AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
MA

MADISON ADVISORY SERVICES, INC.

WHITE PLAINS, NY
RIA

Everyone has a Story. What's Yours?

AUM
$500M–$1B
Advisors
9
Offices
3
Founded
1997

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementRetirement Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
MA

MADISON AVENUE SECURITIES, LLC

SAN DIEGO, CA
RIA

You provide clients with personal attention. Shouldn't you expect the same from your broker-dealer?

AUM
$1B–$5B
Advisors
86
Offices
50
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Broker-dealerRegistered Investment AdvisorOpen Architecture+4
Fee model
AUM / Commission / Hourly / Flat Fee
Account Minimum
$10k
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MA

MADISON AVENUE SOLUTIONS, LLC

CHICAGO, IL
RIA

Amplifying Advisor Success

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

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Wealth ManagementFiduciary AdvisoryAdvisor Partnerships+4
Fee model
AUM
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MR

MADISON RIVER CAPITAL LLC

NEW YORK, NY
RIA

We bring investment capital and outsized resources to the Lower Middle Market.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Private EquityLower Middle MarketOperational Resources+3
Fee model
AUM / Performance-based
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MR

MADRID RETIREMENT ADVISORS

MANHATTAN BEACH, CA
RIA

We Help You Pursue The Life You Want

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningCommunity-focused InvestingSocially Conscious Investing+3
Fee model
AUM / Hourly / Flat Fee
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MW

MADRID WEALTH MANAGEMENT

ALBUQUERQUE, NM
RIA

Navigate Complexity with Confidence

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementTax Planning+9
Fee model
AUM / Hourly / Flat Fee
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MP

MAESTRIA PARTNERS LLC

ATLANTA, GA
RIA

Maestria Partners invests for the long term in companies with competitive advantages and predictable cash flows

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

Firm Focus

Pooled Vehicles

Expertise

Long-term InvestingCompetitive AdvantagesPredictable Cash Flows
Fee model
AUM / Performance-based
Account Minimum
$250k
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MF

MAGELLAN FINANCIAL SOLUTIONS LLC

WARWICK, NY
RIA

A Fresh Approach to Planning Your Financial Future

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementBusiness Development+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$400k
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MP

MAGELLAN PLANNING GROUP

ATLANTA, GA
RIA

Align Your Wealth, Tax, & Legal Plans with Your Goals

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementTax PlanningLegal Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$250k
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MW

MAGNOLIA WEALTH MANAGEMENT LLC

DOTHAN, AL
RIA

Your partner in building a strong financial foundation.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningIncome PlanningInvestment Management+5
Fee model
AUM / Hourly
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MW

MAIA WEALTH

DENVER, CO
RIA
AUM
$500M–$1B
Advisors
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningFinancial PlanningEstate Planning+9
Fee model
AUM / Flat Fee
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MC

MAIDEN COVE CAPITAL

YARMOUTH, ME
RIA

Guiding clients through volatile markets with integrity, transparency and exceptional service.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2020

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningTax Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
ML

MAIN LINE GROUP WEALTH MANAGEMENT, LLC

N/A
RIA

Helping people achieve a work optional lifestyle

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Wealth ManagementFiduciaryFinancial Planning+9
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
MW

MAINLINE WEST FUND MANAGER LLC

DENVER, CO
RIA

Focused on Generational Wealth

AUM
$1B–$5B
Advisors
4
Offices
1
Founded
2008

Firm Focus

High Net WorthPooled Vehicles

Expertise

Municipal BondsSeparately Managed AccountsPrivate Funds+5
Fee model
AUM / Performance-based
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MP

MAIN POST PARTNERS

SAN FRANCISCO, CA
RIA

Partnership, Not Ownership

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

Firm Focus

Pooled Vehicles

Expertise

Consumer IndustryPrivate EquityPersonal Care & Beauty+8
Fee model
AUM / Performance-based / Other
View profile
MA

MAINSAIL ASSET MANAGEMENT, LLC

BIRMINGHAM, AL
RIA

Life Is Unpredictable. Your Financial World Doesn't Have to Be.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Wealth ManagementInvestment ConsultingAdvanced Planning+7
Fee model
AUM / Flat Fee / Performance-based
View profile
MC

MAINSTAY CAPITAL MANAGEMENT, LLC

GRAND BLANC, MI
RIA

When Your Investments Demand Professional Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyIndependent RIA401(k) Management+6
Fee model
AUM / Flat Fee
Account Minimum
$200k
View profile
MC

MAINSTREAM CAPITAL MANAGEMENT

LOS ANGELES, CA
RIA

Your Wealth Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementTax Mitigation+7
Fee model
AUM / Flat Fee
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MS

MAIN STREET FINANCIAL SOLUTIONS, LLC

NEWTOWN, PA
RIA

Life is a journey. You have financial decisions to navigate.

AUM
$1B–$5B
Advisors
3
Offices
12
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

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

MAIN STREET INVESTMENT ADVISORS, LLC

NORTHBROOK, IL
RIA

WALL STREET EXPERIENCE, MAIN STREET SENSIBILITY

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningInvestment Advisory+7
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
M&

MAIRS & POWER

ST. PAUL, MN
RIA

Invest with integrity and conviction

AUM
$5B–$25B
Advisors
6
Offices
1
Founded
1931

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Long-term InvestingIndividually Managed AccountsMutual Funds+7
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$2.0M
View profile
MT

MAKE THE MEMORY FINANCIAL PLANNING

N/A
RIA

FINANCIAL PLANNING FOR THE LIFE YOU DON'T WANT TO MISS

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Expat Financial PlanningCross-border PlanningFederal Benefits+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$10k
View profile
MC

MALATAI CAPITAL LLC

NEW YORK, NY
RIA

Tactical. Disciplined.

AUM
Under $100M
Advisors
Offices
1
Founded
2016

Firm Focus

High Net Worth

Expertise

Long/short EquityAbsolute ReturnTactical Discipline+5
Fee model
Performance-based
Account Minimum
$500k
View profile
MW

MALTIN WEALTH MANAGEMENT, INC.

N/A
RIA

An Advisor You Can Trust to Be There When Needed

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningInvestment Management+5
Fee model
AUM / Flat Fee
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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