AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
MC

MILLENNIUM CAPITAL ADVISORS, LLC

LITTLE ROCK, AR
RIA

Fully-Customized Wealth Management

AUM
$100M–$500M
Advisors
1
Offices
1
Founded
1996

Firm Focus

High Net WorthCharitable Organizations

Expertise

Wealth ManagementRetirement PlanningInsurance Evaluations+4
Fee model
AUM / Hourly
Account Minimum
$50k
View profile
MI

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

N/A
RIA

Together, we can improve America's 401(k) plans

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

ERISA401(k)Defined Contribution Plans+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
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MI

MILLENNIUM INVESTMENT SERVICES

VAN NUYS, CA
RIA

A steady hand through good times and bad

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Investment AdvisoryFinancial PlanningFee-only+6
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$500k
View profile
MA

MILLER AVENUE ADVISORS LLC

MILL VALLEY, CA
RIA

Approachable. Attentive. Accountable.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementTax Planning+11
Fee model
AUM / Flat Fee
Account Minimum
$3.0M
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MC

MILLER CAPITAL

TROY, MI
RIA

A Different Approach

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementInvestment ConsultingFiduciary+7
Fee model
AUM / Hourly / Flat Fee
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MF

MILLER FINANCIAL SERVICES, INC.

SAN JUAN CAPISTRANO, CA
RIA

YOUR PARTNER IN FINANCIAL SUCCESS & WEALTH BUILDING

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningWealth ManagementInvestment Management+3
Fee model
AUM
View profile
MF

MILLER FINANCIAL SERVICES LLC

MARSHALL, MI
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningInvestment PlanningEstate Planning+8
Fee model
AUM / Hourly / Flat Fee
View profile
MG

MILLER, GESKO & COMPANY INC.

BUFFALO, NY
RIA

Your journey is unique. And your wealth management strategy should be as well.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementPersonal Business ManagementAffluent Clients
Fee model
AUM / Hourly
Account Minimum
$1.0M
View profile
MT

MILLER TABAK ASSET MANAGEMENT

MATAWAN, NJ
RIA

Active Management of High-Quality Municipal Bonds

AUM
$1B–$5B
Advisors
Offices
1
Founded
1988

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Municipal BondsFixed IncomeTax-exempt+3
Fee model
AUM
Account Minimum
$300k
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MW

MILLER WEALTH ADVISORS, LLC

N/A
RIA

Retirement Planning Success Starts with you

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

Firm Focus

High Net Worth

Expertise

Retirement PlanningInvestment ManagementPortfolio Management+2
Fee model
AUM
View profile
MP

MILL POINT CAPITAL LLC

NEW YORK, NY
RIA

Transformative Capital. Operationally Intensive. Value Creation.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower-middle MarketControl Investments+7
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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MC

MILLSTREET CAPITAL MANAGEMENT LLC

BOSTON, MA
RIA

A disciplined, proven & repeatable investment process within a niche market

AUM
$5B–$25B
Advisors
Offices
1
Founded
2010

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

High YieldLeveraged LoansSmall-to-mid Cap Credit+6
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
MW

MILLS WEALTH ADVISORS, LLC

SOUTHLAKE, TX
RIA

Invest Wisely, Live Confidently.

AUM
$500M–$1B
Advisors
Offices
1
Founded
1999

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+9
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$500k
View profile
MA

MINDSET ASSET MANAGEMENT, LLC

INDIANAPOLIS, IN
RIA

Where Advisors Go for Options

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

Pension/Profit Sharing

Expertise

Options StrategiesConcentrated Stock PositionsDownside Hedging+6
Fee model
AUM / Hourly / Other
View profile
M&

MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

CAMPBELL, CA
RIA

Located in the heart of Silicon Valley, our firm is dedicated to assisting you with any of your tax, accounting & wealth management needs

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementPortfolio ManagementTax Preparation+4
Fee model
AUM / Hourly
Account Minimum
$100k
View profile
MW

MINERVA WEALTH ADVISORY

NEW YORK, NY
RIA

When It's Time for Clarity and Confidence in Your Financial Life

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningPortfolio ManagementWealth Management+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
MM

MIRABILIS MANAGEMENT COMPANY LLC

N/A
RIA

An investor in industrial and industrial technology companies.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

IndustrialIndustrial TechnologyM&a+11
Fee model
AUM / Flat Fee
View profile
MA

MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC

NEW YORK, NY
RIA

Transforming the future through investment.

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Venture CapitalGrowth EquityReal Estate+6
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
MC

MIRAMONTES CAPITAL, LLC

NEWPORT BEACH, CA
RIA

Financial Planning for Wherever Life Takes You

AUM
$100M–$500M
Advisors
7
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningRetirement PlanningInvestment Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$75k
View profile
MA

MIRAVAST ASSET MANAGEMENT, LLC

NEWTOWN, PA
RIA

Pioneers in Life Contingent Investing

AUM
$1B–$5B
Advisors
1
Offices
2
Founded
2012

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Life Contingent InvestingLongevity RiskMedical Underwriting+5
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$5.0M
View profile
MC

MIRI CAPITAL MANAGEMENT LLC

BOSTON, MA
RIA

Investment Focus and Value-Add

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

Firm Focus

Pooled Vehicles

Expertise

SoftwareIndustrial ServicesBusiness Services+7
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
MP

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

SKOKIE, IL
RIA

Pursuing your financial goals with experienced guidance

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementRetirement PlanningBusiness Owner Solutions+3
Fee model
AUM / Hourly / Flat Fee
View profile
MC

MISSION CREEK CAPITAL PARTNERS, INC.

SAN FRANCISCO, CA
RIA

WE PRESERVE, GROW AND PERPETUATE CLIENT ASSETS

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Wealth ManagementPrivate Equity Distribution ManagementConcentrated Stock Management+12
Fee model
AUM / Hourly / Performance-based
View profile
MF

MISSION FINANCIAL GROUP, LLC

LAS VEGAS, NV
RIA

Helping People Retire With a Tailored Plan

AUM
$100M–$500M
Advisors
5
Offices
2
Founded
2018

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningPortfolio ManagementAlternative Investments+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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 113 | AdvisorFinder