AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
MC

METEORA CAPITAL, LLC

BOCA RATON, FL
RIA
AUM
$1B–$5B
Advisors
1
Offices
1
Founded
2021

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Event-driven InvestingEquitiesCredit+5
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
MI

METLIFE INVESTMENT MANAGEMENT, LLC

WHIPPANY, NJ
RIA

Broader reach. Deep insights. Specialized capabilities.

AUM
$25B+
Advisors
39
Offices
11
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Multi-assetEquitiesPublic Fixed Income+7
Fee model
AUM / Performance-based / Other
View profile
MW

MEYERS WEALTH MANAGEMENT, LLC

COLUMBUS, OH
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningRetirement PlanningEstate Planning+5
Fee model
AUM
View profile
MP

MFG PRIVATE WEALTH

CANONSBURG, PA
RIA

Your family of financial professionals

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementRetirement PlanningEstate Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
MW

MG&A WEALTH

PLANTATION, FL
RIA

We do more than manage wealth, we help manage lives

AUM
$1B–$5B
Advisors
11
Offices
2
Founded
1984

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningPortfolio Management+4
Fee model
AUM / Hourly / Flat Fee / Other
View profile
MF

MG FINANCIAL LLC

BRAINTREE, MA
RIA

Expert advice, personalized service, and durable solutions.

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1996

Firm Focus

IndividualsPooled VehiclesState/Municipal

Expertise

Investment ManagementWealth ManagementFinancial Planning+10
Fee model
AUM / Hourly / Other
View profile
MP

MGFS PRIVATE WEALTH, LLC

N/A
RIA

Wealth brings complexity, we bring clarity.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementPortfolio ManagementFinancial Planning+9
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
MI

MGG INVESTMENT GROUP LP

NEW YORK, NY
RIA

Flexibility. Certainty. Results.

AUM
$5B–$25B
Advisors
—
Offices
4
Founded
2014

Firm Focus

Pooled Vehicles

Expertise

Middle-market LendingFlexible CapitalCapital Structure+3
Fee model
AUM / Performance-based
View profile
MI

M&G INVESTMENTS (USA) INC.

CHICAGO, IL
RIA

Intelligence Connected

AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Institutional InvestingGlobal InvestmentsInvestment Funds
Fee model
AUM / Performance-based
View profile
MA

MHS ADVISORY SERVICES, LLC

MAPLE GROVE, MN
RIA

Focus on Living

AUM
$100M–$500M
Advisors
7
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment ManagementEstate PlanningRetirement Planning+9
Fee model
AUM / Hourly / Flat Fee / Other
View profile
MI

MIAI, INC.

DALLAS, TX
RIA

An Independent Brokerage Firm

AUM
$100M–$500M
Advisors
4
Offices
1
Founded
1999

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Independent BrokerageInvestment AdvisoryFinancial Solutions+1
Fee model
AUM / Commission / Hourly / Flat Fee
View profile
MV

MIAMI VALLEY PORTFOLIO MANAGEMENT INC

BROOKVILLE, OH
RIA

CONFIDENCE | EXPERIENCE | TRADITION

AUM
$100M–$500M
Advisors
4
Offices
3
Founded
1959

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyFiduciaryPortfolio Management+3
Fee model
AUM / Commission / Hourly
Account Minimum
$10k
View profile
M&

MIDDLETON & COMPANY INC.

BOSTON, MA
RIA

Investment Management. Investment Counsel.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementInvestment CounselIndependent Advisory+5
Fee model
AUM
Account Minimum
$1.0M
View profile
MI

MIDTOWN INVESTMENT ADVISORS LLC

MIAMI, FL
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Real EstateInvestment AdvisoryPrivate Funds+2
Fee model
AUM
View profile
MF

MIDWEST FINANCIAL GROUP LLC

OVERLAND PARK, KS
RIA

Financial freedom means different things to different people.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

IRA Rollovers401k PlansLife Insurance+7
Fee model
AUM / Hourly / Flat Fee
View profile
MF

MIDWEST FINANCIAL NETWORK, LLC

TINLEY PARK, IL
RIA

Retirement Planning Without The Pressure

AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningWealth ManagementRetirement Income Strategies+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
MW

MILAGRE WEALTH MANAGEMENT, INC.

WHITE PLAINS, NY
RIA

Fiduciary: Founded in trust and Ethically bound to your best interest

AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryInvestment Advisory+2
Fee model
AUM
Account Minimum
$50k
View profile
MF

MILESTONE FINANCIAL ASSOCIATES, LLC

MACUNGIE, PA
RIA

HOW YOU GET THERE MATTERS

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFinancial PlanningEstate Planning+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
MI

MILESTONE INVESTMENTS, INC.

CHARLOTTE, NC
RIA

401(k) Fiduciary and Wealth Management Services

AUM
$100M–$500M
Advisors
2
Offices
1
Founded
1999

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

401k Plan ServicesFiduciary AdvisoryIndividual Wealth Management+8
Fee model
AUM / Commission / Hourly
View profile
MP

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

FAIRPORT, NY
RIA

Wealth managed to a FIDUCIARY STANDARD

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment ManagementFinancial PlanningWealth Management+4
Fee model
AUM / Flat Fee
View profile
MW

MILE WEALTH MANAGEMENT

IRVINE, CA
RIA

Making It Look Easy

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only AdvisingFinancial PlanningInvestment Management+5
Fee model
AUM / Hourly / Flat Fee
View profile
MC

MILITIA CAPITAL MANAGEMENT, LLC

AUSTIN, TX
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Long/short EquityHedge FundSmall Cap+4
Fee model
AUM / Performance-based
Account Minimum
$50k
View profile
MA

MILLARES ASSET MANAGEMENT, LLC

CORAL GABLES, FL
RIA

Follow the Sun™

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementWealth EnhancementWealth Transfer+6
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$1.0M
View profile
MC

MILL CAPITAL MANAGEMENT, LLC

CONCORD, NC
RIA

Investing for Generations

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementEstate Planning+7
Fee model
AUM
Account Minimum
$2.0M
View profile

Looking for the right firm?

Get personalized recommendations based on your financial goals and needs.

Get matched→
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 112 | AdvisorFinder