AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
IA

INVESTMARK ADVISORY GROUP LLC

SHELTON, CT
RIA

The Direction of Wealth

AUM
$500M–$1B
Advisors
8
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementRetirement PlanningBusiness Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
IA

INVESTMENT ADVISORY GROUP LLC

SARASOTA, FL
RIA

your success is our only mission

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementWealth PlanningRetirement Planning+5
Fee model
AUM / Hourly / Flat Fee
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IM

INVESTMENT MANAGEMENT & PLANNING LLC

GREENVILLE, DE
RIA

We are dedicated to providing investment management and strategic wealth planning that is right for you.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningRetirement Planning+5
Fee model
AUM / Hourly
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IM

INVESTMENT MANAGERS GROUP, LLC

TEMECULA, CA
RIA

Looking for solutions for your future?

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

Firm Focus

High Net Worth

Expertise

Asset ManagementInvestment AdvisoryFinancial Goals+1
Fee model
AUM
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IP

INVESTMENT PARTNERS ASSET MANAGEMENT

METUCHEN, NJ
RIA

Committed to Being Your Partner in Investing

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Portfolio ManagementWealth ManagementValue Investing+4
Fee model
AUM / Hourly / Flat Fee / Other
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I&

INVESTMENTS & FINANCIAL PLANNING, LLC

LEXINGTON, KY
RIA

Independence. Diligence. Objectivity. Integrity.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
IA

INVESTOR ADVISORY GROUP

CHARLOTTE, NC
RIA

Advocating for investors since 1987

AUM
$100M–$500M
Advisors
Offices
1
Founded
1987

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Portfolio ConstructionPortfolio ManagementInvestment Strategies+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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IM

INVESTORS MOSAIC

N/A
RIA

Don't You Wish Your Financial Life Was This Organized?

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

Firm Focus

IndividualsHigh Net Worth
Fee model
AUM / Flat Fee
View profile
IL

INVESTURE, LLC

CHARLOTTESVILLE, VA
RIA

Elevating investment management for endowments and foundations

AUM
$25B+
Advisors
Offices
1
Founded
2003

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

EndowmentsFoundationsTotal Portfolio Management+4
Fee model
AUM / Performance-based
Account Minimum
$300.0M
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IN

INVEX NEXT, LLC

CORAL GABLES, FL
RIA

YOUR ONE APP IN THE U.S.

AUM
Under $100M
Advisors
8
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Offshore InvestingPortfolio ManagementFixed Income+7
Fee model
AUM
Account Minimum
$50k
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IF

INVICTUS FIDUCIARY SERVICES, LLC

MEMPHIS, TN
RIA

Building relationships one client at a time.

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

Expertise

ESOPFiduciary ServicesRegistered Investment Advisor
Fee model
AUM
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IG

INVICTUS GROWTH PARTNERS

SAN MATEO, CA
RIA

Empower Excellence Growth

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

Firm Focus

Pooled Vehicles

Expertise

B2b TechnologySaasMachine Learning+9
Fee model
AUM / Performance-based
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IP

INVICTUS PRIVATE WEALTH, LLC

N/A
RIA

Charting Your Course To Financial Independence

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

FiduciaryTargeted InvestingLegacy Planning+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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IT

INVICTUS TIMING SERVICE LTD

WESTBURY, NY
RIA

Welcome to Invictus Timing Service Ltd. Investment Management

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

Firm Focus

High Net WorthCorporations

Expertise

Investment ManagementRegistered Investment AdvisorFinancial Planning+3
Fee model
AUM
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I

INVISOR

SENECA, KS
RIA

PLAN FOR SUCCESS.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Personal Wealth ManagementFinancial Planning401(k) Plans+2
Fee model
AUM / Hourly / Flat Fee
View profile
IP

ION PACIFIC, INC.

VENICE, CA
RIA

Bringing financial innovation to the innovation economy

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalInvestment ManagementLiquidity Solutions+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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I

IOR

CLAYTON, MO
RIA

A New Resourcing Option for Investment Offices

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

Firm Focus

Pension/Profit Sharing

Expertise

Investment Office ResourcingInvestment Committee SupportDomain Expertise+3
Fee model
AUM / Performance-based
View profile
IF

IP FINANCIAL ADVISORY SERVICES LLC

CHARLOTTE, NC
RIA

Helping you manage your finances right!

AUM
$100M–$500M
Advisors
86
Offices
29
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ConsultingManagement Consulting
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$25k
View profile
II

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

BEVERLY, MA
RIA

Focused, unbiased investment advice

AUM
$500M–$1B
Advisors
Offices
1
Founded
1986

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementPortfolio ConstructionIndividual Stocks+7
Fee model
AUM / Flat Fee
View profile
IL

IQCIO LLC

NEW YORK, NY
RIA

Master the Art of Investing

AUM
Under $100M
Advisors
1
Offices
1
Founded

Expertise

Ai/ml-powered InvestingGlobal Market AnalysisInstitutional Investment+7
Fee model
AUM
View profile
IC

IRONHORSE CAPITAL LLC

NASHVILLE, TN
RIA

Thoughtfully Driven by Fundamentals

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

Firm Focus

High Net WorthInvestment Companies

Expertise

Value InvestingGlobal DiversificationFundamental Analysis
Fee model
AUM
Account Minimum
$250k
View profile
IF

IRONSHORE FINANCIAL

N/A
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

Pension/Profit SharingCharitable Organizations

Expertise

Retirement PlansCo-fiduciaryRisk Management+2
Fee model
AUM / Flat Fee
View profile
IC

IRONVIEW CAPITAL MANAGEMENT, LLC

CONSHOHOCKEN, PA
RIA

INDEPENDENT & EXPERT

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementAlternative InvestmentsGroup Retirement+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
IC

IRONVINE CAPITAL PARTNERS, LLC

OMAHA, NE
RIA

Ironvine Capital Partners is an independently owned, research-driven public equity manager with offices in Omaha and Seattle

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Public EquityResearch-driven InvestingLong-term Investing+3
Fee model
AUM
Account Minimum
$250k
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.

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