AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
LM

LARAMAR MULTI-FAMILY VALUE MANAGER, LLC

CHICAGO, IL
RIA

WHERE OTHERS SEE A SQUARE FOOT WE SEE A STORY

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Multifamily Real EstateMixed-use PropertiesAsset Management+5
Fee model
AUM / Performance-based
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LC

LARCH CAPITAL PARTNERS LLC

MIAMI, FL
RIA

Somos um multi-family office especializado na gestão do seu patrimônio, com sólida experiência no mercado internacional.

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Multi-family OfficeWealth ManagementInvestment Advisory+7
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
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LW

LARSEN WEALTH MANAGEMENT

EL DORADO HILLS, CA
RIA

MAKE A PLAN WITH A TEAM OF CFP® PROFESSIONALS

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment AdvisoryWealth Management+3
Fee model
AUM / Flat Fee
Account Minimum
$250k
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LI

LATHROP INVESTMENT MANAGEMENT COMPANY

LITTLE ROCK, AR
RIA

Independent Thinking, Committed to You

AUM
$1B–$5B
Advisors
Offices
1
Founded
1981

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementPortfolio ManagementFinancial Planning+11
Fee model
AUM
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LC

LATTICEWORK CAPITAL MANAGEMENT LLC

DALLAS, TX
RIA

Investing in Health, Empowering Growth

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityHealthcareLower-middle Market+7
Fee model
AUM / Performance-based / Other
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LO

LAUREL OAK WEALTH MANAGEMENT, LLC

MARLTON, NJ
RIA

Clear financial advice rooted in partnership.

AUM
$1B–$5B
Advisors
6
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningIncome PlanningTax Planning+11
Fee model
AUM / Hourly / Flat Fee
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LW

LAVA WEALTH MANAGEMENT, LLC

N/A
RIA

Getting to the core of what matters.

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

High Net WorthState/MunicipalInsurance Companies

Expertise

Independent Investment AdvisoryPortfolio ManagementCapital Preservation+2
Fee model
AUM
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LR

LAWLEY RETIREMENT ADVISORS

BUFFALO, NY
RIA

Securing the financial future of employees and sustaining the trust of retirement plan sponsors.

AUM
$1B–$5B
Advisors
3
Offices
2
Founded

Firm Focus

Charitable Organizations

Expertise

Retirement Plan AdvisoryFiduciary SupportPlan Design+9
Fee model
AUM / Hourly / Flat Fee
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LK

LAWSON KROEKER INVESTMENT MANAGEMENT INC

OMAHA, NE
RIA

Invested Alongside You

AUM
$100M–$500M
Advisors
Offices
1
Founded
1986

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementEstate Planning+9
Fee model
AUM
Account Minimum
$1.0M
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LA

LAZARD ASSET MANAGEMENT LLC

NEW YORK, NY
RIA

Discover Lazard Asset Management

AUM
$25B+
Advisors
179
Offices
4
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Asset ManagementPrivate Wealth ManagementInstitutional Investing
Fee model
AUM / Flat Fee / Performance-based
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LC

LAZARI CAPITAL MANAGEMENT, INC.

BURBANK, CA
RIA

Personalized Wealth Management

AUM
$500M–$1B
Advisors
3
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Contrarian Value StrategyDividend IncomeInterest Income+8
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$250k
View profile
LC

L CAPITAL, LLC

WINDSOR, CA
RIA

Delivering Value In Private Equity

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityDeal AdvisoryExecutive Search+7
Fee model
AUM / Performance-based
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LC

LCN CAPITAL MANAGEMENT, L.P.

NEW YORK, NY
RIA

credit-focused investments in critical corporate real estate across North America and Europe

AUM
$5B–$25B
Advisors
Offices
4
Founded

Firm Focus

Pooled Vehicles

Expertise

Credit-focused InvestmentsCorporate Real EstateNorth America+1
Fee model
AUM / Performance-based
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LE

LEADING EDGE FINANCIAL PLANNING LLC

KNOXVILLE, TN
RIA

The Pilot Money Guys discuss financial topics that matter to everyone in aviation, along with airline news and engaging aviation stories.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningAviationPilot Finances+7
Fee model
AUM
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LD

LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

HAUPPAUGE, NY
RIA

A SIMPLER APPROACH to managing wealth wisely

AUM
$500M–$1B
Advisors
3
Offices
2
Founded

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Wealth ManagementRetirement PlanningEstate Planning+6
Fee model
AUM / Flat Fee
View profile
LW

LECONTE WEALTH MANAGEMENT, LLC

MARYVILLE, TN
RIA

Your financial well-being is too important to leave to chance

AUM
$100M–$500M
Advisors
Offices
1
Founded
2007

Firm Focus

IndividualsHigh Net Worth

Expertise

Fiduciary AdvisingInvestment ManagementTax Planning+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
L&

LEDERER & ASSOCIATES INVESTMENT COUNSEL

LONG BEACH, CA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
1986

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Equity StrategiesFixed IncomeBalanced Portfolios+5
Fee model
AUM
Account Minimum
$500k
View profile
LW

LEDGEWOOD WEALTH ADVISORS, LLC

EXETER, NH
RIA

Wealth Preservation and Financial Security

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth PreservationFinancial SecurityInvestment+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
LD

LEE DANNER & BASS INC

NASHVILLE, TN
RIA

Preserving your future ™

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementPortfolio Management+5
Fee model
AUM
View profile
LF

LEEWARD FINANCIAL PARTNERS, LLC

N/A
RIA

A Fresh Approach to Wealth Management Unbiased. Transparent. Experienced.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Asset ManagementFinancial PlanningEstate Planning+7
Fee model
AUM / Hourly / Other
Account Minimum
$2.0M
View profile
LL

LEFT LANE CAPITAL

BROOKLYN, NY
RIA

Investing in hyper-growth Consumer and Technology businesses with enduring customer relationships

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

Firm Focus

Pooled Vehicles

Expertise

Hyper-growth InvestingConsumer TechnologyVenture Capital+6
Fee model
AUM / Performance-based
View profile
LA

LEGACY ADVISORS, LLC

PLYMOUTH MEETING, PA
RIA

Define Your Legacy

AUM
$5B–$25B
Advisors
13
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementEstate PlanningInvestment Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
LA

LEGACY ADVISORY SERVICES, LLC

EXTON, PA
RIA

Building a Legacy that will stand the test of time

AUM
$100M–$500M
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementRetirement PlanningIncome Replacement+5
Fee model
AUM / Hourly
View profile
LC

LEGACY CAPITAL WEALTH PARTNERS, LLC

LITTLE ROCK, AR
RIA

Protection & Guidance for the Journey Ahead

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementRetirement PlanningAsset Management+7
Fee model
AUM / 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.

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