AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AP

AMERICANA PARTNERS, LLC

HOUSTON, TX
RIA
AUM
$5B–$25B
Advisors
14
Offices
4
Founded
—

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Market CommentaryInvestment StrategyAsset Allocation+4
Fee model
AUM / Flat Fee
View profile
AA

AMERICAN ASSET MANAGEMENT INC.

BOCA RATON, FL
RIA

Your goal is Financial Freedom. Our goal is to make it happen.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningInvestment Planning+6
Fee model
AUM
View profile
AC

AMERICAN CAPITAL MANAGEMENT INC

NEW YORK, NY
RIA

There is no substitute for experience

AUM
$1B–$5B
Advisors
1
Offices
1
Founded
1980

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Growth InvestingSmall CapMid Cap+4
Fee model
AUM
Account Minimum
$2.0M
View profile
AD

AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC

LOS ANGELES, CA
RIA

We are an independent merchant banking firm.

AUM
$100M–$500M
Advisors
10
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Investment BankingPrivate EquityM&a Advisory+7
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
AI

AMERICAN INFRASTRUCTURE

FOSTER CITY, CA
RIA

We help connect communities

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Infrastructure InvestingEducationLogistics+5
Fee model
AUM / Performance-based
View profile
AI

AMERICAN INVESTMENT ADVISORS INC

MADISON, WI
RIA

Your Family, Your Future. Safe With Us.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningRetirement Plan Management+2
Fee model
AUM
View profile
AI

AMERICAN INVESTMENT SERVICES INC

GREAT BARRINGTON, MA
RIA

Disciplined, Diversified, & Cost Effective

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1978

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Fee-onlyDiscretionary Asset ManagementFinancial Planning+9
Fee model
AUM
View profile
AI

AMERICAN INVESTORS CO

SAN RAMON, CA
RIA

Come and take a closer look at us. You'll be glad you did!

AUM
$500M–$1B
Advisors
30
Offices
10
Founded
1966

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningRetirement PlanningInvestment Advisory+11
Fee model
AUM / Commission / Hourly / Flat Fee
View profile
AM

AMERICAN MONEY MANAGEMENT, LLC

RANCHO SANTA FE, CA
RIA

Are you looking for clarity and a path forward?

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Divorce Financial AnalysisInvestment ManagementFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$100k
View profile
AT

AMERICAN TRIPLE I, LLC

NEW YORK, NY
RIA

Infrastructure Innovation Investment

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

InfrastructureTransportationDigital Infrastructure+5
Fee model
AUM / Performance-based
View profile
AW

AMERICAN WEALTH ADVISORS, LLC

JOHNS CREEK, GA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2007

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementMoney ManagementEstate Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
AW

AMERICAN WEALTH MANAGEMENT

RENO, NV
RIA

MAKE BIG PLANS — We'll help you see them through

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementEstate PlanningRisk Management+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$300k
View profile
AE

AMH EQUITY LTD

N/A
RIA

We are an experienced team with over 50 years of combined knowledge.

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

InvestingEtfs
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
AA

AMI ASSET MANAGEMENT CORP

LOS ANGELES, CA
RIA

Growth Through Stability

AUM
$1B–$5B
Advisors
—
Offices
2
Founded
1994

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Recurring RevenueLarge Cap Growth EquityLarge Cap Equity Income+8
Fee model
AUM
View profile
AI

AMI INVESTMENT MANAGEMENT INC

KENDALLVILLE, IN
RIA

YOUR PILLAR ®

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFinancial PlanningFiduciary+7
Fee model
AUM / Hourly / Flat Fee
View profile
AA

AMOVA ASSET MANAGEMENT AMERICAS, INC.

NEW YORK, NY
RIA

Invest with Purpose

AUM
$5B–$25B
Advisors
4
Offices
1
Founded
—

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing+1

Expertise

Global EquityJapan EquityValue Equity+4
Fee model
AUM / Flat Fee
View profile
AC

AMPERSAND CAPITAL PARTNERS

BOSTON, MA
RIA

Private Equity Advancing Healthcare & Life Sciences Innovation

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityHealthcareLife Sciences+7
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
AM

AMPFIELD MANAGEMENT

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2013

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Equity InvestingSmall-capGrowth Investing+7
Fee model
AUM / Performance-based
View profile
AA

AMPLIUS ASSET MANAGEMENT, LLC

BLUE BELL, PA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

Investment Companies

Expertise

Asset AllocationETFActive Management+7
Fee model
AUM
View profile
AP

A&M PRIVATE WEALTH PARTNERS, LLC

WEST PALM BEACH, FL
RIA

Bespoke wealth management solutions that go beyond the traditional

AUM
$1B–$5B
Advisors
—
Offices
3
Founded
2024

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth PlanningInvestment ManagementTax Advisory+7
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
View profile
AC

AMULET CAPITAL PARTNERS, L.P.

GREENWICH, CT
RIA

Building Enduring Healthcare Platforms

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityHealthcareMiddle-market+6
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
AC

ANALOG CENTURY MANAGEMENT LP

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

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
View profile
AP

ANCALA PARTNERS LLC

NEW YORK, NY
RIA

DELIVERING INFRASTRUCTURE DIFFERENTLY

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

InfrastructureActive Asset ManagementValue Creation+5
Fee model
Flat Fee / Other
View profile
AB

ANCHOR BAY PRIVATE WEALTH LLC

CARLSBAD, CA
RIA

Elevating Wealth Management Experience

AUM
Under $100M
Advisors
4
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementPrivate Wealth
Fee model
AUM
Account Minimum
$1.0M
View profile

Looking for the right firm?

Get personalized recommendations based on your financial goals and needs.

Get matched→
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.