AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
SH

SECOND HALF FINANCIAL PARTNERS, LLC

SEBRING, FL
RIA

Live Your Next Chapter on Your Terms

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+2

Expertise

Retirement PlanningRetirement IncomeTax Planning+2
Fee model
AUM / Hourly
View profile
SA

SECTOR ANALYSTS LLC

ALLENTOWN, PA
RIA

Personalized Financial Planning & Investment Management

AUM
$100M–$500M
Advisors
2
Offices
1
Founded
2013

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
SA

SECURE ASSET MANAGEMENT, L.L.C.

TROY, MI
RIA

We help plan for your future.

AUM
$500M–$1B
Advisors
38
Offices
20
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningCollege SavingsEstate Planning+3
Fee model
AUM / Flat Fee / Other
View profile
SR

SECURED RETIREMENT ADVISORS, LLC

ST LOUIS PARK, MN
RIA

Plan The Retirement Of Your Dreams

AUM
$100M–$500M
Advisors
Offices
2
Founded
1995

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningTax PlanningIncome Planning+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
SF

SEEDSAFE FINANCIAL LLC

N/A
RIA

We are here to empower you to make decisions that increase the value of your life and net worth.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Stock CompensationRsusAMT+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$600k
View profile
SF

SEEK FIRST INC.

CAMPBELL, CA
RIA

Turn financial complexity into faithful clarity.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Faith-based Financial PlanningRetirement PlanningTax Strategy+7
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
SA

SEELAUS ASSET MANAGEMENT, LLC

CHATHAM, NJ
RIA

A certified women-owned investment firm.

AUM
$1B–$5B
Advisors
12
Offices
2
Founded
1984

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Broker-dealerInstitutional Sales And TradingTrade Execution+5
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
SM

SEGAL MARCO ADVISORS

NEW YORK, NY
RIA

Investment Consulting Tailored for the Institutional Investor

AUM
$25B+
Advisors
Offices
10
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+3

Expertise

Investment ConsultingInstitutional InvestorsDiscretionary Investment Management+9
Fee model
AUM / Hourly / Flat Fee / Other
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SI

SEI INVESTMENTS MANAGEMENT CORP

OAKS, PA
RIA

Custom solutions. Unlimited potential. One partner

AUM
$25B+
Advisors
91
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthInvestment Companies+5

Expertise

Financial ServicesAsset ManagementWealth Management+4
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$25.0M
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SL

SELBY LANE CAPITAL, LLC

CHARLOTTESVILLE, VA
RIA

Building venture capital and private equity fund investment portfolios

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Venture CapitalPrivate EquityFund Of Funds+8
Fee model
AUM / Flat Fee / Performance-based
View profile
SE

SELECT EQUITY GROUP, L.P.

NEW YORK, NY
RIA

Long-term partnership with exceptional founder and family-owned businesses.

AUM
$25B+
Advisors
3
Offices
3
Founded
1990

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Aerospace & DefenseLife Science Tools And EquipmentNiche Industrials+7
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
SM

SELECT MONEY MANAGEMENT, INC.

LOS ANGELES, CA
RIA
AUM
$1B–$5B
Advisors
7
Offices
1
Founded

Firm Focus

High Net WorthState/Municipal

Expertise

Investment ManagementFinancial PlanningWealth Management+9
Fee model
AUM
View profile
SM

SELKIRK MANAGEMENT, LLC

CHATHAM, NJ
RIA

A global long/short equity investment partnership.

AUM
$100M–$500M
Advisors
Offices
3
Founded
2008

Firm Focus

Pooled Vehicles

Expertise

Global Long/short EquityFundamental ResearchConcentrated Portfolio+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
SF

SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC

WAYNE, PA
RIA

WE INVEST IN SEMINAL TRENDS SHAPING THE FUTURE

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

Firm Focus

Pooled Vehicles

Expertise

Growth EquityAISaas+12
Fee model
AUM / Performance-based
View profile
SH

SENECA HOUSE ADVISORS

RICHMOND, VA
RIA

If a man knows not to which port he sails, no wind is favorable

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+4
Fee model
AUM / Hourly / Flat Fee / Performance-based / Other
Account Minimum
$500k
View profile
SF

SENESCHAL FAMILY OFFICE

TACOMA, WA
RIA

Your Financial Partner Through Life's Transitions

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-only Wealth ManagementFiduciaryMulti-family Office+9
Fee model
AUM / Flat Fee
View profile
SC

SENSENIG CAPITAL ADVISORS, INC.

COLLEGEVILLE, PA
RIA

Maximize your financial potential with a kind, capable, and specialized partner.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementInstitutional Asset Management401(k) Plans+6
Fee model
AUM / Hourly / Flat Fee
View profile
SP

SENSIBLE PORTFOLIOS, LLC

N/A
RIA

High value. Low fees.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Financial AdvisingWealth ManagementRetirement Planning+3
Fee model
AUM / Flat Fee
View profile
S

SENSTOMI

SOUTHFIELD, MI
RIA

Make the call. Move on with your life.

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

Individuals

Expertise

Fiduciary AdvisoryInvestment GuidanceIncome Disruption+3
Fee model
Subscription
View profile
SC

SENTARA CAPITAL

MARIETTA, GA
RIA

The Art of Retiring Well

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-only InvestingRetirement PlanningFinancial Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
SG

SENTINEL GLOBAL

SAN FRANCISCO, CA
RIA

Bridging the gap between Innovators and Adopters

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalEnterprise TechnologyAI+12
Fee model
AUM / Performance-based
View profile
SW

SENTINEL WEALTH MANAGEMENT, INC.

RESTON, VA
RIA

Prepare to Live Your Life ®

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningTax PlanningInvestment Management+7
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
SA

SENTRY ADVISORS, LLC

SAN FRANCISCO, CA
RIA
AUM
$1B–$5B
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Registered Investment AdviserFinancial AdviceRisk Tolerance+3
Fee model
AUM
Account Minimum
$1.0M
View profile
SM

SENTRY MANAGEMENT INC

WICHITA FALLS, TX
RIA

Expertise, Experience, and Resolve to Meet Your Unique Needs

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

Firm Focus

High Net WorthPension/Profit SharingInsurance Companies+1

Expertise

Fixed IncomePortfolio ManagementMunicipal Advisory+7
Fee model
AUM / 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 153 | AdvisorFinder