUM
$100M–$500M
Advisors
2
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment PlanningTax Optimization+4
Fee model
AUM / Hourly / Flat Fee
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HC

HEXAGON CAPITAL PARTNERS, LLC

ROGERS, AR
RIA

Friends are Clients. Clients are Friends.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth PlanningAsset ManagementPortfolio Management+7
Fee model
AUM
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HS

HEYDORN STONE CAPITAL MANAGEMENT LLC

LARCHMONT, NY
RIA

Create Your Tomorrow

AUM
$100M–$500M
Advisors
Offices
1
Founded
2001

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment AdvisoryFiduciary+5
Fee model
AUM / Flat Fee
Account Minimum
$500k
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HA

HF ADVISORY GROUP, LLC

ANNAPOLIS, MD
RIA

We Can Help You Put the Pieces Together

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementRetirement Planning+6
Fee model
AUM / Hourly / Flat Fee
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HW

HFG WEALTH MANAGEMENT, LLC

THE WOODLANDS, TX
RIA

Wealth Management That's Rooted in Faith, Focused on You™

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ConsultingWealth Transfer+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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HI

HFR INVESTMENTS, LLC

CHICAGO, IL
RIA

At the Forefront of Hedge Fund Strategies and Advisory Services

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

Firm Focus

Pooled VehiclesPension/Profit SharingState/Municipal

Expertise

Hedge FundsManaged AccountsSmas+9
Fee model
AUM / Flat Fee / Performance-based / Other
Account Minimum
$15.0M
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HC

HG CAPITAL MANAGEMENT, LLC

NASHVILLE, TN
RIA

We partner with innovative companies that are building solutions to address healthcare's greatest challenges.

AUM
$1B–$5B
Advisors
Offices
1
Founded
1986

Firm Focus

Pooled Vehicles

Expertise

Healthcare InvestingPrivate FundsVenture/growth Investing+4
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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HC

HICKS CAPITAL MANAGEMENT, LLC

COLUMBUS, OH
RIA

Freedom to Focus

AUM
$100M–$500M
Advisors
4
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementInvestment ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
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HC

HIGHBROOK CAPITAL PARTNERS

ATLANTA, GA
RIA

Disciplined investing. Thoughtfully tailored.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2026

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementPortfolio ManagementPrivate Equity+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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HC

HIGHCREST CAPITAL, LLC

FREDRICKSBURG, TX
RIA

WE ARE EXPLORERS ON THE INVESTING FRONTIER.

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

Firm Focus

Pooled Vehicles

Expertise

Credit StrategiesOpportunistic StrategiesAlternative Investments+3
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
HC

HIGHLAND CONSULTING ASSOCIATES INC.

CLEVELAND, OH
RIA

Your Investor Advocates ®

AUM
$5B–$25B
Advisors
Offices
1
Founded
1993

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fee-onlyFiduciaryInvestment Consulting+9
Fee model
AUM / Hourly / Flat Fee
View profile
HI

HIGHLAND INVESTMENT ADVISORS LLC

PONTE VEDRA, FL
RIA

You Deserve Prosperity in Retirement. Peace of Mind as You Build Wealth. Confidence in Your Family's Future.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyFiduciaryInvestment Management+10
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
HA

HIGHPASS ASSET MANAGEMENT LLC

DENVER, CO
RIA

Fee-Only Financial Planner Denver | Fiduciary Wealth Advisor

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-only Financial PlanningFiduciary Wealth ManagementRetirement Planning+7
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 82 | AdvisorFinder