Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
IA
INSIGNEO ADVISORY SERVICES, LLC
MIAMI, FL
RIA
AUM
$5B–$25B
Advisors
211
Offices
16
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Other
IA
INSPIRE ADVISORS, LLC
MERIDIAN, ID
RIA
AUM
$1B–$5B
Advisors
—
Offices
32
Founded
—
Firm Focus
High Net WorthPension/Profit SharingState/Municipal
Fee model
AUM
IA
INVESCO ADVISERS, INC.
ATLANTA, GA
RIA
AUM
$25B+
Advisors
609
Offices
14
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
IL
INVESTURE, LLC
CHARLOTTESVILLE, VA
RIA
AUM
$25B+
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Performance-based
IF
IP FINANCIAL ADVISORY SERVICES LLC
CHARLOTTE, NC
RIA
AUM
$100M–$500M
Advisors
86
Offices
29
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
IA
ITS ASSET MANAGEMENT, L.P.
NORTH HAVEN, CT
RIA
AUM
$100M–$500M
Advisors
1
Offices
2
Founded
—
Firm Focus
High Net WorthPension/Profit Sharing
Fee model
AUM
Account Minimum
$50k
JC
JMF CAPSTONE WEALTH MANAGEMENT
TUSCALOOSA, AL
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit SharingCharitable Organizations+1
Fee model
AUM
JW
JOHNSON WEALTH INC.
MILWAUKEE, WI
RIA
AUM
$5B–$25B
Advisors
—
Offices
12
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Flat Fee
JA
JPMORGAN ALTERNATIVE ASSET MANAGEMENT
NEW YORK, NY
RIA
AUM
$25B+
Advisors
15
Offices
3
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+2
Fee model
AUM / Performance-based
JW
JVL WEALTH STRATEGIES
WYOMING, MI
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
KR
KAUFMAN ROSSIN WEALTH, LLC
MIAMI, FL
RIA
AUM
$500M–$1B
Advisors
3
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+2
Fee model
AUM / Hourly
KI
KCM INVESTMENT ADVISORS
GREENBRAE, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM
KW
KINGSVIEW WEALTH MANAGEMENT, LLC
GRANTS PASS, OR
RIA
AUM
$5B–$25B
Advisors
5
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM / Hourly / Flat Fee
KA
KLINGMAN AND ASSOCIATES, LLC
NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Flat Fee
KO
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
NEW HAVEN, CT
RIA
AUM
$25B+
Advisors
8
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+3
Fee model
AUM
KB
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
AKRON, OH
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
KC
KORNITZER CAPITAL MANAGEMENT, INC.
MISSION, KS
RIA
AUM
$5B–$25B
Advisors
2
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM / Flat Fee
KA
KOVACK ADVISORS, INC.
FT. LAUDERDALE, FL
RIA
AUM
$5B–$25B
Advisors
288
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee / Other
KA
KPP ADVISORY SERVICES LLC
LOUISVILLE, KY
RIA
AUM
$1B–$5B
Advisors
25
Offices
14
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
LA
L2 ASSET MANAGEMENT, LLC
N/A
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+1
Fee model
AUM / Performance-based
LA
LANDSEER ADVISORS LLC
PRINCETON, NJ
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Performance-based
LA
LAZARD ASSET MANAGEMENT LLC
NEW YORK, NY
RIA
AUM
$25B+
Advisors
179
Offices
4
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Flat Fee / Performance-based
LE
LEADING EDGE FINANCIAL PLANNING LLC
KNOXVILLE, TN
RIA
AUM
$500M–$1B
Advisors
—
Offices
9
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM
LF
LEEWARD FINANCIAL PARTNERS, LLC
N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Hourly / Other
Account Minimum
$2.0M
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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.