AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
TW

THE WEALTHPLAN LLC

GREAT NECK, NY
RIA

Find And Compare Vetted Financial Advisors.

AUM
Under $100M
Advisors
—
Offices
1
Founded
1998

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial Advisor MatchingAdvisor VettingInvestor Resources+3
Fee model
AUM / Flat Fee
Account Minimum
$250k
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TY

THE YANKER GROUP

MANCHESTER, MO
RIA

Plan Smarter | Live Better

AUM
$100M–$500M
Advisors
3
Offices
1
Founded
1998

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningEstate Planning+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$10k
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TI

THINAGEE INVESTMENTS INC.

CHEVY CHASE, MD
RIA

Unbiased insights beyond investments…

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment AdvisoryFee-only+7
Fee model
AUM / Hourly
Account Minimum
$2.0M
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TI

THINK INVESTMENTS

SAN FRANCISCO, CA
RIA

(ˈthiŋk / thought / ˈthȯt /; thinking) to subject to the processes of logical thought

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

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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TA

THIRD AVENUE MANAGEMENT LLC

NEW YORK, NY
RIA

40 Years. One Approach. Distinctly Value.

AUM
$1B–$5B
Advisors
2
Offices
2
Founded
1986

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Value InvestingBottom-up InvestingSmall-cap Value+4
Fee model
AUM
Account Minimum
$1.0M
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TV

THIRD VIEW PRIVATE WEALTH

WESTPORT, CT
RIA

Uncompromising stewardship.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Private Wealth ManagementMulti-family OfficeTrust And Estate Advisory+11
Fee model
AUM / Flat Fee
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TC

THISTLE CREEK CAPITAL, LLC

LEHI, UT
RIA

Experience. Creativity. Reliability.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2019

Firm Focus

Pooled Vehicles

Expertise

Real Estate LendingConstruction LoansBridge Loans+7
Fee model
Performance-based / Other
Account Minimum
$500k
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TL

THOMAS LEO ADVISORY, LLC

MINNEAPOLIS, MN
RIA

INVESTMENT SUCCESS IS A WELL-PLANNED JOURNEY

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

Firm Focus

High Net Worth

Expertise

Fee-onlyRegistered Investment AdviserFiduciary+1
Fee model
AUM
View profile
TW

THOMAS WRIGHT ASSET MANAGEMENT, INC.

SAN JUAN, PR
RIA

Our Unique Approach

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Asset ManagementInvestment PortfoliosFinancial Planning+6
Fee model
AUM
Account Minimum
$1.0M
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TC

THOMPSON CAPITAL MANAGEMENT, LLC

N/A
RIA

Risk-responsive investing for durable portfolios

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Risk-responsive InvestingPortfolio ManagementVolatility+3
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
TI

THOMPSON INVESTMENT MANAGEMENT, INC.

MADISON, WI
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing+1

Expertise

Large Cap EquityMid Cap EquityBond Fund+2
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
TS

THOMPSON SIEGEL & WALMSLEY LLC

RICHMOND, VA
RIA

Investing is our Passion. Exceptional client service is our North Star.

AUM
$5B–$25B
Advisors
6
Offices
1
Founded
1969

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Value InvestingU.S. Equitiesnon-U.S. Equities+14
Fee model
AUM / Performance-based
View profile
TC

THORNTREE CAPITAL PARTNERS LP

BOSTON, MA
RIA

A partnership committed to long-term compounding returns

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2016

Firm Focus

Pooled Vehicles

Expertise

Long-short EquityGlobal MarketsConsumer Trends+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
TF

THREADGILL FINANCIAL, LLC

THE WOODLANDS, TX
RIA

Clear Advice for Life's Biggest Financial Decisions.

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

Firm Focus

High Net Worth

Expertise

Wealth PlanningInvestment ManagementFinancial Planning+7
Fee model
AUM
Account Minimum
$500k
View profile
TA

THREE ARCH WEALTH MANAGEMENT LLC

IRVINE, CA
RIA

You Built Your Wealth, Now We Make It Work For You.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFinancial PlanningFee-only+14
Fee model
AUM
Account Minimum
$500k
View profile
TB

THREE BRIDGE WEALTH ADVISORS

LOS ALTOS, CA
RIA

Dedicated to helping our clients achieve a Life Well Lived

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFiduciary AdvisoryComprehensive Financial Planning+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$2.0M
View profile
TC

THREE CORD TRUE WEALTH MANAGEMENT, LLC

BEAVER, PA
RIA

Tomorrow Starts Today.

AUM
$100M–$500M
Advisors
5
Offices
2
Founded
1999

Firm Focus

IndividualsHigh Net Worth

Expertise

Tax PlanningWealth ManagementRetirement Planning+9
Fee model
AUM
Account Minimum
$50k
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TM

THREE MAGNOLIAS FINANCIAL ADVISORS

WINSTON SALEM, NC
RIA

Strong Roots. Strategic Growth.

AUM
$100M–$500M
Advisors
3
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fiduciary AdviceWealth BuildingRetirement Planning+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
TP

THREE PEAKS CAPITAL MANAGEMENT, LLC

CASTLE ROCK, CO
RIA

Welcome To Three Peaks

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Fixed-incomeHigh-yieldInvestment Advisory+2
Fee model
AUM
View profile
TS

THREE SEASONS WEALTH

SALT LAKE CITY, UT
RIA

Helping individuals secure their family legacy through bespoke strategies.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRisk MitigationWealth Accumulation+9
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
TC

THRIVE CAPITAL MANAGEMENT, LLC

FORT WASHINGTON, PA
RIA

It's time to think bigger and better about what's possible with your retirement

AUM
$500M–$1B
Advisors
—
Offices
4
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement Income PlanningWealth StrategiesFinancial Planning+3
Fee model
AUM / Hourly
View profile
TP

THRIVENT PRIVATE INVESTMENTS

MINNEAPOLIS, MN
RIA

A Partner for Private Capital

AUM
$5B–$25B
Advisors
8
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketLower Middle Market+5
Fee model
AUM / Performance-based
View profile
TA

THURSTON ADVISORS

VERO BEACH, FL
RIA

Build the future of your healthcare business on the pillars of partnership

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityHealthcareMedical+4
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
TC

TIDE COVE CAPITAL PARTNERS LLC

N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Native American TribesInvestment AdvisoryFinancial Sovereignty+4
Fee model
AUM / Hourly / Flat Fee
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.

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