AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AC

ANCHOR CAPITAL

ALISO VIEJO, CA
RIA

Solve the Volatility Gap TM

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Risk ManagementLong-short Mutual FundsAbsolute Returns+6
Fee model
AUM / Other
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AF

ANCHORED FINANCIAL PLANNING LLC

WEST DEPTFORD, NJ
RIA

Guiding You to Financial Confidence.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementAsset Protection+4
Fee model
AUM / Flat Fee
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AH

ANCHOR HEALTH CAPITAL, LLC

CHATTANOOGA, TN
RIA

Pursuing Better Healthcare Through Real Estate Solutions

AUM
$100M–$500M
Advisors
Offices
1
Founded
2012

Firm Focus

Pooled Vehicles

Expertise

Healthcare Real EstateCommingled FundsDirect Investment+6
Fee model
AUM / Performance-based
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AP

ANCHOR POINT FINANCIAL

BAKERSFIELD, CA
RIA

Let's navigate your finances toward success

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

Firm Focus

High Net Worth

Expertise

Investment Portfolio ManagementFinancial PlanningCorporate Retirement Plans+9
Fee model
AUM
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AP

ANCHYRA PARTNERS LLC

ATLANTA, GA
RIA

Partners in Your Legacy

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Multi-family OfficeWealth ManagementBespoke Planning+7
Fee model
AUM / Hourly / Flat Fee
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AP

ANCORA PRIVATE WEALTH ADVISORS, LLC

CLEVELAND, OH
RIA

Achieve More with Ancora

AUM
$1B–$5B
Advisors
16
Offices
3
Founded
2003

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Private Wealth ManagementInstitutional Asset ManagementEquity Strategies+9
Fee model
AUM / Flat Fee / Performance-based / Other
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A

ANCORATO

BOISE, ID
RIA

Simplifying Structured Investments

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

Firm Focus

Investment CompaniesState/MunicipalInsurance Companies

Expertise

Structured NotesStructured InvestmentsSeparately Managed Accounts+5
Fee model
AUM / Other
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AC

ANCOR CAPITAL PARTNERS

SOUTHLAKE, TX
RIA

Operations-Focused Private Investment Firm

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityOperationsHealthcare+6
Fee model
Performance-based / Other
Account Minimum
$5k
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AN

A. N. CULBERTSON & COMPANY, INC.

CHARLOTTESVILLE, VA
RIA

Someone's sitting in the shade today because someone planted a tree a long time ago.

AUM
$500M–$1B
Advisors
Offices
1
Founded
1993

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryWealth Management+2
Fee model
AUM
Account Minimum
$1.0M
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AF

ANDERSON FINANCIAL PARTNERS, INC.

PONTE VEDRA, FL
RIA

Trusted Investment Consultants in Ponte Vedra Beach, FL

AUM
$1B–$5B
Advisors
Offices
1
Founded
2003

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Investment ConsultingPortfolio ManagementInvestment Policy Statements+6
Fee model
AUM / Hourly / Flat Fee
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AG

ANDERSON GRIGGS INVESTMENTS

ROCK HILL, SC
RIA

Common Sense Investment Management for Intelligent Investors

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

Firm Focus

High Net WorthState/Municipal

Expertise

Investment ManagementFinancial AdviceTrust Management+2
Fee model
AUM
Account Minimum
$100k
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AG

ANDERSON GROWTH PARTNERS, LLC

BIRMINGHAM, AL
RIA

Growth-Oriented Investment Solutions for Families and Businesses

AUM
$1B–$5B
Advisors
1
Offices
2
Founded
1997

Firm Focus

IndividualsHigh Net WorthPooled Vehicles

Expertise

Multi-family OfficeAlternative InvestmentsPrivate Equity+5
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$25k
View profile
AL

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

DANVILLE, CA
RIA

Building Wealth That Lasts For Generations

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Wealth ManagementInvestment PlanningTax Optimization+5
Fee model
AUM
Account Minimum
$400k
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AC

ANDROS CAPITAL PARTNERS LLC

HOUSTON, TX
RIA

Targeting private equity investments, credit opportunities and direct asset-level investments across the energy sector

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityEnergy SectorCredit Opportunities+9
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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AE

ANGELES EQUITY PARTNERS, LLC

LOS ANGELES, CA
RIA

Angeles Equity Partners is a specialist private investment firm focused on partnering with industrial businesses to help unlock their full potential

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle MarketIndustrial+9
Fee model
AUM / Performance-based
View profile
AI

ANGELES INVESTMENT ADVISORS

SANTA MONICA, CA
RIA

Passion. Integrity. Results.

AUM
$5B–$25B
Advisors
Offices
1
Founded
2001

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+2

Expertise

OCIOOutsourced Investment OfficeInstitutional Investing+10
Fee model
AUM / Flat Fee / Performance-based
View profile
AW

ANGELES WEALTH MANAGEMENT, LLC

SANTA MONICA, CA
RIA

Private Wealth Management & Family Office Services

AUM
$1B–$5B
Advisors
Offices
3
Founded
2001

Firm Focus

IndividualsHigh Net Worth

Expertise

Private Wealth ManagementFamily OfficeOCIO+7
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
AC

ANOMALY CAPITAL MANAGEMENT, LP

NEW YORK, NY
RIA

Seizing anomalies in a sea of known debates.

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

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
AC

ANTARA CAPITAL LP

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
2018

Firm Focus

Pooled Vehicles

Expertise

Event-drivenCatalyst CreditBusted Converts+5
Fee model
AUM / Performance-based
View profile
AC

ANTHONY CAPITAL MANAGEMENT, LLC

DE PERE, WI
RIA

Disciplined. Systematic. Diversifying.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Investment Companies

Expertise

Alternative InvestmentsSystematic MacroPrecious Metals+5
Fee model
AUM / Flat Fee
View profile
AW

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

SHELBURNE, VT
RIA

What Drives Us

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningRetirement PlanningDivorce Financial Planning+7
Fee model
AUM / Hourly
View profile
AI

APERTURE INVESTORS, LLC

NEW YORK, NY
RIA

Rethinking Active Management

AUM
$5B–$25B
Advisors
Offices
3
Founded
2018

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Active ManagementAlternative InvestmentsCredit+4
Fee model
AUM / Performance-based / Other
View profile
AS

APEX STRATEGIC WEALTH, LLC

CHATTANOOGA, TN
RIA

Guiding you towards WELL INFORMED Financial decisions.

AUM
$100M–$500M
Advisors
6
Offices
1
Founded
1977

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementRetirement Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
AW

APEX WEALTH ADVISORS LLC

N/A
RIA

As Your Single Contact

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

Firm Focus

High Net WorthState/Municipal

Expertise

Wealth ManagementTax PlanningRetirement Planning+1
Fee model
AUM / Hourly / 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.