Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
AI
ANGELES INVESTMENT ADVISORS
SANTA MONICA, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+2
Fee model
AUM / Flat Fee / Performance-based
AW
ANGELES WEALTH MANAGEMENT, LLC
SANTA MONICA, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Performance-based
Account Minimum
$5.0M
AC
APOGEM CAPITAL LLC
NEW YORK, NY
RIA
AUM
$25B+
Advisors
53
Offices
5
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Performance-based
AP
APPLETON PARTNERS, INC.
BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM
AW
APRIO WEALTH MANAGEMENT, LLC
ATLANTA, GA
RIA
AUM
$1B–$5B
Advisors
—
Offices
12
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
AC
APTUS CAPITAL ADVISORS, LLC
FAIRHOPE, AL
RIA
AUM
$5B–$25B
Advisors
—
Offices
14
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies
Fee model
AUM / Flat Fee
AC
AQR CAPITAL MANAGEMENT, LLC
GREENWICH, CT
RIA
AUM
$25B+
Advisors
102
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based / Other
AA
ARAX ADVISORY PARTNERS
DENVER, CO
RIA
AUM
$5B–$25B
Advisors
9
Offices
12
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
AI
ARCHPOINT INVESTORS
CORAL GABLES, FL
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Performance-based
AW
ARCHVEST WEALTH ADVISORS, INC.
CONCORD, CA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Hourly / Flat Fee / Performance-based
AW
ARETE WEALTH ADVISORS, LLC
CHICAGO, IL
RIA
AUM
$1B–$5B
Advisors
125
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+3
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
Account Minimum
$50k
AW
ARGENT WEALTH, LLC
RIDGELAND, MS
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM
Account Minimum
$250k
AR
ARIN RISK ADVISORS LLC
CONSHOHOCKEN, PA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+3
Fee model
AUM / Hourly / Flat Fee / Performance-based
AC
ARISTIDES CAPITAL LLC
LOUISVILLE, KY
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled Vehicles
Fee model
AUM / Performance-based
Account Minimum
$1.0M
AL
ARNHOLD LLC
NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Performance-based
AF
ARROWROOT FAMILY OFFICE, LLC
MARINA DEL REY, CA
RIA
AUM
$100M–$500M
Advisors
—
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$25k
AM
ASA MANAGED ACCOUNT MANAGERS LLC
MINNEAPOLIS, MN
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$100k
AC
ASB CAPITAL MANAGEMENT LLC
BETHESDA, MD
RIA
AUM
$25B+
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based
AI
ASSETMARK, INC.
CONCORD, CA
RIA
AUM
$25B+
Advisors
361
Offices
5
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing+2
Fee model
AUM / Flat Fee
AP
ASSET PRESERVATION ADVISORS, LLC
ATLANTA, GA
RIA
AUM
$5B–$25B
Advisors
3
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM / Flat Fee
AC
ATLAS CAPITAL MANAGEMENT CORP
FT WAYNE, IN
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net Worth
Fee model
AUM / Flat Fee / Performance-based
AW
ATS WEALTH MANAGEMENT
SAN DIEGO, CA
RIA
AUM
$100M–$500M
Advisors
4
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthInsurance Companies
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$50k
AP
AVANTAX PLANNING PARTNERS, INC.
DUBUQUE, IA
RIA
AUM
$5B–$25B
Advisors
129
Offices
31
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
AW
AXIS WEALTH PARTNERS, LLC
EAST PROVIDENCE, RI
RIA
AUM
$100M–$500M
Advisors
1
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
Looking for the right firm?
Get personalized recommendations based on your financial goals and needs.
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.