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Browse financial advisory firms

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

Showing 24 firms (page 2+)
IC

IRONWOOD CAPITAL ADVISORS LLC

AVON, CT
RIA

Tailored junior capital solutions for the lower middle market

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

Firm Focus

Pooled Vehicles

Expertise

Junior CapitalLower Middle MarketBuyouts+5
Fee model
AUM / Performance-based
View profile
IF

IRONWOOD FINANCIAL, LLC

TUCSON, AZ
RIA

Clarity Today. Confidence Tomorrow. A Better Retirement Ahead.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

FiduciaryFee-basedRetirement Planning+9
Fee model
AUM
Account Minimum
$250k
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II

ISHARA INVESTMENTS LP

LOS ANGELES, CA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

BiotechnologyPublic EquitiesData Science+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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IM

ISLET MANAGEMENT, LP

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Long/short EquityEquity DerivativesCatalyst-driven+6
Fee model
AUM / Performance-based
View profile
IC

ISO-MTS CAPITAL MANAGEMENT LP

GREENWICH, CT
RIA

Long/Short Bank Capital Strategy

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Long/shortBank Capital StrategyInvestment Management+1
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
IC

ISQ CAPITAL

KING OF PRUSSIA, PA
RIA

Insight. Stewardship. Quality.

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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IA

ISTO ADVISORS, LLC

TROY, MI
RIA

We Deliver Financial Planning the Way You Deserve

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningClient ExperienceWealth Management
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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IA

ITS ASSET MANAGEMENT, L.P.

NORTH HAVEN, CT
RIA

The Science of Protecting Wealth

AUM
$100M–$500M
Advisors
1
Offices
2
Founded
1990

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Risk ManagementAsset AllocationPro-active Asset Management+4
Fee model
AUM
Account Minimum
$50k
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IE

IVY EVERGREEN, LLC

CHARLESTON, SC
RIA

A Family of Private Credit Funds

AUM
$100M–$500M
Advisors
Offices
1
Founded
2000

Firm Focus

Pooled Vehicles

Expertise

Private CreditSpecialty FinanceAsset-based Lending+4
Fee model
AUM / Performance-based
Account Minimum
$50k
View profile
IL

IVY LEAGUE FINANCIAL ADVISORS LLC

ROCKVILLE, MD
RIA

Welcome to the Ivy League Difference

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyFiduciaryComprehensive Financial Planning+8
Fee model
AUM / Hourly / Flat Fee
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JF

JACKSON FINANCIAL SERVICES, LLC

MT. PLEASANT, SC
RIA

Expertise Wealth Management For Professionals

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementMedical ProfessionalsDental Professionals+3
Fee model
AUM / Hourly / Flat Fee / Other
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JG

JACKSON, GRANT INVESTMENT ADVISERS, INC.

STAMFORD, CT
RIA

We at Jackson, Grant believe that families want solid and sustainable long-term investment results delivered in an atmosphere of undivided loyalty, care and respect.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryInvestment CounselTax-sensitive Investing+7
Fee model
AUM / Hourly
Account Minimum
$5.0M
View profile
JS

JACKSON SQUARE CAPITAL, LLC

SAN FRANCISCO, CA
RIA

Built for you.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal+1

Expertise

Wealth AdvisoryInvestment ManagementExecutive Services+6
Fee model
AUM
View profile
JW

JACKSONVILLE WEALTH MANAGEMENT

JACKSONVILLE, FL
RIA

Plan today. Enjoy tomorrow.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementRetirement PlanningFinancial Planning+2
Fee model
AUM / Hourly / Flat Fee
View profile
JW

JACKSON WEALTH MANAGEMENT, LLC

LAKE MARY, FL
RIA

Financial Advisors Helping You Find Your Freedom

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementRetirement Planning+4
Fee model
AUM / Hourly
View profile
JC

JACOBSEN CAPITAL MANAGEMENT

SALT LAKE CITY, UT
RIA

Lead Your Best Life

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementIndependent AdvisoryFee-only+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
JT

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

TAMPA, FL
RIA

Welcome to Worry-Free Retirement Planning.

AUM
$1B–$5B
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Wealth ManagementInvestment ManagementInsurance Services+4
Fee model
AUM / Flat Fee / Performance-based
View profile
JG

JAGUAR GROWTH ASSET MANAGEMENT, LLC

MIAMI, FL
RIA

GLOBAL PLATFORMS. LOCAL INSIGHT.

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

Firm Focus

Pooled Vehicles

Expertise

Global Investment ManagementGrowth PlatformsDeveloping Markets+1
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
JI

JAMES I. BLACK & COMPANY

LAKELAND, FL
RIA

Sound Investment Advice From People You Can Trust

AUM
$100M–$500M
Advisors
7
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

StocksBondsMutual Funds+5
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$50k
View profile
JT

JAMES T. BORELLO & CO.

EAST DUNDEE, IL
RIA

Comprehensive Financial Planning & Tax Consulting

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningTax PreparationRetirement Planning+11
Fee model
AUM
View profile
JP

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

MILTON, GA
RIA

Building and maintaining wealth for our clients since 1988.

AUM
$1B–$5B
Advisors
Offices
1
Founded
1988

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementAccounting+7
Fee model
AUM / Hourly
View profile
JC

JAT CAPITAL MANAGEMENT LP

GREENWICH, CT
RIA
AUM
$100M–$500M
Advisors
Offices
2
Founded
2020

Firm Focus

Pooled Vehicles

Expertise

Long/short EquityAlternative Investment ManagementFundamental Analysis+10
Fee model
AUM / Performance-based
View profile
JA

JAY A. FISHMAN, LTD

TROY, MI
RIA

Driven by a Disciplined, Fundamental Long-Term Approach

AUM
$1B–$5B
Advisors
Offices
2
Founded
1970

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment CounselingPortfolio ManagementFundamental Analysis+5
Fee model
AUM
Account Minimum
$1.0M
View profile
JL

JBGLOBAL.COM LLC

NEW YORK, NY
RIA

A Registered Investment Advisory Firm Acting as a fiduciary advisor to individuals, families, and trusts

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

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryWealth ManagementFinancial Planning+6
Fee model
AUM
Account Minimum
$2.0M
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 91 | AdvisorFinder