AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
MC

MANCHESTER CAPITAL MANAGEMENT LLC

MANCHESTER, VT
RIA

WE SEE WEALTH FROM YOUR PERSPECTIVE

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Multi-family OfficeInvestment ManagementFamily Office Services+12
Fee model
AUM / Flat Fee
View profile
MW

MANGAN WEALTH MANAGEMENT

SEATTLE, WA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementTax Planning+3
Fee model
AUM / Hourly
Account Minimum
$400k
View profile
MW

MANNA WEALTH MANAGEMENT

MIAMI BEACH, FL
RIA

Plan with purpose. Invest with discipline. Live with confidence.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningIncome Planning+7
Fee model
AUM
Account Minimum
$250k
View profile
MF

MANN FINANCIAL GROUP

DETROIT LAKES, MN
RIA

Investing For Tomorrow, Together

AUM
$100M–$500M
Advisors
Offices
1
Founded
2000

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningTax PlanningEstate Planning+6
Fee model
AUM
View profile
MW

MANSKE WEALTH MANAGEMENT, LLC

HOUSTON, TX
RIA

A disciplined and well-credentialed team providing sophisticated wealth management and individualized investment advice

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment AdviceFiduciary+7
Fee model
AUM / Flat Fee
View profile
MR

MANTLE RIDGE LP

NEW YORK, NY
RIA

MANTLE: a duty and responsibility of stewardship

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

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
View profile
MF

MANUKA FINANCIAL

N/A
RIA

We help you retire for a flat fee.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningTax PlanningInvestment Planning+4
Fee model
Flat Fee
View profile
MC

MARATHON CAPITAL MANAGEMENT

HUNT VALLEY, MD
RIA

Navigating Your Financial Future with Confidence

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningEstate Planning+9
Fee model
AUM
Account Minimum
$500k
View profile
MM

MARATHON MISSION, INC.

LATHAM, NY
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Asset ManagementFinancial PlanningInvestment Portfolio Management+5
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
MS

MARATHON STRATEGIC ADVISORS, LLC

PITTSBURGH, PA
RIA

Your Interests Always Come First

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-only Investment ManagementFiduciaryCustom Portfolios+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
MW

MARATHON WEALTH PARTNERS, INC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementRegistered Investment Advisor
Fee model
AUM / Flat Fee
View profile
MT

MARBLE TRAIL ADVISORS

MIDDLEBURY, VT
RIA

Helping you on your financial journey, every step of the way.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementTax Planning+7
Fee model
AUM / Flat Fee / Other
View profile
MF

MARCHAND FARIES FINANCIAL MANAGEMENT, INC.

N/A
RIA

An Independent, Fee-Only Wealth Management Firm

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

Firm Focus

High Net Worth

Expertise

Fee-onlyWealth ManagementInvestment Management+6
Fee model
AUM
View profile
MC

MARCUS CAPITAL, LLC

NORTHFIELD, IL
RIA

Investment Advisory Firm

AUM
$100M–$500M
Advisors
Offices
1
Founded
2004

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Portfolio ManagementEquity PortfoliosFinancial Planning+4
Fee model
AUM / Flat Fee
View profile
MC

MARCYPEN CAPITAL PARTNERS LLC

N/A
RIA

a first of its kind global investment platform that provides strategic capital to growth stage consumer businesses that create, move, and lead culture

AUM
$1B–$5B
Advisors
8
Offices
3
Founded

Firm Focus

Pooled Vehicles

Expertise

Growth Stage InvestingConsumer BusinessesCulture+2
Fee model
AUM / Performance-based / Other
View profile
MW

MARIDEA WEALTH MANAGEMENT

BROOKLYN, NY
RIA

Guiding your financial wealth, Shaping your future

AUM
$500M–$1B
Advisors
7
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementInsurance & Risk Management+7
Fee model
AUM / Hourly / Flat Fee
View profile
MI

MARIETTA INVESTMENT PARTNERS, LLC

MILWAUKEE, WI
RIA

A Fresh Perspective On A Timeless Approach

AUM
$500M–$1B
Advisors
Offices
1
Founded
2000

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Active Portfolio ManagementEquity ResearchFixed Income+5
Fee model
AUM
Account Minimum
$2.0M
View profile
M

MARINER

OVERLAND Park,, KS
RIA

Empowering advisors and clients with personalized and customized portfolio management.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Customized PortfoliosAsset AllocationRisk Management+4
Fee model
AUM
View profile
MA

MARINER ADVISOR NETWORK

OVERLAND PARK, KS
RIA

Lighting the way to your financial freedom…

AUM
$5B–$25B
Advisors
168
Offices
93
Founded
2003

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment StrategiesDynamic Investment OptimizationStrategic Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
MI

MARINER INSTITUTIONAL, LLC

WINTER PARK, FL
RIA

Your Independent Investment Consultants

AUM
$1B–$5B
Advisors
Offices
8
Founded

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Institutional Investment ConsultingRetirement Plan AdvisoryFiduciary Services+12
Fee model
AUM / Hourly / Flat Fee
View profile
MW

MARINER WEALTH

OVERLAND PARK, KS
RIA

You're Ready for Mariner

AUM
Not disclosed
Advisors
Offices
1
Founded

Expertise

Wealth PlanningInvestment ManagementTax Planning+8
Fee model
Other
View profile
MC

MARITIME CAPITAL

NEW YORK, NY
RIA

Maritime has built the preeminent electronic trading platform to host multiple quantitative investment strategies.

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

Firm Focus

Pooled Vehicles

Expertise

Quantitative Investment StrategiesElectronic TradingFixed Income+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
MA

MARK ASSET MANAGEMENT LP

NEW YORK, NY
RIA

High Conviction

AUM
$1B–$5B
Advisors
Offices
1
Founded
1985

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

High ConvictionLong/short StrategyLong Only+6
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
MI

MARKETDESK INDICES LLC

N/A
RIA

Empowering Advisors with Institutional Tools to Scale, Simplify, and Serve Clients Better

AUM
$100M–$500M
Advisors
Offices
1
Founded
2019

Firm Focus

Investment CompaniesInsurance Companies

Expertise

Institutional ToolsModel PortfoliosETF Asset Allocation+7
Fee model
AUM / Subscription / 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 107 | AdvisorFinder