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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+)
RI

REEF INVESTMENT MANAGEMENT LLC

LEHI, UT
RIA

Expect the Best

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate DevelopmentLuxury ResortsGolf Resorts+4
Fee model
AUM / Flat Fee
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RW

REFINED WEALTH MANAGEMENT

SALT LAKE CITY, UT
RIA

We Are Fiduciaries Helping You Plan a Bright Future!

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles

Expertise

Financial PlanningAsset ManagementTax Preparation+4
Fee model
AUM / Flat Fee
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RH

REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC

NEW YORK, NY
RIA

Physician-Backed Capital

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

Firm Focus

Pooled Vehicles

Expertise

HealthcarePhysician-backedGrowth Equity+3
Fee model
AUM / Performance-based / Other
Account Minimum
$500k
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RI

REGAL INVESTMENT ADVISORS LLC

KENTWOOD, MI
RIA

Where Advisors Partner With Advisors

AUM
$1B–$5B
Advisors
75
Offices
25
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Distribution PlatformPortfolio ManagementAdvisor Development+6
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$10k
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RP

REGENTS PARTNERS, LLC

N/A
RIA

You shouldn't have to worry about daily headlines in a volatile market

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Non-linear Investment StrategiesRetirement PlanningPortfolio Management+4
Fee model
AUM
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RF

REGISTER FINANCIAL ADVISORS, LLC

ATLANTA, GA
RIA

Your goals. Your plan. Trusted guidance.

AUM
$100M–$500M
Advisors
14
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRetirement PlanningInvestment Management+7
Fee model
AUM / Hourly / Flat Fee
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RW

REHMANN WEALTH

LANSING, MI
RIA

Is your wealth planning on the right track?

AUM
$5B–$25B
Advisors
23
Offices
13
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementEstate PlanningInvestment Planning+10
Fee model
AUM / Hourly / Flat Fee / Other
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RW

REH WEALTH ADVISORS LLC

RALEIGH, NC
RIA

Less work, less stress and more success. Invest with Steve.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment ManagementFinancial PlanningFiduciary+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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RW

REICON WEALTH ADVISORS, LLC

ATLANTA, GA
RIA

Your invitation to a new standard of wealth management.

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Wealth ManagementPortfolio ManagementAlternative Investments+4
Fee model
AUM / Performance-based
Account Minimum
$25k
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RC

RELEVANCE CAPITAL MANAGEMENT

DENTON, TX
RIA

LOCAL. FEE-ONLY. INDEPENDENT.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-onlyDividend InvestingRetirement Income+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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RW

RELEVANT WEALTH ADVISORS, LLC

MILL VALLEY, CA
RIA

Imagine something even better...

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Wealth ManagementFamily FoundationsPrivate Foundations+7
Fee model
AUM
Account Minimum
$15.0M
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RI

RELIANT INVESTMENT PARTNERS, LLC

PINEHURST, NC
RIA

An elevated advisory experience

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment StrategiesBusiness Owners+5
Fee model
AUM / Hourly / Flat Fee
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RW

RELIANT WEALTH PLANNING, LLC

LOUISVILLE, KY
RIA

Providing Comfort by design

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningInvestment Management+6
Fee model
AUM / Flat Fee
View profile
RI

RENAISSANCE INVESTMENT GROUP, LLC

LENOX, MA
RIA

The Renaissance Advantage

AUM
$500M–$1B
Advisors
Offices
1
Founded
2000

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Portfolio ManagementFinancial CounselingFoundations And Endowments+5
Fee model
AUM
Account Minimum
$500k
View profile
RI

RENAISSANCE INVESTMENT MANAGEMENT

COVINGTON, KY
RIA

Disciplined Investment Strategies Guided By Experience & Judgment

AUM
$1B–$5B
Advisors
Offices
1
Founded
1978

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Large Cap GrowthMidcap GrowthSmall Cap Growth+7
Fee model
AUM
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RC

RENOVO CAPITAL, LLC

DALLAS, TX
RIA

Operational. Strategic. Technical. Partners.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle MarketAdvanced Manufacturing+9
Fee model
Performance-based / Other
Account Minimum
$5.0M
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RK

RENWAVE KORE, LLC

GREENWICH, CT
RIA

An investment firm in Greenwich, CT and Houston, TX.

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

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
View profile
RC

REPUBLIC CAPITAL

NEW YORK, NY
RIA

We invest in a non-obvious future across frontier technologies.

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

Firm Focus

Pooled Vehicles

Expertise

Frontier TechnologiesStrategic InvestmentResearch+3
Fee model
AUM / Performance-based
View profile
RC

RESILIENT CAPITAL MANAGEMENT, LLC

DALLAS, TX
RIA

Long-term, Focused Investors in the Marina Investment Space

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

Firm Focus

Pooled Vehicles

Expertise

Marina IndustryReal AssetsAsset Management+3
Fee model
AUM / Performance-based
View profile
RW

RESNICK WEALTH ALLIANCE, LLC

PALM BEACH GARDENS, FL
RIA

COLLABORATIVE EXPERTISE. HOLISTIC GUIDANCE. DEEPLY HUMAN.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningEstate Planning+9
Fee model
AUM / Flat Fee
View profile
RC

RESOLUTION CAPITAL (US) LIMITED

RYE BROOK, NY
RIA

Our selective investment approach provides investors with exposure to leading global real estate and infrastructure assets for long term wealth appreciation in a liquid and transparent format.

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

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Global Real Estate SecuritiesGlobal Listed InfrastructureListed Real Estate+3
Fee model
AUM / Performance-based
View profile
RC

RESOURCE CAPITAL MANAGEMENT, LLC

RENO, NV
RIA

QUANTITATIVE VALUE INVESTING

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Quantitative Value InvestingEquity PortfoliosPortfolio Construction+7
Fee model
Flat Fee / Performance-based
View profile
RF

RESOURCE FINANCIAL GROUP, LTD.

WILMETTE, IL
RIA
AUM
$500M–$1B
Advisors
1
Offices
1
Founded
1996

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningTeam Approach+2
Fee model
AUM / Commission / Hourly / Flat Fee
Account Minimum
$10k
View profile
RW

RESTON WEALTH MANAGEMENT

RESTON, VA
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment StrategyTax StrategyRetirement Planning+5
Fee model
AUM / Commission / Hourly / Flat Fee
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 142 | AdvisorFinder