AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AW

ARGENT WEALTH, LLC

RIDGELAND, MS
RIA

The Sky's The Limit

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningAsset ManagementFinancial Planning+7
Fee model
AUM
Account Minimum
$250k
View profile
AW

ARGENT WEALTH MANAGEMENT, INC.

ROUND ROCK, TX
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryFinancial Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
AI

ARGO INFRASTRUCTURE PARTNERS LP

NEW YORK, NY
RIA

Argo is a leading diversified infrastructure manager, targeting essential mid-market infrastructure

AUM
$5B–$25B
Advisors
Offices
2
Founded
2013

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

InfrastructureMid-marketUtilities+5
Fee model
AUM / Performance-based
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AP

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

WELLESLEY, MA
RIA

You set a goal. We set a course. Together, we set sail.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment PlanningPortfolio Management+9
Fee model
AUM / Flat Fee
View profile
AG

ARGOS GLOBAL ADVISORS, LLC

SANTA BARBARA, CA
RIA
AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled Vehicles

Expertise

Hedge FundsPrivate EquityPrivate Placements+5
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
AW

ARGOS WEALTH ADVISORS LLC

N/A
RIA

research-forward Investment Consulting Firm focused on delivering market leading risk-adjusted, after-fee, after-tax performance

AUM
$1B–$5B
Advisors
Offices
2
Founded
2007

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Risk-adjusted ReturnsIndependent Investment ConsultingManager Selection+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5.0M
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AM

ARGOSY-LIONBRIDGE MANAGEMENT, LLC

WAYNE, PA
RIA

Asset Management Firm Focused on Fundamental and Special Situation Investments in Publicly Traded Real Estate Securities

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Public Real Estate SecuritiesFundamental AnalysisSpecial Situation Investments+5
Fee model
AUM / Performance-based
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AE

ARGUS EQUITY PARTNERS, LLC

N/A
RIA

WE MAKE IT OUR BUSINESS TO HELP YOUR BUSINESS SUCCEED

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

High Net Worth

Expertise

Business ConsultingCustom SolutionsClient Relationships
Fee model
AUM
View profile
AW

ARIADNE WEALTH MANAGEMENT, LP

SANTA BARBARA, CA
RIA

The Chief Investment Officer's family office, now serving your family.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Family OfficeWealth ManagementTax Planning+12
Fee model
AUM
Account Minimum
$10.0M
View profile
AG

ARIA GROWTH PARTNERS LP

NEW YORK, NY
RIA

Elevated Partnership for Extraordinary Brands

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

Firm Focus

Pooled Vehicles

Expertise

Consumer BrandsMinority InvestmentFood+12
Fee model
AUM / Performance-based
View profile
AW

ARIA WEALTH MANAGEMENT

SARATOGA, CA
RIA

Creating Harmony in Your Financial Life

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fiduciary AdvisoryWealth ManagementRetirement Planning+7
Fee model
AUM / Hourly
View profile
AA

ARIEL ALTERNATIVES, LLC

CHICAGO, IL
RIA

A differentiated private equity firm

AUM
$1B–$5B
Advisors
11
Offices
3
Founded

Firm Focus

Pooled Vehicles

Expertise

Private EquityValue Creation
Fee model
AUM / Performance-based
Account Minimum
$100.0M
View profile
AG

ARI GROUP, LLC

NEW YORK, NY
RIA

Grow and Protect Your Capital

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Global EquityEmerging MarketsLong-term Investing+4
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
AR

ARIN RISK ADVISORS LLC

CONSHOHOCKEN, PA
RIA

Where Smart Money Becomes Brilliant

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

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

EtfsOptions StrategiesDerivatives+10
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
AI

ARIS INVESTING

GLENVIEW, IL
RIA

Personalized. Tax-Smart. Scalable.

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

Firm Focus

High Net Worth

Expertise

SMA PlatformDirect IndexingModel Portfolios+7
Fee model
AUM
View profile
AA

ARISTA ADVISORY GROUP, LLC

ALBANY, NY
RIA

Financial planning for the life you want to live, and the world you want to live in.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial Life PlanningRetirement PlanningInvestment Consulting+10
Fee model
AUM / Hourly / Flat Fee
View profile
AC

ARISTIDES CAPITAL LLC

LOUISVILLE, KY
RIA

Long-Short Equity Hedge Funds with a Multi-Strategy Overlay

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Long-short EquityHedge FundsFundamental Analysis+9
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
AS

ARISTON SERVICES GROUP, LLC

SAN DIEGO, CA
RIA

Helps Private Investors, Build Wealth and Create Multigenerational Financial Legacies

AUM
$500M–$1B
Advisors
Offices
1
Founded
2008

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Investment ManagementWealth ManagementFinancial Planning+7
Fee model
AUM / Flat Fee / Performance-based
View profile
AM

ARIXA MANAGEMENT, LLC

LOS ANGELES, CA
RIA

Delivering consistent returns to investors and reliable financing with world-class service to real estate developers

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Bridge LoansConstruction LoansRenovation Loans+6
Fee model
AUM / Performance-based
View profile
AC

ARJUNA CAPITAL, LLC

MANCHESTER, MA
RIA

Enlightened Investing

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Sustainable InvestingFossil-fuel-free InvestingESG+7
Fee model
AUM / Performance-based
Account Minimum
$3.0M
View profile
AW

ARKFELD WEALTH STRATEGIES, L.L.C.

OMAHA, NE
RIA

Your Goals, Our Guidance

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningWealth PreservationInvestment Management+6
Fee model
AUM / Hourly / Flat Fee
View profile
AW

ARK WEALTH ADVISORS, LLC

YORBA LINDA, CA
RIA

STEWARDSHIP. WISDOM. INTEGRITY.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningWealth ManagementPersonalized Investment Solutions+2
Fee model
AUM / Hourly / Flat Fee
View profile
AW

ARK WEALTH MANAGEMENT

AUSTIN, TX
RIA

Protect Your Wealth, Achieve Peace, Ignite Your Purpose

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Family OfficeWealth ManagementTax Strategies+7
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
AC

ARLEN CAPITAL, LLC

WARWICK, RI
RIA
AUM
$100M–$500M
Advisors
4
Offices
1
Founded
1974

Firm Focus

High Net WorthState/Municipal

Expertise

Wealth ManagementFinancial ProductsHigh Net Worth Individuals+1
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 15 | AdvisorFinder