AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
HP

HIGH PLAINS INVESTMENT ADVISORS, INC.

LUBBOCK, TX
RIA

Simple. Sophisticated. Sound.

AUM
$100M–$500M
Advisors
Offices
1
Founded
1998

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment AdvisoryRetirement PlanningInvestment Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
HP

HIGH POINT WEALTH MANAGEMENT, LLC

CHESTER, NJ
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementFee-based Advisory+3
Fee model
AUM / Hourly / Flat Fee
View profile
HC

HIGHPOST CAPITAL, LLC

WEST PALM BEACH, FL
RIA

a growing company that grows companies.

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

Firm Focus

Pooled Vehicles

Expertise

Investment ManagementBuyoutLate Stage Growth+2
Fee model
AUM / Performance-based
View profile
HP

HIGH PROBABILITY ADVISORS, LLC

PITTSFORD, NY
RIA

INVEST SMARTER

AUM
$1B–$5B
Advisors
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Factor-based InvestingGoals-based AllocationsBehavioral Finance+7
Fee model
AUM
Account Minimum
$500k
View profile
HR

HIGH RIVER RESOURCES MANAGEMENT LLC

DALLAS, TX
RIA

Enhancing Assets. Creating Value. Driving Returns.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityOil And GasAsset Acquisition+4
Fee model
AUM / Performance-based
View profile
HR

HIGH ROAD CAPITAL PARTNERS, LLC

N/A
RIA

Choose the high road.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle MarketBuyouts+3
Fee model
Performance-based / Other
Account Minimum
$5.0M
View profile
HA

HIGHTOWER ADVISORS, LLC

CHICAGO, IL
RIA

Leading Your Financial Life

AUM
$25B+
Advisors
598
Offices
132
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Fiduciary AdviceInvestment ManagementFinancial Planning+6
Fee model
AUM / Hourly / Flat Fee / Other
View profile
HC

HIGHVIEW CAPITAL MANAGEMENT, LLC

BUFFALO GROVE, IL
RIA

Strategic. Driven. Results.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Multi-family OfficeInvestment ManagementWealth Planning+7
Fee model
AUM
Account Minimum
$2.0M
View profile
H8

HILBERT 8, LLC

NEW YORK, NY
RIA

Boutique Wealth Management Specializing in Tailored, Quantitative Portfolios & Innovative Private Fund Solutions

AUM
Under $100M
Advisors
Offices
1
Founded
2013

Firm Focus

High Net WorthPooled Vehicles

Expertise

Wealth ManagementQuantitative PortfoliosValue Investing+7
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
HW

HILLCREST WEALTH ADVISORS - NY, LLC

HAZLET, NJ
RIA

Empowering You with comprehensive planning & advisory solutions

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Comprehensive Financial PlanningInvestment AdvisoryAsset Management+12
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
HF

HILLSPRING FINANCIAL, INC.

SURPRISE, AZ
RIA

Experience The Hillspring Difference

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementRetirement Planning+2
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$100k
View profile
HC

HILTON CAPITAL MANAGEMENT, LLC

GARDEN CITY, NY
RIA

Disciplined Investing. Client Focused.

AUM
$1B–$5B
Advisors
11
Offices
2
Founded

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Active ManagementLong-only StrategiesBalanced Strategies+9
Fee model
AUM
Account Minimum
$250k
View profile
HA

HINCHLEY ADVISORY GROUP, LLC

CENTENNIAL, CO
RIA

A Financial Partner You Can Count On

AUM
$100M–$500M
Advisors
Offices
1
Founded
1998

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment PlanningTax PlanningInsurance Protection+5
Fee model
AUM
View profile
HF

HINDS FINANCIAL GROUP INC

LAKEWOOD, CO
RIA

Helping Clients Make Informed Decisions

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial AdvisoryWealth ManagementRetirement Planning+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
HA

HINSDALE ASSOCIATES

HINSDALE, IL
RIA

Nationwide reach with a hometown touch.

AUM
$100M–$500M
Advisors
Offices
1
Founded
1965

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Retirement PlanningInvestment ManagementWealth Management+8
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
HC

HIVEMIND CAPITAL PARTNERS LLC

NEW YORK, NY
RIA

Where Institutional Capital Meets Onchain Financial Markets

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalPrivate EquityDigital Assets+9
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
HM

HLM MANAGEMENT CO., LLC

WALTHAM, MA
RIA

40+ years investing in breakout companies across healthcare technology and services

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

Firm Focus

Pooled Vehicles

Expertise

Healthcare TechnologyHealthcare ServicesVenture Capital+4
Fee model
AUM / Performance-based
View profile
HV

HLV VENTURES

HAUPPAUGE, NY
RIA

BE MORE CONFIDENT IN YOUR PRE-IPO INVESTMENTS.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Pre-ipo InvestingPrivate EquitySecondary Market+3
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
HC

HMI CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA
RIA

Long-term Investing in Great Businesses

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

Firm Focus

Pooled Vehicles

Expertise

Long-term InvestingPublic EquitiesPrivate Companies+6
Fee model
AUM / Performance-based
View profile
HP

H.M. PAYSON

PORTLAND, ME
RIA

This is trust.

AUM
$5B–$25B
Advisors
Offices
3
Founded
1854

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Investment ManagementWealth ManagementPortfolio Management+3
Fee model
AUM / Flat Fee
View profile
HW

HMV WEALTH ADVISORS, LLC

SHREVEPORT, LA
RIA

Efficiency Transparency Simplicity

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

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Wealth ManagementInvestment StrategyTax Planning+6
Fee model
AUM
Account Minimum
$1.0M
View profile
HW

HOBBS WEALTH MANAGEMENT

ZIONSVILLE, IN
RIA

I help high-value, high-achieving people like you make smart money decisions for your family.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningWealth ManagementInvestment Management+2
Fee model
AUM / Hourly / Flat Fee
View profile
HI

HOEY INVESTMENTS, INC.

COATESVILLE, PA
RIA

Invest for the Long RuN

AUM
$500M–$1B
Advisors
Offices
1
Founded
2008

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementRetirement PlanningFinancial Planning+4
Fee model
AUM
View profile
HC

HOFFMAN CAPITAL ADVISORS LLC

CRANBERRY TWP, PA
RIA

Confidence In Stability and confidence for your Time, Talent and Treasure.

AUM
$100M–$500M
Advisors
5
Offices
2
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningTax PlanningRetirement Planning+9
Fee model
AUM / Hourly / Flat Fee
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 83 | AdvisorFinder