AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
HH

HOFFMANN HERMANSON

DENVER, CO
RIA

Your Milestones, Our Expertise

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryPortfolio ManagementFinancial Planning+5
Fee model
AUM
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HW

HOGANTAYLOR WEALTH

TULSA, OK
RIA

Disciplined portfolios structured in your best interest, to give you a higher probability of achieving your financial goals.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFee-only FiduciaryFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
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HF

HOLCOMBE FINANCIAL, INC.

ATLANTA, GA
RIA

Our Process is Different. Discover a refreshing new perspective for your financial independence from our fee-only advisory firm.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Fee-only AdvisoryFinancial PlanningInvestment Management+10
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$2.0M
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HI

HOLDERNESS INVESTMENTS CO

GREENSBORO, NC
RIA

Long-Term Financial Partners for Generations to Come

AUM
$500M–$1B
Advisors
—
Offices
3
Founded
1995

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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HF

HOLISTIC FINANCE LLC

N/A
RIA

Reuniting Value with Values

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Values-based InvestingESGDirect Indexing+6
Fee model
AUM / Commission / Hourly / Flat Fee
Account Minimum
$100k
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HA

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

RALEIGH, NC
RIA

A trusted source for all your financial needs.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1957

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Tax PlanningFinancial PlanningAccounting+3
Fee model
AUM / Hourly
Account Minimum
$500k
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H&

HOLM & CAWLEY FINANCIAL GROUP LLC

LAS VEGAS, NV
RIA

Real Life Planning. Real Results. Your Best Path Forward

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

FiduciaryFinancial PlanningTax-efficient Planning+7
Fee model
AUM / Hourly
View profile
HC

HOLT CAPITAL PARTNERS, L.P.

FORT WORTH, TX
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Investment ManagementActive IndexingEquity Strategy+8
Fee model
AUM / Hourly
Account Minimum
$1.0M
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HC

HOMESTEAD CAPITAL USA, LLC

SAN FRANCISCO, CA
RIA

Farmland Investments Rooted in Excellence.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Farmland InvestingAgricultureValue-add Strategies+8
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
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HA

HOPLON ASSET MANAGEMENT, L.P.

GREENWICH, CT
RIA

Built to Discover Value

AUM
$100M–$500M
Advisors
3
Offices
2
Founded
2021

Firm Focus

Pooled Vehicles

Expertise

Investment AdvisoryStructured CreditBrokerage+3
Fee model
AUM / Performance-based
View profile
HW

HORAN WEALTH, LLC

CINCINNATI, OH
RIA

Preserving Health and Growing Wealth for Your Best Life

AUM
$1B–$5B
Advisors
13
Offices
1
Founded
1948

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+10
Fee model
AUM / Hourly / Flat Fee
View profile
HF

HORIZON FAMILY WEALTH, INC.

CHICAGO, IL
RIA

A PERSONALIZED APPROACH to Managing Wealth

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
HI

HORIZON INVESTMENTS LLC

CHARLOTTE, NC
RIA

Fueling Advisor Growth

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles

Expertise

Goals-based InvestingSeparately Managed AccountsOutsourced CIO+5
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
HK

HORIZON KINETICS ASSET MANAGEMENT LLC

NEW YORK, NY
RIA

Dedicated to the pursuit of independent, creative thought and its application to the practice of investing.

AUM
$5B–$25B
Advisors
23
Offices
4
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Value InvestingContrarian InvestingAbsolute Returns+7
Fee model
AUM / Flat Fee / Performance-based / Subscription
Account Minimum
$500k
View profile
HW

HORIZON WEALTH ADVISORS

HOUSTON, TX
RIA

Be Confident About Your Financial Future

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1999

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fee-onlyFinancial PlanningWealth Management+8
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
HW

HORIZON WEALTH ADVISORS

N/A
RIA

Welcome to Horizon Wealth Advisors

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Personal Asset ManagementInvestment ManagementRetirement Planning+4
Fee model
AUM / Commission / Flat Fee
Account Minimum
$500k
View profile
HT

HORNOR, TOWNSEND & KENT, LLC

CONSHOHOCKEN, PA
RIA

Defined by our legacy. Energized by our future.

AUM
$5B–$25B
Advisors
464
Offices
26
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Broker-dealerRegistered Investment AdviserWealth Management+2
Fee model
AUM / Hourly / Flat Fee / Other
View profile
HC

HORSE COVE PARTNERS LLC

ATLANTA, GA
RIA

Consistency Conviction Confidence

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementRisk ManagementWealth Planning+3
Fee model
AUM / Flat Fee
Account Minimum
$25k
View profile
H&

HORST & GRABEN WEALTH MANAGEMENT, LLC

PORTLAND, OR
RIA

Independent wealth managers who put you first.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningInvestment Management+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
HA

HOWE AND RUSLING, INC.

ROCHESTER, NY
RIA

Empowering your journey to wealth and well-being

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ManagementEstate Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
HW

HRC WEALTH MANAGEMENT, LLC

MOSCOW, ID
RIA

Serving The Palouse Since 1938

AUM
$100M–$500M
Advisors
2
Offices
1
Founded
1938

Firm Focus

IndividualsHigh Net Worth

Expertise

CPATax PlanningAuditing+10
Fee model
AUM
View profile
HS

HSBC SECURITIES (USA) INC.

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
365
Offices
25
Founded
—

Firm Focus

Pooled VehiclesPension/Profit SharingState/Municipal

Expertise

BankingWealth ManagementFinancial Planning+7
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$50k
View profile
HW

HSC WEALTH ADVISORS

FOREST, VA
RIA

Financial Advice That's fitted for you.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryWealth Management+10
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
HP

HT PARTNERS LLC

CENTERBROOK, CT
RIA

When Life Asks the Question, We Help You Answer It.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Values-based Wealth ManagementMulti-generational Wealth TransferWealth Management For Widows+5
Fee model
AUM / Hourly / Flat Fee
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 84 | AdvisorFinder