AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
RF

REAP FINANCIAL GROUP, LLC

AUSTIN, TX
RIA

Leave a Lasting Legacy

AUM
$500M–$1B
Advisors
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningWealth ManagementEstate Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
RW

REA WEALTH MANAGEMENT

NEW PHILADELPHIA, OH
RIA

Aim higher.

AUM
$500M–$1B
Advisors
9
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementRetirement Planning+8
Fee model
AUM / Hourly
View profile
RF

REBEL FINANCIAL, LLC

GROVEPORT, OH
RIA

Guiding you with expertise, integrity, and purpose

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

FiduciaryWealth ManagementFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee / Subscription / Other
View profile
RW

RECHTER WEALTH MANAGEMENT, LLC

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Financial PlanningTax PlanningInvestment Management+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
RC

RECKONER CAPITAL MANAGEMENT LLC

NEW YORK, NY
RIA

Alternative credit access, simplified

AUM
$100M–$500M
Advisors
3
Offices
1
Founded

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Alternative CreditPublic CreditPrivate Credit+5
Fee model
AUM / Performance-based
View profile
RP

RECOGNIZE PARTNERS LP

NEW YORK, NY
RIA

Seeking to build the next generation of technology services

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityTechnology ServicesDigital Services+10
Fee model
AUM / Performance-based
View profile
RI

RECURRENT INVESTMENT ADVISORS LLC

HOUSTON, TX
RIA
AUM
$1B–$5B
Advisors
3
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

MlpsEnergy InfrastructureMidstream+4
Fee model
AUM
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RC

RECURRING CAPITAL MANAGEMENT COMPANY, LLC

AUSTIN, TX
RIA

Smart Growth Capital

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

Firm Focus

Pooled Vehicles

Expertise

B2b SaasGrowth Debt FinancingTerm Loans+4
Fee model
AUM / Performance-based
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RC

REDBIRD CAPITAL PARTNERS MANAGEMENT LLC

NEW YORK, NY
RIA

Building exceptional businesses with outstanding entrepreneurs

AUM
$5B–$25B
Advisors
26
Offices
6
Founded
2014

Firm Focus

Pooled Vehicles

Expertise

Private EquitySportsMedia & Entertainment+7
Fee model
AUM / Performance-based
View profile
RC

RED CEDAR INVESTMENT MANAGEMENT

GRAND RAPIDS, MI
RIA

Developing long-term partnerships with our clients by providing high quality, income producing strategies

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

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing+1

Expertise

Preferred SecuritiesFixed IncomeActive Management+6
Fee model
AUM
Account Minimum
$1.0M
View profile
RC

REDEMPTION CAPITAL

MIDLAND, TX
RIA

ASSET MANAGEMENT WITH AN EYE ON ETERNITY.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2020

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Biblically-responsible InvestingPortfolio Management1031 Exchanges+4
Fee model
AUM / Hourly
Account Minimum
$5k
View profile
RW

REDE WEALTH, LLC

CHARLOTTESVILLE, VA
RIA

What does wealth mean to you?

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment AdvisoryFee-only+6
Fee model
AUM / Flat Fee
View profile
RW

REDHAWK WEALTH ADVISORS, INC.

MINNEAPOLIS, MN
RIA

The Biblical Pathway To Financial Freedom

AUM
$1B–$5B
Advisors
1
Offices
32
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Biblical Financial PlanningChristian StewardshipWealth Protection+4
Fee model
AUM / Flat Fee
Account Minimum
$1k
View profile
RI

RED IRON GROUP MANAGEMENT, LLC

MENLO PARK, CA
RIA

Keep Building

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityTechnology EnablementRevenue Growth+6
Fee model
AUM / Performance-based
View profile
RR

RED REEF ADVISORS LLC

BOCA RATON, FL
RIA

PLANNING TO LIVE WELL

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningFamily Advisory+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
RI

REDTREE INVESTMENT GROUP

CINCINNATI, OH
RIA

Your Investment Partner

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

Firm Focus

Pension/Profit Sharing

Expertise

Public EntitiesInvestment ManagementCFA Charterholders+1
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
R

REDWHEEL

MIAMI, FL
RIA
AUM
$1B–$5B
Advisors
7
Offices
2
Founded

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Convertible BondsGlobal EquitiesEmerging Markets+8
Fee model
AUM / Performance-based / Other
View profile
RC

REDWOOD COAST FINANCIAL PARTNERS

EUREKA, CA
RIA

What is your financial freedom?

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Retirement PlanningFinancial PlanningPortfolio Management+5
Fee model
AUM
View profile
RF

REDWOOD FINANCIAL NETWORK

SOLON, OH
RIA

Guidance for Life's Financial Transitions

AUM
$100M–$500M
Advisors
9
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningIncome PlanningTax Awareness+7
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$250k
View profile
RG

REDWOOD GROVE CAPITAL, LLC

NEW YORK, NY
RIA

Equity investing in the era of climate change: Combining decades of market expertise with climate science.

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

Firm Focus

Pooled Vehicles

Expertise

Public EquityValue InvestingClimate Risk+7
Fee model
AUM / Other
Account Minimum
$1.0M
View profile
RG

REDWOOD GROVE WEALTH MANAGEMENT

SAN RAFAEL, CA
RIA

Financial Peace of Mind for Busy Families

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Comprehensive Financial PlanningPortfolio ManagementEvidence-based Investing+6
Fee model
AUM / Hourly / Flat Fee
View profile
RI

REDWOOD INVESTMENT MANAGEMENT, LLC.

SCOTTSDALE, AZ
RIA

For Investment Professionals

AUM
$1B–$5B
Advisors
16
Offices
1
Founded

Firm Focus

High Net WorthInvestment Companies

Expertise

Mutual FundsPrivate DebtPrivate Real Estate Debt+7
Fee model
AUM
View profile
RW

REDWOOD WEALTH MANAGEMENT, LLC

SANTA MONICA, CA
RIA

REDWOODS NEVER STOP GROWING

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

Firm Focus

High Net WorthState/Municipal

Expertise

Wealth ManagementFinancial PlanningInvestment Services+10
Fee model
AUM
View profile
RA

REEDMARK ADVISORS, LLC

SOMERVILLE, NJ
RIA

PROVEN RETIREMENT PLAN EXPERTS

AUM
$500M–$1B
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement Plan Consulting401(k)403(b)+14
Fee model
AUM / Hourly
Account Minimum
$500k
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 141 | AdvisorFinder