AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
VA

VANNOY ADVISORY GROUP, INC.

AUSTIN, TX
RIA

Trust. Transparency. Independence.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Financial PlanningInvestment ManagementIndependent Fiduciary+1
Fee model
AUM / Hourly
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VC

VANSHAP CAPITAL, LLC

ARLINGTON, VA
RIA

Quality Businesses. Exceptional Management. Capital Constrained Markets.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Investment ManagementQuality BusinessesCapital Constrained Markets+1
Fee model
AUM / Performance-based
Account Minimum
$100k
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VF

VANTAGE FINANCIAL GROUP, INC.

CLEVELAND, OH
RIA

Guidance for All Stages of Your Financial Journey

AUM
$500M–$1B
Advisors
34
Offices
6
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningInvestment Management+5
Fee model
AUM / Commission / Hourly / Flat Fee
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VF

VANTAGE FINANCIAL PARTNERS, LLC

ELM GROVE, WI
RIA

The Future of Advice

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial AdviceInvestmentsTax Preparation+8
Fee model
AUM / Hourly / Flat Fee
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VW

VANTAGE WEALTH PLANNING

RENO, NV
RIA

Discover. Plan. Live.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only AdviceComprehensive Financial PlanningCFP Practitioners+7
Fee model
AUM / Hourly / Flat Fee
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VC

VANTERRA CAPITAL LLC

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalPrivate Equity
Fee model
AUM / Performance-based
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VL

VARIADIC LLC

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Investment ManagementQuantitative StrategiesTechnology+1
Fee model
Performance-based
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VE

VARIANT EQUITY ADVISORS, LLC

LOS ANGELES, CA
RIA

Turning Transition Into Momentum

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2017

Firm Focus

Pooled Vehicles

Expertise

Private EquityCorporate DivestituresCarveouts+8
Fee model
AUM / Performance-based
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VI

VARIANT INVESTMENTS

PORTLAND, OR
RIA

Income done differently

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

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Alternative CreditIncome-generating AssetsInterval Funds+6
Fee model
AUM / Performance-based
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VH

VARSITY HEALTHCARE PARTNERS

LOS ANGELES, CA
RIA

Differentiated Partners in Healthcare Private Equity

AUM
$1B–$5B
Advisors
—
Offices
3
Founded
—

Firm Focus

Pooled Vehicles

Expertise

HealthcarePrivate EquityPartnership Model+2
Fee model
AUM / Performance-based
View profile
VA

VAZIRANI ASSET MANAGEMENT LLC

NEW YORK, NY
RIA

Special Situations Investing

AUM
Under $100M
Advisors
1
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Special SituationsAlternative InvestmentsMergers And Acquisitions+5
Fee model
AUM / Performance-based
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VC

VECTOR CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA
RIA

Since our founding in 1997, we have focused exclusively on investing in technology companies to create long-term value for all of our stakeholders

AUM
$1B–$5B
Advisors
—
Offices
2
Founded
1997

Firm Focus

Pooled Vehicles

Expertise

Technology InvestingPrivate EquityCorporate Spinouts+6
Fee model
AUM / Performance-based / Other
View profile
VC

VEGA CAPITAL GROUP LLC

N/A
RIA

Vega Capital Group bridges the gap between investor and advisor

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Portfolio ManagementFixed IncomeEquity+5
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
VC

VELOCITY CAPITAL ADVISORS LLC

NEW YORK, NY
RIA

Leading the Way in Liquidity Solutions

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

NAV FinancingManagement Company LoansPreferred Equity+9
Fee model
AUM / Performance-based / Other
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VS

VELVET SEA VENTURES

WEST PALM BEACH, FL
RIA

WE ARE IN THE DREAM BUILDING BUSINESS

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalSeed StageGrowth Stage+2
Fee model
AUM / Performance-based
Account Minimum
$1.0M
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VM

VENDERA MANAGEMENT HOLDINGS, LLC

DALLAS, TX
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Oil And GasDirect InvestmentLimited Partnerships+3
Fee model
AUM / Performance-based
View profile
VF

VENTURE FORTH FINANCIAL

N/A
RIA

We can help you reach your goals.

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Financial PlanningInvestment ManagementIndependent RIA+1
Fee model
AUM / Hourly
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VA

VERATIS ADVISORS, INC.

CARY, NC
RIA

Reputation is earned.

AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Corporate Retirement PlansPersonal Wealth ManagementFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
VM

VERCAP MANAGEMENT LLC

LOS ANGELES, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
2021

Firm Focus

Pooled Vehicles

Expertise

Public MarketsPrivate Markets
Fee model
AUM / Performance-based
View profile
VC

VERDENCE CAPITAL ADVISORS, LLC

HUNT VALLEY, MD
RIA

Grow Your Wealth, Protect Your Legacy

AUM
$1B–$5B
Advisors
—
Offices
3
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningFamily Office+9
Fee model
AUM / Hourly / Flat Fee
View profile
VC

VERGER CAPITAL MANAGEMENT

Winston-salem, NC
RIA

Vision Matters. Values Matter. Talent Matters.

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

Firm Focus

Pooled VehiclesPension/Profit SharingState/Municipal

Expertise

OCIONon-profit EndowmentsFoundations+4
Fee model
AUM
Account Minimum
$25.0M
View profile
VP

VERICREST PRIVATE WEALTH, LLC

NEWTOWN, PA
RIA

Low Cost | Full Service | Independent Advice

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-onlyInvestment ManagementFinancial Planning+8
Fee model
AUM
Account Minimum
$1.0M
View profile
VW

VERIDAN WEALTH

WEST LINN, OR
RIA

Complexity Simplified

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningPortfolio ManagementEstate Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
VC

VERIDIAN CAPITAL PARTNERS

FREDERICK, MD
RIA

Building Wealth, Securing Futures

AUM
$500M–$1B
Advisors
4
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Asset ManagementInvestment ManagementFinancial Planning+9
Fee model
AUM / Hourly / Flat Fee
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 181 | AdvisorFinder