Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
NW
NORTH WOODS WEALTH MANAGEMENT
BUFFALO, NY
RIA
Welcome to North Woods
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Expertise
Wealth ManagementFiduciaryCash Flow Modeling+5
Fee model
AUM / Flat Fee
NA
NOTE ADVISORS, LLC
BUFFALO, NY
RIA
Holistic Financial Planning & Wealth Management Designed for You.
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Expertise
Holistic Financial PlanningWealth ManagementBehavioral Money Coaching+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
NF
NOVA FINANCIAL SERVICES
TUCSON, AZ
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Expertise
Financial PlanningAsset ManagementAsset Allocation+5
Fee model
AUM / Hourly / Flat Fee
NI
NOVA INFRASTRUCTURE MANAGEMENT, LLC
NEW YORK, NY
RIA
Catalyzing Value Creation In Infrastructure
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
Pooled Vehicles
Expertise
Infrastructure InvestmentMiddle MarketEnvironmental Services+7
Fee model
AUM / Performance-based
NW
NOVA WEALTH MANAGEMENT, INC.
BONITA SPRINGS, FL
RIA
Secure your legacy. Protect your wealth.
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Expertise
Retirement PlanningInvestment ManagementTax Optimization+10
Fee model
AUM / Hourly
Account Minimum
$150k
NG
NOVEM GROUP
ROCHESTER, NY
RIA
Client focused. Results Driven. Plan Your Future.
AUM
$1B–$5B
Advisors
21
Offices
8
Founded
1994
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+2
Expertise
Wealth ManagementRetirement PlanningGroup Retirement Plans+7
Fee model
AUM / Hourly / Flat Fee
NW
NOVI WEALTH PARTNERS
PRINCETON, NJ
RIA
Everyone Has A Unique Vision For Their Lives
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
1998
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Expertise
Fee-onlyFiduciaryWealth Management+9
Fee model
AUM / Hourly / Flat Fee
NC
NPM CONSULTING, LLC
N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Expertise
Investment ManagementFinancial PlanningTax Services+8
Fee model
AUM / Flat Fee
NP
NPPG PLAN PROFESSIONALS, LLC
SHREWSBURY, NJ
RIA
Your Needs. Our Experts.™
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
Charitable OrganizationsState/Municipal
Expertise
Employee BenefitsRetirement Plan ServicesActuarial Consulting+4
Fee model
AUM / Flat Fee / Other
Account Minimum
$25k
NW
NRI WEALTH MANAGEMENT, LLC
SANTA CLARA, CA
RIA
Your Partner for Wealth Management
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Expertise
Wealth ManagementFinancial PlanningTax Planning+13
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
NA
NTV ASSET MANAGEMENT, LLC
CHARLESTON, WV
RIA
Client Driven Investment Advisors
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2000
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Expertise
Discretionary AdvisoryPortfolio ManagementAsset Allocation+7
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
NI
NUANCE INVESTMENTS, LLC
KANSAS CITY, MO
RIA
Value. Delivered.
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
2008
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Expertise
Value InvestingMid Cap ValueConcentrated Value+5
Fee model
AUM
Account Minimum
$10.0M
N
NUMA
MIAMI, FL
RIA
One Name. One Legend. Many Technologies.
AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—
Firm Focus
High Net Worth
Expertise
Investment AdvisoryWealth ManagementWealth Planning+9
Fee model
AUM / Flat Fee / Other
Account Minimum
$50k
NI
NUTTER INVESTMENT ADVISORS
BOSTON, MA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit Sharing
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
NT
NUT TREE CAPITAL MANAGEMENT, LP
NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
Pooled Vehicles
Expertise
Stressed And Distressed Corporate DebtHigh Yield DebtSpecial Situations+3
Fee model
AUM / Performance-based
NA
NUVERSE ADVISORS LLC
HALLANDALE BEACH, FL
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Expertise
Investment ManagementWealth AdvisoryFamily Offices+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
NC
NVERSES CAPITAL, LLC
WELLINGTON, FL
RIA
AUM
$100M–$500M
Advisors
1
Offices
1
Founded
—
Firm Focus
Pooled Vehicles
Expertise
Systematic TradingMachine LearningManaged Accounts+5
Fee model
Flat Fee / Performance-based
NA
NWM ADVISORS, LLC
SAN LUIS OBISPO, CA
RIA
Welcome to NWM Advisors, LLC
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit SharingCharitable Organizations
Expertise
Financial PlanningInvestment Portfolio ManagementRegistered Investment Adviser+1
Fee model
AUM
NI
NXG INVESTMENT MANAGEMENT
DALLAS, TX
RIA
Infrastructure Experts Since 2003
AUM
$1B–$5B
Advisors
2
Offices
1
Founded
2003
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles
Expertise
Infrastructure InvestingMidstream EnergyEnergy Infrastructure+7
Fee model
AUM / Performance-based
Account Minimum
$250k
NI
NYL INVESTORS LLC
NEW YORK, NY
RIA
Experience. Discipline. Long-term focus.
AUM
$25B+
Advisors
19
Offices
6
Founded
—
Firm Focus
Investment CompaniesPooled VehiclesPension/Profit Sharing
Expertise
Fixed IncomeReal EstatePrivate Placements+9
Fee model
AUM / Flat Fee / Performance-based / Other
Account Minimum
$100.0M
NC
NZS CAPITAL LLC
DENVER, CO
RIA
Welcome to NZS Capital
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
Pooled VehiclesPension/Profit Sharing
Expertise
Global Growth PortfoliosComplexity InvestingComplex Adaptive Systems+4
Fee model
AUM / Performance-based
Account Minimum
$50.0M
OC
O15 CAPITAL PARTNERS, LLC
ATLANTA, GA
RIA
Investors in Emerging America
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
Pooled Vehicles
Expertise
Alternative InvestmentsPrivate CreditMezzanine Debt+11
Fee model
AUM / Performance-based
Account Minimum
$250k
OC
OAC CAPITAL ADVISORS LLC
N/A
RIA
We harness the power of proven experience
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net Worth
Expertise
Multi-family OfficeWealth ManagementInstitutional Experience+3
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$1.1M
OA
OAK ADVISORS, LLC
BLUFFTON, SC
RIA
ROOTED IN TRUST, WEALTH MANAGEMENT YOU CAN GROW WITH.
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Expertise
Fee-onlyFiduciaryIndependent+9
Fee model
AUM / Hourly / Flat Fee
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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.
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