AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
KW

KEYSTONE WEALTH MANAGEMENT

WATERLOO, IA
RIA

What Does "Financial Freedom" Look Like To You?

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementPortfolio Management+4
Fee model
AUM / Flat Fee
View profile
KC

KHROM CAPITAL MANAGEMENT

MIAMI, FL
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
2008

Firm Focus

Pooled Vehicles

Expertise

Value InvestingNorth AmericaCash Flow Analysis+5
Fee model
AUM / Performance-based
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KC

KIAN CAPITAL PARTNERS, LLC

CHARLOTTE, NC
RIA

Capital Doesn't Guarantee Results...it takes the right partner to ignite growth and build enduring value.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityGrowth EquityPortfolio Partnerships+3
Fee model
AUM / Performance-based
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KW

KIKER WEALTH MANAGEMENT, LLC

JASPER, GA
RIA

Planning For Every Financial Contingency

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningAsset ManagementEstate Planning+3
Fee model
AUM / Hourly / Flat Fee
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KC

KILNER CAPITAL ADVISORS, LLC

GAITHERSBURG, MD
RIA

We believe that the right ideas, insights and intelligence can help every investor make better decisions.

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Fee-onlyWealth ManagementEvidence-based Investing+5
Fee model
AUM
Account Minimum
$1.0M
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KC

KILONOVA CAPITAL

SAN FRANCISCO, CA
RIA

Kilonova is a global, growth capital firm that buys, builds, and invests in private technology companies.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Growth CapitalPrivate EquityCredit+14
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$5.0M
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KL

KILTERHOWLING LLC

BOULDER, CO
RIA

Invested alongside our clients

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Asset ManagementFinancial PlanningInvestment Advisory
Fee model
AUM
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KE

KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC

NEW YORK, NY
RIA

Investing in Energy for Today, Tomorrow and our Future

AUM
$5B–$25B
Advisors
Offices
2
Founded
2012

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

EnergyAlternative AssetsPrivate Investments+7
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
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KP

KINETIC PARTNERS MANAGEMENT, LP

MIAMI, FL
RIA

Kinetic provides thought partnership, support, and capital to exceptional teams driving innovation.

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalPrivate FundsInnovation+1
Fee model
AUM / Performance-based
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KL

KINGDOM LEGACY ADVISORS

N/A
RIA

EMPOWERING YOUR FUTURE & PRESERVING YOUR PAST

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Independent AdvisoryLegacy PlanningWealth Management+5
Fee model
AUM / Flat Fee
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KC

KINGDON CAPITAL MANAGEMENT, L.L.C.

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
1983

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Alternative InvestmentsGlobal EquitiesLong-short Equity+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
KC

KINGFISH CAPITAL PARTNERS LLC

SOUTHLAKE, TX
RIA

We build relationships that drive systematic advantage in private equity

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityStrategic AdvisoryInvestment Partnership+5
Fee model
AUM / Performance-based
View profile
KC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

FRISCO, TX
RIA

Complexity. Simplified.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

AccountingTax PlanningTax Preparation+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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KW

KINGSVIEW WEALTH MANAGEMENT, LLC

GRANTS PASS, OR
RIA

Planning For a Better Future, Together.

AUM
$5B–$25B
Advisors
5
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Financial PlanningInvestment ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
View profile
KW

KING WEALTH MANAGEMENT GROUP, LLC

SARATOGA SPRINGS, NY
RIA

We simplify wealth management for individuals, families and institutions.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementPortfolio ManagementFinancial Planning+9
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
KC

KINLOCH CAPITAL, LLC

GLEN ALLEN, VA
RIA

An independent, fiduciary, investment & wealth management firm

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles

Expertise

FiduciaryIndependent RIAEndowment Model+4
Fee model
AUM / Hourly / Flat Fee
View profile
KW

KINTRA WEALTH, LLC

WILLIAMSPORT, PA
RIA

Experience More

AUM
$1B–$5B
Advisors
7
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningAsset Management+8
Fee model
AUM / Hourly / Flat Fee
View profile
KL

KINWELL LLC

CHARLESTON, SC
RIA

Your Priorities, Tailored To Your Assets

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Independent Financial AdvisoryFiduciaryPortfolio Management+5
Fee model
AUM / Flat Fee
View profile
KW

KIPLINGER WEALTH ADVISORS

SPRINGBORO, OH
RIA
AUM
$100M–$500M
Advisors
3
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment ManagementFinancial PlanningTax Planning+8
Fee model
AUM / Commission / Flat Fee / Other
Account Minimum
$25k
View profile
KC

KIRK CAPITAL ADVISORS LLC

VIENNA, VA
RIA

A DIFFERENT BREED OF WEALTH MANAGEMENT FIRM

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Multigenerational Wealth PlanningInvestment ManagementPortfolio Construction+6
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
KF

KISSLING FINANCIAL SERVICES, LLC

NEW CASTLE, PA
RIA

Guiding Your Financial Future with Confidence

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningWealth Transfer+5
Fee model
AUM / Hourly / Flat Fee
View profile
KV

KITTYHAWK VENTURES, LLC

LOS ANGELES, CA
RIA

THE WORLD IS ABOUT TO GO THROUGH THE MOST EXTRAORDINARY PERIOD IN HUMAN HISTORY

AUM
$100M–$500M
Advisors
Offices
1
Founded
2015

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalSeed StageFrontier Technology+13
Fee model
AUM / Performance-based
View profile
KC

KJ CAPITAL MANAGEMENT LLC

N/A
RIA

Investment Advisor for Individual and Institutional Investors

AUM
$100M–$500M
Advisors
Offices
2
Founded
2008

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Investment Portfolio ManagementFee-only AdvisoryManaged Strategies+5
Fee model
AUM / Other
Account Minimum
$100k
View profile
KF

KKM FINANCIAL LLC

CHICAGO, IL
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Portfolio ManagementETF Model PortfoliosDynamic Stock Selection+7
Fee model
AUM / Performance-based
Account Minimum
$100k
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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