AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
SW

STRATEGIC WEALTH PARTNERS, LTD.

INDEPENDENCE, OH
RIA

Comprehensive Wealth Management, Unbiased Guidance

AUM
$1B–$5B
Advisors
1
Offices
12
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementInvestment ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
SW

STRATEGIC WEALTH PLANNING

RICHARDSON, TX
RIA

First, A Plan

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningEstate PlanningBusiness Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
SC

STRATEGY CAPITAL LLC

LOS ALTOS, CA
RIA

The 7 Powers Investment Company™

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

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Competitive AdvantageValue InvestingProprietary Framework+1
Fee model
AUM / Performance-based
Account Minimum
$50k
View profile
SI

STRATOS INVESTMENT MANAGEMENT, LLC

BEACHWOOD, OH
RIA

Disciplined Investing for Thoughtful Wealth Management

AUM
$1B–$5B
Advisors
30
Offices
1
Founded
—

Expertise

Wealth ManagementRisk ManagementAsset Allocation+6
Fee model
AUM
View profile
SW

STRATOS WEALTH ADVISORS LLC

BEACHWOOD, OH
RIA

Tailored Wealth Management

AUM
$5B–$25B
Advisors
23
Offices
24
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRetirement PlanningSocial Security+2
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$10k
View profile
SW

STRATOS WEALTH PARTNERS, LTD

BEACHWOOD, OH
RIA

Your choice for Financial Services

AUM
$5B–$25B
Advisors
340
Offices
25
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Strategies+2
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$10k
View profile
SA

STREAMSONG ADVISORS, LLC

GRAND RAPIDS, MI
RIA

Distinctive Guidance for Your Wealth

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment ManagementFinancial PlanningPortfolio Management+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
SI

STRICKLER INVESTMENT SERVICES, LLC

BRIGHTON, MI
RIA

Retire Boldly™

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningFinancial PlanningTax-efficient Strategies+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
SC

STRIDE CONSUMER

BOSTON, MA
RIA

We Help Passion Brands Hit Their Stride

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityConsumer BrandsFounder Partnerships+2
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
SF

STRIVE FINANCIAL GROUP, LLC

CARMEL, IN
RIA

Get command and control of your finances.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Firefighter Financial PlanningPensions457 Plans+3
Fee model
AUM / Commission / Flat Fee
View profile
SW

STRIVUS WEALTH PARTNERS LLC

JACKSONVILLE BEACH, FL
RIA

PLAN SIMPLIFY PROSPER

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementFee-only+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
SR

STRONGHOLD RESOURCE PARTNERS

DALLAS, TX
RIA

Resourceful Investing TM

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

Firm Focus

Pooled Vehicles

Expertise

Real AssetsPrivate MarketsOil And Gas+4
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
SR

STRONG RETIREMENT SOLUTIONS

N/A
RIA

Your Partners on the Path to Financial Freedom

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2008

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

FiduciaryWealth ManagementFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
SC

STRUCK CAPITAL MANAGEMENT LLC

SANTA MONICA, CA
RIA

Built for B2B Seed.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

B2b Seed InvestingVenture CapitalEarly-stage+8
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
SW

STRUCTURED WEALTH MANAGEMENT, INC.

TOLEDO, OH
RIA

Your Financial Freedom. Our Purpose. Together.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningIncome PlanningWealth Management+6
Fee model
AUM / Other
View profile
SI

STUDIO INVESTMENT MANAGEMENT

CHICAGO, IL
RIA

Invest Calmly.

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

Firm Focus

IndividualsHigh Net Worth
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
SW

STURMAN WEALTH ADVISORS

CHARLOTTESVILLE, VA
RIA

YOUR STORY INSPIRES US.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth PlanningRetirement PlanningEstate Inheritance+3
Fee model
AUM / Flat Fee
View profile
SF

SUCCESSION FINANCIAL, INC

MCKINNEY, TX
RIA

Your Financial Dreams, Our Expertise

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningInvestment ManagementTax Planning+9
Fee model
AUM / Flat Fee
View profile
SM

SUGAR MAPLE ASSET MANAGEMENT, LLC

SISTER BAY, WI
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Investment ManagementFinancial PlanningFee-only+5
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
SS

SUMMER STREET CAPITAL PARTNERS, LLC

N/A
RIA

Real People. Trusted Partners.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityEquity CapitalBuyouts+7
Fee model
AUM / Flat Fee / Performance-based
View profile
SA

SUMMIT ASSET MANAGEMENT LLC

MEMPHIS, TN
RIA

Building lasting relationships.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment ManagementAsset AllocationFinancial Planning+6
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
SC

SUMMIT CAPITAL SOLUTIONS LLC

BRENTWOOD, TN
RIA

Reaching new heights in financial fortitude.

AUM
Not disclosed
Advisors
—
Offices
1
Founded
—

Expertise

Investment ConsultingPortfolio ManagementStop Loss Strategies+4
Fee model
Other
Account Minimum
$25k
View profile
SC

SUMMIT CREEK ADVISORS

MINNEAPOLIS, MN
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2005

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Small Cap GrowthSmid Cap GrowthActive Management+4
Fee model
AUM
Account Minimum
$5.0M
View profile
SF

SUMMIT FINANCIAL, LLC

PARSIPPANY, NJ
RIA
AUM
$5B–$25B
Advisors
131
Offices
48
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFinancial PlanningInvestment Advisory+1
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile

Looking for the right firm?

Get personalized recommendations based on your financial goals and needs.

Get matched→
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 165 | AdvisorFinder