AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
RC

RIVERWALK CAPITAL PARTNERS, LLC

CHICAGO, IL
RIA

From Founders to Funders

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Venture Capital
Fee model
AUM / Performance-based
View profile
RW

RIVER WEALTH ADVISORS LLC

CAMP HILL, PA
RIA

Enriching the lives of our clients and community

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+12
Fee model
AUM / Hourly / Flat Fee
View profile
RA

RJA ASSET MANAGEMENT LLC

STAMFORD, CT
RIA

Delivering equity option strategies designed for risk management and long-term growth.

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Equity OptionsPortfolio ManagementRisk Management+4
Fee model
AUM / Flat Fee / Performance-based / Other
View profile
RC

R.J. CLOUD ADVISORS & COMPANY

BIXBY, OK
RIA

A Family Office Experience Designed for Your Life.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFamily OfficeInvestments+3
Fee model
AUM
View profile
RA

RK ASSET MANAGEMENT

N/A
RIA

Long-Term Value Investing

AUM
$100M–$500M
Advisors
Offices
1
Founded
1996

Firm Focus

High Net Worth

Expertise

Value InvestingLong-term InvestingFundamental Research+5
Fee model
AUM
Account Minimum
$100k
View profile
RE

RLJ EQUITY PARTNERS, LLC

BETHESDA, MD
RIA

Partnering with exceptional management teams to leverage experience and relationship to grow businesses that make a difference

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityNorth American CompaniesMiddle Market+2
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
RA

RM ADVISER, LLC

ORLANDO, FL
RIA

Build Your Real Estate Portfolio

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

Firm Focus

Pooled Vehicles

Expertise

Commercial Real EstateReits1031 Exchange+4
Fee model
AUM / Performance-based / Other
Account Minimum
$5k
View profile
RI

RMC INVESTMENT ADVISORS

WEST HARTFORD, CT
RIA

A Personalized Approach to Goals-Based Investing

AUM
$1B–$5B
Advisors
Offices
1
Founded
1984

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningMultigenerational Planning+4
Fee model
AUM
Account Minimum
$500k
View profile
RI

RM INVESTMENT STRATEGIES, LLC

GRAND RAPIDS, MI
RIA

Risk Managed Investment Strategies

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

High Net Worth

Expertise

Risk Managed PortfoliosInvestment ResearchQuantitative Strategies+7
Fee model
AUM
View profile
RP

RM PRIVATE WEALTH MANAGEMENT

MIAMI, FL
RIA

A trusted global investment and asset management firm providing sophisticated solutions to high-net-worth clients.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementPortfolio ManagementFinancial Planning+9
Fee model
AUM / Hourly
Account Minimum
$1.0M
View profile
RW

RMR WEALTH MANAGEMENT

NEW YORK, NY
RIA

Wise Strategy. Clear Pathways. Your Financial Journey Starts Here

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

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Portfolio ManagementRetirement PlanningAlternative Investments+5
Fee model
AUM / Flat Fee
View profile
RW

ROBBINS WEALTH MANAGEMENT

ERIE, PA
RIA

Welcome to Robbins Wealth Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementRetirement PlanningNon-discretionary Investment Management+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$300k
View profile
RH

ROBERT HARRELL, INCORPORATED

AUSTIN, TX
RIA
AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations+1

Expertise

FiduciaryIndependent Investment ConsultingDefined Benefit Plans+5
Fee model
AUM / Flat Fee
View profile
RL

ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES

PASADENA, CA
RIA

Growth Stock Investing

AUM
$500M–$1B
Advisors
Offices
1
Founded
1972

Firm Focus

High Net Worth

Expertise

Growth Stock InvestingEquity PortfoliosBalanced Asset Portfolios+4
Fee model
AUM
View profile
RP

ROBERT PRISKE, LLC

HONOLULU, HI
RIA

Honolulu Fee-only Financial Advisor

AUM
$100M–$500M
Advisors
Offices
1
Founded
1990

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyFinancial PlanningInvestment Management+2
Fee model
AUM / Hourly
Account Minimum
$1.0M
View profile
RW

ROBERTS WEALTH ADVISORS, LLC

MENLO PARK, CA
RIA

Your Future, Our Passion.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementAsset ManagementPortfolio Management+6
Fee model
AUM / Hourly / Flat Fee
View profile
R&

ROBOTTI & COMPANY ADVISORS, LLC

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
12
Offices
1
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Investment AdvisoryBroker Dealer
Fee model
AUM / Performance-based / Other
Account Minimum
$500k
View profile
RI

ROCHESTER INVESTMENTS

ROCHESTER, NY
RIA
AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementRetirement PlanningFinancial Planning+13
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
RA

ROCKBRIDGE ASSET MANAGEMENT, LLC

ALEXANDRIA, VA
RIA

Welcome.

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Investment ManagementConcentrated PortfoliosPublicly-traded Equities+3
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
RA

ROCKHILL ADVISORS LLC

VICTOR, ID
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment AdvisoryRegistered Investment Advisor
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
RH

ROCK HILL CAPITAL

HOUSTON, TX
RIA

We help build great companies through value-add, hands-on operational involvement

AUM
$100M–$500M
Advisors
Offices
1
Founded
2007

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower-middle MarketIndustrial Products And Services+9
Fee model
AUM / Performance-based / Other
View profile
RA

ROCKINGSTONE ADVISORS

GREAT BARRINGTON, MA
RIA

Multi-asset investment strategies for individuals, families and small institutions.

AUM
$100M–$500M
Advisors
Offices
3
Founded
2009

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Multi-asset InvestingSeparate AccountsEquity Research+7
Fee model
AUM
View profile
RH

ROCKY HILL ADVISORS INC.

PEABODY, MA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
1997

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment AdvisoryAsset ManagementFinancial Analysis+6
Fee model
AUM / Hourly / Flat Fee
View profile
RM

ROCKY MOUNTAIN ADVISERS, LLC

SALINA, KS
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies

Expertise

Value InvestingBottom-up ResearchFundamental Analysis+3
Fee model
AUM / Hourly / Flat Fee
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 146 | AdvisorFinder