AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AC

ASTIRA CAPITAL PARTNERS LP

BOSTON, MA
RIA

Building Partnerships. Driving Growth.

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

Firm Focus

Pooled Vehicles

Expertise

Thesis-driven InvestingControl BuyoutsGrowth Capital+12
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
AC

ASTON CAPITAL MANAGEMENT

CORAL GABLES, FL
RIA
AUM
$500M–$1B
Advisors
Offices
2
Founded
2015

Firm Focus

IndividualsHigh Net Worth

Expertise

Multi-family OfficeRegistered Investment AdvisoryInvestment Management
Fee model
AUM / Performance-based
View profile
AC

ASTRA CAPITAL MANAGEMENT LLC

WASHINGTON, DC
RIA

A transformational growth investor in the Communications and Technology Services industry.

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

Firm Focus

Pooled Vehicles

Expertise

CommunicationsTechnology ServicesTransformational Investing+3
Fee model
AUM / Performance-based / Other
Account Minimum
$1.0M
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AV

ASTRA VENTURES

N/A
RIA

An alternative investment firm

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Alternative InvestmentsPrivate EquityVenture Capital+8
Fee model
AUM
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AM

A-STREET MANAGEMENT LP

N/A
RIA

We invest in companies and ideas that drive coherent, differentially effective, and equitable solutions to transform the future of PreK-12 learning.

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

Firm Focus

Pooled Vehicles

Expertise

Prek-12 EducationK-12 EdtechVenture Investment+5
Fee model
AUM / Performance-based
View profile
AC

ATEGRA CAPITAL MANAGEMENT, LLC

VIENNA, VA
RIA

Over 80 years of combined wisdom and expertise. We are here for you.

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

Firm Focus

Pooled Vehicles

Expertise

Investment Funds
Fee model
AUM / Performance-based
View profile
AW

ATHENA WEALTH MANAGEMENT, LLC

RENO, NV
RIA

Your Financial Life Co-Pilot

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestingInsurance+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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AC

ATHYRIUM CAPITAL MANAGEMENT LP

NEW YORK, NY
RIA

A leading investment management platform dedicated to global opportunities in the healthcare sector

AUM
$1B–$5B
Advisors
Offices
1
Founded
2008

Firm Focus

Pooled Vehicles

Expertise

HealthcareInvestment ManagementPortfolio Management+6
Fee model
AUM / Performance-based
View profile
AA

ATL ADVISOR LP

NEW YORK, NY
RIA

Building Sector Leaders

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

Firm Focus

Pooled Vehicles

Expertise

AerospaceTransportationLogistics+7
Fee model
AUM / Performance-based / Other
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AC

ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC

NEW YORK, NY
RIA

COMMERCIAL REAL ESTATE INVESTMENT, REDEFINED

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

Firm Focus

Pooled Vehicles

Expertise

Commercial Real EstateInvestment FundsPrivate Placement+2
Fee model
Performance-based / Other
Account Minimum
$5.0M
View profile
AE

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

N/A
RIA

Where investment expertise meets skilled financial planning

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningWealth Management+10
Fee model
AUM / Hourly
View profile
AF

ATLANTIC FAMILY WEALTH, LLC

CORAL GABLES, FL
RIA

CONNECTING YOU AND YOUR FINANCIAL GOALS

AUM
$100M–$500M
Advisors
2
Offices
1
Founded

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Wealth PlanningFinancial PlanningRetirement Planning+3
Fee model
AUM
View profile
AP

ATLANTIC PRIVATE WEALTH, LLC

CHAPEL HILL, NC
RIA

Just like curating the perfect playlist for the soundtrack of your life, there's a unique formula to planning your financial life.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningWealth Management+12
Fee model
AUM / Flat Fee
View profile
AU

ATLANTIC UNION MUNICIPAL ADVISORS, INC

GLEN ALLEN, VA
RIA

Meeting the Commonwealth's local government investment needs.

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

Firm Focus

Pension/Profit Sharing

Expertise

Local Government InvestingPublic FundsCash Management+3
Fee model
AUM
View profile
AW

ATLANTIS WEALTH ADVISORS LLC

MAUMEE, OH
RIA

Camelot Portfolios is a Comprehensive Investment Management Company

AUM
$100M–$500M
Advisors
1
Offices
3
Founded
2008

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementTurnkey PortfoliosSeparately Managed Accounts+10
Fee model
AUM / Hourly / Flat Fee
View profile
AA

ATLAS ASSET MANAGEMENT LLC

GUAYNABO, PR
RIA

We are an experienced team in the area of finance and investment committed to providing sound financial advice.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2014

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Fixed IncomeMacro-economic AnalyticsSeparate Managed Accounts+7
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
AC

ATLAS CAPITAL MANAGEMENT CORP

FT WAYNE, IN
RIA

Manage the Risk. Maximize the Opportunity.

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

Firm Focus

High Net Worth

Expertise

Risk ManagementActive InvestingFee-based Advisory+3
Fee model
AUM / Flat Fee / Performance-based
View profile
AF

ATLASMARK FINANCIAL, INC.

AUSTIN, TX
RIA

Bridging Present and Future

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment ManagementWealth Management+11
Fee model
AUM
View profile
AW

ATLAS WEALTH PARTNERS LLC

WYOMISSING, PA
RIA

Personalized Client Experience

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

Firm Focus

High Net Worth

Expertise

Financial PlanningInvestment PlanningEstate Planning+6
Fee model
AUM
View profile
AI

ATOMIC INVEST LLC

NEW YORK, NY
RIA

Digital wealth as a service

AUM
$100M–$500M
Advisors
8
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Digital WealthRobo AdvisoryHybrid Advisory+9
Fee model
AUM
View profile
AV

ATOMIC VAULTS ADVISORS LLC

SAN FRANCISCO, CA
RIA

Trustable Trading Ability

AUM
Not disclosed
Advisors
2
Offices
1
Founded

Firm Focus

Pension/Profit Sharing

Expertise

Broker-dealerU.S. StocksEtfs+5
Fee model
Flat Fee
Account Minimum
$10k
View profile
AI

ATOM INVESTORS LP

AUSTIN, TX
RIA

A Scientific Framework for Alpha.

AUM
$5B–$25B
Advisors
Offices
1
Founded
2018

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Market Neutral EquitiesAlpha GenerationSystematic Portfolio Construction+4
Fee model
AUM / Flat Fee / Performance-based
View profile
AF

ATON FINANCIAL LLC

SAN JUAN, PR
RIA

Clarity that moves you forward

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth PlanningInvestment ManagementTax Strategy+7
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
AM

ATREIDES MANAGEMENT, LP

BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Crossover StrategyTechnologyConsumer Companies+3
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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 18 | AdvisorFinder