AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AC

ARBA CREDIT MANAGEMENT, L.P.

CONSHOHOCKEN, PA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2019

Firm Focus

Pooled Vehicles

Expertise

Private CreditLower Middle MarketDistressed Debt+6
Fee model
AUM / Performance-based
View profile
AI

ARBOR INVESTMENT ADVISORS

WINSTON SALEM, NC
RIA

Investment Advising Rooted in Deeper Understanding

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

Firm Focus

IndividualsHigh Net WorthState/Municipal+1

Expertise

Investment ManagementFinancial PlanningWealth Advisory+9
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
AR

ARBOR REALTY COLLATERAL MANAGEMENT, LLC

UNIONDALE, NY
RIA
AUM
$1B–$5B
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

MultifamilySingle-family RentalCommercial Real Estate+6
Fee model
AUM
View profile
AL

ARBOUR LANE CAPITAL MANAGEMENT LP

STAMFORD, CT
RIA
AUM
$5B–$25B
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Opportunistic CreditSpecial SituationsPrivate Investment Management
Fee model
AUM / Performance-based
View profile
AC

ARCA CAPITAL MANAGEMENT

MARINA DEL REY, CA
RIA

Building Financial Products for the Modern World

AUM
Under $100M
Advisors
3
Offices
2
Founded

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

BlockchainDigital AssetsTokenization+6
Fee model
AUM
View profile
AI

ARCADIA INVESTMENT ADVISORS, LLC

EAGLE, ID
RIA

Trust Integrity Mission Knowledge Communication

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

Firm Focus

High Net Worth

Expertise

Fee-only AdvisoryInvestment ManagementPersonalized Investment Plans+5
Fee model
AUM
Account Minimum
$100k
View profile
AC

ARCADIUS CAPITAL PARTNERS INC.

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle MarketUpstream Oil And Gas+3
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
AC

ARCATAUR CAPITAL MANAGEMENT LLC

MILWAUKEE, WI
RIA

Long Term Focus...seeing the forest for the trees.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2003

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementSeparately Managed PortfoliosFiduciary+7
Fee model
AUM
View profile
AC

ARCHEAN CAPITAL PARTNERS II, L.L.C.

NEWTOWN SQUARE, PA
RIA

A Unique Opportunity

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Private MarketsBuyoutGrowth+6
Fee model
AUM / Performance-based / Other
View profile
AC

ARCHER CAPITAL GROUP MANAGEMENT, LLC

LOS ANGELES, CA
RIA

Active Secondary Investors

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

Firm Focus

Pooled Vehicles

Expertise

Direct SecondariesGrowth EquityFollow-on Capital+5
Fee model
AUM / Performance-based
View profile
AC

ARCHITECT CAPITAL CORP.

SAN FRANCISCO, CA
RIA

Building Financial Infrastructure for the Future

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

Firm Focus

Pooled Vehicles

Expertise

Capital SolutionsFinancial Infrastructure
Fee model
AUM / Performance-based
View profile
AO

ARCH OTC LLC

N/A
RIA

Potenciamos tu portafolio de inversión con crypto

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

CryptoInversión En CriptomonedasAsesoría De Inversión+4
Fee model
AUM
Account Minimum
$100
View profile
AI

ARCHPOINT INVESTORS

CORAL GABLES, FL
RIA
AUM
$1B–$5B
Advisors
Offices
2
Founded
2008

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Investment SolutionsPortfolio ConstructionFamily Office+2
Fee model
AUM / Flat Fee / Performance-based
View profile
AW

ARCHVEST WEALTH ADVISORS, INC.

CONCORD, CA
RIA

What we do is provide peace of mind.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2014

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Financial PlanningEstate PlanningInvestment Management+7
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
AG

ARCO GLOBAL MANAGEMENT, LLC

GUAYNABO, PR
RIA

A private firm rooted in long-term vision

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

Firm Focus

Pooled Vehicles

Expertise

Special SituationsReal AssetsInvestment Management+3
Fee model
Flat Fee / Performance-based / Other
View profile
AI

ARCTARIS IMPACT INVESTORS

WELLESLEY, MA
RIA

Building to Endure

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

Firm Focus

Pooled Vehicles

Expertise

Impact InvestingOpportunity ZonesGrowth Equity+4
Fee model
AUM / Performance-based / Other
Account Minimum
$1.0M
View profile
AC

ARDENT CAPITAL MANAGEMENT, INC.

CINCINNATI, OH
RIA

25 years of sound decision making

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

EquitiesFixed IncomeHigh Dividend Strategies+8
Fee model
AUM / Performance-based
Account Minimum
$3.0M
View profile
AI

ARDINALL INVESTMENT MANAGEMENT LP

NEW YORK, NY
RIA

INVESTMENT MANAGEMENT FIRM

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Investment Management
Fee model
AUM / Performance-based
View profile
AW

ARETE WEALTH ADVISORS, LLC

CHICAGO, IL
RIA

Active Management for Your Retirement Planning

AUM
$1B–$5B
Advisors
125
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Retirement PlanningManaged PortfoliosIRA Distributions+9
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
Account Minimum
$50k
View profile
AC

ARETEX CAPITAL MANAGEMENT, LP

NEW YORK, NY
RIA

Transforming businesses to achieve their potential.

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Private EquityGrowth InvestingEntrepreneurial Partnerships+2
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
AP

ARGAND PARTNERS, LP

NEW YORK, NY
RIA

Building Global Growth Platforms in the Middle Market

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

Firm Focus

Pooled Vehicles

Expertise

Middle MarketPrivate EquityGlobal Growth+3
Fee model
AUM / Performance-based
View profile
AA

ARGENT ADVISORS, INC.

RUSTON, LA
RIA

Worry Less. Live More.

AUM
$1B–$5B
Advisors
4
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningRetirement Income PlanningInvestment Management+6
Fee model
AUM / Hourly / Flat Fee
View profile
AC

ARGENTEM CREEK PARTNERS

NEW YORK, NY
RIA

Emerging Markets Specialists

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

Firm Focus

Pooled Vehicles

Expertise

Emerging MarketsLatin AmericaEmerging Asia+4
Fee model
AUM / Flat Fee / Performance-based
View profile
A

ARGENTIC

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate FinanceReal Estate InvestmentInvestment Management
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 14 | AdvisorFinder