Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
SI
SEI INVESTMENTS MANAGEMENT CORP
OAKS, PA
RIA
AUM
$25B+
Advisors
91
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+5
Fee model
AUM / Flat Fee / Performance-based
SE
SELECT EQUITY GROUP, L.P.
NEW YORK, NY
RIA
AUM
$25B+
Advisors
3
Offices
3
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
SM
SELECT MONEY MANAGEMENT, INC.
LOS ANGELES, CA
RIA
AUM
$1B–$5B
Advisors
7
Offices
1
Founded
—
Firm Focus
High Net WorthState/Municipal
Fee model
AUM
SM
SENTRY MANAGEMENT INC
WICHITA FALLS, TX
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit SharingInsurance Companies+1
Fee model
AUM / Flat Fee / Other
SC
SEPIO CAPITAL, LP
SALT LAKE CITY, UT
RIA
AUM
$5B–$25B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+4
Fee model
AUM / Flat Fee / Performance-based / Other
SP
SEVEN POST INVESTMENT OFFICE LP
SAN FRANCISCO, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Flat Fee / Performance-based
ST
SHADE TREE ADVISORS LLC
SARATOGA SPRINGS, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Flat Fee / Performance-based
SA
SHUSTER ADVISORY GROUP, LLC
PASADENA, CA
RIA
AUM
$5B–$25B
Advisors
3
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+3
Fee model
AUM / Flat Fee
SL
SIGNATUREFD, LLC
ATLANTA, GA
RIA
AUM
$5B–$25B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
SI
SIGNATURE INVESTMENT ADVISORS, LLC
LOS ANGELES, CA
RIA
AUM
$5B–$25B
Advisors
10
Offices
2
Founded
—
Firm Focus
High Net WorthPension/Profit SharingState/Municipal
Fee model
AUM
SO
SILVER OAK SECURITIES, INC.
JACKSON, TN
RIA
AUM
$1B–$5B
Advisors
95
Offices
75
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
SA
SIMPLIFY ASSET MANAGEMENT INC.
LAS VEGAS, NV
RIA
AUM
$5B–$25B
Advisors
—
Offices
12
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
SA
SL ADVISORS, LLC
N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM
SC
SMEAD CAPITAL MANAGEMENT, INC.
PHOENIX, AZ
RIA
AUM
$5B–$25B
Advisors
9
Offices
3
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM
SC
SNYDER CAPITAL MANAGEMENT LP
SAN FRANCISCO, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM
SI
SOLTIS INVESTMENT ADVISORS, LLC
ST. GEORGE, UT
RIA
AUM
$5B–$25B
Advisors
—
Offices
9
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Flat Fee / Performance-based
SI
SOUND INCOME STRATEGIES, LLC
FORT LAUDERDALE, FL
RIA
AUM
$1B–$5B
Advisors
1
Offices
76
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies
Fee model
AUM / Hourly / Flat Fee
SA
SOUTHBRIDGE ADVISORS, LLC
MARIETA, GA
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
SW
SPIRE WEALTH MANAGEMENT, LLC
MCLEAN, VA
RIA
AUM
$1B–$5B
Advisors
69
Offices
48
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
SA
SPROTT ASSET MANAGEMENT USA INC.
DARIEN, CT
RIA
AUM
$5B–$25B
Advisors
34
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM / Performance-based
SP
STAIRWAY PARTNERS, LLC
MINNEAPOLIS, MN
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPension/Profit SharingCharitable Organizations+1
Fee model
AUM
SI
STANCORP INVESTMENT ADVISERS, INC.
PORTLAND, OR
RIA
AUM
$25B+
Advisors
72
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Other
SC
STEGINSKY CAPITAL LLC
N/A
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net Worth
Fee model
AUM
SC
STERLING CAPITAL MANAGEMENT LLC
CHARLOTTE, NC
RIA
AUM
$25B+
Advisors
36
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+3
Fee model
AUM / Flat Fee / Performance-based
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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.