AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
LI

LETSON INVESTMENT MANAGEMENT, INC.

N/A
RIA

Unparalleled Personal Service

AUM
$100M–$500M
Advisors
Offices
1
Founded
1987

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Investment ManagementWealth ManagementAsset Allocation+7
Fee model
AUM / Hourly
Account Minimum
$1.0M
View profile
L5

LEVEL 5 CAPITAL PARTNERS, LLC

ATLANTA, GA
RIA

Bringing expertise and capital to exceptional entrepreneurs

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

Firm Focus

Pooled Vehicles

Expertise

Consumer InvestingOperating ExpertisePrivate Equity+4
Fee model
AUM / Performance-based
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LF

LEVEL FOUR ADVISORY SERVICES

DALLAS, TX
RIA

Changing the Future of Financial Advice

AUM
$5B–$25B
Advisors
116
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fee-based Wealth ManagementFinancial PlanningCapital Management+9
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$40k
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LF

LEVIN FUNDING GROUP LLC

TUCSON, AZ
RIA

Discover LFG and discover what makes us different...

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
LW

LEWINTER WEALTH ADVISORS, LLC

N/A
RIA

Helping you achieve your life goals through strategic financial planning and wealth management

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningWealth ManagementGoal-based Planning+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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LA

LEWIS ASSET MANAGEMENT

LAFAYETTE, CA
RIA

Independent Financial Planning Made for You

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Independent Financial PlanningCustomized Financial StrategiesRisk Tolerance Assessment+1
Fee model
AUM
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LF

LEWIS FINANCIAL, LLC

SAN LUIS OBISPO, CA
RIA

Financial Planning for the long road ahead

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

Firm Focus

High Net Worth

Expertise

Asset ManagementRetirement PlanningEstate Planning+5
Fee model
AUM / Hourly
Account Minimum
$25k
View profile
LA

LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC

N/A
RIA

Financial Advisors Investing for the Long Term

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
LC

LFM CAPITAL

NASHVILLE, TN
RIA

Operators. Engineers. Partners.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityManufacturingOperational Excellence+6
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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LF

LGG FINANCIAL

BETHESDA, MD
RIA

Save. Strive. Thrive.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

FiduciaryWealth ManagementRetirement Planning+5
Fee model
AUM
View profile
LC

LGT CAPITAL PARTNERS (USA) INC.

NEW YORK, NY
RIA

Leading the way in alternative investing

AUM
$25B+
Advisors
10
Offices
6
Founded

Firm Focus

Pooled VehiclesPension/Profit SharingState/Municipal

Expertise

Alternative InvestingPrivate MarketsMulti-alternatives+6
Fee model
AUM / Performance-based / Other
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LF

LGT FINANCIAL ADVISORS LLC

DALLAS, TX
RIA

Prosperity starts with the right advisor in your corner.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementWealth Strategies+9
Fee model
AUM / Hourly / Flat Fee
View profile
LC

LIBERTY CAPITAL MANAGEMENT INC

BIRMINGHAM, MI
RIA

Financial freedom is not an option. It's the only option.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementRetirement Planning+10
Fee model
AUM / Hourly / Flat Fee
View profile
LO

LIBERTY ONE WEALTH ADVISORS

PHILADELPHIA, PA
RIA

Independent Fiduciary Wealth Management & Financial Planning Firm Focused on Your Goals

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

FiduciaryFee-onlyFinancial Planning+8
Fee model
AUM
View profile
LS

LIBERTY STRATEGIC CAPITAL

WASHINGTON, DC
RIA

Innovation is at the core of our investment strategy.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityTechnologyCybersecurity+9
Fee model
AUM / Performance-based
View profile
LW

LIBERTY WEALTH MANAGERS

NEW YORK, NY
RIA

Welcome to Liberty Wealth Managers

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

High Net Worth

Expertise

Retirement PlanningInvestment ManagementWealth Management+2
Fee model
AUM / Other
View profile
L

LIDO

LOS ANGELES, CA
RIA

You're different. That's why we're different.

AUM
$25B+
Advisors
7
Offices
34
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Wealth ManagementFamily OfficeInvestment Management+8
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
LP

LIFECAPITAL PARTNERS LLC

NEW YORK, NY
RIA

Opportunity without boundaries…the best of all worlds.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Global Investment AdvisoryWealth ManagementIndependent RIA+2
Fee model
AUM / Hourly
View profile
LF

LIFECYCLE FINANCIAL PLANNERS INC.

BLOOMFIELD HILLS, MI
RIA

Your new Financial Lifecycle begins here

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Business PlanningWealth ManagementInvestment Strategies+6
Fee model
Flat Fee
View profile
LW

LIFELONG WEALTH MANAGEMENT GROUP, LLC

LAKE OSWEGO, OR
RIA

Financial expertise that delivers confidence, clarity, and peace of mind

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM
View profile
LF

LIFEPLAN FINANCIAL, LLC

MANKATO, MN
RIA

Thoughtful Planning for Life & Legacy

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial AdvisoryWealth ManagementComprehensive Planning+1
Fee model
AUM / Hourly
Account Minimum
$100k
View profile
LG

LIFEPLAN GROUP

RALEIGH, NC
RIA

Welcome to LifePlan Group, a retirement planning investment advisory firm with a personal approach

AUM
$100M–$500M
Advisors
Offices
1
Founded
1996

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningInvestment AdvisoryIncome Planning+7
Fee model
AUM / Flat Fee / Other
Account Minimum
$1.0M
View profile
LP

LIFE PLANNING ADVISORS LLC

BIGFORK, MT
RIA

Building Wealth Through Smart Financial Planning

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningRetirement StrategiesTax Solutions+2
Fee model
AUM / Flat Fee / Other
Account Minimum
$250k
View profile
LF

LIFESPAN FINANCIAL STRATEGIES, INC.

WESTON, FL
RIA

We Make the Complex Simple

AUM
$100M–$500M
Advisors
Offices
1
Founded
1997

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningFRS SpecialistFlorida DROP System+9
Fee model
AUM / Hourly / Flat Fee / Other
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.

Financial Advisory Firms - Page 101 | AdvisorFinder