AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
TC

TCG CROSSOVER MANAGEMENT, LLC

PALO ALTO, CA
RIA

Extraordinary Continues Here

AUM
$5B–$25B
Advisors
—
Offices
3
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Science-driven InvestingDisruptive MedicinesPrivate Portfolio
Fee model
AUM / Performance-based
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TA

TCP ASSET MANAGEMENT, LLC

UPPER ARLINGTON, OH
RIA

Providing A Boutique Wealth Management Experience

AUM
$1B–$5B
Advisors
28
Offices
10
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFiduciary AdviceFinancial Planning+2
Fee model
AUM / Hourly / Flat Fee / Other
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TA

TCW ASSET MANAGEMENT COMPANY LLC

LOS ANGELES, CA
RIA

Focused expertise. Relentless commitment.

AUM
$25B+
Advisors
87
Offices
7
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Fixed IncomePrivate CreditAsset-backed Finance+6
Fee model
AUM / Flat Fee / Performance-based
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TC

TDC CAPITAL ADVISORS, INC.

COLLEGE STATION, TX
RIA

HELPING YOU BUILD A SOLID FOUNDATION... TO LAST

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

Firm Focus

High Net Worth

Expertise

Fee-only AdvisoryInvestment Portfolio ManagementAsset Diversification+5
Fee model
AUM
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TA

TE ADVISORS LLC

QUINCY, MA
RIA

Modern Investment Infrastructure, Powered by AI

AUM
Under $100M
Advisors
5
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Wealth Management InfrastructureBrokerageCash Management+9
Fee model
AUM / Flat Fee
Account Minimum
$1
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TH

TEAM HEWINS, LLC

FOSTER CITY, CA
RIA

some financial decisions are too important to navigate alone

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningTax PlanningInvestment Management+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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TF

TEAMWORK FINANCIAL ADVISORS, LLC

SAN ANTONIO, TX
RIA

Retirement Planning Tailored for You in San Antonio, TX

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningLegal PlanningTax Planning+4
Fee model
AUM / Flat Fee
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TC

TECHQUITY CAPITAL MANAGEMENT

AUSTIN, TX
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Wireless CommunicationsPatent LicensingLTE+4
Fee model
AUM / Performance-based
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TB

TED BUCHAN & COMPANY

SAN DIEGO, CA
RIA

Getting into college and paying for it is hard. Getting help is easy.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2006

Firm Focus

IndividualsHigh Net Worth

Expertise

College PlanningFee-onlyFinancial Planning+4
Fee model
AUM / Flat Fee
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TC

TEKNE CAPITAL MANAGEMENT, LLC

NEW YORK, NY
RIA

Investing in the future of technology across the world.

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

Firm Focus

Pooled Vehicles

Expertise

TechnologyInvesting
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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TC

TELEO CAPITAL MANAGEMENT LLC

BOISE, ID
RIA

EMPOWERING BUSINESSES TO PERFORM AND EXECUTE

AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquitySoftware & TechnologyHealthcare IT+9
Fee model
AUM / Performance-based
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TS

TEMERITY STRATEGIC PARTNERS

CHICAGO, IL
RIA

Empowering best-in-class real estate platforms with growth capital and strategic resources

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityReal EstateGrowth Capital+5
Fee model
AUM / Performance-based
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TW

TEMPO WEALTH

INDEPENDENCE, OH
RIA

Wealth management for modern professionals.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Equity CompensationRsusEspps+12
Fee model
AUM / Flat Fee
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TW

TEMPUS WEALTH PLANNING, LLC

IRVINE, CA
RIA

Freeing You To Use Your Time On What Matters

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementPersonal Financial PlanningRetirement Planning+8
Fee model
AUM / Hourly / Flat Fee
View profile
TP

TENBRIDGE PARTNERS LLC

PORTLAND, OR
RIA

Guiding with curiosity and trusted expertise, we empower people to live their unique story with financial clarity and confidence.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningFiduciaryWealth Management+2
Fee model
AUM / Hourly / Flat Fee
View profile
TP

TENCORE PARTNERS, LP

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

Firm Focus

Pooled Vehicles

Expertise

Long-duration InvestingPrimary ResearchGlobal Benchmarking+4
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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TC

TENGRAM CAPITAL PARTNERS

WESTPORT, CT
RIA

TENGRAM CAPITAL IS A PRIVATE EQUITY FIRM FORMED TO ACQUIRE EXCEPTIONAL, HIGHLY RECONGNIZABLE, CONSUMER BRANDS.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityConsumer BrandsBrand Acquisition+1
Fee model
AUM / Performance-based
View profile
TF

TENON FINANCIAL

METUCHEN, NJ
RIA

We provide tax-efficient retirement planning and investment management for a flat annual fee

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningTax PlanningInvestment Management+10
Fee model
Flat Fee
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TC

TENSILE CAPITAL MANAGEMENT LP

LARKSPUR, CA
RIA

Opportunistic Value, Disciplined Approach

AUM
$1B–$5B
Advisors
—
Offices
2
Founded
2012

Firm Focus

Pooled Vehicles

Expertise

Opportunistic ValuePublic MarketsPrivate Markets+6
Fee model
AUM / Performance-based
View profile
TF

TENZING FINANCIAL LLC

WILLIAMSBURG, VA
RIA

Because Every Journey Deserves a Guide.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningLegacy PlanningLife Transitions+4
Fee model
AUM / Flat Fee
View profile
TW

TEPP WEALTH MANAGEMENT

WESTFIELD, NJ
RIA

We go far beyond financial planning.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementTax PlanningEstate Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
TM

TERRACAP MANAGEMENT LLC

NAPLES, FL
RIA

Value-Driven Real Estate Investors

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate InvestmentMultifamilyIndustrial+3
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
TF

TERRA FIRMA ASSET MANAGEMENT

SAN FRANCISCO, CA
RIA

Specializing in Listed Real Estate Securities Investment Strategies

AUM
Not disclosed
Advisors
—
Offices
1
Founded
—

Firm Focus

Investment Companies

Expertise

Listed Real Estate SecuritiesReal Estate InvestmentConcentrated Equity Fund+1
Fee model
AUM
Account Minimum
$5.0M
View profile
TW

TERRAFIRMA WEALTH PARTNERS

WALNUT CREEK, CA
RIA

Jason Fang CFP® is now at TerraFirma Wealth Partners!

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementRetirement Planning+6
Fee model
AUM
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 169 | AdvisorFinder