AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
JF

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

BATON ROUGE, LA
RIA

Workout. Rest. Return.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Personal TrainingHigh-intensity TrainingResistance Training+6
Fee model
AUM / Hourly / Flat Fee
View profile
JF

JEFFERIES FINANCE LLC

NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
7
Offices
1
Founded
—

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Fixed IncomeLeveraged LoansClos+2
Fee model
AUM / Performance-based
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JM

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

FLORHAM PARK, NJ
RIA

At Jeffrey Matthews we have built our reputation on our knowledge of the financial markets

AUM
$100M–$500M
Advisors
14
Offices
4
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fixed IncomeBondsEquities+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
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JN

JEFFREY N. MEHLER, CFP LLC

ESSEX, CT
RIA

Financial Planning and Money Management

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-only Financial PlanningInvestment AdvisoryPortfolio Management+4
Fee model
AUM / Hourly / Flat Fee
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JF

JEMMA FINANCIAL SERVICES

BALTIMORE, MD
RIA

Learn. Invest. Grow. Thrive.

AUM
$100M–$500M
Advisors
4
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment SolutionsRetirement Planning401(k)+3
Fee model
AUM
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JW

JEPPSON WEALTH MANAGEMENT, LLC

MANHATTAN BEACH, CA
RIA

Your future well planned.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningPortfolio ManagementRetirement Planning+2
Fee model
AUM / Flat Fee
View profile
JS

J.E. SIMMONS & CO., P.C.

DALLAS, TX
RIA

Financial and tax planning for owners navigating growth, tax complexity, and major decisions.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1989

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningTax PlanningTax Preparation+8
Fee model
AUM / Hourly / Flat Fee
View profile
JL

J.F. LEHMAN AND COMPANY LLC

NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquityCreditAlternative Asset Management+8
Fee model
AUM / Performance-based
View profile
JW

J.F. WILLIAMS CO., INC.

DENVER, CO
RIA

Pursuing Your Highest Purpose

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1995

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningWealth Management+2
Fee model
AUM / Hourly / Flat Fee
View profile
JC

JGB CAPITAL MANAGEMENT L.P.

WESTPORT, CT
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
2005

Firm Focus

Pooled Vehicles

Expertise

Alternative Asset ManagementCredit-oriented InvestingNiche Credit Situations
Fee model
AUM / Performance-based / Other
Account Minimum
$1.0M
View profile
JA

JH ADVISORS

SALEM, OR
RIA

The Simple Solution to Wealth Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRetirement PlanningFee-only Financial Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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JW

J.H. WHITNEY CAPITAL PARTNERS, LLC

NEW CANAAN, CT
RIA

WE ARE HERE TO INVEST...

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
1946

Firm Focus

Pooled Vehicles

Expertise

Private EquityBuyoutsRecapitalizations+5
Fee model
AUM / Performance-based
View profile
JS

JIM SAULNIER & ASSOCIATES, LLC

FORT COLLINS, CO
RIA

You Retire. We Do the Rest.™

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2003

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningInvestment ManagementSocial Security+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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JA

JJSA ADVISORS, LTD.

VIRGINIA BEACH, VA
RIA

Guidance & Trust — Here for you through the Ever-changing tides of life

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment AdvisoryGoal Setting+2
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
J&

JLB & ASSOCIATES INC

PLYMOUTH, MI
RIA

Experienced Investment Advisor in Plymouth, Michigan

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

Firm Focus

High Net Worth

Expertise

Investment ManagementPortfolio ManagementBonds+3
Fee model
AUM
Account Minimum
$300k
View profile
J

JLENS

NEW YORK, NY
RIA

Invest Jewishly

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

Firm Focus

Investment CompaniesInsurance Companies

Expertise

Shareholder AdvocacyJewish Values InvestingESG+7
Fee model
AUM / Other
View profile
JP

JLL PARTNERS, LLC

NEW YORK, NY
RIA

Envision. Engage. Elevate.

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

Firm Focus

Pooled Vehicles

Expertise

Middle-marketPrivate EquityHealthcare+6
Fee model
AUM / Performance-based / Other
View profile
JA

J.M. ARBOUR, LLC

GARDINER, ME
RIA

We Grow, Safeguard, and Transition Wealth.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth PlanningMulti-family OfficeInvestment Advisory+4
Fee model
AUM / Hourly / Flat Fee
View profile
JM

J. MARK NICKELL & CO.

BRENTWOOD, TN
RIA

There's a Clear Path to a Secure Financial Future

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementTax PlanningEstate Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
JM

J M BROWN FINANCIAL PARTNERS

TULSA, OK
RIA

Aligning Your Money With the Life You Want to Live

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningRetirement PlanningInvestment Management+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$50k
View profile
JM

JMC MANAGEMENT, LLC

BOSTON, MA
RIA

Operationally Focused Integration Strategy

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

Firm Focus

Pooled Vehicles

Expertise

Platform Investment StrategyLower Middle MarketIndustrial Products+4
Fee model
AUM / Performance-based
View profile
JC

JMF CAPSTONE WEALTH MANAGEMENT

TUSCALOOSA, AL
RIA

Minimize Regret Over Maximizing Returns

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations+1

Expertise

Investment ManagementTax PlanningInsurance+3
Fee model
AUM
View profile
JW

JMH WEALTH MANAGEMENT, LLC

HANOVER, NH
RIA

The Future STARTS WITH YOU

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

FiduciaryWealth ManagementLife Cycle Investing+3
Fee model
AUM
Account Minimum
$750k
View profile
JI

JOCELYN INVESTMENT MANAGEMENT, LLC

SAN RAFAEL, CA
RIA

Retirement Plan Specialists & Investment Consultants

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Retirement Plans401(k)ERISA+9
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 92 | AdvisorFinder