AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
MI

MEIXLER INVESTMENT MANAGEMENT, LTD.

SHOW LOW, AZ
RIA

Your Investment Advisory Firm of Choice

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Growth PortfoliosRetirement IncomeValue Investing+6
Fee model
AUM
View profile
MC

MEKETA CAPITAL, LLC

DENVER, CO
RIA

Access to Private Markets. Simplified.

AUM
Under $100M
Advisors
10
Offices
2
Founded

Firm Focus

Investment Companies

Expertise

Private MarketsPrivate EquityClosed-end Interval Fund+3
Fee model
AUM
View profile
MF

MELD FINANCIAL, INC.

BIRMINGHAM, AL
RIA

The Meld Advantage

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningWealth ManagementFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
MF

MENCH FINANCIAL INC

CINCINNATI, OH
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
1994

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment AdvisoryAsset ManagementPortfolio Services+1
Fee model
AUM
Account Minimum
$50k
View profile
MP

MENDOZA PRIVATE WEALTH

MIAMI, FL
RIA

Financial Advisor in Miami, FL Offering Fee-Only, Fiduciary Guidance

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyFiduciaryFinancial Planning+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
MC

MENGIS CAPITAL MANAGEMENT, INC.

PORTLAND, OR
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
2001

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Tax-efficient InvestingEquity Portfolio ManagementFixed Income+8
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
ME

MENLO EQUITIES

MENLO PARK, CA
RIA

Investing in mission critical commercial real estate in the most vibrant technology-driven, innovation hub markets in the United States.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Commercial Real EstateCore-plusValue-add+5
Fee model
AUM / Flat Fee / Performance-based / Other
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MC

MENTOR CAPITAL MANAGEMENT INC.

CHICAGO, IL
RIA

We provide OBJECTIVE ADVICE in each and every case.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningSmall-business Services+5
Fee model
AUM / Hourly / Flat Fee
View profile
MA

MEOW ADVISORY, LLC

N/A
RIA

Modern banking for AI agents and global teams

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Business BankingCorporate CardsGlobal Payments+10
Fee model
AUM
View profile
MI

MERCURY INVESTMENT GROUP

MEMPHIS, TN
RIA

Pursuing Superior Returns by Investing in Demographic Trends

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Registered Investment AdvisorDomestic EquityLarge-cap Equities+6
Fee model
AUM
Account Minimum
$500k
View profile
MW

MEREDITH WEALTH PLANNING

MARYVILLE, IL
RIA

Flat-Fee Financial Planning & Investment Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Flat-fee Financial PlanningInvestment ManagementTax Planning+9
Fee model
Flat Fee
View profile
MF

MERIDIAN FINANCIAL, LLC

HOLLISTON, MA
RIA

We are Fee Only Fiduciary Advisors

AUM
$100M–$500M
Advisors
Offices
2
Founded
1993

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryCFP+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
MI

MERIDIAN INVESTMENT ADVISORS, INC.

INDIANAPOLIS, IN
RIA

We are long-term thinkers and asset allocators.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Asset AllocationRisk ManagementLong-term Investing+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
MW

MERIDIAN WEALTH ADVISORS, LLC

ALBUQUERQUE, NM
RIA

Fee-Only Fiduciary Planning for Complex Pension & Equity Compensation Benefits

AUM
$100M–$500M
Advisors
Offices
1
Founded
2006

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryRetirement Planning+7
Fee model
AUM / Flat Fee
View profile
MW

MERIDIAN WEALTH MANAGEMENT

N/A
RIA

We make every client feel like they're our only client.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementTax Strategies+5
Fee model
AUM / Hourly / Flat Fee
View profile
MC

MERIDIEM CAPITAL PARTNERS LP

DALLAS, TX
RIA
AUM
$1B–$5B
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

Low-net EquitySector-focused Portfolio ManagementAlpha Generation+1
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
MW

MERITIS WEALTH MANAGEMENT, INC.

POTOMAC, MD
RIA

A personalized approach to managing wealth

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementInvestment AdvisoryRetirement Planning+3
Fee model
AUM / Hourly
Account Minimum
$750k
View profile
MI

MEROS INVESTMENT MANAGEMENT, LP

DALLAS, TX
RIA

Meros is an investment manager focused on U.S. Microcap equities.

AUM
$100M–$500M
Advisors
Offices
2
Founded
2019

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

U.S. Microcap EquitiesInvestment ManagementRisk-adjusted Returns+1
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
ML

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY
RIA

Boost your business with competitive retirement benefits

AUM
$25B+
Advisors
10k+
Offices
26
Founded

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations+1

Expertise

Small Business 401(k)Retirement PlansSEP IRA+5
Fee model
AUM / Commission / Flat Fee
View profile
MI

MERRION INVESTMENT MANAGEMENT CO, LLC

CRANFORD, NJ
RIA

Small Firm Service, Large Firm Experience

AUM
$100M–$500M
Advisors
Offices
1
Founded
1989

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Separate Account ManagementFixed IncomeEquities+6
Fee model
AUM
Account Minimum
$250k
View profile
M&

MERRITHEW & THORSTEN, INC.

SAN DIEGO, CA
RIA

What is Your Financial Freedom?

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyHolistic Financial PlanningRetirement Planning+6
Fee model
AUM / Other
Account Minimum
$1.0M
View profile
MB

MERRYFIELD BARNES, LLC

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Registered Investment Advisor
Fee model
AUM / Hourly / Flat Fee
View profile
MQ

MESON QUANTITATIVE MANAGEMENT LLC

SAN FRANCISCO, CA
RIA

Using exponential technology & Silicon Valley entrepreneurship to transform traditional industries

AUM
$1B–$5B
Advisors
Offices
1
Founded
2009

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Artificial IntelligenceMachine LearningIndustrial Iot+6
Fee model
AUM
Account Minimum
$1.0M
View profile
M&

MESTMAKER & PETREY WEALTH ADVISORS

BAKERSFIELD, CA
RIA

Build, Protect, & Focus Your Wealth

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ManagementRetirement Strategies+7
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.

Financial Advisory Firms - Page 111 | AdvisorFinder