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Browse financial advisory firms

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

Showing 24 firms (page 2+)
MP

MOUNTAIN PASS PLANNING

HOPEWELL JUNCTION, NY
RIA

Your Financial Advocate in Hopewell Junction, New York

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Flat-fee PlanningInvestment ManagementFinancial Planning+2
Fee model
AUM / Hourly / Flat Fee
View profile
MP

MOUNTAIN POINT CREDIT MANAGEMENT LLC

GREENWICH, CT
RIA

Diversification. Optimization.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Leveraged LoansSystematic InvestingData Analytics+3
Fee model
AUM / Performance-based
View profile
ML

MOUNT LOGAN MANAGEMENT

NEW YORK, NY
RIA

A US-based asset management and insurance solutions platform built for scale

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

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Asset ManagementInsurance Solutions
Fee model
AUM / Performance-based
View profile
MS

MOUNT STREET PORTFOLIO ADVISERS LLC

NEW YORK, NY
RIA

A servicing partner who stays close to your deals

AUM
Under $100M
Advisors
Offices
1
Founded

Expertise

Loan ServicingLoan AdministrationAsset Management+9
Fee model
AUM
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ML

MOZAIC, LLC

BEVERLY HILLS, CA
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
2007

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Family OfficeOutsourced CIOAlternative Investments+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100.0M
View profile
MP

MPE PARTNERS

CLEVELAND, OH
RIA

Helping management teams grow and strengthen their businesses is our passion.

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

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketLeveraged BuyoutsRecapitalizations+7
Fee model
AUM / Performance-based
View profile
MI

MPFA INC.

N/A
RIA

Get Ultimate Financial Advocacy.

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

State/Municipal

Expertise

Financial Advisor MatchingInvestor AdvocacyAdvisor Vetting+2
Fee model
Flat Fee
View profile
MW

MPI WEALTH MANAGEMENT LLC

HINSDALE, IL
RIA

MAKING FINANCIAL MARKETS WORK FOR YOU

AUM
$100M–$500M
Advisors
Offices
1
Founded
1986

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Conservative Asset ManagementFixed IncomeEquity+4
Fee model
AUM / Commission
Account Minimum
$1.0M
View profile
MW

MPM WEALTH ADVISORS

HOLLAND, OH
RIA

You've worked hard. Now, Retire right.

AUM
$1B–$5B
Advisors
1
Offices
6
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Retirement PlanningWealth ManagementInvestment Management+11
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$1.0M
View profile
MP

M PREMIER PARTNERS

INDIAN WELLS, CA
RIA

Live Your Premier Life

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment ManagementRetirement PlanningRetirement Income+7
Fee model
AUM / Hourly / Flat Fee
View profile
MF

MPS-LORIA FINANCIAL PLANNERS,LLC

BURR RIDGE, IL
RIA

MPS LORIA is committed to helping families and business owners grow, manage & protect their wealth.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Private Wealth PlanningInvestment ManagementFiduciary Advisory+6
Fee model
AUM / Hourly
View profile
MM

MQS MANAGEMENT, LLC

NEW YORK, NY
RIA

Quantitative Global Macro

AUM
$100M–$500M
Advisors
Offices
1
Founded
2008

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

QuantitativeGlobal MacroHedge Fund+2
Fee model
AUM / Performance-based
View profile
MA

MRA ADVISORY GROUP

SARASOTA, FL
RIA

Tactical investing with a human touch

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Tactical InvestingFee-based AdvicePortfolio Management+6
Fee model
AUM / Flat Fee / Subscription
View profile
MM

MRE MANAGEMENT, LLC

ANNAPOLIS, MD
RIA

WE ARE OPERATORS WITH CAPITAL.

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

Firm Focus

Pooled Vehicles

Expertise

Family OfficePrivate Company InvestingMid-market+7
Fee model
Performance-based / Other
View profile
MC

MSH CAPITAL ADVISORS LLC

SCOTTSDALE, AZ
RIA

Integrity. Trust. Results.

AUM
$1B–$5B
Advisors
25
Offices
4
Founded
2020

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fee-onlyFiduciaryInvestment Portfolios+8
Fee model
AUM / Flat Fee
Account Minimum
$5k
View profile
MW

MSP WEALTH MANAGEMENT, LLC

KLAMATH FALLS, OR
RIA

Keep More of What You Earn.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Tax PlanningWealth ManagementFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
MF

MTM FINANCIAL GROUP, LLC

BETHLEHEM, PA
RIA

With Us, It's Always About More Than Money

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial AdvisoryInvestment ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
MC

MUDRICK CAPITAL

NEW YORK, NY
RIA

Welcome to Mudrick Capital

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Stressed CreditDistressed CreditInvestment Management+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
M&

MUHLENKAMP & CO INC

WEXFORD, PA
RIA

Independent Since 1978

AUM
$100M–$500M
Advisors
4
Offices
1
Founded
1978

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Independent Investment ManagementValue InvestingReturn On Shareholder Equity+6
Fee model
AUM / Hourly
Account Minimum
$100k
View profile
MC

MUIRFIELD CAPITAL GLOBAL ADVISORS LLC

PALM BEACH, FL
RIA

Alternative Special Situations Investing

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Alternative InvestingSpecial Situations
Fee model
AUM / Performance-based
View profile
MW

MULHOLLAND WEALTH ADVISORS, LLC

SCOTTSDALE, AZ
RIA

A True Advisory Partnership

AUM
$500M–$1B
Advisors
16
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementPortfolio ConstructionQuantitative Research+7
Fee model
AUM
Account Minimum
$200k
View profile
MA

MULLOOLY ASSET MANAGEMENT, INC.

WALL TOWNSHIP, NJ
RIA

Be Sure.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryFinancial Planning+6
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
MW

MUNN WEALTH MANAGEMENT, LLC

MAUMEE, OH
RIA

Empowering Clients for Lives of Significance

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningTax PlanningInvestment Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
MC

MURPHY CLARKE WILLIAMS & STONE LLC

MIAMI BEACH, FL
RIA

Building Wealth, One Stone at a Time

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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 116 | AdvisorFinder