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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+)
SW

STONEHAVEN WEALTH & TAX SOLUTIONS

APPLETON, WI
RIA

We Value Our Independence

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Independent Broker-dealerWealth ManagementTax Strategies+4
Fee model
AUM
Account Minimum
$500k
View profile
SH

STONE HOUSE PARTNERS

BAY HARBOR ISLANDS, FL
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Equity InvestmentLong-biasedResearch Intensive+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
SI

STONE ISLAND FINANCIAL PLANNING

NAPERVILLE, IL
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyFiduciaryFinancial Planning+6
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
SW

STONEMARK WEALTH MANAGEMENT

PASADENA, CA
RIA

Investment Strength For Your Future

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Estate PlanningFinancial PlanningInvestment Management+8
Fee model
AUM / Hourly / Flat Fee
View profile
SP

STONE PINE FINANCIAL PARTNERS

MEDIA, PA
RIA

The Average Person Works Over 90,000 Hours in Their Lifetime

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2015

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement Income PlanningCertified Financial PlannerRetirement Income Specialist+9
Fee model
AUM / Flat Fee
View profile
SR

STONE RIDGE ASSET MANAGEMENT LLC

NEW YORK, NY
RIA
AUM
$25B+
Advisors
20
Offices
1
Founded
2012

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Alternative Asset ManagementReinsuranceAlternative Lending+9
Fee model
AUM / Performance-based / Other
View profile
ST

STONE TEMPLE PARTNERS LLC

NEW YORK, NY
RIA

Transforming How Private Wealth Moves Forever Forward

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles

Expertise

Ultra-high-net-worthFamily OfficePrivate Wealth+6
Fee model
AUM / Flat Fee / Performance-based
View profile
SC

STONETREE CAPITAL ADVISORS, LLC

N/A
RIA

Empowering Your Investments, Securing Your Future

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Private EquityFund Of FundsEnergy+3
Fee model
AUM / Performance-based
View profile
SI

STONETREE INVESTMENT PARTNERS LLC

DALLAS, TX
RIA

TRANSFORMING INDUSTRIALS. INVESTING IN PEOPLE.®

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2021

Firm Focus

Pooled Vehicles

Expertise

IndustrialsPrivate EquityNiche Manufacturing+4
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
SW

STONE WEALTH PARTNERS LLC

LAFAYETTE, LA
RIA

Plan | Invest | Enjoy

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Asset ManagementFinancial PlanningRetirement Planning+2
Fee model
AUM / Hourly / Flat Fee
View profile
SP

STONY POINT CAPITAL

NEW YORK, NY
RIA

We focus on disruptive product cycles and significant consumer value shifts across technology and consumer-related businesses

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2015

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Long/short EquityFundamental ResearchData-driven Analysis+6
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
SC

STORDAHL CAPITAL MANAGEMENT, INC.

GREENWOOD VILLAGE, CO
RIA

Live a Life Full of New Possibilities in Retirement

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2009

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningFee-only AdvisoryFiduciary+8
Fee model
AUM / Hourly
Account Minimum
$2.0M
View profile
SF

STOREHOUSE FINANCIAL LLC

FORT WORTH, TX
RIA

WE ARE DIFFERENT

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryFinancial Planning+7
Fee model
AUM / Hourly / Performance-based
View profile
SL

STORGATE, LLC

N/A
RIA

Because we believe in better for your family

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Family OfficeInvestment ManagementTax Planning+7
Fee model
AUM / Flat Fee
View profile
SP

STRAIGHT PATH WEALTH MANAGEMENT

JENISON, MI
RIA

Reduce Taxes. Invest Smarter. Optimize Income.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Retirement PlanningTax PlanningTax Preparation+9
Fee model
AUM / Hourly
View profile
S&

STRAIT & SOUND

N/A
RIA

Sound Counsel for Life's Most Important Transitions

AUM
$100M–$500M
Advisors
—
Offices
3
Founded
2020

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningTax Strategy+9
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
SW

STRATA WEALTH ADVISORS, LLC

DALLAS, TX
RIA

Building Secure Foundations For Joyful Living

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2000

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFinancial PlanningInvestment Management+7
Fee model
AUM / Flat Fee
View profile
SA

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

POMPANO BEACH, FL
RIA
AUM
$100M–$500M
Advisors
3
Offices
1
Founded
—

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

InvestmentsBondsIRA+13
Fee model
AUM
Account Minimum
$1.0M
View profile
SA

STRATEGIC ASSET MANAGEMENT LLC.

ROCHESTER, MN
RIA

Integration Meets Innovation

AUM
$100M–$500M
Advisors
1
Offices
3
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Asset ManagementFinancial PlanningTax Optimization+7
Fee model
AUM / Flat Fee
View profile
SB

STRATEGIC BLUEPRINT, LLC

ATLANTA, GA
RIA

For Choice Where it Counts

AUM
$1B–$5B
Advisors
39
Offices
21
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+2

Expertise

RIAIndependent Financial AdvisorsAdvisory Firm Growth+3
Fee model
AUM / Hourly / Flat Fee / Subscription / Other
Account Minimum
$25k
View profile
SI

STRATEGIC INVESTMENT SOLUTIONS, INC.

ORLAND PARK, IL
RIA

Helping Clients Since 1977

AUM
$500M–$1B
Advisors
4
Offices
5
Founded
1977

Firm Focus

High Net Worth

Expertise

Retirement PlanningRisk ManagementEducation Funding+10
Fee model
AUM
View profile
SP

STRATEGIC PLANNING, INC.

COLUMBUS, OH
RIA

Find the Strategy that Fits Your Life

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningBusiness Support+7
Fee model
AUM / Flat Fee
View profile
SR

STRATEGIC RETIREMENT ADVISORS, LLC

ELK GROVE, CA
RIA

Integrity. Experience. Independence.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment ManagementRetirement PlanningWealth Management+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
SW

STRATEGIC WEALTH PARTNERS LLC

FRANKLIN, TN
RIA

Managing Money with an Eye on Risk!

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Risk ManagementMulti-asset Class InvestingActive Portfolio Management+8
Fee model
AUM / 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 164 | AdvisorFinder