Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
LA
LEGACY ADVISORS, LLC
PLYMOUTH MEETING, PA
RIA
AUM
$5B–$25B
Advisors
13
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
LC
LEGACY CAPITAL WEALTH PARTNERS, LLC
LITTLE ROCK, AR
RIA
AUM
$1B–$5B
Advisors
5
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Flat Fee
Account Minimum
$500k
LK
LEGACY KNIGHT MFO, LLC
DALLAS, TX
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$250k
LF
LEVEL FOUR ADVISORY SERVICES
DALLAS, TX
RIA
AUM
$5B–$25B
Advisors
116
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
L
LIDO
LOS ANGELES, CA
RIA
AUM
$25B+
Advisors
7
Offices
34
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+3
Fee model
AUM / Hourly / Flat Fee / Performance-based
LW
LINSCOMB WEALTH, INC.
HOUSTON, TX
RIA
AUM
$5B–$25B
Advisors
—
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
LH
LITTLE HOUSE CAPITAL, LLC
BRAINTREE, MA
RIA
AUM
$500M–$1B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
LW
LJI WEALTH MANAGEMENT, LLC
INDIANAPOLIS, IN
RIA
AUM
$1B–$5B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Commission / Hourly / Flat Fee
LA
LOMBARD ADVISERS INCORPORATED
BALTIMORE, MD
RIA
AUM
$500M–$1B
Advisors
32
Offices
22
Founded
—
Firm Focus
High Net WorthPension/Profit SharingCharitable Organizations+1
Fee model
AUM / Flat Fee
LI
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Flat Fee / Performance-based
LA
LSV ASSET MANAGEMENT
CHICAGO, IL
RIA
AUM
$25B+
Advisors
6
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based / Other
LK
LUTHER KING CAPITAL MANAGEMENT CORPORATION
FORT WORTH, TX
RIA
AUM
$25B+
Advisors
1
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM / Flat Fee / Performance-based
LC
LYNK CAPITAL MANAGEMENT COMPANY, LLC
JACKSONVILLE, FL
RIA
AUM
$100M–$500M
Advisors
1
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesState/Municipal
Fee model
AUM / Other
MF
MACH-1 FINANCIAL GROUP, LLC
ROGERS, AR
RIA
AUM
$500M–$1B
Advisors
1
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Flat Fee
MA
MADISON AVENUE SECURITIES, LLC
SAN DIEGO, CA
RIA
AUM
$1B–$5B
Advisors
86
Offices
56
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Commission / Hourly / Flat Fee
MW
MAIA WEALTH
DENVER, CO
RIA
AUM
$500M–$1B
Advisors
—
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Flat Fee
M&
MAIRS & POWER
ST. PAUL, MN
RIA
AUM
$5B–$25B
Advisors
6
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM / Flat Fee / Performance-based
MT
MARBLE TRAIL ADVISORS
MIDDLEBURY, VT
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Flat Fee / Other
MA
MARINER ADVISOR NETWORK
OVERLAND PARK, KS
RIA
AUM
$5B–$25B
Advisors
168
Offices
95
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
MI
MARINER INSTITUTIONAL, LLC
WINTER PARK, FL
RIA
AUM
$1B–$5B
Advisors
—
Offices
8
Founded
—
Firm Focus
High Net WorthCharitable OrganizationsState/Municipal
Fee model
AUM / Hourly / Flat Fee
MA
MARSHFIELD ASSOCIATES
WASHINGTON, DC
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM / Performance-based
MI
MASON INVESTMENT ADVISORY SERVICES INC
RESTON, VA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
ML
MCADAM LLC
RADNOR, PA
RIA
AUM
$1B–$5B
Advisors
36
Offices
81
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
M&
MCMORGAN & COMPANY LLC
SAN FRANCISCO, CA
RIA
AUM
$5B–$25B
Advisors
9
Offices
3
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Performance-based / Other
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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.