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Browse financial advisory firms

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

Showing 24 firms (page 2+)
PF

POLARIS FINANCIAL PARTNERS, LLC

WESTERVILLE, OH
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningCustomized StrategiesWealth Management+1
Fee model
AUM / Flat Fee
View profile
PF

POLARIS FINANCIAL PLANNING, LLC.

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Investment Advisory
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
View profile
PP

POLLOCK PLANNING ASSOCIATES INC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningPersonal FinanceWealth Management
Fee model
AUM / Flat Fee
View profile
PC

POLPO CAPITAL MANAGEMENT LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2021

Firm Focus

Pooled Vehicles

Expertise

CMBSFixed Income ArbitrageDistressed Real Estate+4
Fee model
AUM / Performance-based
Account Minimum
$100k
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PC

POLUS CAPITAL MANAGEMENT (US) INC.

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

Firm Focus

Pooled Vehicles

Expertise

Leveraged CreditSpecial SituationsStructured Credit+5
Fee model
AUM / Performance-based
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PH

PONDERA HOLDINGS LLC

CHICAGO, IL
RIA

Growth through strategic capital.

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

Firm Focus

Pooled Vehicles

Expertise

Growth EquityPermanent CapitalPrivate Equity+5
Fee model
Performance-based / Other
View profile
PS

POPULAR SECURITIES, LLC

HATO REY, PR
RIA

Para ese siguiente paso, tienes tu isla, tu gente, tu banco.

AUM
$1B–$5B
Advisors
66
Offices
8
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Retail BankingCommercial BankingMobile Banking+7
Fee model
AUM / Other
Account Minimum
$50k
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PC

PORT CAPITAL LLC

CHICAGO, IL
RIA

A Culture of Investment Excellence

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Concentrated EquityEquity ManagementLong-term Investing+5
Fee model
AUM
Account Minimum
$500k
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PW

PORTER WHITE INVESTMENT ADVISORS, INC.

BIRMINGHAM, AL
RIA

Providing Expert Advice and Guidance Since 1975

AUM
$500M–$1B
Advisors
1
Offices
1
Founded
1975

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment ManagementMunicipal Advisory+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
PD

PORTFOLIO DESIGN LABS, LLC

ENCINO, CA
RIA

Boutique investment management firm. Cutting-edge investment solutions.

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

Firm Focus

High Net Worth

Expertise

Boutique Investment ManagementDynamic Wealth ManagementThematic Capital Management+6
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
PC

POST CAPITAL PARTNERS

NEW YORK, NY
RIA

Executive-first investing

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

Firm Focus

Pooled Vehicles

Expertise

Executive-first InvestingPrivate EquitySenior Executive Partnerships+2
Fee model
AUM / Performance-based / Other
Account Minimum
$2.0M
View profile
PO

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX
RIA

A More Specialized Approach to Managing Wealth

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement Distribution PlanningTax OptimizationRisk Managed Investing+2
Fee model
AUM / Hourly
Account Minimum
$1.0M
View profile
PR

POST RESCH TALLON GROUP

PITTSFORD, NY
RIA

Let us help you reach your financial goals!

AUM
$100M–$500M
Advisors
5
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningFinancial PlanningPortfolio Construction+12
Fee model
AUM
View profile
PW

POTENTIA WEALTH

SAN JOSE, CA
RIA

Family Financial Wellbeing

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Family Financial PlanningWealth ManagementLife Planning+7
Fee model
AUM / Flat Fee
View profile
PI

POWELL INVESTMENT ADVISORS, LLC

MIAMI, FL
RIA

Protecting and Compounding Wealth Across Generations

AUM
$500M–$1B
Advisors
Offices
1
Founded
2010

Firm Focus

High Net WorthPooled Vehicles

Expertise

Wealth ManagementFamily OfficeInvestment Advisory+7
Fee model
AUM / Flat Fee / Performance-based
View profile
PA

POWER ASSET MANAGEMENT LLC

LOS ANGELES, CA
RIA

A formula to protect you and your family by joining our family

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Business ManagementTax AdvisoryLifestyle Concierge+6
Fee model
AUM
Account Minimum
$500k
View profile
PI

POWER INNOVATION PARTNERS, L.P.

NEW YORK, NY
RIA

PARTNER TO GLOBAL TRADERS AND INNOVATORS IN THE POWER SECTOR

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

Firm Focus

Pooled Vehicles

Expertise

Energy TradingPower SectorGrowth Capital+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
PI

POWERS INVESTMENT ADVISORY CORPORATION

N/A
RIA

Achieve Financial Success

AUM
$100M–$500M
Advisors
1
Offices
1
Founded
1984

Firm Focus

High Net Worth

Expertise

Investment ManagementFinancial PlanningSecurities Transactions+5
Fee model
AUM
View profile
PS

POWER SUSTAINABLE MANAGER US, INC.

MIAMI, FL
RIA

We are a pure-play sustainable alternative asset manager

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Sustainable InvestingAlternative AssetsPrivate Equity+5
Fee model
Performance-based / Other
View profile
PE

PPC ENTERPRISES LLC

NEW YORK, NY
RIA

Growth Stewardship

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

Firm Focus

Pooled Vehicles

Expertise

Middle-market Private EquityAcquisitionsIndustrial Services+5
Fee model
Flat Fee / Performance-based
View profile
PF

PRACTICE FINANCIAL GROUP

JACKSONVILLE, OR
RIA

We help you plant seeds today for your financial harvest tomorrow.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment ManagementFinancial PlanningDental Practice Owners+8
Fee model
AUM / Flat Fee
View profile
PR

PRAIRIE RIVERS INVESTMENTS, LLC

ROBINSON, IL
RIA

Fulfilling Responsibilities for a Better Tomorrow

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment AdvisoryRisk ReductionAsset Growth+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
PC

PRAXIS CAPITAL MANAGEMENT LLC

CHICAGO, IL
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2018

Firm Focus

Pooled Vehicles

Expertise

Global Macro InvestingAlternative InvestmentsDiscretionary Trading+9
Fee model
AUM / Performance-based
View profile
PF

PREISZ FINANCIAL

PORTLAND, OR
RIA

Your Future... Our Passion.

AUM
$500M–$1B
Advisors
8
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

401k AdvisoryWealth ManagementFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
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 134 | AdvisorFinder