AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
TM

TIDEMARK MANAGEMENT COMPANY LP

MENLO PARK, CA
RIA

We are a growth equity firm purpose-built to help companies win and scale.

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

Firm Focus

Pooled Vehicles

Expertise

Growth EquityTechnologyConsumer Behavior+6
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
TC

TIEMPO CAPITAL PARTNERS

MIAMI, FL
RIA

Timeless Wealth Management

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Multi-family OfficeInvestment ManagementSeparately Managed Accounts+10
Fee model
AUM / Flat Fee / Performance-based / Other
Account Minimum
$1.0M
View profile
TC

TIETON CAPITAL MANAGEMENT

YAKIMA, WA
RIA

Our Mission Is to Increase Our Clients' Wealth.

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Small Cap ValueLong OnlyValue Investing+4
Fee model
AUM
Account Minimum
$500k
View profile
TG

TIFIN GIVE

BOULDER, CO
RIA

The Platform for Financial AI

AUM
Under $100M
Advisors
—
Offices
2
Founded
—

Firm Focus

Pension/Profit Sharing

Expertise

FintechFinancial AIWealth Management+7
Fee model
Flat Fee / Other
View profile
TI

TIGER IRON CAPITAL, LLC

ANDOVER, MA
RIA

Offering Creative, Thoughtful and Bespoke Access to High-Performing Venture Capital Funds

AUM
$1B–$5B
Advisors
—
Offices
2
Founded
2016

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Venture CapitalFund AccessInvestment Advisory+3
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
TC

TIKEHAU CAPITAL NORTH AMERICA LLC

NEW YORK, NY
RIA

REBUILDING AMERICA'S INFRASTRUCTURE

AUM
$5B–$25B
Advisors
4
Offices
1
Founded
—

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Infrastructure DevelopmentAsset ManagementPublic-private Partnerships+7
Fee model
AUM / Performance-based / Other
View profile
TL

TILDEN LOUCKS & WOODNORTH LLC

ELMHURST, IL
RIA

The Premier Choice For Independent Financial Advisors

AUM
$100M–$500M
Advisors
4
Offices
3
Founded
—

Firm Focus

High Net Worth

Expertise

Investment AdvisoryRIABroker-dealer+7
Fee model
AUM / Flat Fee
Account Minimum
$200k
View profile
TF

TILIA FIDUCIARY PARTNERS, INC.

WILMINGTON, NC
RIA

Invested in You

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment PlanningPortfolio ManagementFee-only Fiduciary+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
TH

TILIA HOLDINGS, LLC

CHICAGO, IL
RIA

Investing To Make The Food Supply Chain Safer, More Nutritious, More Sustainable

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

Firm Focus

Pooled Vehicles

Expertise

Private InvestmentMiddle MarketFood Supply Chain+11
Fee model
AUM / Performance-based
View profile
TP

TILLER PARTNERS, LLC

BEVERLY HILLS, CA
RIA

We tend to the growth of unique companies

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

Firm Focus

High Net Worth

Expertise

Growth InvestingEntrepreneurshipFamily Office+2
Fee model
Flat Fee / Performance-based
View profile
TH

TILLMAN HARTLEY LLC

DENVER, CO
RIA

An Independent Multi-Family Office and Wealth Management Firm

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
1998

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Multi-family OfficeWealth ManagementFee-only Advice+3
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
View profile
TB

TIMBER BAY PARTNERS, LLC

CINCINNATI, OH
RIA

Experienced Investors, Trusted Partners

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityLiquidity SolutionsSecondary Transactions+2
Fee model
AUM / Performance-based
View profile
TP

TIMBER POINT CAPITAL MANAGEMENT

WHITE PLAINS, NY
RIA

Institutional Rigor. Flexible Engagement.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2020

Firm Focus

Investment CompaniesState/Municipal

Expertise

OCIOInstitutional Investment ManagementPortfolio Construction+6
Fee model
AUM
View profile
TI

TIMECAPITAL INVESTOR ADVISORY SERVICES INC

PORT JEFFERSON STATION, NY
RIA
AUM
$100M–$500M
Advisors
2
Offices
1
Founded
1974

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementCustomized PortfoliosClient Relationships+2
Fee model
AUM
Account Minimum
$100k
View profile
TW

TIMMONS WEALTH MANAGEMENT

ATTLEBORO, MA
RIA

Delivering financial peace of mind through a comprehensive approach to wealth management.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+5
Fee model
AUM / Other
Account Minimum
$250k
View profile
TA

TIMUCUAN ASSET MANAGEMENT INC

JACKSONVILLE, FL
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
1988

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Value InvestingConcentrated PortfoliosAsset Management+4
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
TC

TITAN CAPITAL MANAGEMENT

SCOTTSDALE, AZ
RIA

Trust. Security. Dedication.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Tactical Portfolio ManagementRisk-adjusted ReturnsGlobal Investing+4
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$500k
View profile
TF

TITAN FUND MANAGEMENT, LLC

ALBUQUERQUE, NM
RIA

CREATING VALUE, GROWING COMMUNITIES

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate DevelopmentPrivate EquityMultifamily+9
Fee model
AUM / Performance-based
View profile
TI

TITAN INVESTMENT MANAGEMENT LLC

INDIANAPOLIS, IN
RIA

INSTITUTIONAL PORTFOLIO MANAGEMENT. BUILT IN-HOUSE.

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

Firm Focus

High Net WorthPooled VehiclesCharitable Organizations

Expertise

Institutional Portfolio ManagementQuantitative ResearchFundamental Analysis+5
Fee model
AUM
View profile
TA

TITLEIST ASSET MANAGEMENT, LLC

SAN ANTONIO, TX
RIA

Building the tapestry of your financial world

AUM
$1B–$5B
Advisors
26
Offices
11
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ManagementTax Planning+10
Fee model
AUM / Hourly / Flat Fee
View profile
TA

TIVERTON ADVISORS, LLC

RALEIGH, NC
RIA

Advance your legacy

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

Firm Focus

Pooled Vehicles

Expertise

AgricultureFarm LoansGrowth Equity+4
Fee model
AUM / Performance-based / Other
Account Minimum
$1.0M
View profile
TW

TLW WEALTH MANAGEMENT, LLC

N/A
RIA

A Simplified Approach to Capital Preservation and Growth

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Capital PreservationCapital GrowthDirect Equity Ownership+5
Fee model
AUM
Account Minimum
$100k
View profile
TC

TMB CAPITAL PARTNERS, LLC

LITTLE ROCK, AR
RIA

Personalized planning for your financial goals

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Personalized Financial PlanningWealth ManagementInvestment Management+4
Fee model
AUM
View profile
TB

TOMALES BAY CAPITAL

N/A
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Global InvestmentConcentrated InvestmentLong-term Positions+4
Fee model
AUM / Performance-based
View profile

Looking for the right firm?

Get personalized recommendations based on your financial goals and needs.

Get matched→
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 174 | AdvisorFinder