AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
TC

TAGSTONE CAPITAL, INC.

CHARLOTTE, NC
RIA

Goals-Based Wealth Management

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Goals-based Wealth ManagementHolistic Wealth ManagementInvestment Management+11
Fee model
AUM / Hourly
Account Minimum
$1.0M
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TC

TAILWATER CAPITAL

DALLAS, TX
RIA

Research-Driven Energy & Infrastructure Investing

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

Firm Focus

Pooled Vehicles

Expertise

Energy InfrastructureNatural GasUpstream Oil And Gas+7
Fee model
AUM / Performance-based
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TA

TAILWIND ADVISORS

FORT WORTH, TX
RIA

Leading your financial legacy forward.

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

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Multi-family OfficeWealth ManagementMarketable Securities+6
Fee model
AUM / Performance-based
Account Minimum
$50.0M
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TP

TAIYO PACIFIC PARTNERS L.P.

KIRKLAND, WA
RIA

Pioneering Engagement Investing in Japan

AUM
$100M–$500M
Advisors
—
Offices
2
Founded
2001

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Engagement InvestingJapanValue Investing
Fee model
AUM / Performance-based
Account Minimum
$50.0M
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TF

TALBOT FINANCIAL, LLC

BELLEVUE, WA
RIA

Know What You Own and Own What You Know

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

Firm Focus

High Net Worth

Expertise

Value InvestingActive Portfolio ManagementFundamental Analysis+6
Fee model
AUM
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TP

TALLVINE PARTNERS MANAGEMENT LP

CORAL GABLES, FL
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Middle-market InfrastructureValue-add InvestingIndependent Investment Firm
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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TP

TALLWOODS PARTNERS, LLC

CHICAGO, IL
RIA

Aligned Partnerships. Custom Investment Solutions.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Multi-family OfficeInvestment ManagementFamily Office Advisory+9
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$10.0M
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TL

TALON LLC

SAN JUAN, PR
RIA

Get Your Retirement Flight Plan

AUM
$1B–$5B
Advisors
—
Offices
15
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningFinancial PlanningInvestment Management+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
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TE

TALOS EURISKO ASSET MANAGEMENT LP

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Asset ManagementFund Investments
Fee model
AUM / Performance-based
View profile
TC

TALSON CAPITAL MANAGEMENT L.P.

DARIEN, CT
RIA

Innovative and customized portfolio solutions

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

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Alternative StrategiesOpportunistic StrategiesCommingled Portfolios+5
Fee model
AUM / Flat Fee / Performance-based
View profile
TA

TAMALPAIS ASSET MANAGEMENT

LARKSPUR, CA
RIA

providing strategic wealth advice for every phase of your financial life

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementEstate PlanningTax Mitigation+9
Fee model
AUM
View profile
TI

TANDEM INVESTMENT ADVISORS INC

CHARLESTON, SC
RIA

Willing to be Different

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1990

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Low VolatilityEquity StrategiesCapital Appreciation+6
Fee model
AUM
Account Minimum
$500k
View profile
TI

TANDEM INVESTMENT PARTNERS, LLC

BORDENTOWN, NJ
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+3
Fee model
AUM
Account Minimum
$400k
View profile
TL

TANGLEWOOD LEGACY ADVISORS, LLC

HOUSTON, TX
RIA

Stewardship. Solutions. Impact.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Liquidity PlanningExit PlanningValuation Consulting+10
Fee model
AUM / Hourly / Flat Fee
View profile
TT

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

HOUSTON, TX
RIA

Your Total Wealth Management® Solution

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1979

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementMulti-generational FamiliesFinancial Planning+3
Fee model
AUM
View profile
TA

T. ANTON INVESTMENT HOUSE, INC.

MADISON, WI
RIA

Let's Get Acquainted!

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyRegistered Investment AdvisoryFiduciary+7
Fee model
AUM
Account Minimum
$800k
View profile
TR

TAP ROOT CAPITAL MANAGEMENT LP

SUMMIT, NJ
RIA

Grow with us.

AUM
$100M–$500M
Advisors
7
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquitySeedingCapital Formation+6
Fee model
AUM / Performance-based
View profile
TR

TA REALTY LLC

BOSTON, MA
RIA

Since 1982, TA Realty has made private real estate investing our sole focus.

AUM
$1B–$5B
Advisors
6
Offices
3
Founded
1982

Firm Focus

High Net WorthPooled VehiclesCharitable Organizations

Expertise

Private Real Estate InvestingInstitutional CapitalIncome-focused Investing+4
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
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"A

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

RANCHO SANTA FE, CA
RIA

Wealth management for professional athletes, entertainers, high net worth individuals and families.

AUM
$100M–$500M
Advisors
—
Offices
2
Founded
2017

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementInvestment ManagementRisk Management+9
Fee model
AUM / Hourly / Flat Fee
View profile
TF

TAYLOR FINANCIAL GROUP, INC.

ROANOKE, VA
RIA

Achieving Success by Working Together

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningAsset ProtectionEstate And Trust Planning+6
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
TF

TAYLOR FRIGON FAMILY OFFICE, LLC

SCOTTSDALE, AZ
RIA
AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningEstate Planning+3
Fee model
AUM
View profile
TH

TAYLOR HOFFMAN CAPITAL MANAGEMENT

RICHMOND, VA
RIA

Taylor Hoffman is an investment management firm built upon enduring investment principles

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Investment ManagementWealth BuildingGenerational Wealth+3
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
T&

TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L

TROY, MI
RIA
AUM
$500M–$1B
Advisors
—
Offices
4
Founded
1982

Firm Focus

IndividualsHigh Net Worth

Expertise

Tax PlanningBusiness ConsultingAccounting+5
Fee model
AUM / Hourly
View profile
TI

TCFG INVESTMENT ADVISORS, LLC

LAGUNA NIGUEL, CA
RIA

Your Partner In Building A Strong Financial Foundation

AUM
$500M–$1B
Advisors
22
Offices
15
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryWealth ManagementRetirement Planning+8
Fee model
AUM / Hourly
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 168 | AdvisorFinder