AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
SA

STANSBERRY ASSET MANAGEMENT, LLC

WESTLAKE, TX
RIA

Asset & Wealth Management, All in One Place

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Active InvestingWealth ManagementFinancial Planning+7
Fee model
AUM
Account Minimum
$500k
View profile
SS

STAPLE STREET CAPITAL

NEW YORK, NY
RIA

Partnering at inflection points.

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

Firm Focus

Pooled Vehicles

Expertise

Transformative OpportunitiesBusiness GrowthCapital Partnering
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
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SF

STARR-MATHEWS FINANCIAL, LLC

CALHOUN, GA
RIA

Freedom to Dream

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlansPersonal Wealth ManagementCustomized Wealth Building Strategies+3
Fee model
AUM / Hourly / Flat Fee
View profile
SW

STASH WEALTH, LLC

NEW YORK, NY
RIA

Get Your Financial Sh*t Together

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Financial PlanningMillennialsHigh Earners+4
Fee model
AUM / Flat Fee / Other
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SW

STATERA WEALTH MANAGEMENT

ST. GEORGE, UT
RIA

Create the plan. live the adventure.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningWealth ManagementComprehensive Financial Planning+2
Fee model
AUM / Hourly
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SW

STAVIS WEALTH TRANSFER SOLUTIONS

HOUSTON, TX
RIA

Most families spend a lifetime building wealth. Few spend the same intention preserving it.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningEstate PlanningInvestment Management+7
Fee model
AUM / Flat Fee / Other
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SF

STAWNYCHY FINANCIAL SERVICES, INC.

KINNELON, NJ
RIA

Take the stress out of your financial life.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementCharitable Planning+4
Fee model
AUM / Hourly / Flat Fee
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SD

ST. DENIS J. VILLERE & CO., LLC

NEW ORLEANS, LA
RIA

Invest Selectively

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1911

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Separately Managed AccountsMutual FundsEquity Strategies+9
Fee model
AUM
View profile
S

STEADTRUST

N/A
RIA

Live the Life You've Always Imagined.

AUM
$500M–$1B
Advisors
9
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRetirement PlanningEstate Planning+10
Fee model
AUM / Hourly / Flat Fee
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SC

STEADVIEW CAPITAL MANAGEMENT LLC

SAN FRANCISCO, CA
RIA

We partner with visionary founders who are building generational companies in the US and India across public and private markets.

AUM
$1B–$5B
Advisors
—
Offices
4
Founded
2009

Firm Focus

Pooled Vehicles

Expertise

Public MarketsPrivate MarketsFounder-led Companies+3
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
SS

STEELE STREET PRIVATE WEALTH MANAGEMENT

DENVER, CO
RIA

Independent | Fiduciary Wealth Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementEstate Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
SG

STEEL GROVE CAPITAL ADVISORS, LLC

MEMPHIS, TN
RIA

We provide extraordinary services and experiences for extraordinary families and individuals.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Multi-family OfficeWealth ManagementInvestment Management+11
Fee model
AUM / Flat Fee / Performance-based
View profile
SC

STEELHEAD CAPITAL MANAGEMENT, LLC

FORT WORTH, TX
RIA

A Family Office investing in high growth opportunities

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

Firm Focus

Pooled Vehicles

Expertise

Family OfficeHigh Growth OpportunitiesInvestments
Fee model
AUM / Performance-based
View profile
SI

STEELOAKS INVESTMENT ADVISERS, INC.

WEIRTON, WV
RIA

Your choice for Financial Services.

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Investment AdvisoryWealth BuildingAsset Preservation+3
Fee model
AUM / Flat Fee
View profile
SC

STEEPROCK CAPITAL

GREENWICH, CT
RIA

Real Estate Financing Solutions

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate DebtReal Estate EquityMortgage Loans+11
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
SC

STEGINSKY CAPITAL LLC

N/A
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2000

Firm Focus

High Net Worth

Expertise

Long-term InvestingConcentrated PortfolioPublic Equities+4
Fee model
AUM
View profile
SG

STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

LEESBURG, VA
RIA

Enjoy What You've Worked Hard to Earn

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementRetirement Planning+13
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$600k
View profile
SA

STEINBERG ASSET MANAGEMENT, LLC

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
SP

STELLA POINT CAPITAL, LP

NEW YORK, NY
RIA

Experienced investors. Invested in people.

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

Firm Focus

Pooled Vehicles

Expertise

InvestingPartnershipsCulture
Fee model
Performance-based / Other
View profile
SA

STEP ADVISERS, LLC

PALO ALTO, CA
RIA

BANKING FOR THE NEXT GENERATION

AUM
Not disclosed
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Credit BuildingSavingsCashback Rewards+5
Fee model
Other
View profile
SG

STEPHENS GROUP ASSET MANAGEMENT, LLC

LITTLE ROCK, AR
RIA

Stability. Strength. Integrity.

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2017

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningDiscretionary Advice+9
Fee model
AUM
View profile
SA

STEPHENSON AND COMPANY, INC.

SAN CLEMENTE, CA
RIA

reputation for excellence

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment AdvisoryWealth ManagementFinancial Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
SC

STERLING CAPITAL MANAGEMENT LLC

CHARLOTTE, NC
RIA
AUM
$25B+
Advisors
36
Offices
5
Founded
1970

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Investment ManagementCustomized PortfoliosAsset Allocation+4
Fee model
AUM / Flat Fee / Performance-based
View profile
SF

STERLING FINANCIAL ADVISORS, LLC

N/A
RIA

Serving you. Well.

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Wealth ManagementCorporate Retirement PlansBusiness Owner Planning+3
Fee model
AUM / Flat Fee
Account Minimum
$250k
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 162 | AdvisorFinder