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Browse financial advisory firms

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

Showing 24 firms (page 2+)
TS

TRINITY STRATEGIC WEALTH

TULSA, OK
RIA

Strategic Wealth Management & Personalized Financial Guidance

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment ManagementRetirement Planning+6
Fee model
AUM / Flat Fee
Account Minimum
$25k
View profile
TW

TRIPLETAIL WEALTH MANAGEMENT

ORLANDO, FL
RIA

Your Wealth. Your Financial Future. Your Prosperity.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+7
Fee model
AUM
Account Minimum
$500k
View profile
TW

TRIPPON WEALTH MANAGEMENT GROUP LLC

HOUSTON, TX
RIA

Financial Advisor, Investment Management, Retirement Planning, Financial Planning & Family Office Solutions in Houston, Texas

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementRetirement PlanningFinancial Planning+5
Fee model
AUM
Account Minimum
$500k
View profile
TA

TRM ADVISORS LP

SOUTHFIELD, MI
RIA

Trust . Growth . Experience .

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityControl InvestmentsMiddle-market+9
Fee model
AUM / Performance-based
0
View profile
TW

TROUTMAN WEALTH

MALVERN, PA
RIA

do life on your terms With Financial Confidence

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningWealth ManagementRetirement Planning+7
Fee model
AUM
Account Minimum
$50k
View profile
TI

TROVE INVESTMENT ADVISORS LLC

DALLAS, TX
RIA

Invest in the Present. Love Your Future.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Portfolio ManagementRobo-advisoryDiscretionary Management+3
Fee model
AUM / Flat Fee
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TC

TRP CAPITAL ADVISORS VI, LLC

BIRMINGHAM, MI
RIA

Transportation Industry-Focused Investment Partners for Growth

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityTransportationLogistics+7
Fee model
AUM / Performance-based / Other
View profile
T

TRUADVISORS

TAMPA, FL
RIA

Investments and Wealth Management

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

Firm Focus

High Net Worth

Expertise

Portfolio ManagementInvestment AdviceStocks+10
Fee model
AUM
View profile
TP

TRUARC PARTNERS, LP

NEW YORK, NY
RIA

Private Equity for the Middle Market

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2021

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketSpecialty Manufacturing+4
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
View profile
TW

TRUBEE WEALTH ADVISORS, INC.

BUFFALO, NY
RIA

Putting Our Client's Interest First

AUM
$500M–$1B
Advisors
16
Offices
1
Founded
1940

Firm Focus

High Net WorthState/Municipal

Expertise

Independent Financial GuidanceInvestment ServicesLong Term Investment Philosophy+2
Fee model
AUM / Flat Fee
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TA

TRUEDGE ASSET MANAGEMENT LLC

INDIANAPOLIS, IN
RIA

Dependable by design, consistent by commitment

AUM
Not disclosed
Advisors
3
Offices
1
Founded
—

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

TAMPPortfolio ManagementBack Office Support+7
Fee model
AUM / Other
Account Minimum
$10k
View profile
TF

TRUE FINANCIAL GROUP

CEDAR PARK, TX
RIA

A Truly Different Approach to Financial Advice

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementFee-only+4
Fee model
AUM / Flat Fee
View profile
TC

TRUEHAVEN CAPITAL

FRANKLIN, TN
RIA

Financial services grounded in integrity, simplicity, and the true haven of wealth.

AUM
Under $100M
Advisors
—
Offices
1
Founded
2022

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Private Wealth ManagementFamily OfficeAlternative Investments+8
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$250k
View profile
TC

TRUELINK CAPITAL MANAGEMENT, LLC

LOS ANGELES, CA
RIA

Building partnerships in the Middle Market to drive long-term value

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketBusiness Services+5
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
TN

TRUE NORTH MANAGEMENT GROUP, LLC

STAMFORD, CT
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Real EstateInvestment ManagementRisk-adjusted Returns+1
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
TN

TRUE NORTH RETIREMENT ADVISORS, LLC

CLACKAMAS, OR
RIA

Financial planning & business exit strategies for a secure and comfortable retirement.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningBusiness Exit PlanningFinancial Planning+5
Fee model
AUM / Flat Fee
View profile
TB

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

RENSSELAER, NY
RIA

TruePlan is your trusted guide for retirement plan and employee benefit services

AUM
$5B–$25B
Advisors
11
Offices
2
Founded
—

Firm Focus

Pension/Profit SharingCharitable Organizations

Expertise

Retirement PlansEmployee BenefitsInvestment Advisory+6
Fee model
AUM / Flat Fee
View profile
TW

TRUE WAVE WEALTH PLANNERS

SACRAMENTO, CA
RIA

Guiding you through every wave of life.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningTax StrategiesWealth Management+7
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$250k
View profile
TW

TRUE WEALTH GROUP

BEND, OR
RIA

Define Your True Wealth

AUM
$100M–$500M
Advisors
—
Offices
2
Founded
2024

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment PlanningTax Planning+6
Fee model
AUM / Hourly
View profile
TW

TRUMAN WEALTH ADVISORS

COLUMBIA, MO
RIA

You deserve to live a wealthy life.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryFinancial Planning+4
Fee model
AUM / Flat Fee
View profile
TF

TRUMBOWER FINANCIAL ADVISORS LLC

BETHESDA, MD
RIA

Why Trumbower Financial Advisors?

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only AdviceFinancial PlanningExecutive Financial Planning+2
Fee model
AUM / Hourly / Flat Fee
View profile
TF

TRUNORTH FINANCIAL SERVICES, INC.

CHAMBERSBURG, PA
RIA

One of the Fastest Growing Investment Firms in the U.S.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1983

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Fee-onlyWealth ManagementInvestment Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
TC

TRUTINO CAPITAL MANAGEMENT, LLC

NEW YORK, NY
RIA

Alpha through experience, discipline, and collaboration

AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Relative Value RatesMortgage MarketFixed Income+2
Fee model
AUM / Flat Fee / Performance-based / Other
View profile
TC

TSAI CAPITAL CORPORATION

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementCapital PreservationLong-term Growth+1
Fee model
AUM
Account Minimum
$5.0M
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 177 | AdvisorFinder