AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
TW

TRB WEALTH MANAGEMENT, LLC

HOUSTON, TX
RIA

Boutique services with a personalized focus on your family's unique needs.

AUM
$1B–$5B
Advisors
1
Offices
3
Founded
2010

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Investment ManagementEstate AdministrationTrust Administration+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
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TC

TR CAPITAL MANAGEMENT, LLC

ROCKVILLE CENTRE, NY
RIA

A NO FRILLS APPROACH TO BANKRUPTCY CLAIM PURCHASES

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Bankruptcy ClaimsClaims PurchasingCreditor Liquidity+2
Fee model
AUM / Performance-based
Account Minimum
$500k
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TC

TREBUCHET CONSULTING, LLC

PITTSBURGH, PA
RIA

Financial Planning and Wealth Management Services for Clients in Pittsburgh and across the United States.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningWealth ManagementEstate Planning+9
Fee model
AUM / Hourly / Flat Fee
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TC

TREEVIEW CAPITAL

N/A
RIA

Invest Like the Top 1%: Institutional Private Markets for the Rest of Us

AUM
Not disclosed
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Private MarketsPrivate EquityPrivate Credit+7
Fee model
Other
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TW

TREVIAN WEALTH MANAGEMENT, LLC

N/A
RIA

Optimizing the personal finances of entrepreneurs and investors

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

Firm Focus

High Net WorthState/Municipal

Expertise

Asset AllocationEstate PlanningStock Options+13
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
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TC

TREVILLE CAPITAL MANAGEMENT LLC

NEW YORK, NY
RIA

FINANCING SOLUTIONS FOR HIGH-POTENTIAL, HIGH-GROWTH BUSINESSES

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

Firm Focus

Pooled Vehicles

Expertise

FinancingAlternative CapitalCredit Facilities+3
Fee model
AUM / Performance-based
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TI

TREXQUANT INVESTMENT LP

STAMFORD, CT
RIA

human insight machine intelligence

AUM
$5B–$25B
Advisors
—
Offices
1
Founded
2014

Firm Focus

Pooled Vehicles

Expertise

Quantitative FinanceMarket-neutral EquityMachine Learning+5
Fee model
AUM / Performance-based
Account Minimum
$25.0M
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TI

TRGP INVESTMENT PARTNERS, LP

STAMFORD, CT
RIA

Your Ultimate Ally

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

Firm Focus

Pooled Vehicles

Expertise

Litigation FinanceLegal DiligenceCapital Deployment+3
Fee model
AUM / Performance-based / Other
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TC

TRIARTISAN CAPITAL ADVISORS LLC

WEST PALM BEACH, FL
RIA
AUM
$1B–$5B
Advisors
4
Offices
1
Founded
2016

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Private EquityLeveraged BuyoutsGrowth Equity+12
Fee model
AUM / Performance-based / Other
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TF

TRIBECA FINANCIAL, LLC

MESA, AZ
RIA

Plan with confidence.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

FiduciaryFinancial PlanningWealth Management+2
Fee model
AUM / Other
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TP

TRIBRIDGE PARTNERS FINANCIAL LLC

COLUMBIA, MD
RIA
AUM
$1B–$5B
Advisors
8
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment AdvisoryInvestment ManagementRetirement Planning+10
Fee model
AUM / Flat Fee
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TC

TRIBUTARY CAPITAL MANAGEMENT, LLC

OMAHA, NE
RIA
AUM
$1B–$5B
Advisors
1
Offices
1
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Equity Investment StrategiesSmall Cap EquitySmall/mid Cap Equity+7
Fee model
AUM
Account Minimum
$100k
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TA

TRICORD ADVISORS, INC.

RIVERSIDE, CA
RIA

Your life is too important to go it alone…

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
TI

TRIGRAN INVESTMENTS, INC.

NORTHBROOK, IL
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
1991

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Small CapFundamental ResearchLong-only Portfolios+2
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
TA

TRILINC ADVISORS, LLC

MANHATTAN BEACH, CA
RIA

We believe in creating powerful impact and meaningful returns.

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

Firm Focus

Pooled Vehicles

Expertise

Impact InvestingTrade FinanceTerm Loans+5
Fee model
AUM / Performance-based
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TI

TRILL IMPACT ADVISORY INC.

NEW YORK, NY
RIA

Real Returns Lasting Impact

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

Firm Focus

Pooled Vehicles

Expertise

Private MarketsImpact InvestingBuyout+8
Fee model
Other
View profile
TI

TRILLIUM INVESTMENTS

EMERYVILLE, CA
RIA

Plan well. Live empowered.

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

Firm Focus

High Net Worth

Expertise

Investment ManagementIndividual Stocks And BondsRetirement Planning+5
Fee model
AUM
Account Minimum
$500k
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TC

TRILOGY CAPITAL, INC.

IRVINE, CA
RIA

We Are More Than Financial Planners. We Are Life Planners.

AUM
$1B–$5B
Advisors
38
Offices
12
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementRetirement PlanningEstate Planning+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$6k
View profile
TW

TRIMARC WEALTH MANAGEMENT LLC

N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2012

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFinancial CounselingCorporate Executives+1
Fee model
AUM
View profile
TC

TRINITAS CAPITAL MANAGEMENT

DALLAS, TX
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Credit-focused Investment ManagementSenior Secured Bank LoansCollateralized Loan Obligations+6
Fee model
AUM / Performance-based
View profile
TA

TRINITY ALPS CAPITAL

SAN FRANCISCO, CA
RIA

Information and Insight Are Not the Same

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2017

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Global EquitiesPrivate EquityPublic Equity+4
Fee model
AUM / Performance-based
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TC

TRINITY CAPITAL MANAGEMENT, LLC

SANTA BARBARA, CA
RIA
AUM
$500M–$1B
Advisors
—
Offices
3
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementRegistered Investment Advisor+1
Fee model
AUM / Hourly / Flat Fee
View profile
TF

TRINITY FINANCIAL ADVISORS LLC

COLUMBUS, OH
RIA

Helping clients invest in what matters.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyFinancial PlanningInvestment Advisory+1
Fee model
AUM / Flat Fee
View profile
TP

TRINITY PORTFOLIO ADVISORS, LLC

SOUTHLAKE, TX
RIA

Trinity is a financial planning firm that helps clients align their wealth with their values.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM / Flat Fee
Account Minimum
$8k
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 176 | AdvisorFinder