AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
IF

INTEGRITY FINANCIAL ADVISORS, LLC

WOBURN, MA
RIA

HOLISTIC WEALTH MANAGEMENT

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementTax OptimizationFinancial Planning+3
Fee model
AUM / Other
Account Minimum
$5.0M
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IP

INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL

DENVER, CO
RIA

A Liquid Alternative That Provides Strong Diversification in All Market Conditions

AUM
$100M–$500M
Advisors
Offices
1
Founded
1993

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Liquid AlternativesAbsolute ReturnInvestment Advisory+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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IR

INTEGRITY ROAD WEALTH PARTNERS LLC

HOUSTON, TX
RIA

Navigate Financial Life on Purpose with Integrity Road Wealth.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFinancial PlanningPrivate Wealth Management+9
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
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IH

INTEGRUM HOLDINGS LP

NEW YORK, NY
RIA

Integrum ('in tɛ grum), from Latin: complete

AUM
$5B–$25B
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

Technology-enabled ServicesPrivate EquityInvestment+2
Fee model
AUM / Performance-based
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IA

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Registered Investment Adviser
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
IA

INTELLIGENT ALPHA LLC

MINNEAPOLIS, MN
RIA

Alpha Begins with Intelligence.

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

Investment Companies

Expertise

Ai-powered InvestingStock AnalysisPortfolio Management+4
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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IC

INTELLIGENT CAPITALWORKS

SCOTTSDALE, AZ
RIA

Your Capital Deserves Success

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fiduciary Wealth ManagementFee-only Financial PlanningCFP Financial Planning+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5.0M
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IA

INTELLUS ADVISORS, LLC

NAPLES, FL
RIA

Thoughtful financial planning for life's changing goals

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementFamily Office+5
Fee model
AUM / Hourly / Flat Fee
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I

INTENTIONAL

FORT MILL, SC
RIA

Personalized planning for your financial goals

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Financial PlanningRetirement PlanningBusiness Planning+5
Fee model
AUM / Hourly
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IW

INTENTIONAL WEALTH STRATEGIES

COLORADO SPRINGS, CO
RIA

Purposeful Planning, Intentional Outcomes

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Tax PlanningMultigenerational Wealth ManagementInvestment Management+6
Fee model
AUM / Flat Fee
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IA

INTER ADVISORS LLC

MIAMI, FL
RIA
AUM
Not disclosed
Advisors
5
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Investment AdvisoryBrokerageSEC Registered
Fee model
AUM
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IP

INTERALPEN PARTNERS, LLC

OMAHA, NE
RIA

Strategic Minority and Control Investments in Founder-Led Growth Stage Private Companies

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityControl Growth BuyoutsMinority Investments+10
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.1M
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IC

INTERCHANGE CAPITAL PARTNERS

PITTSBURGH, PA
RIA

Family Business Consulting Firm Delivering Transformational Results

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Family Business ConsultingOwnership TransitionSuccession Planning+7
Fee model
AUM / Flat Fee / Performance-based / Other
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IE

INTERLOCK EQUITY LP

LOS ANGELES, CA
RIA

We help entrepreneurs build enduring people-based businesses.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityKnowledge EconomyB2b Services+10
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
IG

INTERMEDE GLOBAL PARTNERS INC

SAN FRANCISCO, CA
RIA

We invest exclusively in high quality, high return companies that can deliver exceptional long term results.

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

Expertise

Global EquitiesFundamental AnalysisHigh Quality Companies+3
Fee model
Other
View profile
IL

INTERVEST LTD

CHEVY CHASE, MD
RIA

Sound Financial Strategies For Today's Markets

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial CounselingInvestment StrategiesRetirement Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
II

INTRACK INVESTMENT MANAGEMENT, INC.

SOUTH BURLINGTON, VT
RIA

Wealth Simplified.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningInvestment ManagementWealth Management+5
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
View profile
IV

INTRINSIC VALUE PARTNERS, LLC

PHOENIX, AZ
RIA

Your financial advisors for life

AUM
$100M–$500M
Advisors
Offices
1
Founded
2012

Firm Focus

IndividualsHigh Net Worth

Expertise

Discretionary Investment ManagementStock ResearchPortfolio Management+7
Fee model
AUM / Hourly
View profile
II

INVARIANT INVESTMENT MANAGEMENT

CAMP HILL, PA
RIA

At Invariant, we redefine wealth management with a singular focus: your success.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningInvestment Management+9
Fee model
AUM / Flat Fee
View profile
IA

INVESCO ADVISERS, INC.

ATLANTA, GA
RIA
AUM
$25B+
Advisors
609
Offices
14
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Real Estate Investment TrustCommercial Real EstateHealthcare Real Estate+7
Fee model
AUM / Performance-based
Account Minimum
$50.0M
View profile
I

INVESTABLE

N/A
RIA

Personalized, goal-based investing as a benefit.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Goal-based InvestingWorkplace BenefitsPayroll Integration+5
Fee model
AUM / Flat Fee
View profile
I

INVESTBEV

CHICAGO, IL
RIA

InvestBev Seeks to Deliver Strategic Capital for the Beverage Industry

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Private EquityBeverage IndustryStructured Finance+7
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
IC

INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P.

NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
3
Offices
1
Founded
2015

Firm Focus

Pooled Vehicles

Expertise

Infrastructure InvestingTransportationLogistics+4
Fee model
AUM / Performance-based / Other
Account Minimum
$10.0M
View profile
IA

INVESTED ADVISORS

STATE COLLEGE, PA
RIA

A Goal Without a Plan is Only a Dream

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningInvestment PlanningTax Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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 89 | AdvisorFinder