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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+)
PR

PROSPECT RIDGE

NEW YORK, NY
RIA

Real Estate Investing Guided by Experience, Discipline and Integrity

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

Firm Focus

Pooled Vehicles

Expertise

Private Equity Real EstateOpportunistic InvestingValue-add+5
Fee model
AUM / Performance-based / Other
Account Minimum
$500k
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P-

PROSPERITY - AN EISNERAMPER COMPANY

OWINGS MILLS, MD
RIA

Experience truly integrated wealth management

AUM
$1B–$5B
Advisors
48
Offices
9
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+11
Fee model
AUM / Hourly / Flat Fee
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PW

PROSPERITY WEALTH PLANNING LLC

IRVINE, CA
RIA

Fueling Your Financial Future

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Comprehensive Financial PlanningInvestment ManagementRetirement Planning+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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PP

PROSPER PRIVATE WEALTH

MESA, AZ
RIA

Feel Empowered To Make Informed Financial Decisions

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement IncomeInvestment Planning+3
Fee model
AUM / Hourly / Performance-based
Account Minimum
$1.0M
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PC

PROVIDENCE CAPITAL ADVISORS, LLC

CHARLOTTE, NC
RIA

Offering guidance, direction & a clear path to investing.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementCore Equity+7
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
PF

PROVIDENCE FINANCIAL ADVISORS, LLC

OVERLAND PARK, KS
RIA

Achieve Your Goals with Prudent Strategies for Financial Success

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fee-onlyTotal Wealth ManagementInvestment Management+6
Fee model
AUM / Hourly / Flat Fee / Other
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PF

PROVIDENCE FINANCIAL AND INSURANCES, INC.

WOODLAND HILLS, CA
RIA

RETIREMENT ADVICE You Can Trust

AUM
$100M–$500M
Advisors
Offices
2
Founded
1999

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+2

Expertise

Retirement PlanningIncome PlanningSocial Security+5
Fee model
AUM / Commission
Account Minimum
$250k
View profile
PL

PROVIDENCE LEGACY ADVISORS LLC

N/A
RIA

Purpose-driven financial advice, built on values and vision.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementRetirement Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
PF

PROVIDENT FINANCIAL PLANNING, LLC

ADDISON, TX
RIA

Comprehensive financial advice

AUM
$100M–$500M
Advisors
Offices
6
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementTax Planning+6
Fee model
Hourly / Flat Fee
View profile
PT

PROVIDENT TRUST COMPANY

WAUKESHA, WI
RIA

Flexible. Experienced. Core Manager.

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing+1

Expertise

Portfolio ManagementTrust ServicesFiduciary+3
Fee model
AUM
Account Minimum
$3.0M
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PF

PROWELL FINANCIAL MANAGEMENT, LLC

EXTON, PA
RIA

Wealth Management Beyond Investments

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementInvestment ManagementEstate Planning+7
Fee model
AUM / Flat Fee
View profile
PR

PRP REAL ASSETS ADVISORS, LLC

WASHINGTON, DC
RIA

Growth that outpaces, value that outperforms.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2005

Firm Focus

Pooled Vehicles

Expertise

Real Estate Investment ManagementReal Estate DevelopmentMission Critical Assets+6
Fee model
AUM / Performance-based
View profile
PI

PRUDENT INVESTOR ADVISORS, LLC

FOLSOM, CA
RIA

You can't always be right… but you must be prudent!

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

ERISAFiduciary401(k)+4
Fee model
AUM / Hourly / Flat Fee
View profile
PM

PRUDENT MANAGEMENT ASSOCIATES

PHILADELPHIA, PA
RIA

Built on Academic Principles, Managed with Integrity and Trust

AUM
$1B–$5B
Advisors
Offices
1
Founded
1982

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementAsset AllocationMutual Funds+10
Fee model
AUM / Flat Fee
View profile
PM

PRUDENT MAN INVESTMENT MANAGEMENT

LOUSIVILLE, CO
RIA

Personal. Transparent. Consistent. Prudent.

AUM
$100M–$500M
Advisors
Offices
1
Founded
1988

Firm Focus

High Net Worth

Expertise

Wealth ManagementAsset Class InvestingPassive Investing+7
Fee model
AUM
Account Minimum
$500k
View profile
PF

PRUFID FINANCIAL ADVISORS LLC

N/A
RIA

Fee-Only Investment Management

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-onlyFiduciaryInvestment Management+3
Fee model
AUM
Account Minimum
$3.0M
View profile
PC

PRYSM CAPITAL, L.P.

PRINCETON, NJ
RIA

Prysm is a flexible source of growth capital and partnership to disruptive teams

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

Firm Focus

Pooled Vehicles

Expertise

Growth CapitalTechnologyConsumer Sectors+4
Fee model
AUM / Performance-based
View profile
PF

PSC FINANCIAL LLC

BLOOMINGTON, MN
RIA

Wealth Management

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementEstate PlanningCharitable Planning+8
Fee model
AUM
View profile
PM

PSC MANAGER LLC

YARDLEY, PA
RIA

Preferred equity capital for owners of income-producing commercial real estate

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

Firm Focus

Pooled Vehicles

Expertise

Preferred EquityCommercial Real EstateSpecialty Finance+3
Fee model
AUM / Performance-based
View profile
PE

PSG EQUITY L.L.C.

BOSTON, MA
RIA

PSG helps software companies navigate and capitalize on transformational growth

AUM
$25B+
Advisors
Offices
4
Founded

Firm Focus

Pooled Vehicles

Expertise

Growth EquitySoftwareGrowth-stage Investing+3
Fee model
AUM / Performance-based
View profile
PC

PUISSANCE CAPITAL MANAGEMENT LP

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

AI Driven FintechWealth ManagementBehavioral Finance+1
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
PF

PULLIAM FAMILY OFFICE, LLC

CRESTED BUTTE, CO
RIA

Your Wealth Is More Than Your Money

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Family OfficeWealth ManagementIntegrated Advisory+5
Fee model
AUM / Hourly / Flat Fee
View profile
P

PUREVEST

STATEN ISLAND, NY
RIA

Attain A Confident Retirement Through Prudent Financial Planning

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningRetirement Planning401k Rollovers+4
Fee model
AUM / Hourly / Flat Fee
View profile
PC

PUREWATER CAPITAL, LLC

FORT WORTH, TX
RIA

Purewater Capital, a financial concierge.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementWealth Management+3
Fee model
AUM / 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 137 | AdvisorFinder