AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
TM

TSA MANAGEMENT INC

GLEN HEAD, NY
RIA

A Family Firm that Prioritizes Your Long-Term Success.

AUM
$1B–$5B
Advisors
32
Offices
2
Founded
—

Firm Focus

High Net Worth

Expertise

Retirement PlanningInvestment ManagementTrust And Estate Planning+6
Fee model
AUM / Flat Fee
Account Minimum
$50k
View profile
TG

TSCHETTER GROUP

BELLEVUE, WA
RIA

Feel optimistic about life and money.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Investment ManagementDiversification StrategiesRetirement Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
TC

TSG CONSUMER PARTNERS LP

LARKSPUR, CA
RIA

Global Leader in Consumer-Focused Investing.

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

Firm Focus

Pooled Vehicles

Expertise

Consumer Private EquityHealth & WellnessFood & Beverage+6
Fee model
AUM / Other
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TI

TTP INVESTMENTS, INC.

SAN JOSE, CA
RIA

Investment Advice Since 1998

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementFinancial PlanningCollege Planning+5
Fee model
AUM / Other
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TF

TUCKER FINANCIAL GROUP

MONTGOMERY, AL
RIA

Welcome to financial confidence

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryMutual Funds+6
Fee model
AUM / Flat Fee
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TF

TUDOR FINANCIAL, INC.

DAYTON, OH
RIA

RELIABLE FINANCIAL GUIDANCE

AUM
$100M–$500M
Advisors
6
Offices
1
Founded
1992

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment ManagementFinancial PlanningEstate Planning+6
Fee model
AUM / Hourly / Flat Fee
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TW

TUMOLO WEALTH MANAGEMENT LLC

EAST LYME, CT
RIA

Retirement Planning with a Foundation of Integrity

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningTax PlanningSocial Security Optimization+5
Fee model
AUM
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TW

TUMWATER WEALTH MANAGEMENT, LLC

BOISE, ID
RIA

Wealth Management Simplified

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementHolistic Financial PlanningInvestment Management+5
Fee model
AUM / Flat Fee
Account Minimum
$5k
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TF

TURLOFF FINANCIAL CONSULTING INC.

N/A
RIA

Always putting our clients' interests first

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementRisk Management+5
Fee model
AUM / Hourly / Flat Fee
View profile
TC

TURNBRIDGE CAPITAL, LLC

LITTLE ELM, TX
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketEnergy+7
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
TR

TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC

NEW YORK, NY
RIA

Uncovering Opportunity. Creating Value.

AUM
$500M–$1B
Advisors
—
Offices
3
Founded
2015

Firm Focus

Pooled Vehicles

Expertise

Real Estate InvestmentReal Estate DevelopmentVertically Integrated+15
Fee model
Other
Account Minimum
$1.0M
View profile
TC

TURNER CAPITAL INVESTMENTS, LLC

AUSTIN, TX
RIA

A shift from traditional investment strategies

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

Firm Focus

High Net Worth

Expertise

Dual-direction MethodologyRisk ManagementBull And Bear Market Investing+5
Fee model
AUM
Account Minimum
$250k
View profile
TF

TURNER FINANCIAL GROUP, INC.

PACE, FL
RIA

Make It Last

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningWealth BuildingAsset Preservation+2
Fee model
AUM / Hourly / Flat Fee / Other
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TP

TURNING POINT FINANCIAL

FREDERICK, MD
RIA

Journey to Well Done™

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementFinancial PlanningWealth Management+7
Fee model
AUM / Hourly / Flat Fee
View profile
TC

TURTLE CREEK TRUST

DALLAS, TX
RIA

Strategic investment and trust services tailored to your needs

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2006

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment ManagementTrust ServicesWealth Management+9
Fee model
AUM
Account Minimum
$1.0M
View profile
TC

TUTTLE CAPITAL MANAGEMENT, LLC

N/A
RIA

The Antidote to Wall Street

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

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

EtfsLeveraged Single-stock EtfsH.E.A.T. Formula+6
Fee model
AUM / Other
View profile
TW

TUTTLE WEALTH PARTNERS LLC

N/A
RIA

UNLEASHED

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
View profile
TB

TWEEDY, BROWNE COMPANY LLC

STAMFORD, CT
RIA

Heritage. Framework. Purpose. Passion. Discipline. Patience. Commitment.

AUM
$5B–$25B
Advisors
18
Offices
2
Founded
1920

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Value InvestingGlobal EquityInternational Equity+6
Fee model
AUM
Account Minimum
$1.0M
View profile
TA

TWENTYFOUR ASSET MANAGEMENT (US) LP

NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing+1

Expertise

Fixed IncomeAsset Backed SecuritiesCorporate Bonds+7
Fee model
AUM / Other
Account Minimum
$5.0M
View profile
TA

TWENTYTHREE ADVISORY

NEW YORK, NY
RIA

Building Wealth, Protecting Futures. Invested in You.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Portfolio ManagementWealth ManagementInvestment Strategy+7
Fee model
AUM
View profile
TB

TWIN BRIDGE CAPITAL PARTNERS, LLC

CHICAGO, IL
RIA

Singular. Focus.

AUM
$5B–$25B
Advisors
—
Offices
2
Founded
2005

Firm Focus

Pooled Vehicles

Expertise

Private EquitySmall Market BuyoutsLower Middle Market+5
Fee model
AUM / Performance-based
View profile
TF

TWIN FOCUS CAPITAL PARTNERS, LLC

BOSTON, MA
RIA

20 Years of Global Wealth Stewardship and Leadership

AUM
$1B–$5B
Advisors
—
Offices
2
Founded
2006

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Multifamily OfficeFamily Office ManagementInvestment Services+9
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$100.0M
View profile
TP

TWIN POINT CAPITAL LLC

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2015

Firm Focus

High Net WorthPooled Vehicles

Expertise

Investment AdvisoryPrivate Investment ManagementFamily Office+1
Fee model
AUM / Flat Fee / Performance-based
View profile
TS

TWO SEAS CAPITAL LP

RYE, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Event-driven InvestingLegal CatalystRegulatory Catalyst+2
Fee model
AUM / Performance-based
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 178 | AdvisorFinder