Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
OH
OAK HARVEST INVESTMENT SERVICES
HOUSTON, TX
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
OW
OAK WEALTH ADVISORS LLC
NORTHBROOK, IL
RIA
AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal+1
Fee model
AUM / Flat Fee
OC
OBSIDIAN CIO, LLC
NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPension/Profit SharingState/Municipal
Fee model
AUM / Other
OC
OCEANIQ CAPITAL, LLC
REDWOOD CITY, CA
RIA
AUM
$100M–$500M
Advisors
1
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Hourly / Flat Fee / Performance-based
O3
OMNI 360 WEALTH, INC.
PLAINSBORO, NJ
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
OF
ONEASCENT FINANCIAL SERVICES LLC
BIRMINGHAM, AL
RIA
AUM
$1B–$5B
Advisors
16
Offices
37
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
OC
ONE CAPITAL MANAGEMENT, LLC
WESTLAKE VILLAGE, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
7
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+4
Fee model
AUM / Hourly / Flat Fee / Subscription
OW
OPAL WEALTH ADVISORS, LLC
JERICHO, NY
RIA
AUM
$1B–$5B
Advisors
9
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
OC
OPTIMA CAPITAL LLC
BEAVERTON, OR
RIA
AUM
$100M–$500M
Advisors
1
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly
Account Minimum
$50k
OA
OREI ADVISORS LP
AUSTIN, TX
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled Vehicles
Fee model
AUM / Performance-based
Account Minimum
$10.0M
OP
ORG PORTFOLIO MANAGEMENT LLC
BEACHWOOD, OH
RIA
AUM
$5B–$25B
Advisors
—
Offices
5
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
OP
ORION PORTFOLIO SOLUTIONS, LLC
OMAHA, NE
RIA
AUM
$25B+
Advisors
103
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+2
Fee model
AUM / Flat Fee / Performance-based
OA
OSAIC ADVISORY SERVICES, LLC
ATLANTA, GA
RIA
AUM
$5B–$25B
Advisors
826
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
OI
OSAIC INSTITUTIONS, INC.
MERIDEN, CT
RIA
AUM
$5B–$25B
Advisors
604
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
OW
OSAIC WEALTH, INC.
SCOTTSDALE, AZ
RIA
AUM
$25B+
Advisors
10k+
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
OC
OSTERWEIS CAPITAL MANAGEMENT
SAN FRANCISCO, CA
RIA
AUM
$5B–$25B
Advisors
8
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+1
Fee model
AUM / Flat Fee
OF
OXFORD FINANCIAL GROUP, LTD
CARMEL, IN
RIA
AUM
$5B–$25B
Advisors
—
Offices
7
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Flat Fee
PP
PAINTED PORCH ADVISORS LLC
SANTA BARBARA, CA
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Flat Fee
PC
PALLAS CAPITAL ADVISORS, LLC
BRAINTREE, MA
RIA
AUM
$1B–$5B
Advisors
8
Offices
7
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
PV
PALM VALLEY CAPITAL MANAGEMENT
JACKSONVILLE BEACH, FL
RIA
AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM
PC
PARAGON CAPITAL MANAGEMENT
DENVER, CO
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
PP
PARAGON PRIVATE WEALTH MANAGEMENT LLC
LEXINGTON, KY
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
&
&PARTNERS
NASHVILLE, TN
RIA
AUM
$25B+
Advisors
504
Offices
42
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+3
Fee model
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
PC
PATHWAY CAPITAL MANAGEMENT, LP
IRVINE, CA
RIA
AUM
$25B+
Advisors
—
Offices
4
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Performance-based
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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.