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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+)
NW

NAUTILUS WEALTH ADVISORS

INDIALANTIC, FL
RIA

Your Aspirations are our Inspiration

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningInvestment Strategy+5
Fee model
AUM / Flat Fee
View profile
N&

NAVELLIER & ASSOCIATES INC

RENO, NV
RIA

What Type of Investor Are You?

AUM
$1B–$5B
Advisors
Offices
1
Founded
1987

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Growth StocksQuantitative AnalysisFundamental Analysis+9
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
NP

NAVIANT PARTNERS, LLC

FAIRHOPE, AL
RIA

Built for the Journey.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth AdvisoryFamily OfficeMulti-family Office+4
Fee model
AUM / Hourly / Flat Fee
View profile
NP

NAVIGATE PRIVATE WEALTH, LLC

DRAPER, UT
RIA

Our Experience. Your Journey.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFinancial PlanningAsset Management+3
Fee model
AUM / Hourly / Flat Fee
View profile
NG

NAVIGATION GROUP LLC

REDWOOD SHORES, CA
RIA

ENVISION THE JOURNEY WITH A TEAM COMMITTED TO PUTTING YOUR INTERESTS FIRST

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementRetirement PlanningInvestment Advice+8
Fee model
AUM / Hourly / Flat Fee
View profile
NC

NAVIMED CAPITAL ADVISORS, LLC

ROSSLYN, VA
RIA

We partner with exceptional management teams to build compelling businesses for this new era of healthcare.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityHealthcareHealthcare Services+6
Fee model
AUM / Performance-based
View profile
N

NAVIQUANT

N/A
RIA

Logic in investing.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Quantitative InvestingRules-based InvestingActive Management+7
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
NW

NAVISTA WEALTH MANAGEMENT, INC.

MINNETONKA, MN
RIA

FINANCIAL GUIDANCE FOR A FULFILLING LIFE.

AUM
$500M–$1B
Advisors
4
Offices
2
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningPortfolio ManagementRetirement Planning+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
View profile
NF

NAVPOINT FINANCIAL, INC.

PRIOR LAKE, MN
RIA

Charting the Right Course

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningPortfolio Advice+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$3.0M
View profile
NF

NAVY FEDERAL INVESTMENT SERVICES, LLC

VIENNA, VA
RIA

You Deserve the Future You Want

AUM
$1B–$5B
Advisors
168
Offices
29
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestmentsLife Insurance+3
Fee model
AUM
Account Minimum
$50k
View profile
NC

NBC CAPITAL ADVISORS

BEAVERTON, OR
RIA

Your wealth, thoughtfully managed.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningPortfolio Management+8
Fee model
AUM
View profile
NS

NBC SECURITIES, INC.

BIRMINGHAM, AL
RIA

We're not just financial advisors. We're legacy builders.

AUM
$1B–$5B
Advisors
67
Offices
26
Founded
1995

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$50k
View profile
NI

NBZ INVESTMENT ADVISORS, LLC

KNOXVILLE, TN
RIA

Innovative Planning · Diversified Investing

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Registered Investment AdvisorFiduciaryCPA+7
Fee model
AUM / Hourly / Flat Fee
View profile
NP

NEBRODI PARTNERS, LLC

HARTFORD, CT
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

Pension/Profit SharingState/Municipal

Expertise

Private EquityFund InvestingCo-investing+4
Fee model
Flat Fee / Performance-based
View profile
N

NEFPG

BURLINGTON, MA
RIA

Serving you. Well.

AUM
$100M–$500M
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningAsset Preservation+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
NC

NEMO CAPITAL

N/A
RIA

Charting your financial future

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

High Net Worth

Expertise

Financial PlanningInvestment ManagementWealth Protection+4
Fee model
AUM / Performance-based
View profile
N+

NERAD + DEPPE WEALTH MANAGEMENT

LA JOLLA, CA
RIA

Prudent Financial Planning + Disciplined Rules-Based Investing

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyWealth ManagementInvestment Portfolios+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
NE

NEST EGG

CONSHOHOCKEN, PA
RIA

Make better investment decisions now.

AUM
$100M–$500M
Advisors
9
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

On-demand Financial AdvisorsInvestment AdvisoryPortfolio Management+3
Fee model
AUM
Account Minimum
$1k
View profile
NI

NESTEGGS, INC.

JACKSONVILLE, FL
RIA

turn-key. transparent. Transformative.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

401(k)Pension PlansMultiple Employer Plans+8
Fee model
AUM / Hourly / Flat Fee
View profile
N

NESTVST

SUGAR LAND, TX
RIA

Personalized Investing, Simplified.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Wealth AdvisoryRobo-advisoryPortfolio Rebalancing+7
Fee model
AUM / Flat Fee
View profile
NE

NESTYIELD ETFS

DOWNEY, CA
RIA

Focused on Income. Driven by Opportunity.

AUM
$500M–$1B
Advisors
2
Offices
1
Founded
2024

Firm Focus

High Net WorthInvestment Companies

Expertise

EtfsOptions-based Income StrategiesIncome Investing+5
Fee model
AUM / Commission
Account Minimum
$25k
View profile
NA

NEUENSCHWANDER ASSET MANAGEMENT, LLC

MCFARLAND, WI
RIA

Your Personal CFOs

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

Firm Focus

High Net WorthState/Municipal

Expertise

Retirement PlanningInvestment ManagementTax Planning+6
Fee model
AUM / Flat Fee
View profile
NP

NEUMEIER POMA INVESTMENT COUNSEL LLC

CARMEL, CA
RIA

Small Caps. Big Ideas.

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Small CapValue InvestingEquities
Fee model
AUM
Account Minimum
$20.0M
View profile
NR

NEVILLE, RODIE & SHAW INC

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
1933

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Long-only InvestingSeparate Account ManagementWealth Protection+6
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
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 118 | AdvisorFinder