Browse financial advisory firms

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

Showing 24 firms (page 2+)

TWO SIGMA VENTURES, LP

Two Sigma Ventures is now Deviation Capital

Firm Focus

Pooled Vehicles

AUM / Performance-based

TYREE & D'ANGELO PARTNERS MANAGEMENT LP

We buy and build high-quality businesses through true partnerships with owners and executives.

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketBuy And BuildValue Creation+3

AUM / Performance-based / Other

ULLMANN WEALTH PARTNERS

JACKSONVILLE BEACH, FL

Our Discipline. Your Freedom.™

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+9

ULTRA ADVISORY GROUP

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Family Wealth ManagementBoutiqueAffluent Clients

UNCOMMON CENTS INVESTING

Investing doesn't have to be difficult. Let us do the heavy lifting.

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryRetirement Planning+9

Account Minimum

UNIFIED INVESTMENT MANAGEMENT

Better Investing Built for You

Firm Focus

IndividualsHigh Net Worth

Expertise

Boutique Investment AdvisoryIndividualized PortfoliosHigh-net-worth Families+7

UNION CAPITAL ASSOCIATES, L.P.

A nimble partner in your corner.

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower-middle MarketFounder-led Businesses+8

AUM / Performance-based

Account Minimum

UNION CAPITAL COMPANY

A Perfect Union for Advisors Built by Advisors

Firm Focus

High Net WorthState/Municipal

Expertise

Broker-dealerIndependent RIAFee-based Advisory+7

AUM / Commission

Account Minimum

UNION GROVE VENTURE PARTNERS

Nurturing Innovation through Venture Capital Funds & Direct Investments

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Venture CapitalFund-of-fundsDirect Co-investments+2

AUM / Performance-based

UNION PARK CAPITAL MANAGEMENT, L.P.

Builders In Industrial Technology

Firm Focus

Pooled Vehicles

Expertise

Private EquityIndustrial TechnologyLower Middle Market+5

AUM / Performance-based

UNIPLAN INVESTMENT COUNSEL, INC.

A Better Alternative

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Alternative InvestingReitsMicro Cap+9

Account Minimum

UNISON ASSET MANAGEMENT LLC

We invest for the long term with patience and conviction in high quality businesses.

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Long-term InvestingFundamentals-drivenBuy-and-hold+5

AUM / Flat Fee / Performance-based

Account Minimum

UNITED ADVISOR GROUP

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningIRA AccountsTax Efficiency+9

AUM / Hourly / Flat Fee

UNITED BROKERAGE SERVICES INC

PARKERSBURG, WV

Personalized Investing for Life's Big Goals

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Financial PlanningRetirement PlanningPersonalized Investing+3

UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Client Centered. Relationship Driven.

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Investment ManagementFinancial PlanningRetirement Planning+15

AUM / Flat Fee / Performance-based

Account Minimum

UNITED WEALTH MANAGEMENT, LLC

Your Financial Co-Pilot

Firm Focus

IndividualsHigh Net Worth

Expertise

United Airlines PilotsRetirement Income PlanningFinancial Planning+8

AUM / Hourly / Flat Fee

UNITING WEALTH PARTNERS

Client-First. Comprehensive. Designed for you.

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Holistic Financial PlanningWealth ManagementInvestment Management+10

UNITY PARTNERS

A private equity firm partnering with lower middle-market service businesses.

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle MarketService Businesses+4

AUM / Performance-based

Account Minimum

UNLIMITED

We Bring the Indexing Revolution to Alternative Investments

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Alternative InvestmentsEtfsReturn Replication+6

UNTITLED INVESTMENTS LP

Firm Focus

Pooled Vehicles

Expertise

Long-term InvestingGrowth CompaniesPublic Markets+1

AUM / Performance-based

UOB GLOBAL CAPITAL LLC

Building Partnership, Cultivating Value

Firm Focus

Pooled Vehicles

Expertise

Global Asset ManagementAsian InvestmentsListed Products+5

Account Minimum

UPSTART WEALTH MANAGEMENT, LLC

Financial Planning for the startup community

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementTax Planning+10

AUM / Hourly / Flat Fee

UPTURN CORPORATION

Advisories You Can Verify

Expertise

Ai-powered AdvisoriesStocksEtfs+3

URBAN FINANCIAL ADVISORY CORPORATION

Comprehensive Financial and Investment Advisory Services

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningInvestment AdvisoryTax Compliance+7

AUM / Hourly / Flat Fee

Account Minimum

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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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