AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
PF

PARAGON FINANCIAL SERVICES

RICHMOND, VA
RIA

Empowering you to live richly

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementAdvanced Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
View profile
PP

PARAGON PRIVATE WEALTH MANAGEMENT LLC

LEXINGTON, KY
RIA

Serving You and Your Family

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

FiduciaryWealth ManagementInvestment Management+8
Fee model
AUM / Flat Fee
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PC

PARALLAXES CAPITAL

LOS ANGELES, CA
RIA

Pioneering tax receivable agreement investing and tax as an asset class

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

Firm Focus

Pooled Vehicles

Expertise

Tax Receivable AgreementsAlternative Asset ManagementTRA Monetization+3
Fee model
AUM / Performance-based / Other
Account Minimum
$10.0M
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PG

PARAMOUNT GROUP REAL ESTATE ADVISOR LLC

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Class A OfficeReal EstateNew York City+2
Fee model
AUM / Performance-based / Other
Account Minimum
$10.0M
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PP

PARE PARTNERS LLC

MIAMI, FL
RIA

Niche driven investments

AUM
Under $100M
Advisors
—
Offices
2
Founded
2006

Firm Focus

Pooled Vehicles

Expertise

Real EstateAsset ManagementResidential For-sale+12
Fee model
AUM / Performance-based
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PP

PARIAX PRIVATE WEALTH MANAGEMENT

NEWPORT BEACH, CA
RIA

SECURING ONE LEGACY AT A TIME

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Private Wealth ManagementInvestment ManagementWealth Accumulation+7
Fee model
AUM
Account Minimum
$1.0M
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PI

PARKER INVESTMENT MANAGEMENT, LLC

N/A
RIA

INVEST FOR A BRIGHTER FUTURE

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
1987

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Fee-onlySec-registeredFiduciary+8
Fee model
AUM / Performance-based
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PW

PARKSHORE WEALTH MANAGEMENT

GRANITE BAY, CA
RIA

YOU HAVE THE DREAMS. WE HAVE THE TOOLS. ™

AUM
$500M–$1B
Advisors
—
Offices
4
Founded
2008

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningTax PlanningFee-only Financial Planning+8
Fee model
AUM / Hourly / Flat Fee / Other
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PW

PARKSTONE WEALTH MANAGEMENT, LLC

ARLINGTON, TX
RIA

Your dedication, hard work, and commitment to the game have led you to where you are today.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementProfessional AthletesTax Efficient Strategies+4
Fee model
AUM
Account Minimum
$3.0M
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PU

PARKVIEW US LLC

NEW YORK CITY, NY
RIA

Your Trusted Partner for Enduring Wealth

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2011

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Multi-family OfficeWealth ManagementOCIO+13
Fee model
AUM / Flat Fee
Account Minimum
$10.0M
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PA

PARKWAY ADVISORS, L.P.

ABILENE, TX
RIA

Guiding insurance companies through the complexities of insurance investing and regulation is at the heart of our business.

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing+1

Expertise

Insurance Investment ManagementStatutory ReportingInsurance Regulation+9
Fee model
AUM / Flat Fee
View profile
PA

PARLIN ADVISORS LLC

HAGUE, NY
RIA
AUM
Under $100M
Advisors
—
Offices
1
Founded
2019

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial CounselingFinancial PlanningInvestment Advisory+1
Fee model
AUM
View profile
PM

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

MINNEAPOLIS, MN
RIA

MORE THAN ADVISORS. PARTNERS FOR LIFE.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningLegacy PlanningSuccession Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$2.5M
View profile
PF

PARROT FINANCE, INC.

N/A
RIA

Easy Investing, Backed by Professional Strategies

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Copy TradingAutomated InvestingAI Portfolio Recommendations+4
Fee model
Flat Fee
Account Minimum
$250
View profile
PC

PARSONS CAPITAL MANAGEMENT INC

PROVIDENCE, RI
RIA

A Tradition in Money Management

AUM
$1B–$5B
Advisors
—
Offices
3
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementPortfolio ManagementPersonal Financial Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
PL

PARTHENON LLC

LOUISVILLE, KY
RIA

Providing philosophically sound, reasoned investment guidance coupled with exceptional personal service.

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1999

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementEquity InvestingFixed Income+8
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
&

&PARTNERS

NASHVILLE, TN
RIA

The Power of &

AUM
$25B+
Advisors
504
Offices
42
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Wealth ManagementFinancial AdvisoryInvestment Solutions+4
Fee model
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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PC

PARTNERS CAPITAL SERVICES, INC.

HAUPPAUGE, NY
RIA

Investment Advisory Services

AUM
$100M–$500M
Advisors
18
Offices
2
Founded
2004

Firm Focus

High Net WorthState/Municipal

Expertise

Portfolio ManagementInvestment AdvisoryWealth Management+4
Fee model
AUM
Account Minimum
$5k
View profile
PE

PARTNERS ENTERPRISE CAPITAL LLC

CHICAGO, IL
RIA

We Are Partners

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityReal Estate Operating CompaniesInvestment Advisory+3
Fee model
Performance-based / Other
View profile
PA

PARVIN ASSET MANAGEMENT, LLC

SIOUX FALLS, SD
RIA

ENDURING VALUE. CONSISTENT PROFITABILITY.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2001

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Portfolio ManagementCapital PreservationValue Investing+4
Fee model
AUM
Account Minimum
$500k
View profile
PI

PASI INVESTMENTS, LLC

FARMINGTON, CT
RIA

Taking the work out of Retirement Planning

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Retirement PlanningPension Administration401(k) Plans+7
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
P&

PASKIN & BERLER CAPITAL ADVISORS, LLC

N/A
RIA

Global, Multi-Asset Class Portfolios

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

Firm Focus

High Net WorthState/Municipal

Expertise

Global PortfoliosMulti-asset ClassCapital Preservation+4
Fee model
AUM
Account Minimum
$10.0M
View profile
PW

PASQUA WEALTH SOLUTIONS

PALM CITY, FL
RIA

To Select the Financial Strategies that will Maximize your Net Worth over time

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial StrategiesNet WorthBusiness Owners+1
Fee model
AUM
View profile
PD

PATH DIGITAL ADVISORS, LLC

CHICAGO, IL
RIA

Stop Trading. Start Investing.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pension/Profit Sharing

Expertise

CryptocurrencyRobo-advisorDigital Assets+5
Fee model
AUM
Account Minimum
$100
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 129 | AdvisorFinder