AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
LC

LONGSHORE CAPITAL PARTNERS

CHICAGO, IL
RIA

Our Mission: Accelerate Strategic Growth

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

Firm Focus

Pooled Vehicles

Expertise

Control BuyoutsLower Middle MarketServices Economy+3
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$5.0M
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LA

LONGTAIL ALPHA, LLC

NEWPORT BEACH, CA
RIA

Expect The Unexpected For Sustained Portfolio Performance

AUM
$500M–$1B
Advisors
Offices
1
Founded
2015

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+2

Expertise

Tail Risk ManagementPortfolio ConstructionConvexity+5
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
Account Minimum
$1.0M
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LM

LONGUEVUE MANAGEMENT COMPANY LLC

METAIRIE, LA
RIA

PARTNERS IN DRIVING VALUE AND NAVIGATING GROWTH

AUM
$1B–$5B
Advisors
Offices
1
Founded
2001

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketValue Creation+13
Fee model
AUM
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LF

LONGVIEW FINANCIAL ADVISORS, INC.

HUNTSVILLE, AL
RIA
AUM
$100M–$500M
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Independent Financial AdvisoryFee TransparencyEstate Planning+2
Fee model
AUM / Flat Fee
Account Minimum
$250k
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LW

LONG WALK MANAGEMENT LP

N/A
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Asset ManagementFund ManagementUK Smaller Companies
Fee model
AUM / Performance-based
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LC

LOOM CAPITAL MANAGEMENT LLC

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
2015

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

EquitiesFixed IncomeReal Estate Lending+3
Fee model
AUM / Performance-based
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L

LOTUS

ORLANDO, FL
RIA

The Intelligence Transition will reshape every industry. We invest at the frontier.

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

Firm Focus

Pooled Vehicles

Expertise

Long-short EquitiesVenture CapitalIncubation+7
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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LI

LOTUS INFRASTRUCTURE PARTNERS, LP

GREENWICH, CT
RIA

Acquisition and development of energy and infrastructure assets

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

Firm Focus

Pooled Vehicles

Expertise

Renewable Power GenerationBattery StorageRenewable Fuels+7
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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LI

LOUDON INVESTMENT MANAGEMENT, LLC

WEST LEBANON, NH
RIA

It starts with a conversation and it continues to evolve as we seek solutions to individual financial questions.

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

Firm Focus

High Net Worth
Fee model
AUM
View profile
LA

LOUNTZIS ASSET MANAGEMENT, LLC

WYOMISSING, PA
RIA
AUM
$500M–$1B
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Multi-family OfficeCustomized PortfoliosGenerational Wealth+2
Fee model
AUM
Account Minimum
$1.0M
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LT

LOWERY THOMAS, LLC

N/A
RIA

Where Behavioral Finance Meets Wealth Management

AUM
$100M–$500M
Advisors
Offices
3
Founded
1999

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryWealth ManagementComprehensive Financial Planning+5
Fee model
AUM
View profile
LA

LOYOLA ASSET MANAGEMENT LLC

CORAL GABLES, FL
RIA

Grow and Preserve Wealth

AUM
$100M–$500M
Advisors
Offices
1
Founded
2006

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Wealth ManagementWealth PreservationIndependent Advisory+5
Fee model
AUM
Account Minimum
$100k
View profile
LA

LSV ASSET MANAGEMENT

CHICAGO, IL
RIA

Value Equity Investment Specialists

AUM
$25B+
Advisors
6
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Value EquityInstitutional Asset ManagementU.S. Equity Strategies+7
Fee model
AUM / Performance-based / Other
View profile
LC

LTG CAPITAL LLC

FRAMINGHAM, MA
RIA

Create your financial life on purpose.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementFiduciary+3
Fee model
AUM
View profile
LM

LUCID MANAGEMENT AND CAPITAL PARTNERS LP

NEW YORK, NY
RIA

Trusted | Transparent | Transformative

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

Firm Focus

Pooled Vehicles

Expertise

Fixed IncomeShort DurationCash Equivalents+4
Fee model
AUM
View profile
LI

LUKEN INVESTMENT ANALYTICS, LLC

BRENTWOOD, TN
RIA

We help the first-generation wealthy make smart decisions about their money...

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Wealth ManagementFinancial PlanningAsset Management+7
Fee model
AUM / Subscription / Other
View profile
LC

LUMA CAPITAL

NAPLES, FL
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2001

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Private InvestmentsFamily BusinessesPublic Markets+3
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$500k
View profile
LC

LUMINARX CAPITAL MANAGEMENT LP

NEW YORK, NY
RIA

A Reimagined Approach to Capital Solutions Investing

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

Firm Focus

Pooled Vehicles

Expertise

Alternative Investment ManagementCapital SolutionsDownside Risk Mitigation+2
Fee model
AUM / Performance-based
View profile
LC

LUMINT CORPORATION

BOSTON, MA
RIA

Invest like a local®

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

Firm Focus

Pension/Profit Sharing

Expertise

Currency ManagementFX HedgingCurrency Overlay+5
Fee model
Other
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LP

LUNIN-PACK PLANNING AND ADVICE, LLC

COLD SPRING, NY
RIA

Plan To Retire On Your Terms

AUM
Under $100M
Advisors
Offices
1
Founded
2006

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningTax PlanningInvestment Planning+4
Fee model
AUM / Flat Fee
View profile
LC

LUNT CAPITAL MANAGEMENT INC.

HOLLADAY, UT
RIA

Pioneering factor strategies that are worth a closer look…

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations+1

Expertise

Factor RotationTactical ETF PortfoliosSector Rotation+9
Fee model
AUM
View profile
LK

LUTHER KING CAPITAL MANAGEMENT CORPORATION

FORT WORTH, TX
RIA

You're more than a portfolio.

AUM
$25B+
Advisors
1
Offices
4
Founded
1979

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Investment ManagementProprietary ResearchEquity+7
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$2.0M
View profile
LA

LVW ADVISORS, LLC

PITTSFORD, NY
RIA

Wealth management for a changing world.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+8
Fee model
AUM / Flat Fee / Other
View profile
LL

LWO LLC

DALLAS, TX
RIA

Your premier access point to the lower middle market.

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

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketPrivate CreditMinority Equity+6
Fee model
AUM / Performance-based / 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.

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