AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
PP

PAINTED PORCH ADVISORS LLC

SANTA BARBARA, CA
RIA

We believe that true wealth is not just about possessions. It's about discovering and maximizing the parts of life that bring unencumbered joy.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Wealth ManagementFinancial PlanningFee-only+5
Fee model
AUM / Flat Fee
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PW

PALADINO WEALTH

MONTGOMERY, TX
RIA

Personal Relationships & Strategic Success

AUM
$100M–$500M
Advisors
Offices
1
Founded
2020

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment ManagementRetirement Planning+7
Fee model
AUM
Account Minimum
$500k
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PH

PALATINE HILL WEALTH MANAGEMENT

BIRMINGHAM, MI
RIA

Looking Beyond to Guide You Down the Road

AUM
$100M–$500M
Advisors
Offices
2
Founded
2017

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment AdviceEstate PlanningTrusts+9
Fee model
AUM / Hourly / Flat Fee
View profile
PI

PALISADE INFRASTRUCTURE

NEW YORK, NY
RIA

PALISADE IS AN INDEPENDENT, GLOBAL INFRASTRUCTURE AND REAL ASSETS MANAGER

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

Firm Focus

Pooled Vehicles

Expertise

InfrastructureReal AssetsMid-market Investing+4
Fee model
AUM / Performance-based
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PI

PALISADE INVESTMENTS, LLC

ZEPHYR COVE, NV
RIA

Retirement Specialists

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement Planning401(k)Fiduciary Advisory+4
Fee model
AUM / Flat Fee
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PW

PALISADE WEALTH MANAGEMENT

DRAPER, UT
RIA

Invest with Confidence

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFiduciaryFee-only+7
Fee model
AUM
View profile
PC

PALLAS CAPITAL ADVISORS, LLC

BRAINTREE, MA
RIA

Wealth Management Planning Today for Tomorrow's Enjoyment

AUM
$1B–$5B
Advisors
8
Offices
5
Founded
2019

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+7
Fee model
AUM / Hourly / Flat Fee
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PD

PALM DRIVE CAPITAL LLC

NEW YORK, NY
RIA

Conviction before consensus.

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

Firm Focus

Pooled Vehicles

Expertise

Early-stage InvestingPre-seedSeed+3
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$2.0M
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PV

PALM VALLEY CAPITAL MANAGEMENT

JACKSONVILLE BEACH, FL
RIA

DISCIPLINED FOCUSED ON ABSOLUTE RETURNS PROCESS

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Small Cap ValueAbsolute ReturnCapital Preservation+3
Fee model
AUM
Account Minimum
$5.0M
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PC

PALOUSE CAPITAL MANAGEMENT, INC.

SPOKANE, WA
RIA

Providing value investing strategies to institutional and individual investors since 1994

AUM
$100M–$500M
Advisors
Offices
3
Founded
1994

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Value InvestingFundamental ValueSmall/mid Cap+5
Fee model
AUM / Flat Fee
Account Minimum
$100k
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PC

PAMPLONA CAPITAL MANAGEMENT LLC

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityTMTAlternative Investments+1
Fee model
AUM / Other
View profile
PC

PAN CAPITAL MANAGEMENT LP

HOUSTON, TX
RIA

Energy Expertise. Macro Insight. Global Perspective.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Energy MarketsMacro MarketsAlternative Investments+4
Fee model
AUM / Performance-based
View profile
PL

PANDI, LLC

KANSAS CITY, MO
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Family OfficeInvestment AdvisoryMulti-asset Portfolios+1
Fee model
Hourly / Flat Fee
View profile
PW

PANORAMA WEALTH ADVISORS

GREENWOOD VILLAGE, CO
RIA

Delivering a Panorama view of your wealth is our passion

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningRetirement PlanningInvestment Planning+3
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
PC

PANTERA CAPITAL

SAN FRANCISCO, CA
RIA

First U.S. institutional asset manager focused exclusively on blockchain technology.

AUM
$1B–$5B
Advisors
Offices
4
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

BlockchainCryptocurrencyDigital Assets+5
Fee model
AUM / Performance-based
View profile
PW

PARABLE WEALTH ADVISORS

ST AUGUSTINE, FL
RIA

Independent Wealth Advisors Dedicated to Protecting Your Legacy

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFamily OfficeBusiness Owners Advisory+8
Fee model
AUM / Flat Fee
View profile
PA

PARADIGM ADVISORS, LLC

DALLAS, TX
RIA

HELPING YOU MAKE INFORMED FINANCIAL DECISIONS TO LEAD YOUR IDEAL LIFE.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Financial PlanningInvestment ManagementTax Strategy+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$10k
View profile
PC

PARADIGM CAPITAL MANAGEMENT

RENO, NV
RIA

Strategic planning to help you ACHIEVE YOUR FINANCIAL GOALS

AUM
$100M–$500M
Advisors
Offices
1
Founded
1996

Firm Focus

High Net Worth

Expertise

Portfolio ManagementWealth ManagementFee-only Advisory+8
Fee model
AUM
Account Minimum
$1.0M
View profile
PG

PARADIGM GLOBAL INVESTORS

DALLAS, TX
RIA

Bespoke Investment Design. Disciplined Execution.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

OCIOInstitutional InvestingFiduciary Oversight+10
Fee model
AUM / Flat Fee / Other
View profile
PI

PARADIGM INVESTMENT MANAGEMENT

MIAMI, FL
RIA

Soluciones de Inversión Institucional para Asesores Offshore

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

RIA Registrado En EE.UU.Asesores OffshoreCustodia Institucional+6
Fee model
AUM / Performance-based
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PW

PARADIGM WEALTH MANAGEMENT, LLC

WESTLAKE, OH
RIA

Empowering You and Your Financial Future with Personalized, Innovative Strategies and Expertise

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningAsset ManagementRetirement Planning+5
Fee model
AUM / Hourly / Other
View profile
PC

PARAFI CAPITAL LP

NEW YORK, NY
RIA

A leading multi-strategy investment firm focused on the digital asset and blockchain ecosystem across public and private markets.

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

Firm Focus

Pooled Vehicles

Expertise

Digital AssetsBlockchainPublic Markets+7
Fee model
AUM / Performance-based
View profile
PC

PARAGON CAPITAL MANAGEMENT

DENVER, CO
RIA

Fee-only Fiduciary Advisors Serving High-Net-Worth Families, Executives, and Business Owners to Build and Preserve Wealth.

AUM
$1B–$5B
Advisors
Offices
1
Founded
1990

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-only FiduciaryRetirement PlanningInvestment Portfolio Management+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
PF

PARAGON FINANCIAL ADVISORS

COLLEGE STATION, TX
RIA

Wealth Management You Can Trust, Built on Proven Expertise

AUM
$1B–$5B
Advisors
Offices
1
Founded
2007

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+10
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 128 | AdvisorFinder