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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+)
PC

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

N/A
RIA

Invest With Purpose

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryWealth Management+5
Fee model
AUM
View profile
PN

PW NOVA FINANCIAL SERVICES LLC

NEWTOWN, PA
RIA

Planning Your Path Toward a Future of Comfort and Safety

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningFinancial PlanningFee-only+12
Fee model
AUM
View profile
QW

Q2 WEALTH MANAGEMENT

LEXINGTON, KY
RIA

Where Do You Want Your Financial Roadmap to Take You?

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
QC

QCA CAPITAL MANAGEMENT INC

LOS ANGELES, CA
RIA

Investment Management Since 1922

AUM
$100M–$500M
Advisors
4
Offices
1
Founded
1922

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementWealth ManagementBrokerage Services+9
Fee model
AUM
View profile
QC

Q CAPITAL SOLUTIONS

N/A
RIA

Looking for more purchasing power?

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Margin LoansTradingInvesting
Fee model
AUM / Hourly / Flat Fee
View profile
QC

QHP CAPITAL, L.P.

RALEIGH, NC
RIA

Creating Exceptional Long-Term Value in Life Sciences

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

Firm Focus

Pooled Vehicles

Expertise

Life SciencesHealthcareMiddle Market+7
Fee model
AUM / Other
View profile
QA

QM ADVISORS LLC

N/A
RIA

Helping you navigate your financial future

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Hourly / Flat Fee
View profile
QC

QP CONSULTING

TAKOMA PARK, MD
RIA

Guiding you and your employees to financial success.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2002

Firm Focus

High Net WorthCharitable Organizations

Expertise

Retirement Plan ConsultingERISA 3(21) FiduciaryERISA 3(38) Investment Manager+7
Fee model
AUM / Hourly / Flat Fee / Other
View profile
QF

QTR FAMILY WEALTH, LLC

LAKE MARY, FL
RIA

Wealth Management and Business Advisory Services

AUM
$500M–$1B
Advisors
4
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFinancial PlanningTrust And Estate Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
QW

QUADCAP WEALTH MANAGEMENT, LLC

FRISCO, TX
RIA

Wealth management is so much more than a portfolio

AUM
$1B–$5B
Advisors
Offices
1
Founded
2009

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementInvestment ManagementTax Planning+11
Fee model
AUM / Flat Fee
View profile
QM

QUAD-C MANAGEMENT, INC.

CHARLOTTESVILLE, VA
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
1989

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketServices+5
Fee model
AUM / Performance-based
View profile
QI

QUANGENTICS INC.

N/A
RIA

Start being profitable without spending hours analyzing the markets.

AUM
Not disclosed
Advisors
Offices
1
Founded

Expertise

AI TradingMarket ScanningTechnical Analysis+6
Fee model
Flat Fee
View profile
QA

QUANT ALPHA LLC

NEW YORK, NY
RIA

Growth-Focused with Risk Management

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Nasdaq-100Risk ManagementGrowth Investing+3
Fee model
AUM / Performance-based
View profile
Q

QUANTBASE

NEW YORK, NY
RIA

Invest in data-driven portfolios

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Quantitative InvestingData-driven PortfoliosAlgorithmic Strategies+3
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$50
View profile
QC

QUANTCORE CAPITAL MANAGEMENT, LLC

N/A
RIA

AI-Based Quant Trading

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Algorithmic TradingQuantitative AnalysisAutomated Trading Systems+7
Fee model
AUM / Performance-based
View profile
QC

QUANTESSENCE CAPITAL

NEW YORK, NY
RIA
AUM
Under $100M
Advisors
Offices
1
Founded

Expertise

Quantitative AnalysisRisk ManagementInvestment Solutions
Fee model
AUM / Performance-based / Other
View profile
QF

QUANTIFY FUNDS

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

Firm Focus

High Net WorthInvestment CompaniesState/Municipal

Expertise

EtfsOptions-income StrategiesBitcoin+3
Fee model
AUM / Other
Account Minimum
$1.0M
View profile
QA

QUANTITATIVE ASSET MANAGEMENT, LLC

MINNETONKA, MN
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Quantitative Asset ManagementInvestment Advisory
Fee model
AUM
View profile
QF

QUANTITATIVE FINANCIAL STRATEGIES

N/A
RIA

Expertise in Tax-Aware Wealth Management

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Tax-aware InvestingWealth ManagementHigh-net-worth Families+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5.0M
View profile
QP

QUANTITATIVE PROCESS, LLC

CHARLOTTE, NC
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
2013

Firm Focus

High Net Worth

Expertise

Retirement PlansFiduciary Guidance401k+4
Fee model
AUM / Hourly / Flat Fee
View profile
QS

QUANTITATIVE SYSTEMATIC STRATEGIES LLC

ST. AUGUSTINE, FL
RIA

We believe clarity creates stronger decisions.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2012

Firm Focus

Pooled Vehicles

Expertise

Quantitative StrategiesSystematic InvestingEquity+6
Fee model
AUM / Flat Fee
View profile
QC

QUANTOR CAPITAL LLC

HOUSTON, TX
RIA

Most managers try to beat the market. We do something better.

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Evidence-based InvestingPassive StrategiesGlobal Diversification+8
Fee model
AUM
Account Minimum
$100k
View profile
QC

QUANTUM CAPITAL GROUP

HOUSTON, TX
RIA

Advancing the Global Energy Ecosystem

AUM
$25B+
Advisors
Offices
2
Founded
1998

Firm Focus

Pooled Vehicles

Expertise

Private EquityEnergyOil & Gas+9
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
QC

QUANTUM CAPITAL MANAGEMENT, LLC

NORTHFIELD, NJ
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
1999

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Value InvestingSmall-cap EquityMid-cap Equity+6
Fee model
AUM
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 138 | AdvisorFinder