AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
RT

RESURGENS TECHNOLOGY ADVISORS, L.P.

ATLANTA, GA
RIA

Engage, Commit, Build

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2016

Firm Focus

Pooled Vehicles

Expertise

Private EquitySoftwareApplication Software+7
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
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RA

RETIRE AGILE

HERMANTOWN, MN
RIA

Elegant simplicity for people ready to rock retirement

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningWithdrawal StrategiesSequence Of Returns+4
Fee model
AUM / Flat Fee
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RL

RETIREFUL LLC

N/A
RIA

Harness Diverse Market Strategies with Mohr Funds' ETF Suite

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

Firm Focus

Investment CompaniesCharitable Organizations

Expertise

EtfsSector NavigationConservative Investing+4
Fee model
AUM / Hourly / Flat Fee / Other
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RA

RETIREMENT ADVISORS, INC.

MOBILE, AL
RIA

Wise decisions. Sound advice.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFee-only AdvisingWealth Management+3
Fee model
AUM
Account Minimum
$800k
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RA

RETIREMENT ADVISORS, LLC

DALLAS, TX
RIA

To simplify and improve the financial lives of clients, based on absolute integrity, personalized services, full fee disclosure, professionalism, adherence to strict ethical and compliance policies and attention to detail.

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Retirement PlanningInvestment ManagementRisk Management+5
Fee model
AUM / Hourly / Flat Fee
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RC

RETIREMENT CONSULTING GROUP, INC.

LAKE OSWEGO, OR
RIA

We are fiduciaries. We build relationships. We empower plan sponsors. We design value. We shape participants. We provide insight.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement Plan ConsultingFiduciary ComplianceFee Benchmarking+7
Fee model
AUM / Flat Fee
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RF

RETIREMENT FUND MANAGEMENT

ATLANTA, GA
RIA

OPTIMIZE YOUR ORGANIZATION'S RETIREMENT PLAN

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Retirement Plan Advisory401(k)403(b)+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5.0M
View profile
RI

RETIREMENT INVESTMENT ADVISORS INC

OKLAHOMA CITY, OK
RIA

Fee-Only. Fiduciary. Focused on You.

AUM
$1B–$5B
Advisors
—
Offices
2
Founded
1991

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Fee-onlyFiduciaryRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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RP

RETIREMENT PLAN ADVISORS, LLC

CHICAGO, IL
RIA

With RPA, the future is better than you think.

AUM
$1B–$5B
Advisors
39
Offices
16
Founded
—

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+4

Expertise

Employer-sponsored Retirement PlansFiduciary ServicesPlan Design+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
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RP

RETIREMENT PLAN FIDUCIARIES, LLC

N/A
RIA

Welcome to Retirement Plan Fiduciaries

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement Plans401(k)Fiduciary+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
RP

RETIREMENT PLANNERS OF AMERICA

PLANO, TX
RIA

We Specialize in Retirement Planning

AUM
$1B–$5B
Advisors
—
Offices
14
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningInvestment ManagementSocial Security Planning+7
Fee model
AUM
View profile
RP

RETIREMENT PLANNING SPECIALISTS, INC.

ASHLAND, OR
RIA

Personalized Client Experience

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFinancial PlanningEstate Planning+8
Fee model
AUM / Hourly
Account Minimum
$250k
View profile
RP

RETIREMENT PLANOLOGY, INC.

ALEXANDRIA, VA
RIA

Helping you navigate the retirement plan maze

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

Firm Focus

Charitable Organizations

Expertise

Retirement Plan ConsultingPlan DesignEmployee Education+6
Fee model
AUM / Hourly / Flat Fee
View profile
RP

RETIREMENT PLANS, INC.

WESTERVILLE, OH
RIA

Welcome to Retirement Plans, Inc., a leader in 401k, Profit Sharing and Defined Contribution retirement plans.

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

401kProfit SharingDefined Contribution+4
Fee model
AUM
Account Minimum
$50k
View profile
RW

RETIREMENT WEALTH SOLUTIONS LLC

MARSHFIELD, WI
RIA

Independent | Fiduciary Wealth Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningInvestment Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
RW

RETIREMENT WELLNESS GROUP

PASADENA, CA
RIA

We are invested in the future of your business and the wellness of your people.

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Retirement PlansFiduciaryInvestment Advisory+5
Fee model
AUM / Flat Fee
View profile
RF

RETIREMITTEN FINANCIAL LLC

MILFORD, MI
RIA

Simplify Your Cross-Border Retirement

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Cross-border Financial PlanningRetirement PlanningU.S.-Canada+7
Fee model
AUM / Flat Fee
Account Minimum
$350k
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RR

RETIRE READY WEALTH MANAGEMENT

RADNOR, PA
RIA

Proactive Retirement Strategies For A Solid Future

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

Firm Focus

High Net WorthState/Municipal

Expertise

Retirement PlanningInvestment Management401(k) Rollovers+9
Fee model
AUM
Account Minimum
$100k
View profile
RO

RETURN ON LIFE WEALTH PARTNERS

CLEVELAND, OH
RIA

Your Life. Your Money. Your Way.

AUM
$100M–$500M
Advisors
5
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+10
Fee model
AUM / Hourly / Flat Fee / Subscription
View profile
RC

REVELATION CAPITAL MANAGEMENT, LLC

SAUSALITO, CA
RIA

Liquidity and Capital for Healthcare Investors, Companies, and Funds

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

Firm Focus

Pooled Vehicles

Expertise

Healthcare InvestingGrowth CapitalShareholder Liquidity+7
Fee model
AUM / Other
View profile
RC

REVERE CAPITAL MANAGEMENT LP

DALLAS, TX
RIA

Reliable Capital Ready When You Are

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2006

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Private CreditSpecialty FinanceCommercial Real Estate+6
Fee model
AUM / Performance-based
View profile
RC

REVERENCE CAPITAL PARTNERS

NEW YORK, NY
RIA

Engaged Partner, Financial Services, Structured Credit, and Real Estate Expertise

AUM
$5B–$25B
Advisors
1
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquityFinancial ServicesStructured Credit+1
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
RW

REVERE WEALTH MANAGEMENT LLC

NEW YORK, NY
RIA

Where Strategy Meets Opportunity

AUM
Under $100M
Advisors
7
Offices
3
Founded
1983

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment BankingMergers & AcquisitionsCapital Raises+7
Fee model
AUM
View profile
RF

REVITATE FUND ADVISOR LLC

NEWPORT BEACH, CA
RIA

ACCELERATING IMPACT

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Real EstateOpportunity ZonesPrivate Equity+5
Fee model
AUM / Performance-based / Other
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 143 | AdvisorFinder