Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
S&
STRAIT & SOUND
N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
7
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Hourly
Account Minimum
$500k
SW
STRATA WEALTH ADVISORS, LLC
DALLAS, TX
RIA
AUM
$500M–$1B
Advisors
—
Offices
11
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Flat Fee
SB
STRATEGIC BLUEPRINT, LLC
ATLANTA, GA
RIA
AUM
$1B–$5B
Advisors
39
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+2
Fee model
AUM / Hourly / Flat Fee / Subscription / Other
Account Minimum
$25k
SW
STRATEGIC WEALTH PARTNERS, LTD.
INDEPENDENCE, OH
RIA
AUM
$1B–$5B
Advisors
1
Offices
13
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
SW
STRATOS WEALTH ADVISORS LLC
BEACHWOOD, OH
RIA
AUM
$5B–$25B
Advisors
23
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
SW
STRATOS WEALTH PARTNERS, LTD
BEACHWOOD, OH
RIA
AUM
$5B–$25B
Advisors
340
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
SF
SUMMIT FINANCIAL, LLC
PARSIPPANY, NJ
RIA
AUM
$5B–$25B
Advisors
131
Offices
64
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Flat Fee
Account Minimum
$100k
SS
SUNBELT SECURITIES
HOUSTON, TX
RIA
AUM
$1B–$5B
Advisors
63
Offices
14
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
SA
SUNESIS ADVISORS, LLC
OVERLAND PARK, KS
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
SS
SYNOVUS SECURITIES, INC.
COLUMBUS, GA
RIA
AUM
$5B–$25B
Advisors
229
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Commission / Hourly / Flat Fee
TC
TAGSTONE CAPITAL, INC.
CHARLOTTE, NC
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly
TF
TALBOT FINANCIAL, LLC
BELLEVUE, WA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net Worth
Fee model
AUM
TL
TALON LLC
SAN JUAN, PR
RIA
AUM
$1B–$5B
Advisors
—
Offices
15
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
TI
TANDEM INVESTMENT ADVISORS INC
CHARLESTON, SC
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM
TH
TAYLOR HOFFMAN CAPITAL MANAGEMENT
RICHMOND, VA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Hourly / Flat Fee / Performance-based
TA
TCP ASSET MANAGEMENT, LLC
UPPER ARLINGTON, OH
RIA
AUM
$1B–$5B
Advisors
28
Offices
12
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee / Other
TA
TCW ASSET MANAGEMENT COMPANY LLC
LOS ANGELES, CA
RIA
AUM
$25B+
Advisors
87
Offices
9
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Flat Fee / Performance-based
TW
TEMPUS WEALTH PLANNING, LLC
IRVINE, CA
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Hourly / Flat Fee
TF
TFO FAMILY OFFICE PARTNERS
PHOENIX, AZ
RIA
AUM
$5B–$25B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
TA
THE AMERIFLEX GROUP
LAS VEGAS, NV
RIA
AUM
$5B–$25B
Advisors
181
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
TAMPA, FL
RIA
AUM
$25B+
Advisors
17
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
TM
THE MARSHALL FINANCIAL GROUP LLC
HUNT VALLEY, MD
RIA
AUM
$500M–$1B
Advisors
2
Offices
2
Founded
—
Firm Focus
High Net WorthPension/Profit Sharing
Fee model
AUM / Subscription
TM
THE MATHER GROUP, LLC
CHICAGO, IL
RIA
AUM
$5B–$25B
Advisors
—
Offices
63
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal+1
Fee model
AUM / Hourly / Flat Fee / Other
TP
THE PACIFIC FINANCIAL GROUP, INC.
NASHVILLE, TN
RIA
AUM
$5B–$25B
Advisors
1
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM
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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.