Browse financial advisory firms

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

Showing 24 firms (page 2+)

LYELL WEALTH MANAGEMENT LP

Customized investment management and comprehensive financial planning services

Firm Focus

IndividualsHigh Net WorthState/Municipal+1

Expertise

Investment ManagementFinancial PlanningTax Planning+9

LYKOS GLOBAL MANAGEMENT, LP

Partnering with exceptional businesses at key moments in their evolution

Firm Focus

Pooled Vehicles

Expertise

Event-drivenFundamental InvestingPrivate Markets+3

AUM / Performance-based

LYNCH & ASSOCIATES

A Tradition of Financial Stewardship

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Investment ManagementFee-onlyFiduciary+7

AUM / Hourly / Flat Fee

LYNK CAPITAL MANAGEMENT COMPANY, LLC

JACKSONVILLE, FL

Enduring Capital. Real Opportunity

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Private CreditReal EstateInsurance+7

Account Minimum

LYNROCK LAKE LP

Firm Focus

Pooled Vehicles

Expertise

Corporate CreditConvertible BondsEquities+3

AUM / Performance-based

LYNX ADVISORY PARTNERS

CORAL GABLES, FL

We are a 100% employee-owned firm, committed to protecting, managing and growing the wealth of our clients globally.

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Wealth ManagementMulti-custodian ModelIndependent Advice+6

Account Minimum

LYNX CAPITAL GROUP LTD

Disciplined Strategic Investment Management

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Wealth ManagementPortfolio ManagementLong-term Value Investing+6

AUM / Flat Fee / Other

Account Minimum

LYNX CAPITAL, LLC

A keen sense for the right opportunities.

Firm Focus

Pooled Vehicles

Expertise

Multifamily DevelopmentInstitutional InvestmentRegulatory Compliance+4

AUM / Performance-based

LYONS INVESTMENT MANAGEMENT

WINTER PARK, FL

Infinity

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Registered Investment AdviserInstitutional InvestingIndividual Investing+3

AUM / Performance-based

Account Minimum

LYTLE INVESTMENTS

GRAND ISLAND, NY

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Registered Investment AdviserFee-based Financial ServicesInvestment Planning+3

M1 ADVISORY

Sophisticated wealth building, simplified

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Automated InvestingDynamic RebalancingMargin Loans+4

M1 CAPITAL MANAGEMENT LLC

Developing Financial Independence.

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningRetirement PlanningInvestment Planning+7

Account Minimum

M3 WEALTH MANAGEMENT

NORTH ROYALTON, OH

An Optimized Approach to Investing.

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations+1

Expertise

Wealth ManagementRetirement PlanningInvestment Advisory+9

M83 INVESTMENT GROUP, LLC

Portfolios built for resiliency.

Firm Focus

Investment Companies

Expertise

Alternative InvestmentsPortfolio ResilienceIncome Generation+4

MA ASSET MANAGEMENT, LLC

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Private CreditAsset-based LendingSpecialty Finance+5

AUM / Performance-based

Account Minimum

MACH-1 FINANCIAL GROUP, LLC

Invested In You.

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningRetirement PlanningPersonalized Financial Plans+2

MACKAY FINANCIAL PLANNING, LLC

SPRINGFIELD, MO

YOUR MONEY. WHERE WILL IT TAKE YOU?

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryFinancial Planning+3

MACKE FINANCIAL ADVISORY GROUP

Create a Legacy of Faith and Values for Generations to Come

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Faith-based Financial PlanningWealth ManagementFinancial Therapy+7

AUM / Hourly / Flat Fee

MACK INVESTMENT SECURITIES, INC.

Firm Focus

IndividualsHigh Net WorthState/Municipal+2

Expertise

Tax-deferred Growth401(k) PlansAnnuities+4

AUM / Commission / Hourly / Flat Fee

Account Minimum

MACK REAL ESTATE CREDIT STRATEGIES, L.P.

Firm Focus

Pooled Vehicles

Expertise

Real Estate DevelopmentMultifamilyIndustrial+5

AUM / Performance-based

MACLENDON WEALTH MANAGEMENT, LLC

DELRAY BEACH, FL

TRADITIONAL VALUES. SOPHISTICATED KNOWLEDGE. CUSTOM SOLUTIONS.

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementWealth PreservationTax Guidance+3

AUM / Hourly / Flat Fee

MACRO ADVISORS, INC.

Focusing on the MACRO Picture

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment PlanningRetirement PlanningEstate Planning+6

Account Minimum

MACROCLIMATE LLC

Investment Management for an Uncertain World

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Global EquitySustainable InvestingLow Carbon Portfolios+7

AUM / Hourly / Flat Fee

Account Minimum

MADDEN FUNDS MANAGEMENT

The Retirement Income Compass

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement IncomeFee-only Advisory401k+5

Account Minimum

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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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