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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+)
RC

RRG CAPITAL MANAGEMENT LLC

LOS ANGELES, CA
RIA

Sustainable land, water, and agri-food investing in the world's premier farm regions

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

Firm Focus

Pooled Vehicles

Expertise

Sustainable AgricultureLand InvestingWater Stewardship+7
Fee model
AUM / Flat Fee / Performance-based
View profile
RA

RS ASSET MANAGEMENT, LLC

COLORADO SPRINGS, CO
RIA

Liquidity to Legacy™

AUM
$100M–$500M
Advisors
2
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Post-exit PlanningWealth ManagementExit Planning+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
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RP

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

DEWITT, NY
RIA

Strategic, Smart, Reliable Retirement and Investment Solutions

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementRetirement PlanningInvestment Management+7
Fee model
AUM
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RT

RUBICON TECHNOLOGY MANAGEMENT L.L.C.

BOULDER, CO
RIA

Software Innovation Through Partnership

AUM
$1B–$5B
Advisors
Offices
3
Founded

Firm Focus

Pooled Vehicles

Expertise

Middle-market Private EquityEnterprise SoftwareGrowth Acceleration+3
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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RA

RUBINBROWN ADVISORS LLC

ST. LOUIS, MO
RIA

Integrated Planning for Life

AUM
$1B–$5B
Advisors
Offices
4
Founded
2002

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment AdvisoryFinancial PlanningTax Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$150k
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RO

RULE ONE PARTNERS, LLC

MORELAND, GA
RIA

It's About Generational Wealth

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

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Value InvestingDeep ValueContrarian Investing+7
Fee model
AUM / Performance-based
Account Minimum
$100k
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R&

RUNDE & CO. LLC

SEATTLE, WA
RIA

Process-Driven Investing

AUM
$100M–$500M
Advisors
Offices
1
Founded
1992

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Fundamental AnalysisFixed IncomeEquities+4
Fee model
AUM
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RO

RUNNING OAK CAPITAL LLC

EDINA, MN
RIA

Rebelliously thoughtful for over 40 Years

AUM
$500M–$1B
Advisors
Offices
1
Founded
2013

Firm Focus

High Net WorthInvestment Companies

Expertise

Rules-based InvestingEquity Portfolio ManagementEfficient Growth Strategy+7
Fee model
AUM
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RP

RUNNING POINT CAPITAL ADVISORS LLC

EL SEGUNDO, CA
RIA

Your Introduction to a Trusted Financial Partner Awaits

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial AdvisoryWealth ManagementConcierge Matching+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5.0M
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RC

RUNNYMEDE CAPITAL ADVISORS, INC.

N/A
RIA

Helping you plan a bright future!

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

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment AdvicePortfolio Management+4
Fee model
AUM / Hourly
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RG

RUNWAY GROWTH CAPITAL LLC

CHICAGO, IL
RIA

Debt Financing for Late and Growth Stage Companies

AUM
$1B–$5B
Advisors
Offices
3
Founded

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Debt FinancingGrowth LendingVenture Lending+12
Fee model
AUM / Performance-based
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RI

RUSH ISLAND MANAGEMENT, LP

NEW YORK, NY
RIA

Extracting value in publicly traded real estate securities

AUM
$1B–$5B
Advisors
Offices
1
Founded
2018

Firm Focus

Pooled Vehicles

Expertise

Publicly Traded Real EstateReal Estate SecuritiesAsset Management+3
Fee model
AUM / Performance-based
Account Minimum
$2.0M
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RC

RUSHMONT CAPITAL MANAGEMENT

NEW YORK, NY
RIA

An equity long/short investment management firm based in New York

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Equity Long/shortInvestment ManagementRisk-adjusted Returns+2
Fee model
AUM / Performance-based
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RA

RUTHERFORD ASSET PLANNING, INC.

TAMPA, FL
RIA

Building Wealth. Building Trust. For Over 30 Years.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Financial PlanningPortfolio ManagementEstate Planning+8
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
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RI

RUTHERFORD INVESTMENT MANAGEMENT

PORTLAND, OR
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Individual Stock SelectionSeparately Managed AccountsRegistered Investment Advisor+4
Fee model
AUM
Account Minimum
$1.0M
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RA

RVX ASSET MANAGEMENT LLC

AVENTURA, FL
RIA

Targeted Global Investing

AUM
Under $100M
Advisors
Offices
1
Founded
2015

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Emerging MarketsFrontier MarketsRelative Value+5
Fee model
AUM / Flat Fee / Performance-based
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RA

RWA ADVISORS

BOCA RATON, FL
RIA

Where Investing Meets Conservative Values

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment Portfolio ManagementEstate PlanningRetirement Planning+5
Fee model
AUM
Account Minimum
$1.0M
View profile
RB

RW BAKER WEALTH MANAGEMENT GROUP LLC

CHEYENNE, WY
RIA

Solutions for Today – Legacy for Tomorrow

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Registered Investment AdvisorWealth ManagementFinancial Planning+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$50k
View profile
RI

RW INVESTMENT MANAGEMENT LLC

EAGLE, ID
RIA

We move mountains to create joy for our clients – building, managing, and protecting their wealth through life's transitions, planned and unplanned

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment ManagementWealth ManagementFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
RE

RYDAR EQUITIES, INC.

WEATHERFORD, TX
RIA

Trust & Financial Confidence.

AUM
$100M–$500M
Advisors
Offices
2
Founded
2009

Firm Focus

High Net Worth

Expertise

Registered Investment AdvisorFinancial PlanningInvestment Management+5
Fee model
AUM
Account Minimum
$100k
View profile
RB

RYE BROOK CAPITAL, LLC

GREENWICH, CT
RIA

Smart Investments. Strategic Wealth Management.

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

Firm Focus

High Net Worth

Expertise

Value InvestingLong-term GrowthContrarian Investing+7
Fee model
AUM
View profile
SF

S2 FUND MANAGER, LLC

DALLAS, TX
RIA

Real Estate, Real Possibility.

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate InvestmentResidentialIndustrial+5
Fee model
AUM / Performance-based
View profile
SI

S2G INVESTMENTS, LLC

CHICAGO, IL
RIA

Invested at the seams of sector transition.

AUM
$1B–$5B
Advisors
Offices
3
Founded

Firm Focus

Pooled Vehicles

Expertise

Food & AgricultureOceansEnergy Transition+5
Fee model
AUM / Performance-based / Other
View profile
SC

S3 CAPITAL ADVISORS LLC

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
2007

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Real Estate InvestmentConstruction LendingMulti-family Housing+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 148 | AdvisorFinder