AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
PG

PRELUDE GROWTH PARTNERS

NEW YORK, NY
RIA

Partner of choice for category disrupting consumer brands

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

Firm Focus

Pooled Vehicles

Expertise

Consumer BrandsGrowth EquityClean Beauty+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
PP

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

PALM HARBOR, FL
RIA

Serving As Your Family CFO

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Tax PlanningWealth ManagementWealth Preservation+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$300k
View profile
PA

PREMIS ADVISORS, LLC

ATLANTA, GA
RIA

Find Peace of mind, Go enjoy life

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Wealth ManagementRisk ManagementInvestment Strategy+3
Fee model
AUM / Flat Fee
Account Minimum
$10.0M
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PR

PREPARED RETIREMENT INSTITUTE LLC

LANSDALE, PA
RIA

Educate. Prepare. Manage.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFinancial PlanningWealth Management+7
Fee model
AUM / Hourly
Account Minimum
$100k
View profile
PA

PRESCOTT ADVISORS, LLC

DALLAS, TX
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
1996

Firm Focus

Pooled Vehicles

Expertise

Real EstateInvestmentsDevelopment+3
Fee model
AUM / Performance-based
View profile
PP

PRESERVER PARTNERS

MEMPHIS, TN
RIA

Unlocking Niche Opportunities Across Asset Classes

AUM
$100M–$500M
Advisors
Offices
1
Founded
2009

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Fund Of FundsMulti-asset ClassAbsolute Return+4
Fee model
AUM
Account Minimum
$250k
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PI

PRESIDIO INVESTORS LLC

AUSTIN, TX
RIA

Partnering with Exceptional Teams to Create Value in Niche Industries

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

Firm Focus

Pooled Vehicles

Expertise

Middle MarketPrivate EquityBusiness Services+3
Fee model
AUM / Performance-based
View profile
PI

PRESTON INVESTMENTS

KINGMAN, AZ
RIA

Where We Build Your Financial Future

AUM
$100M–$500M
Advisors
Offices
1
Founded
1970

Firm Focus

High Net WorthState/Municipal

Expertise

Estate PlanningWealth ManagementInvestment Advisory+4
Fee model
AUM
View profile
PI

PREVE INVERSIONES

N/A
RIA

Protección Patrimonial

AUM
Not disclosed
Advisors
Offices
1
Founded
2022

Firm Focus

High Net Worth

Expertise

Protección PatrimonialAsesoramiento En InversionesDiversificación De Activos+5
Fee model
AUM
Account Minimum
$50k
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PF

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PORTLAND, OR
RIA

Investing doesn't have to be complicated.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment ManagementRetirement PlanningFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
PW

PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC

NEW YORK, NY
RIA

The Home of Legends

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

Firm Focus

Pooled Vehicles

Expertise

Music PublishingCatalog AcquisitionArtist Partnerships+3
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
PB

PRIME BUCHHOLZ LLC

PORTSMOUTH, NH
RIA

An investment partner that goes above and beyond

AUM
$5B–$25B
Advisors
Offices
3
Founded
1988

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Investment ConsultingOutsourced CIOMission-aligned Investing+6
Fee model
AUM / Flat Fee / Other
View profile
PM

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC

WALNUT CREEK, CA
RIA

We believe we provide a starting point for investors seeking to access private credit markets.

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

Firm Focus

Pooled Vehicles

Expertise

Private CreditAlternative CreditShort-duration+4
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
PE

PRINCETON EQUITY GROUP

PRINCETON, NJ
RIA

Built Differently, by Design

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityFranchisorsMulti-location Businesses+5
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
PG

PRINCETON GLOBAL ASSET MANAGEMENT LLC

PRINCETON, NJ
RIA

True financial freedom is about more than just having money.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth PlanningInvestment ManagementTax Planning+9
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
PV

PRINCETON VALUE PARTNERS LLC

NEW YORK, NY
RIA

Uncommon Value

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

High Net WorthPooled Vehicles

Expertise

Value InvestingQuantamental InvestingGlobal Equities+7
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
PR

PRINCIPAL REAL ESTATE

DES MOINES, IA
RIA
AUM
$25B+
Advisors
Offices
16
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Closed-end FundCommercial Real EstateCMBS+4
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$25.0M
View profile
PW

PRINCIPIA WEALTH ADVISORY, LLC

DALLAS, TX
RIA

By Wisdom A House Is Built

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementFiduciary+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
PI

PRINCIPIUM INVESTMENTS LLC

N/A
RIA

A Principled Approach to Wealth Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-onlyWealth ManagementFinancial Planning+10
Fee model
AUM / Hourly / Flat Fee
View profile
PA

PRISM ADVISORS, INC.

STUDIO CITY, CA
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Registered Investment AdviserInvestment Advisory
Fee model
AUM / Hourly / Flat Fee
View profile
PA

PRITZKER ALTERNATIVE STRATEGIES

CHICAGO, IL
RIA

A Differentiated Family Capital Approach to Private Equity

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityAlternative InvestmentsFamily Capital+4
Fee model
AUM / Performance-based / Other
View profile
PA

PRIVATE ADVISORY

REDMOND, WA
RIA

Optimizing wealth for high impact people

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFamily OfficeTax Planning+7
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
PC

PRIVATE CAPITAL ADVISORS, INC.

DARIEN, CT
RIA
AUM
$1B–$5B
Advisors
Offices
2
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementFiduciaryActive Management+5
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
PC

PRIVATE CLIENT ASSET MANAGEMENT, INC.

MASSAPEQUA, NY
RIA

We help make your retirement an adventure worth sharing.

AUM
$100M–$500M
Advisors
2
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningSocial Security StrategyPersonalized Financial Services+1
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 135 | AdvisorFinder