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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+)
SF

SIERRA FINANCIAL ADVISORY

N/A
RIA

When markets shift, experienced investors stick to their strategies.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Customized Financial GuidanceFee TransparencyComplex Financial Needs+2
Fee model
AUM / Commission / Flat Fee
View profile
SL

SIERRA LEGACY GROUP

SCOTTSDALE, AZ
RIA
AUM
$100M–$500M
Advisors
3
Offices
2
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Legacy PlanningSuccession PlanningLife Insurance+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
SP

SIGHTLINE PARTNERS LLC

BLOOMINGTON, MN
RIA

Capital and Liquidity Solutions for Strategic and Institutional Investors with Portfolios of Alternative Assets

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

Firm Focus

Pooled Vehicles

Expertise

Alternative InvestmentsSecondary TransactionsPortfolio Liquidity+7
Fee model
AUM / Performance-based
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SI

SIGMA INVESTMENT COUNSELORS

NORTHVILLE, MI
RIA

Thoughtful Investing.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment PlanningRetirement PlanningEstate Planning+8
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
S

SIGNALFIRE

SAN FRANCISCO, CA
RIA

Venture capital engineered to ignite your growth

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalAi/mlBeacon AI Platform+12
Fee model
AUM / Performance-based
View profile
SL

SIGNATUREFD, LLC

ATLANTA, GA
RIA

A personal approach to financial planning

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Financial PlanningWealth ManagementInvestment Advisory+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
SI

SIGNATURE INVESTMENT ADVISORS, LLC

LOS ANGELES, CA
RIA

A higher level of complexity requires a higher level of experience

AUM
$5B–$25B
Advisors
10
Offices
2
Founded
1997

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Wealth ManagementInvestment ManagementPortfolio Management+6
Fee model
AUM
Account Minimum
$250k
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SI

SIGNET INVESTMENT ADVISORY GROUP, INC.

PROVIDENCE, RI
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Long-term InvestingMulti-generational FamiliesBusiness Investing+1
Fee model
AUM
Account Minimum
$500k
View profile
S

SIIMPL

BLOOMINGTON, MN
RIA

Smart. Strategic. SIIMPL.

AUM
Not disclosed
Advisors
Offices
1
Founded

Expertise

Personalized Wealth ManagementInvestment PlanningPayout Sleeves+3
Fee model
AUM
View profile
SF

SIKICH FINANCIAL

SPRINGFIELD, IL
RIA

Unlock financial freedom with Sikich's Wealth Management team.

AUM
$1B–$5B
Advisors
7
Offices
9
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningAsset Management+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
SW

SIKORSKI WEALTH MANAGEMENT, LLC

SAN DIEGO, CA
RIA

Dream. Plan. Succeed.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFinancial PlanningRetirement Planning+4
Fee model
AUM
View profile
SP

SILICON PRIVATE WEALTH, LLC

N/A
RIA

Prosper with principle.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningInvestment ManagementPrivate Investments+4
Fee model
AUM / Commission / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
SV

SILICON VALLEY CAPITAL PARTNERS, L.P.

SAN JOSE, CA
RIA

Managing Risk Inherent to Global Macroeconomic and Capital Market Opportunities™

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Global MacroeconomicsCapital MarketsRisk Management+8
Fee model
AUM
View profile
SC

SILVERARC CAPITAL MANAGEMENT, LLC

BOSTON, MA
RIA

INVESTMENT MANAGEMENT FOCUSED ON HEALTHCARE

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Investment ManagementHealthcare
Fee model
AUM / Performance-based
View profile
SG

SILVER GROVE ADVISORY SERVICES

ORCHARD PARK, NY
RIA
AUM
$100M–$500M
Advisors
10
Offices
9
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementAsset PreservationFinancial Wellness+5
Fee model
AUM / Hourly / Flat Fee
View profile
SH

SILVER HILL ENERGY PARTNERS, LP

DALLAS, TX
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
2011

Firm Focus

Pooled Vehicles

Expertise

Oil And GasUnconventional AssetsDelaware Basin+7
Fee model
AUM / Performance-based
View profile
SL

SILVER LAKE ADVISORY PARTNERS, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Registered Investment AdvisorInvestment ManagementInvestment Strategies
Fee model
AUM
View profile
SO

SILVER OAK SECURITIES, INC.

JACKSON, TN
RIA

DEDICATED TO BUILDING VISIONARY INVESTMENT ADVISORY PRACTICES

AUM
$1B–$5B
Advisors
95
Offices
62
Founded
1999

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Broker DealerInvestment AdvisoryWealth Management+3
Fee model
AUM / Hourly / Flat Fee
View profile
SO

SILVER OAK WEALTH ADVISORS SERVICES, LLC

LOS ANGELES, CA
RIA

Financial life planning and wealth management expertise for couples, women and families in transition.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2005

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial Life PlanningWealth ManagementFinancial Transitions+12
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
SW

SILVEROAK WEALTH MANAGEMENT LLC

EDINA, MN
RIA

Financial Advice For Life

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-onlyWealth ManagementFinancial Planning+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
SW

SILVERPEAK WEALTH ADVISORS

BOULDER, CO
RIA

Finding a good advisor is like finding a good mattress….

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

Firm Focus

High Net WorthState/Municipal

Expertise

Investment ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM
Account Minimum
$1.0M
View profile
SC

SILVERSMITH CAPITAL PARTNERS

BOSTON, MA
RIA

We invest in technology. healthcare. growth. partnerships.

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

Firm Focus

Pooled Vehicles

Expertise

Growth EquityTechnologyHealthcare+2
Fee model
AUM / Performance-based
View profile
SC

SILVERVIEW CREDIT PARTNERS LP

TAMPA, FL
RIA

Capital for the Lower Middle Market

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Lower Middle MarketPrivate CreditDebt Solutions+3
Fee model
AUM / Performance-based
View profile
SC

SIMMONS CAPITAL GROUP

HALFMOON, NY
RIA

thoughtful financial planning to ease your mind

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningImpact InvestingInsurance Planning+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
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 156 | AdvisorFinder