AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
NC

NORLAND CAPITAL LP

N/A
RIA

We are the right partner for Entrepreneur-led tech companies.

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

Firm Focus

Pooled Vehicles

Expertise

Tech InvestingSoftware BuyoutsMinority And Control Transactions+7
Fee model
AUM / Performance-based
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NF

NORRIS FINANCIAL GROUP, LLC

GREENVILLE, SC
RIA

The experience & innovation to help you achieve your goals.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fiduciary Investment ManagementFinancial PlanningPortfolio Management+6
Fee model
AUM / Hourly / Flat Fee
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NA

NORTH AMERICAN WEALTH ADVISORS INC.

JORDAN, MN
RIA

A Cup of Coffee and a Second Opinion

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

Firm Focus

High Net WorthState/Municipal

Expertise

Wealth ManagementInvestment PlanningFinancial Planning+4
Fee model
AUM
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NI

NORTHEAST INVESTMENT MANAGEMENT INC

BOSTON, MA
RIA

The True Measure of Wealth

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

Firm Focus

High Net Worth

Expertise

Investment ManagementFiduciary ServicesEstate Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$3.0M
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NP

NORTHEAST PLANNING ASSOCIATES, INC.

BEDFORD, NH
RIA

We'll handle it for you.

AUM
$100M–$500M
Advisors
68
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Family OfficeFinancial PlanningTax Strategies+4
Fee model
AUM / Hourly / Flat Fee
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NE

NORTHERN EDGE WEALTH MANAGEMENT

MARQUETTE, MI
RIA

Your Edge Starts Here

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement Income PlanningFinancial PlanningInvestment Management+4
Fee model
AUM / Hourly / Flat Fee
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NT

NORTHERN TRUST INVESTMENTS, INCORPORATED

CHICAGO, IL
RIA

Risk-aware solutions, powered by practical wisdom

AUM
$25B+
Advisors
124
Offices
8
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+3

Expertise

Asset ManagementIndex EquityRisk Management+7
Fee model
AUM / Flat Fee / Performance-based / Other
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NF

NORTHFORT FINANCIAL, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2007

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFinancial PlanningInvestment Management+4
Fee model
AUM / Flat Fee
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NG

NORTH GROUND CAPITAL

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Absolute ReturnLong-short EquityArbitrage+3
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$500k
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NA

NORTHILL AIMS, LLC

RICHARDSON, TX
RIA

Remember where you started. Know where you are going.

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

Firm Focus

High Net Worth

Expertise

Private WealthMultigenerational PlanningFamily Enterprise+2
Fee model
AUM
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NA

NORTHLAND ASSET MANAGEMENT

MINNEAPOLIS, MN
RIA

Trusted Financial Solutions

AUM
$100M–$500M
Advisors
22
Offices
2
Founded
2002

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Public FinanceMunicipal BondsFixed Income+9
Fee model
AUM / Hourly / Flat Fee / Other
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NC

NORTHLANE CAPITAL PARTNERS

BETHESDA, MD
RIA

An experienced investment partner to leading healthcare and business services companies

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketHealthcare+4
Fee model
AUM / Performance-based
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NP

NORTH PEAK CAPITAL MANAGEMENT, LLC

NEW YORK, NY
RIA

Public Markets, Private Equity-Style

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Public MarketsPrivate Equity
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
NP

NORTH PIER FIDUCIARY MANAGEMENT, LLC

MARINA DEL REY, CA
RIA

Conflict Free

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fiduciary ServicesAsset ManagementConsulting
Fee model
AUM / Flat Fee
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NP

NORTH POINT PORTFOLIO MANAGERS CORPORATION

ORANGE VILLAGE, OH
RIA

Personalized investment solutions designed around your financial goals

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

Firm Focus

High Net Worth

Expertise

Fee-onlyFiduciaryRegistered Investment Advisor+7
Fee model
AUM
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NA

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

BLUE BELL, PA
RIA

FOCUSED. INDEPENDENT. ATTENTION TO DETAIL.

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

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment ManagementPortfolio Management+5
Fee model
AUM
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NA

NORTHSTAR ASSET MANAGEMENT, INC

BOSTON, MA
RIA

Progressive Wealth Management

AUM
$500M–$1B
Advisors
Offices
1
Founded
1990

Firm Focus

IndividualsHigh Net WorthState/Municipal+1

Expertise

Socially Responsible InvestingShareholder ActivismValues-aligned Investing+11
Fee model
AUM
Account Minimum
$5.0M
View profile
NF

NORTHSTAR FIDUCIARY PARTNERS, LLC

N/A
RIA

Your Customized 401(k) Investment Fiduciary Solution

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

ERISA 3(38) Fiduciary401(k) PlansDefined Benefit Plans+5
Fee model
AUM / Flat Fee
View profile
NF

NORTHSTAR FINANCIAL ADVISORS, INC.

N/A
RIA

Trust, Competence, Service

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningValue InvestingTax Advisory+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
NF

NORTHSTAR FINANCIAL COMPANIES, INC.

CONSHOHOCKEN, PA
RIA

INTEGRITY. ACCOUNTABILITY. EXPERIENCE.

AUM
$500M–$1B
Advisors
Offices
3
Founded
1996

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementEstate Planning+7
Fee model
AUM / Hourly
View profile
NF

NORTHWEST FINANCIAL ADVISORS LLC

HERNDON, VA
RIA

PARTNERING AND PLANNING WITH PURPOSE.

AUM
$1B–$5B
Advisors
20
Offices
12
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement Income PlanningTax EfficiencyMulti-generational Wealth Planning+5
Fee model
AUM / Hourly
Account Minimum
$5k
View profile
NF

NORTHWEST FINANCIAL SERVICES INC

INDIANAPOLIS, IN
RIA

Providing Financial Direction

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

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryFinancial PlanningComprehensive Advice+1
Fee model
AUM / Flat Fee
View profile
NQ

NORTHWEST QUADRANT WEALTH MANAGEMENT

BEND, OR
RIA

When advising clients our guiding principle is to act consistent with what the client would do if they knew everything about investing.

AUM
$500M–$1B
Advisors
1
Offices
2
Founded
1963

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
NI

NORTHWOOD INVESTORS LLC

DENVER, CO
RIA

Differentiated approach to real estate investing

AUM
$5B–$25B
Advisors
Offices
9
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Real Estate InvestingVertically-integratedOffice+8
Fee model
AUM / Performance-based / Other
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 121 | AdvisorFinder