AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
MS

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

DALLAS, TX
RIA

Think Differently. Invest Smarter.

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

Firm Focus

IndividualsHigh Net WorthInvestment Companies+1

Expertise

Risk ManagementLoss MinimizationLong-term Investing+1
Fee model
AUM / Flat Fee / Performance-based
View profile
MR

MCGINTY ROAD PARTNERS, LP

MINNETONKA, MN
RIA

manages opportunistic private credit across multiple strategies

AUM
$500M–$1B
Advisors
Offices
1
Founded
2016

Firm Focus

Pooled Vehicles

Expertise

Private CreditEquipment FinanceLoan Portfolios+7
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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M&

MCGOWAN & CO LLP

BRYN MAWR, PA
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
1980

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment AdvisoryFinancial Planning+7
Fee model
AUM
Account Minimum
$2.0M
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MG

MCGOWAN GROUP ASSET MANAGEMENT, INC.

DALLAS, TX
RIA

DEVOTED TO PROVIDING ASSET MANAGEMENT & FINANCIAL PLANNING SOLUTIONS TO HIGH NET WORTH FAMILIES

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

Firm Focus

High Net Worth

Expertise

Wealth ManagementAsset ManagementInvestment Planning+9
Fee model
AUM
Account Minimum
$1.0M
View profile
MW

MCGUIRE WEALTH MANAGEMENT

WAKEFIELD, RI
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFiduciaryRegistered Investment Adviser
Fee model
AUM
Account Minimum
$2.0M
View profile
MF

MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.

ORLEANS, MA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
1986

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment AdvisoryEquity PortfoliosInternational Diversification+4
Fee model
AUM
Account Minimum
$100k
View profile
MC

MCKINLEY CARTER WEALTH SERVICES, INC.

WHEELING, WV
RIA

Connecting Money & Meaning

AUM
$1B–$5B
Advisors
Offices
6
Founded
2007

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementNonprofit Advisory+9
Fee model
AUM / Hourly / Flat Fee
View profile
MR

MCLAUGHLIN RYDER INVESTMENTS, INC.

ALEXANDRIA, VA
RIA

Professional • Honest • Knowledgeable • Trustworthy • Ethical

AUM
$500M–$1B
Advisors
3
Offices
1
Founded
2003

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementWealth ManagementRetirement Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
MC

MCMAHAN CAPITAL MANAGEMENT

CARMEL, IN
RIA

Where Wealth Is About More Than Money

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

Firm Focus

High Net Worth

Expertise

Investment ManagementPortfolio ManagementFinancial Planning+3
Fee model
AUM
View profile
MC

MCMILL CPA AND ADVISORS

NORFOLK, NE
RIA

Building Your Future Through Smarter Investments

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

ERISA FiduciaryRetirement Plan Management3(21) Fiduciary+8
Fee model
AUM / Hourly / Flat Fee
View profile
M&

MCMORGAN & COMPANY LLC

SAN FRANCISCO, CA
RIA

Beyond Investing

AUM
$5B–$25B
Advisors
9
Offices
3
Founded
1969

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

EquityFixed IncomeReal Estate+7
Fee model
AUM / Performance-based / Other
View profile
MA

MCNALLY ADVISORS, LLC

CHICAGO, IL
RIA

Driving Bold Impact. Preserving What's Important.

AUM
$500M–$1B
Advisors
8
Offices
1
Founded
2008

Firm Focus

High Net WorthPooled Vehicles

Expertise

Private EquityAerospace And DefenseIndustrial Technology And Services+7
Fee model
AUM / Flat Fee / Performance-based
View profile
MF

MCNAMARA FINANCIAL SERVICES, INC.

MARSHFIELD, MA
RIA

Prioritized Planning & Investments

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementRetirement Planning+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
MF

MCQUEEN FINANCIAL ADVISORS II, INC.

CLAWSON, MI
RIA

We are the leaders in financial advisory services

AUM
$5B–$25B
Advisors
2
Offices
1
Founded
1999

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementALMCECL+8
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
MC

MCRAE CAPITAL MANAGEMENT INC.

MORRISTOWN, NJ
RIA

A Family Business for the Business of Families

AUM
$500M–$1B
Advisors
Offices
1
Founded
1981

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementRetirement PlanningEstate Planning+9
Fee model
AUM / Flat Fee
View profile
MF

MCR FUND MANAGEMENT LLC

DALLAS, TX
RIA

Integrity and Innovation

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

Firm Focus

Pooled Vehicles

Expertise

Hotel ManagementHotel OwnershipHotel Development+3
Fee model
AUM / Performance-based
View profile
MW

MEADOWBROOK WEALTH MANAGEMENT, LLC

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryPortfolio ManagementEldercare Planning+1
Fee model
AUM / Hourly
Account Minimum
$50k
View profile
MC

MEADOW CREEK WEALTH ADVISORS, LLC

ATLANTA, GA
RIA

Sophisticated wealth management to serve your individual needs

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementPortfolio ConstructionCapital Preservation+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
ME

M. E. ALLISON & CO., INC.

SAN ANTONIO, TX
RIA

The Oldest Privately Owned Investment Firm In The State Of Texas

AUM
$100M–$500M
Advisors
12
Offices
2
Founded
1946

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Municipal BondsFinancial AdvisoryUnderwriting+9
Fee model
AUM / Hourly / Other
Account Minimum
$100k
View profile
MP

MEANINGFUL PARTNERS LLC

EL SEGUNDO, CA
RIA

ACCELERATING THE GROWTH AND PERFORMANCE OF PURPOSEFUL BUSINESS

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

Firm Focus

Pooled Vehicles

Expertise

Middle-market InvestingConsumer CompaniesGrowth Investing+3
Fee model
AUM / Performance-based
View profile
MR

MEASURED RISK PORTFOLIOS

SAN DIEGO, CA
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Investment AdvisoryInsuranceWealth Management+1
Fee model
AUM / Hourly / Performance-based
Account Minimum
$250k
View profile
MW

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

PORTSMOUTH, NH
RIA

Navigating the Complexities of Your Financial Journey, Together

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementRetirement PlanningPortfolio Management+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
MP

MEDALIST PARTNERS LP

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Fixed IncomeMBSMortgage-backed Securities+5
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
MP

MEDLEY PARTNERS MANAGEMENT LLC

SAN FRANCISCO, CA
RIA

Managing private market investments on behalf of Jim Simons' family and affiliated foundations.

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

Firm Focus

Pooled Vehicles

Expertise

Private MarketsFamily OfficeFoundation Investing
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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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