Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
TR
THE RETIREMENT PLANNING GROUP, LLC
LEAWOOD, KS
RIA
AUM
$1B–$5B
Advisors
—
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Flat Fee
TS
THOMPSON SIEGEL & WALMSLEY LLC
RICHMOND, VA
RIA
AUM
$5B–$25B
Advisors
6
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Performance-based
TC
THRIVE CAPITAL MANAGEMENT, LLC
FORT WASHINGTON, PA
RIA
AUM
$500M–$1B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly
TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
ST. CHARLES, IL
RIA
AUM
$500M–$1B
Advisors
14
Offices
14
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$10k
TR
TRANSAMERICA RETIREMENT ADVISORS, LLC
CEDAR RAPIDS, IA
RIA
AUM
$5B–$25B
Advisors
336
Offices
26
Founded
—
Firm Focus
High Net WorthPension/Profit SharingCharitable Organizations
Fee model
AUM / Flat Fee
TA
TRANSCEND ADVISOR GROUP, LLC
MILWAUKEE, WI
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$80k
TW
TRB WEALTH MANAGEMENT, LLC
HOUSTON, TX
RIA
AUM
$1B–$5B
Advisors
1
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
TW
TREVIAN WEALTH MANAGEMENT, LLC
N/A
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthState/Municipal
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
TA
TRINITY ALPS CAPITAL
SAN FRANCISCO, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based
TP
TRINITY PORTFOLIO ADVISORS, LLC
SOUTHLAKE, TX
RIA
AUM
$500M–$1B
Advisors
—
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
Account Minimum
$8k
TI
TTP INVESTMENTS, INC.
SAN JOSE, CA
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Other
TB
TWEEDY, BROWNE COMPANY LLC
STAMFORD, CT
RIA
AUM
$5B–$25B
Advisors
18
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM
TP
TWIN POINT CAPITAL LLC
NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPooled Vehicles
Fee model
AUM / Flat Fee / Performance-based
UW
UPSTART WEALTH MANAGEMENT, LLC
N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
UB
U.S. BANCORP ADVISORS, LLC
SAINT PAUL, MN
RIA
AUM
$1B–$5B
Advisors
274
Offices
43
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Other
VC
VALIANT CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled Vehicles
Fee model
AUM / Other
VA
VANDERBILT ADVISORY SERVICES
WOODBURY, NY
RIA
AUM
$1B–$5B
Advisors
131
Offices
43
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Hourly / Flat Fee
VF
VANTAGE FINANCIAL PARTNERS, LLC
ELM GROVE, WI
RIA
AUM
$1B–$5B
Advisors
—
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Hourly / Flat Fee
VA
VERATIS ADVISORS, INC.
CARY, NC
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
VC
VERUS CAPITAL PARTNERS, LLC
SCOTTSDALE, AZ
RIA
AUM
$1B–$5B
Advisors
33
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
VA
VESTGEN ADVISORS, LLC
CHICAGO, IL
RIA
AUM
$5B–$25B
Advisors
40
Offices
8
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
VA
VESTMARK ADVISORY SOLUTIONS, INC.
WAKEFIELD, MA
RIA
AUM
$25B+
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net Worth
Fee model
AUM
VC
VICTORY CAPITAL MANAGEMENT INC.
SAN ANTONIO, TX
RIA
AUM
$25B+
Advisors
225
Offices
11
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Flat Fee / Performance-based
VA
VIDENT ASSET MANAGEMENT
ALPHARETTA, GA
RIA
AUM
$5B–$25B
Advisors
5
Offices
5
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Flat Fee / Other
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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.