AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
RW

RIDGECREST WEALTH PARTNERS, LLC

SAN RAFAEL, CA
RIA

Your Partner for the Road Ahead

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningWealth ManagementPortfolio Management+6
Fee model
AUM / Flat Fee
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RA

RIDGEGATE ADVISORS, LLC

ENGLEWOOD, CO
RIA

Wealth Management to Live Your Purpose™

AUM
$100M–$500M
Advisors
7
Offices
1
Founded
2003

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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RW

RIDGELINE WEALTH PLANNING LLC

CENTERVILLE, OH
RIA

Guiding Clients with Genuine Care

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningTax PlanningInvestment Management+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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RA

RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC

STAMFORD, CT
RIA

Invest wisely.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2016

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Wealth ManagementInvestment ManagementTax Loss Harvesting+9
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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RA

RIGGS ASSET MANAGEMENT CO INC

DALLAS, PA
RIA

Intentional financial planning to help you Secure your worth

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ManagementWealth Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
RS

RIGHT SIDE CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA
RIA

A VC with no BS

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalEarly-stage InvestingTech Startups+8
Fee model
AUM / Performance-based
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RP

RIHO PARTNERS, LLC

N/A
RIA

Where there is chaos, there is opportunity

AUM
$100M–$500M
Advisors
Offices
1
Founded
2017

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Value InvestingInvestment ManagementConcentrated Portfolio+3
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.1M
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RS

RIK SAYLOR FINANCIAL, INC.

FAIRFIELD, OH
RIA

Smart Strategies to Make, Keep, and Use Your Wealth... at a Fair Price

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningTax OptimizationAsset Protection+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
RF

RILEY FRIEDMAN ASSET MANAGEMENT

LOS ALTOS, CA
RIA

Riley Friedman Asset Management works with you to navigate this increasingly complex financial world

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

Firm Focus

High Net Worth

Expertise

Portfolio ManagementIndividual SecuritiesStocks+4
Fee model
AUM
Account Minimum
$500k
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RM

RING MOUNTAIN CAPITAL, LLC

TIBURON, CA
RIA

Working Exclusively for You

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-only AdvisoryPortfolio ManagementAsset Allocation+6
Fee model
AUM / Flat Fee
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RC

RINGS CAPITAL MANAGEMENT LLC

CHICAGO, IL
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded
1999

Firm Focus

Pooled Vehicles

Expertise

Global Investment PartnershipPublic EquitiesLong-term Investing+2
Fee model
AUM / Performance-based
View profile
RV

RIOT VENTURES MANAGEMENT, LLC

VENICE, CA
RIA

A defiant voice Amplified Into a Riot

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalAIRobotics+7
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
RE

RIPPLE EFFECT ASSET MANAGEMENT LP

NEW YORK, NY
RIA

Flexible Capital for Generational Transitions

AUM
$100M–$500M
Advisors
Offices
1
Founded
2023

Firm Focus

Pooled Vehicles

Expertise

Energy InvestingGlobal Opportunistic StrategyAbsolute Return+10
Fee model
AUM / Performance-based
Account Minimum
$5.0M
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RA

RISKBRIDGE ADVISORS, LLC

NORWALK, CT
RIA

Navigating Risk to Create Opportunity for Generational Wealth, Foundations, and Global Institutions

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Institutional AdvisoryOCIOPrivate Wealth Management+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$10.0M
View profile
RW

RITHOLTZ WEALTH MANAGEMENT

NEW YORK, NY
RIA

Wall Street-quality markets and investing insights written for the rest of us

AUM
$5B–$25B
Advisors
Offices
14
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

MarketsInvestingInflation+5
Fee model
AUM / Flat Fee
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RA

RIVER ASSOCIATES INVESTMENTS, L.P.

CHATTANOOGA, TN
RIA

Partnership. Professionalism. Trust.

AUM
$500M–$1B
Advisors
Offices
1
Founded
1989

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle-marketManagement Partnerships+2
Fee model
Performance-based / Other
View profile
RC

RIVERBEND CAPITAL ADVISORS, LLC

CHICAGO, IL
RIA

Distinctive Municipal Bond Portfolios with Superior Quality & Active Relative Value

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Municipal BondsSeparately Managed AccountsActive Relative Value+4
Fee model
AUM / Other
Account Minimum
$250k
View profile
RW

RIVERCHASE WEALTH MANAGEMENT, LLC

FLOWER MOUND, TX
RIA

Wealth Management from Flower Mound and Beyond

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-onlyFiduciaryCFP+10
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
RC

RIVER CITY WEALTH MANAGEMENT

JACKSONVILLE, FL
RIA

Your Goals. Our Passion.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningHolistic Financial PlanningSocial Security+2
Fee model
AUM / Hourly / Flat Fee
View profile
RC

RIVER CRESCENT ADVISORS, LLC

SUFFOLK, VA
RIA

Get back to the things that matter most with better financial management.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementRetirement PlanningEstate Planning+2
Fee model
AUM / Hourly / Flat Fee
View profile
RC

RIVERPLACE CAPITAL MANAGEMENT INC

JACKSONVILLE, FL
RIA

More Than 25 Years of trusted Family Wealth Management

AUM
$100M–$500M
Advisors
Offices
1
Founded
1998

Firm Focus

IndividualsHigh Net Worth

Expertise

Fiduciary PlanningFamily Wealth ManagementInvestment Management+8
Fee model
AUM
Account Minimum
$100k
View profile
RR

RIVER ROAD ASSET MANAGEMENT, LLC

LOUISVILLE, KY
RIA

Discovering value, off the beaten path ®

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Small Cap ValueSmall-mid Cap ValueMid Cap Value+7
Fee model
AUM / Performance-based
View profile
RP

RIVERSPAN PARTNERS LP

CHICAGO, IL
RIA

Taking You Further

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityIndustrialsChemicals & Materials+9
Fee model
AUM / Performance-based
View profile
RC

RIVERVIEW CAPITAL ADVISERS LLC

BOSTON, MA
RIA

We will help you define and achieve your vision of financial independence

AUM
$500M–$1B
Advisors
Offices
1
Founded
2006

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Multi-family OfficeInvestment AdvisoryFamily Office Services+7
Fee model
AUM / Hourly / Flat Fee / 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 145 | AdvisorFinder