AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
UF

URBAN FUND MANAGEMENT, LLC

PLANO, TX
RIA

A DIRECT OIL & GAS INVESTMENT MANAGER LEADING THE WAY IN THE PURE ACQUIRE & EXPLOIT STRATEGY

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

Firm Focus

Pooled Vehicles

Expertise

Oil And GasDirect InvestmentAcquire And Exploit+2
Fee model
AUM / Performance-based / Other
View profile
UF

USA FINANCIAL SECURITIES LLC

ADA, MI
RIA

Let's build your ideal practice together.

AUM
$100M–$500M
Advisors
152
Offices
25
Founded
1988

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Independent Financial AdvisorsTAMPAsset Management+10
Fee model
AUM / Commission / Hourly / Flat Fee
View profile
UB

U.S. BANCORP ADVISORS, LLC

SAINT PAUL, MN
RIA

Financial strategies for wherever life takes you

AUM
$1B–$5B
Advisors
274
Offices
41
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementWealth PlanningTrusts And Estates+9
Fee model
AUM / Other
View profile
US

U. S. BOSTON CAPITAL CORPORATION

LINCOLN, MA
RIA
AUM
$100M–$500M
Advisors
2
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFinancial PlanningInvestment Advisory+11
Fee model
AUM / Hourly / Flat Fee
View profile
UW

UTOPIA WEALTH MANAGEMENT, LLC

COCONUT CREEK, FL
RIA

YOUR WEALTH. MANAGED WITH INTENTION.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyFiduciaryFinancial Planning+4
Fee model
AUM / Hourly / Other
Account Minimum
$2.0M
View profile
UI

UWHARRIE INVESTMENT ADVISORS, INC.

ALBEMARLE, NC
RIA

Summer Growth Starts Here - Personalized wealth strategies for every season.

AUM
$100M–$500M
Advisors
14
Offices
5
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningPortfolio Management+4
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
VF

V2 FINANCIAL GROUP, LLC

N/A
RIA

Your Partner In Financial Success

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

Firm Focus

High Net Worth

Expertise

Investment AdviceWealth ManagementPortfolio Management+6
Fee model
AUM / Performance-based
View profile
VA

VALHUM ASSET MANAGEMENT, LLC

UPPER SADDLE RIVER, NJ
RIA

Managing assets in a responsible way

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

Firm Focus

Pension/Profit Sharing
Fee model
Other
View profile
VC

VALIANT CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
2008

Firm Focus

High Net WorthPooled Vehicles

Expertise

Global Long Short EquityPrivate Growth EquityHedge Fund
Fee model
AUM / Other
View profile
VA

VALICENTI ADVISORY SERVICES INC

ELMIRA, NY
RIA

Asset Management as Individual as you

AUM
$500M–$1B
Advisors
—
Offices
3
Founded
1984

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementPortfolio ManagementFinancial Planning+7
Fee model
AUM / Hourly
View profile
VB

VALLEY BROOK CAPITAL GROUP

VENETIA, PA
RIA

Reach your financial peak

AUM
$100M–$500M
Advisors
—
Offices
3
Founded
1999

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment ManagementFinancial PlanningPortfolio Management+5
Fee model
AUM / Hourly
Account Minimum
$5k
View profile
VW

VALLEY WEALTH STRATEGIES, LLC

LODI, CA
RIA

Thoughtful Investment & Financial Guidance For Educators, Retirees and Business Owners

AUM
$1B–$5B
Advisors
26
Offices
19
Founded
1974

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningRetirement PlanningSocial Security Maximization+5
Fee model
AUM / Hourly / Flat Fee
View profile
VA

VALOR ADVISORS LLC

MIAMI, FL
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Ultra-high Net WorthLatin AmericaIndependent Advisory+7
Fee model
AUM / Flat Fee / Performance-based / Other
View profile
VF

VALOR FINANCIAL SERVICES, LLC

KNOXVILLE, TN
RIA

A Commonsense Approach To Wealth Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFiduciaryCustom Portfolio Management+6
Fee model
AUM
View profile
VC

VALSPRING CAPITAL

N/A
RIA

Accelerating the future of healthcare.

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

Firm Focus

Pooled Vehicles

Expertise

HealthcareVenture CapitalHealth IT+1
Fee model
AUM / Other
View profile
VP

VALSTONE PARTNERS VI

BIRMINGHAM, MI
RIA

Private Equity Firm Focused on Real Estate & Debt

AUM
$500M–$1B
Advisors
—
Offices
2
Founded
1998

Firm Focus

Pooled Vehicles

Expertise

Private EquityReal EstateCommercial Real Estate Loans+9
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
VF

VALUE FINANCIAL ADVISERS, INC.

ORLANDO, FL
RIA

Your choice for Financial Services

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementValue InvestingFee-based Advisory+4
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
VI

VALUE INVESTMENT PROFESSIONALS, LLC

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Fee-only Asset ManagementValue InvestingRegistered Investment Advisor+4
Fee model
AUM / Hourly / Performance-based
Account Minimum
$250k
View profile
VS

VALUEWEALTH SERVICES, LLC

ANNAPOLIS, MD
RIA

Your Goals. Your Plan. Your Peace of Mind.

AUM
$100M–$500M
Advisors
2
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningEstate Planning+10
Fee model
AUM / Hourly / Flat Fee
View profile
VR

VALUR ROBO ADVISORS

NEW YORK, NY
RIA

Invest in oil & gas funds

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Oil & Gas FundsTax-advantaged InvestingTaxable Income Reduction+3
Fee model
AUM
View profile
VC

VAN CLEMENS WEALTH MANAGEMENT, LLC

MINNEAPOLIS, MN
RIA
AUM
$100M–$500M
Advisors
21
Offices
4
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

BrokerageWealth ManagementInvestment Advisory+7
Fee model
AUM / Hourly / Flat Fee
View profile
VA

VANDERBILT ADVISORY SERVICES

WOODBURY, NY
RIA

Grow. Preserve. Give. A strategy for every stage of wealth.

AUM
$1B–$5B
Advisors
131
Offices
43
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Asset AdvisoryInvestment StrategiesRetirement Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
VL

VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

RICHMOND, KY
RIA

Transition Into Your Golden Years With Confidence

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Retirement PlanningFee-based Asset Management401(k) Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
VE

VANN EQUITY MANAGEMENT LLC

PLANO, TX
RIA

Sophisticated Portfolio Solutions

AUM
$100M–$500M
Advisors
1
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment AdvisoryPortfolio ConstructionQuantitative Models+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$40k
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 180 | AdvisorFinder