AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
LF

LIVELSBERGER FINANCIAL ADVISORY

ASHLAND, OH
RIA

Financial Advisers Based In Ashland Ohio

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningRetirement DistributionSocial Security+4
Fee model
AUM / Commission / Hourly
View profile
LW

LJI WEALTH MANAGEMENT, LLC

INDIANAPOLIS, IN
RIA

Wealth Solutions

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningInsurance+7
Fee model
AUM / Commission / Hourly / Flat Fee
View profile
LI

LK&A INVESTMENT COUNSEL

PASADENA, CA
RIA

Tailored Investment Strategies Research Driven Approach

AUM
$500M–$1B
Advisors
Offices
1
Founded
1985

Firm Focus

High Net Worth

Expertise

Individually Managed AccountsEquitiesFixed Income+7
Fee model
AUM / Flat Fee
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LT

LLOYD TEVIS INVESTMENTS, LLC

LAFAYETTE, CA
RIA

Securing your future through precision investing™

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Personalized InvestingWealth ManagementRisk Modeling+6
Fee model
AUM / Hourly / Flat Fee
View profile
LA

LM ADVISORS LLC

SAN DIEGO, CA
RIA

Personalized & Independent Financial Advice You Can Trust

AUM
$1B–$5B
Advisors
Offices
2
Founded
1984

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Independent Investment AdvisoryPersonalized Investment StrategiesPortfolio Management+5
Fee model
AUM / Flat Fee / Other
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LP

LMR PARTNERS LLC

NEW YORK, NY
RIA
AUM
$25B+
Advisors
Offices
5
Founded

Firm Focus

Pooled Vehicles

Expertise

Asset ManagementSecurities DealingFutures Contracts+2
Fee model
AUM / Performance-based / Other
Account Minimum
$1.0M
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L8

LOCK 8 PARTNERS

NEW YORK, NY
RIA

Unlock the Potential of Small-Scale SaaS Businesses

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

Firm Focus

Pooled Vehicles

Expertise

SaasTech-enabled ServicesSmall-scale Business Growth+5
Fee model
AUM / Flat Fee / Performance-based
View profile
LF

LOCKER FINANCIAL SERVICES, LLC

VERONA, NJ
RIA

WE SIMPLIFY THE COMPLICATED

AUM
$100M–$500M
Advisors
Offices
2
Founded
1992

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningAsset ManagementFee-only+7
Fee model
AUM / Hourly / Flat Fee
View profile
LP

LOCUST POINT CAPITAL

MIAMI, FL
RIA

Flexible Capital, Trusted Guidance

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

Firm Focus

Pooled Vehicles

Expertise

Direct LendingSeniors HousingCare Industry+4
Fee model
AUM / Performance-based
View profile
LW

LODESTONE WEALTH MANAGEMENT LLC

SPOKANE, WA
RIA

Don't let concerns about money distract you from living your life.

AUM
$100M–$500M
Advisors
2
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFinancial PlanningTax Planning+10
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
LC

LOGAN CAPITAL MANAGEMENT, INC.

NEWTOWN SQUARE, PA
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Investment AdvisoryWealth AdvisoryExchange Traded Funds+1
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
View profile
LA

LOMBARD ADVISERS INCORPORATED

BALTIMORE, MD
RIA

Independent Professionals for Today's Investors

AUM
$500M–$1B
Advisors
32
Offices
16
Founded

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations+1

Expertise

Independent BrokerageInvestment AdviceFinancial Products+2
Fee model
AUM / Flat Fee
View profile
LP

LONE PEAK ADVISERS

DRAPER, UT
RIA

Clarity Through Our Unique Perspective

AUM
$100M–$500M
Advisors
6
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Asset ManagementHolistic Financial PlanningFiduciary Advice+3
Fee model
AUM
View profile
LC

LONETREE CAPITAL, LLC

NEW YORK, NY
RIA

Flexible Capital and Operational Support for Growth Companies

AUM
$100M–$500M
Advisors
Offices
1
Founded
2021

Firm Focus

Pooled Vehicles

Expertise

Ai-enabled SoftwareFinancial TechnologySpecialty Finance+7
Fee model
AUM / Performance-based
View profile
LA

LONG ANGLE MANAGEMENT, LLC

DOVER, DE
RIA

The Trusted Community for Navigating Wealth

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

Firm Focus

Pooled Vehicles

Expertise

Wealth ManagementPeer CommunityAccredited Investors+5
Fee model
AUM
View profile
LA

LONGBOARD ASSET MANAGEMENT

N/A
RIA

Optimizing Wealth Management

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

Firm Focus

IndividualsHigh Net WorthInvestment Companies

Expertise

Liquid AlternativesTrend FollowingMulti-strategy+7
Fee model
AUM
View profile
LA

LONGBOW ASSET MANAGEMENT

TULSA, OK
RIA

Professional advice with a personal touch

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

Firm Focus

High Net Worth

Expertise

Investment ManagementRetirement PlansNon-profit+1
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
LC

LONGEVITY CAPITAL MANAGEMENT

THOUSAND OAKS, CA
RIA

Retire with Confidence. Your Goal. Our Purpose.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fiduciary Asset ManagementComprehensive Financial PlanningRetirement Planning+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
LI

LONGFELLOW INVESTMENT MANAGEMENT CO. LLC

BOSTON, MA
RIA

Welcome to Longfellow Investment Management

AUM
$5B–$25B
Advisors
Offices
1
Founded
1986

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Fixed IncomeEquityAlternatives+7
Fee model
AUM / Flat Fee / Performance-based
View profile
LC

LONGFORD CAPITAL

CHICAGO, IL
RIA
AUM
$1B–$5B
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

Litigation FinanceLitigation FundingIntellectual Property+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
LC

LONGITUDE CAPITAL MANAGEMENT CO., LLC

MENLO PARK, CA
RIA

Investing in transformative healthcare companies.

AUM
$1B–$5B
Advisors
Offices
4
Founded
2006

Firm Focus

Pooled Vehicles

Expertise

Venture GrowthBiotechnologyMedical Technology+8
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
LP

LONG POINT CAPITAL, INC

NEW YORK, NY
RIA

Creating Value and Liquidity for Management, Founders, and Families

AUM
$100M–$500M
Advisors
Offices
1
Founded
1998

Firm Focus

Pooled Vehicles

Expertise

Private EquityProfessional ServicesValue Creation+4
Fee model
AUM / Flat Fee / Performance-based / Other
View profile
LP

LONGPOINT PARTNERS LP

BOSTON, MA
RIA

Built for Movement

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Real Estate Private EquityIndustrial Real EstateSupply Chain+4
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
View profile
LC

LONGRANGE CAPITAL, L.P.

STAMFORD, CT
RIA

Long-Term Perspective, Alignment of Goals

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

Firm Focus

Pooled Vehicles

Expertise

Private CapitalMiddle MarketMajority Ownership+5
Fee model
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 103 | AdvisorFinder