AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
NW

NEWBORE WEALTH MANAGEMENT, INC.

GLADSTONE, OR
RIA

Get Control of your Financial Future

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment PlanningRetirement Planning+6
Fee model
AUM / Hourly
Account Minimum
$50k
View profile
NW

NEWBRIDGE WEALTH MANAGEMENT

BRYN MAWR, PA
RIA

We partner with you to simplify your financial life so you can fully live yours.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementRetirement Plans+6
Fee model
AUM / Hourly / Flat Fee
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NC

NEWBURY CAPITAL MANAGEMENT, LLC

SOUTH PASADENA, CA
RIA

Investment Solutions To Last A Lifetime

AUM
$100M–$500M
Advisors
Offices
1
Founded
2009

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Investment AdvisoryWealth ManagementPortfolio Construction+7
Fee model
AUM
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NC

NEW CATALYST

WASHINGTON, DC
RIA

Strategic capital for the Next Generation of private market firms

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

Firm Focus

Pooled Vehicles

Expertise

GP SeedingGrowth CapitalAlternative Investments+5
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
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NC

NEW CHINA CAPITAL MANAGEMENT CORP.

STAMFORD, CT
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
1992

Firm Focus

Pooled Vehicles

Expertise

Growth CapitalPrivate EquityChina+3
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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NW

NEWCORP WEALTH MANAGEMENT

ALPHARETTA, GA
RIA

When Markets React

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningCollege SavingsEstate Strategy+3
Fee model
AUM / Flat Fee
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NA

NEWEDGE ADVISORS

NEW ORLEANS, LA
RIA

A Personalized Approach to Wealth Management

AUM
$25B+
Advisors
399
Offices
201
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment StrategiesPortfolio Management+5
Fee model
AUM / Hourly / Flat Fee
View profile
NE

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

WELLESLEY, MA
RIA

Your Trusted Partner for What Matters Most

AUM
$5B–$25B
Advisors
Offices
1
Founded
2005

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementEstate PlanningInvestment Management+7
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
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NE

NEW ENGLAND SCHOONER, INC.

PEABODY, MA
RIA

Personal, Friendly, Invested

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment GuidanceWealth Management+2
Fee model
AUM
Account Minimum
$250k
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NF

NEW FRONTIER ADVISORS, LLC

BOSTON, MA
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment StrategiesPortfolio ManagementCustom Portfolio Proposals+2
Fee model
AUM
Account Minimum
$50k
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NR

NEWFRONT RETIREMENT SERVICES, INC.

SAN MATEO, CA
RIA

Retirement Services

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

Firm Focus

Charitable Organizations

Expertise

401kDefined ContributionERISA+8
Fee model
AUM / Flat Fee
View profile
NH

NEW HARBOR FINANCIAL GROUP, LLC

WORCESTER, MA
RIA

Disciplined investment management. Analysis over hype.

AUM
$500M–$1B
Advisors
1
Offices
1
Founded
2005

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningRisk-managed Investing+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
NH

NEW HORIZON FINANCIAL STRATEGIES, LLC

ITHACA, NY
RIA

dedicated advocates of your dreams

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningWealth ManagementCPA Services+9
Fee model
AUM / Hourly / Flat Fee
View profile
NH

NEW HORIZONS WEALTH MANAGEMENT

CEDAR KNOLLS, NJ
RIA

Make Life More Enjoyable

AUM
$100M–$500M
Advisors
6
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Family FinanceYoung ProfessionalsPersonal Finance+2
Fee model
AUM
View profile
NP

NEWLIGHT PARTNERS LP

NEW YORK, NY
RIA

New Ideas, Familiar Values

AUM
$1B–$5B
Advisors
Offices
1
Founded
2018

Firm Focus

Pooled Vehicles

Expertise

Private EquityAlternative InvestmentsBusiness Building+5
Fee model
AUM / Performance-based
View profile
ND

NEWMAN DIGNAN & SHEERAR, INC

PROVIDENCE, RI
RIA

We strive to help investors achieve financial freedom.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningInvestment ManagementEstate Planning+9
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$500k
View profile
NI

NEWMARKET INVESTMENT MANAGEMENT, LP

PHILADELPHIA, PA
RIA

We aim to establish new markets and apply our skills to new areas of investment opportunity.

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

Firm Focus

Pooled Vehicles

Expertise

Structured FinanceRisk TransferCredit Assets+9
Fee model
AUM / Performance-based
View profile
NW

NEWPORT WEALTH ADVISORS, INC.

NEWPORT BEACH, CA
RIA

Smart financial advice for the discerning investor.

AUM
$100M–$500M
Advisors
5
Offices
3
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement Income PlanningInvestment ManagementFinancial Planning+5
Fee model
AUM
View profile
NR

NEW REPUBLIC PARTNERS

CHARLOTTE, NC
RIA

Access the next level of wealth strategies, customized portfolios and investment performance.

AUM
$1B–$5B
Advisors
Offices
8
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Investment ManagementWealth AdvisoryFamily Office Services+1
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$10.0M
View profile
NC

NEWSOUTH CAPITAL MANAGEMENT INC

MEMPHIS, TN
RIA

Long Horizon + Insight Driven + Fundamental Value

AUM
$1B–$5B
Advisors
Offices
1
Founded
1985

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Value InvestingEquity StrategiesFundamental Analysis+6
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
NC

NEWSQUARE CAPITAL, LLC

NEWTOWN SQUARE, PA
RIA

Intentionally different.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Long-term InvestingPortfolio ManagementInvestment Strategies+1
Fee model
AUM / Flat Fee
View profile
NI

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA

BOSTON, MA
RIA

Active, Multidimensional and Engaged Investment

AUM
$25B+
Advisors
12
Offices
3
Founded
1978

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Active Investment ManagementInstitutionalAlternatives+2
Fee model
AUM / Flat Fee / Performance-based
View profile
NM

NEWVEST MANAGEMENT, LP

N/A
RIA

Pioneering Investable Index Funds For Private Markets

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

Firm Focus

Pooled Vehicles

Expertise

Private MarketsIndex FundsPassive Investing+7
Fee model
Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
NW

NEW WATER CAPITAL, L.P.

BOCA RATON, FL
RIA

We transform companies in growing industries.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityControl InvestmentsLower Middle Market+5
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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 119 | AdvisorFinder