AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
QP

QUARTZ PARTNERS INVESTMENT MANAGEMENT

SARATOGA SPRINGS, NY
RIA

Wealth Management + Investment Advisory Services, Unique as You.

AUM
$100M–$500M
Advisors
8
Offices
6
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment AdvisoryFinancial Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$10k
View profile
QA

QUATTRO ADVISORS L.L.C.

PITTSBURGH, PA
RIA

Tailored Strategies Focused Alternative Investments

AUM
$500M–$1B
Advisors
Offices
1
Founded
2007

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Alternative InvestmentsTailored StrategiesUnbiased Advice+1
Fee model
AUM / Hourly / Flat Fee
View profile
QC

QUEENBRIDGE CAPITAL, LLC

PITTSFORD, NY
RIA

Bridging the gap between you and your financial success.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Private Wealth ManagementInstitutional Asset ManagementAdvisory Partnerships+2
Fee model
AUM
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Q1

QUEST 10 WEALTH BUILDERS, INC.

Fuquay-varina, NC
RIA

You deserve a secure, independent retirement.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningFinancial PlanningWealth Management+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
View profile
QI

QUEST INVESTMENT MANAGEMENT, LLC

LAKE OSWEGO, OR
RIA

Consistency. Integrity. Excellence.

AUM
$1B–$5B
Advisors
Offices
1
Founded
1985

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Large-cap Growth EquityAsset AllocationInstitutional Asset Management+2
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
QC

QUID CAPITAL GROUP HOLDINGS, LLC

SANTA MONICA, CA
RIA

Multi-stage venture capital. Partnering every step of the way.

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalMulti-stage
Fee model
AUM / Flat Fee / Performance-based
View profile
QC

QUIET CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA
RIA

Move the world forward with quiet capital.

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

Firm Focus

Pooled Vehicles

Expertise

Early-stage InvestingFounder InvestmentVenture Capital
Fee model
AUM / Performance-based
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QO

QUINN OPPORTUNITY PARTNERS

CHARLOTTESVILLE, VA
RIA

An opportunistic approach to traditional event-driven and intrinsic value U.S. equity investing

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Value InvestingEvent-driven InvestingIntrinsic Value+3
Fee model
AUM / Performance-based / Other
Account Minimum
$500k
View profile
QI

QUINT INVESTMENTS AND INSURANCE

WAPPINGERS FALLS, NY
RIA

Bridging the gap today... Tomorrow... ... and Beyond!

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Risk ManagementInvestment ManagementWealth Planning+2
Fee model
AUM / Hourly / Flat Fee
View profile
QM

QVIDTVM MANAGEMENT LLC

THE WOODLANDS, TX
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
2019

Firm Focus

Pooled Vehicles

Expertise

Investment Management
Fee model
Performance-based
View profile
RA

RABENOLD ADVISORS, INC.

WILLIAMSVILLE, NY
RIA

Your trust. Our expertise.

AUM
Under $100M
Advisors
1
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementRetirement PlanningEstate Strategy+4
Fee model
AUM / Other
View profile
RM

RADCLIFF MANAGEMENT LLC

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
2016

Firm Focus

Pooled Vehicles

Expertise

Private InvestmentOwner-operatorsClosely Held Businesses+2
Fee model
Performance-based / Other
View profile
RE

RADIAL EQUITY PARTNERS LP

NEW YORK, NY
RIA

Shared Vision. Empowering Teams. Delivering Value.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketManufacturing+3
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
RC

RAFFLES CAPITAL MANAGEMENT, LLC

NEW YORK, NY
RIA

Eclectic Value Investing since 1996

AUM
$100M–$500M
Advisors
Offices
1
Founded
1996

Firm Focus

Pooled Vehicles

Expertise

Value Investing
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
RP

RAGA PARTNERS LP

NEW YORK, NY
RIA

We connect the dots for our partners in search of patterns that shift the odds in their favor.

AUM
$1B–$5B
Advisors
Offices
1
Founded
2013

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Private InvestmentFamily Office AdvisoryPublic Markets+5
Fee model
AUM / Flat Fee / Performance-based
View profile
RS

RAIL SPLITTER CAPITAL ADVISERS, LLC

CHICAGO, IL
RIA

Experience. Integrity. Results.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Micro-cap EquitiesConcentrated PortfolioLong Only Equity+4
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
RC

RAINIER CAPITAL PARTNERS LP

SEATTLE, WA
RIA

We invest in and help build great businesses

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle MarketBusiness Services+5
Fee model
AUM / Performance-based
View profile
RC

RAITH CAPITAL PARTNERS

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
2012

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Commercial Real EstateEquity InvestmentsCredit+10
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$5.0M
View profile
RW

RAI WEALTH

NAPERVILLE, IL
RIA

Take Control of Your Financial Future

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningEstate ManagementInvestment Management+7
Fee model
AUM / Commission / Flat Fee
View profile
RC

RALL CAPITAL MANAGEMENT, INC.

ROCKLEDGE, FL
RIA

Relationship-Focused Financial Advisors

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryFinancial Planning+5
Fee model
AUM / Flat Fee
View profile
RP

RALLYDAY PARTNERS, LLC

DENVER, CO
RIA

We empower founders to go even bigger

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityFounder-focused InvestingBusiness Building+4
Fee model
Performance-based / Other
View profile
RS

RAMSAY STATTMAN VELA & PRICE INC

COLORADO SPRINGS, CO
RIA

Secure Your Future With Custom Financial Advisory Services

AUM
$500M–$1B
Advisors
Offices
2
Founded
1971

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementPortfolio ManagementFinancial Advisory+4
Fee model
AUM
View profile
RQ

RAMSEY QUANTITATIVE SYSTEMS, INC.

LOUISVILLE, KY
RIA

Robust Alpha That Fits

AUM
$500M–$1B
Advisors
Offices
1
Founded
1986

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Quantitative Investment ManagementAlternative StrategiesEmerging Manager Seeding+5
Fee model
AUM / Performance-based
View profile
RC

RANCH CAPITAL ADVISORS INC.

SARASOTA, FL
RIA

Discipline. Stewardship. Confidence.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryFinancial PlanningWealth Management+9
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$1.0M
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 139 | AdvisorFinder