AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
IA

INGRAM ADVISORY SERVICES, LLC

WINTER HAVEN, FL
RIA

Are you financially secure?

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Active Investment ManagementWealth ManagementFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
IP

INLET PRIVATE WEALTH, LLC

JUPITER, FL
RIA

Conservative with capital. Creative with solutions.®

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

Firm Focus

High Net Worth

Expertise

Investment ManagementTrust And Estate AdministrationPhilanthropic Planning+7
Fee model
AUM
Account Minimum
$1.0M
View profile
IC

INNEALTA CAPITAL

N/A
RIA

The Dynamic Opportunity Fund Series

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Actively Managed FundsEquity MarketsFixed Income+9
Fee model
AUM
Account Minimum
$5k
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II

INNOCAP INVESTMENT ADVISERS, LLC.

NEW YORK, NY
RIA

Dedicated Managed Account Platform for Alternative Investments

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

Firm Focus

Pension/Profit SharingState/Municipal

Expertise

Managed AccountsAlternative InvestmentsInstitutional Investing+1
Fee model
AUM / Flat Fee
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IC

INNOVATIVE CAPITAL ADVISORS, LLC

CHICAGO, IL
RIA

Providing cost effective access to quality commercial mortgage loans.

AUM
$500M–$1B
Advisors
Offices
2
Founded
2003

Expertise

Commercial Mortgage LoansLoan OriginationUnderwriting+3
Fee model
AUM
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IF

INNOVATIVE FAMILY OFFICE LLC

SOMERS, NY
RIA

Your Wealth. Our Expertise. A Thriving Partnership.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFamily OfficeTax Planning+7
Fee model
AUM
Account Minimum
$1.1M
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IW

INNOVATIVE WEALTH BUILDING LLC

CALIFORNIA, MD
RIA

Family Values, Professional Expertise

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningInvestment Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
IC

INNOVATUS CAPITAL PARTNERS, LLC

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
3
Founded

Firm Focus

Pooled Vehicles

Expertise

Asset-based InvestingLong-term CapitalMarket Volatility+5
Fee model
AUM / Performance-based
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IW

INNOVA WEALTH PARTNERS, LLC

NEWTOWN, PA
RIA

You've saved, invested & ready to retire

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningInvestment ManagementTax Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
I

INRI

MOUNTAIN VIEW, CA
RIA

Investments, Taxes, Compliance. Simplified.

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

State/Municipal

Expertise

NRI InvestmentsIndia Tax FilingUS Tax Filing+10
Fee model
Other
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II

INSIGHT INVESTMENT COUNSEL

EL SEGUNDO, CA
RIA

Helping you shape your financial future

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

Firm Focus

High Net Worth

Expertise

Equity ManagementFixed Income ManagementWealth Planning+2
Fee model
AUM
Account Minimum
$1.0M
View profile
IS

INSIGHT STRATEGIC WEALTH LLC

KNOXVILLE, TN
RIA

Let's Go Beyond the Numbers

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-onlyFiduciaryInvestment Management+8
Fee model
AUM / Hourly
View profile
IA

INSIGNEO ADVISORY SERVICES, LLC

MIAMI, FL
RIA

Your passport to possibilities.

AUM
$5B–$25B
Advisors
211
Offices
16
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ProfessionalsAssets Under Management+2
Fee model
AUM / Flat Fee / Other
Account Minimum
$100k
View profile
IA

INSPIRE ADVISORS, LLC

MERIDIAN, ID
RIA

Faith-aligned financial guidance for every stage of life

AUM
$1B–$5B
Advisors
Offices
16
Founded

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Biblically Responsible InvestingFaith-based InvestingPortfolio Management+4
Fee model
AUM
View profile
IW

INSPIRION WEALTH ADVISORS, LLC

LIBERTYVILLE, IL
RIA

VISUALIZING YOUR FUTURE

AUM
$1B–$5B
Advisors
1
Offices
1
Founded
2012

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment PlanningRetirement PlanningTax Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
IL

INSTINET, LLC

NEW YORK, NY
RIA

Your global trading ecosystem

AUM
Not disclosed
Advisors
155
Offices
1
Founded

Expertise

Algorithmic TradingElectronic TradingAgency Brokerage+7
Fee model
Other
View profile
II

INSTITUTIONAL INVESTMENT ADVISORS CORP

NEW YORK, NY
RIA

65 is a Lousy Age To Find Out You Chose The Wrong Retirement Advisor.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementRetirement PlanningInvestment Management+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$35k
View profile
IC

INTANDEM CAPITAL PARTNERS, LLC

NEW YORK, NY
RIA

EXPECT MORE.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityHealthcare ServicesOperational Support+2
Fee model
AUM / Performance-based
View profile
IH

INTEGRAL HEALTH ASSET MANAGEMENT, LLC

NEW YORK, NY
RIA

Our mission is to drive long-term value for clients and support transformative healthcare innovation by investing in companies that align with our disciplined, research-driven approach.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2019

Firm Focus

Pooled Vehicles

Expertise

HealthcareAlternative Investment ManagementAbsolute Return+7
Fee model
AUM / Performance-based
View profile
IF

INTEGRATED FINANCIAL CONSULTING, LLC

AIRMONT, NY
RIA

Commission-Free Financial Advice to Integrate the Pieces of Your Financial Life

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningCommission-free AdviceTax Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
IQ

INTEGRATED QUANTITATIVE INVESTMENTS LLC

BELLEVUE, WA
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Quantitative InvestingGlobal EquitiesInstitutional Asset Management+4
Fee model
AUM
View profile
IW

INTEGRATED WEALTH ADVISORS, LLC

BELLEVUE, WA
RIA

Optimize Your Financial World

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Virtual Family OfficeWealth ManagementHigh Net Worth+12
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
IW

INTEGRATED WEALTH MANAGEMENT, INC.

UNIONTOWN, OH
RIA

BELIEVE YOU CAN. KNOW YOU WILL.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningIncome StrategyInvestments+4
Fee model
AUM / Flat Fee / Other
View profile
IA

INTEGRITY ADVISORY SOLUTIONS

DALLAS, IA
RIA

For the Good Days Ahead

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementPersonalized Planning+3
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 88 | AdvisorFinder