AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
HC

HUTNER CAPITAL MANAGEMENT INC.

MANCHESTER, VT
RIA

Investing in Quality

AUM
$100M–$500M
Advisors
Offices
2
Founded
1995

Firm Focus

High Net WorthPooled Vehicles

Expertise

Family Wealth PreservationLong-term InvestingHigh-quality Companies+7
Fee model
AUM / Flat Fee / Performance-based / Other
View profile
HC

HV CAPITAL MANAGEMENT

MONTGOMERY, NY
RIA

Institutional Discipline. Human Clarity.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Portfolio ManagementFiduciaryInvestment Research+6
Fee model
AUM / Flat Fee / Subscription
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HM

HVPF MANAGER II, LLC

NEW YORK, NY
RIA

PIONEERING COMMUNITY PRESERVATION

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

Firm Focus

Pooled Vehicles

Expertise

Affordable HousingMixed Income HousingWorkforce Housing+4
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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HC

HYJC CAPITAL OF WNY

LAKEVILLE, NY
RIA

Here to help you plan for the future

AUM
Under $100M
Advisors
1
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementIncome PlanningLife Insurance+2
Fee model
AUM / Flat Fee
View profile
H

HYVE

NEW YORK, NY
RIA

The AI for customer financial planning and advice

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

Individuals

Expertise

AI Financial PlanningWealth ManagementFintech+6
Fee model
Other
View profile
IG

I80 GROUP LP

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

Asset-based FinancePrivate CreditStructured Credit+4
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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IA

IAM ADVISORY LLC

EASTON, PA
RIA

Advice for Life

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningEstate PlanningLong-term Care+7
Fee model
AUM / Hourly / Flat Fee
View profile
IF

IBN FINANCIAL SERVICES, INC

LIVERPOOL, NY
RIA

What is your Financial Freedom?

AUM
Under $100M
Advisors
52
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningRetirement PlanningInvestment Management+4
Fee model
AUM / Hourly / Other
View profile
IL

ICAPITAL, LLC

BOSTON, MA
RIA

We succeed only when you do.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Asset ManagementFee-based AdvisoryRetirement Plans+7
Fee model
AUM / Flat Fee
Account Minimum
$25k
View profile
II

ICG INVESTMENTS INC

NEW YORK, NY
RIA

Flexible and responsible solutions for providers and users of capital

AUM
$25B+
Advisors
Offices
4
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Alternative Asset ManagementStructured CapitalPrivate Equity Secondaries+10
Fee model
AUM / Performance-based
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IG

ICP GROUP INVESTMENT MANAGER, LLC

DALLAS, TX
RIA

Experts on lower-middle market buyout and real estate value add/opportunistic transactions across the U.S.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Lower-middle Market BuyoutPrivate EquityReal Estate Value-add+7
Fee model
AUM / Performance-based
View profile
IH

IDLE HILL ADVISORS LLC

GREENVILLE, SC
RIA

You Are the CEO of Your Retirement, Wealth, Life, World

AUM
$100M–$500M
Advisors
Offices
1
Founded
2005

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningWealth ManagementTax Services+8
Fee model
AUM
View profile
II

IDR INVESTMENT MANAGEMENT, LLC

INDEPENDENCE, OH
RIA

Bringing the benefits of indexing to private real estate

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

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Private Real EstateIndex FundODCE Index+5
Fee model
AUM
Account Minimum
$3k
View profile
IP

IDYLLIC PARTNERS MANAGER, LP

SLEEPY HOLLOW, NY
RIA

Customized Solutions for Alternatives

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled VehiclesPension/Profit SharingState/Municipal

Expertise

Private MarketsAlternativesOCIO+5
Fee model
AUM
Account Minimum
$1.0M
View profile
IC

IEQ CAPITAL, LLC

FOSTER CITY, CA
RIA

THE PURSUIT OF INVESTMENT EXCELLENCE

AUM
$25B+
Advisors
Offices
10
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment AdvisoryWealth ManagementRIA
Fee model
AUM / Flat Fee
View profile
I

IFC

AUBURN, CA
RIA

Meet your new personal CFO.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+2

Expertise

Wealth ManagementBusiness Succession PlanningFamily Legacy Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
II

IFC INVESTMENT MANAGEMENT, LLC

RALEIGH, NC
RIA

What I.F. you could partner with a company that actually understood farming and what it means to be a grower?

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Farmland InvestingAgricultural TechnologyFood Supply Chain+5
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
IA

IFG ADVISORY, LLC

ATLANTA, GA
RIA

A ship in a harbor is safe, but that is not what ships are built for.

AUM
$1B–$5B
Advisors
83
Offices
33
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+2

Expertise

Financial PlanningRetirement PlanningInvestment Planning+10
Fee model
AUM / Hourly / Flat Fee
View profile
IG

IFS GROUP

MECHANICSBURG, PA
RIA

Building Strategies for Your Financial Future

AUM
$100M–$500M
Advisors
6
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningInsuranceAnnuities+6
Fee model
AUM / Hourly / Other
Account Minimum
$100k
View profile
IB

IG BETTER FUTURE MANAGEMENT, LLC

MENLO PARK, CA
RIA

BUILDING A BETTER TOMORROW

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalAlternative InvestmentsLatin America+11
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
IA

IGW ADVISORY INVESTMENT MANAGEMENT LLC

N/A
RIA

Creating Intergenerational Wealth and Security

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementIntergenerational Wealth
Fee model
AUM / Performance-based
View profile
IA

IH2 ADVISORS & COMPANY

WILMINGTON, DE
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Expertise

Model PortfoliosManager ResearchMulti-asset Solutions+23
Fee model
AUM / Other
View profile
IC

IKE CAPITAL, LLC

N/A
RIA

Investment portfolios built on tradition and dedication

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Long-term InvestingEquityFixed Income+10
Fee model
AUM
View profile
IW

ILLUMINATE WEALTH MANAGEMENT

BARRINGTON, IL
RIA

Transforming confusion into calming clarity.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryFinancial Planning+2
Fee model
AUM / 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 86 | AdvisorFinder