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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+)
M&

MURPHY & MULLICK CAPITAL MANAGEMENT CORP

SMITHTOWN, NY
RIA

Your trust. Our expertise.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementRetirement PlanningPortfolio Construction+4
Fee model
AUM / Hourly / Flat Fee
View profile
MP

MURPHY POHLAD ASSET MANAGEMENT LLC

EDEN PRAIRIE, MN
RIA

We Deliver Extraordinary Services Through Personalization and Long-Term Partnership

AUM
$500M–$1B
Advisors
Offices
1
Founded
2000

Firm Focus

High Net Worth

Expertise

Fee-only AdvisoryPortfolio ManagementEquity Strategy+10
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
View profile
MI

MURRAY INVESTMENT MANAGEMENT, LLC

HOUSTON, TX
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningPersonalized Service
Fee model
AUM / Hourly
View profile
ML

MUSAFFA LLC

NEW YORK, NY
RIA

Build your own portfolio, stock by stock.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Halal InvestingStock ScreeningETF Screening+7
Fee model
AUM / Other
View profile
MR

MUSIC ROW WEALTH MANAGEMENT

NASHVILLE, TN
RIA

Create more music. impact. opportunities. ideas. confidence.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningSongwriters+3
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
MS

MUSTARD SEED WEALTH MANAGEMENT

MAGNOLIA, AR
RIA

Custom Investment Strategies For Every Stage of Life

AUM
$100M–$500M
Advisors
Offices
6
Founded
2002

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningEstate PlanningPortfolio Management+7
Fee model
AUM / Hourly / Flat Fee
View profile
MO

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

OMAHA, NE
RIA

The Power of Advice

AUM
Under $100M
Advisors
207
Offices
28
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningInvestment AdviceEstate Planning+5
Fee model
AUM / Hourly / Flat Fee / Other
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MA

MWA ASSET MANAGEMENT

DANVERS, MA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Investment ManagementPortfolio ManagementIndividual Equities+8
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
MW

MYCIO WEALTH PARTNERS, LLC

PHILADELPHIA, PA
RIA

Independent. Objective. Built Around You.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Fiduciary Investment LeadershipOutsourced CIOHigh-net-worth Individuals+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
MC

MZ CAPITAL, LLC

N/A
RIA

flourish simply.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-onlyFiduciaryWealth Management+9
Fee model
AUM / Hourly / Flat Fee
View profile
NI

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

OMAHA, NE
RIA

HELPING YOU MEET YOUR FINANCIAL GOALS

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment PlanningPortfolio ManagementInvestment Counseling+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
NF

NADLER FINANCIAL GROUP, INC.

DEERFIELD, IL
RIA
AUM
$1B–$5B
Advisors
17
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningWealth ManagementEmployee Benefits+2
Fee model
AUM
View profile
NP

NAPIER PARK GLOBAL CAPITAL (US) LP

NEW YORK, NY
RIA

The Global Choice in Alternative Credit

AUM
$5B–$25B
Advisors
7
Offices
2
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Alternative CreditCLO ManagementCredit Strategies+6
Fee model
AUM / Performance-based
Account Minimum
$50.0M
View profile
NG

NAPLES GLOBAL ADVISORS

NAPLES, FL
RIA

A Thoughtful Approach to Investment Management

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

Firm Focus

High Net Worth

Expertise

Investment ManagementRetirement PlanningWealth Transfer Planning+5
Fee model
AUM
Account Minimum
$1.0M
View profile
NM

NAPLES MONEY MANAGEMENT LLC

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement IncomePortfolio ManagementPrincipal Preservation+4
Fee model
AUM / Hourly / Flat Fee
View profile
NW

NAPLES WEALTH PLANNING

BONITA SPRINGS, FL
RIA

The Better Way To Financial Freedom

AUM
$100M–$500M
Advisors
3
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Portfolio ManagementFinancial PlanningEstate Planning+7
Fee model
AUM / Commission / Hourly / Flat Fee
Account Minimum
$250k
View profile
N

NASEEB

N/A
RIA

Build wealth you can live with.

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Values-based InvestingWealth ManagementPersonalized Strategy+2
Fee model
AUM / Flat Fee
View profile
NC

NASSAU CORAMERICA LLC

EL SEGUNDO, CA
RIA

Real estate private equity; re-imagined.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Private Equity Real EstateMiddle MarketActive Management+3
Fee model
AUM / Performance-based / Other
View profile
NG

NASSAU GLOBAL CREDIT LLC

NEW YORK, NY
RIA

Intelligent Credit Solutions

AUM
$5B–$25B
Advisors
Offices
2
Founded
2017

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

ClosLeveraged LoansHigh-yield Bonds+6
Fee model
AUM / Performance-based
View profile
NP

NASSAU PRIVATE CREDIT LLC

DARIEN, CT
RIA

Unique Approach. Effective Stewardship.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Structured CreditCollateralized Loan ObligationsClos+4
Fee model
AUM / Performance-based
View profile
NI

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

MILWAUKEE, WI
RIA

TRADITIONAL FIXED INCOME AND ENHANCED YIELD STRATEGIES

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Fixed IncomeEnhanced YieldActive Bond Management+7
Fee model
AUM / Performance-based
Account Minimum
$20.0M
View profile
NW

NATIONAL WEALTH MANAGEMENT GROUP, LLC

CINCINNATI, OH
RIA

Understanding Your Financial Future

AUM
$500M–$1B
Advisors
16
Offices
7
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRetirement PlanningInvestment Strategies+4
Fee model
AUM / Hourly / Flat Fee
View profile
NF

NATIONS FINANCIAL GROUP, INC.

CEDAR RAPIDS, IA
RIA

Results Rooted in Relationships

AUM
$1B–$5B
Advisors
79
Offices
25
Founded
1998

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementAdvisor SupportBroker-dealer+4
Fee model
AUM / Flat Fee
Account Minimum
$25k
View profile
NC

NATURAL CAPITAL

FAYETTEVILLE, AR
RIA

Relationship-Driven Flexible Capital Focused on Arkansas and the Heartland

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

Firm Focus

Pooled Vehicles

Expertise

Private InvestmentReal EstateWorkforce Housing+7
Fee model
AUM / Performance-based / Other
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 117 | AdvisorFinder