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Browse financial advisory firms

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

Showing 24 firms (page 2+)
VS

VERITA STRATEGIC WEALTH PARTNERS, LLC

SAN FRANCISCO, CA
RIA

Deeply personalized, strategic guidance for modern wealth creators

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFamily OfficeInvestment Banking+7
Fee model
AUM / Performance-based
View profile
VI

VERITY INVESTMENT PARTNERS

BEAUFORT, SC
RIA

Invest Wisely. Live Joyfully.

AUM
$1B–$5B
Advisors
—
Offices
4
Founded
2002

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningPortfolio Management+3
Fee model
AUM / Flat Fee
Account Minimum
$100k
View profile
VF

VERMILLION FINANCIAL ADVISORS, INC.

SOUTH BARRINGTON, IL
RIA

Your Wealth. Our Expertise.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1988

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Wealth ManagementFinancial PlanningFamily Office Services+6
Fee model
AUM / Hourly / Flat Fee
View profile
VP

VERNAL POINT ADVISORS, LLC

SAN FRANCISCO, CA
RIA

We partner with families to build and manage efficient family offices.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Family OfficeWealth PlanningInvestment Management+6
Fee model
AUM / Hourly / Flat Fee
View profile
VI

VERSOR INVESTMENTS LP

NEW YORK, NY
RIA

Quantitative Equities Boutique - Pioneer in Applying AI and Alternative Data to Global Equities

AUM
$1B–$5B
Advisors
—
Offices
2
Founded
2014

Firm Focus

Pooled Vehicles

Expertise

Quantitative EquitiesArtificial IntelligenceAlternative Data+4
Fee model
AUM / Performance-based / Other
View profile
VW

VERTIS WEALTH, LLC

CHICAGO, IL
RIA

Do Better. Get It Together With Vertis.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Tax PlanningEstate PlanningWealth Management+9
Fee model
AUM / Other
View profile
VC

VERUS CAPITAL PARTNERS, LLC

SCOTTSDALE, AZ
RIA

To partner with you and your family to help you discover and reach your vision of financial success by delivering exceptional advice, service, and planning.

AUM
$1B–$5B
Advisors
33
Offices
22
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Retirement PlanningInvestment ManagementTax Planning+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
VW

VERUS WEALTH MANAGEMENT

DE PERE, WI
RIA

Independent Wealth Management

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-onlyWealth ManagementFinancial Planning+2
Fee model
AUM / Flat Fee
View profile
VS

VESEY STREET CAPITAL PARTNERS

NEW YORK, NY
RIA

A Private Equity Partner of Choice for Lower Middle-Market Healthcare Services Companies

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2014

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle-marketHealthcare Services+5
Fee model
AUM / Flat Fee / Performance-based
View profile
VP

VESTAL POINT CAPITAL, LP

NEW YORK, NY
RIA

Investing in the Future of Healthcare

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

Firm Focus

Pooled Vehicles

Expertise

Life SciencesBiotechnologyPharmaceuticals+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
VA

VESTGEN ADVISORS, LLC

CHICAGO, IL
RIA

Empowering Your Financial Future

AUM
$5B–$25B
Advisors
40
Offices
8
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementInvestment ManagementEstate Planning+5
Fee model
AUM / Hourly / Flat Fee
View profile
VI

VESTGEN INVESTMENT MANAGEMENT

EGG HARBOR TWP., NJ
RIA
AUM
$500M–$1B
Advisors
4
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Tactical InvestingDividend IncomeMomentum Investing+4
Fee model
AUM / Hourly
Account Minimum
$50k
View profile
VA

VESTMARK ADVISORY SOLUTIONS, INC.

WAKEFIELD, MA
RIA

Institutional Scale. Advisor Agility.

AUM
$25B+
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Portfolio ManagementTax-aware InvestingAdvisor Tools+8
Fee model
AUM
View profile
VI

VETA INVESTMENT PARTNERS, LLC

LAWRENCE, KS
RIA

Balancing Volatility, Alpha and Beta

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

Firm Focus

Pension/Profit Sharing

Expertise

DerivativesRisk ManagementSystematic Indices+4
Fee model
AUM / Flat Fee
View profile
VA

VF ADVISORS, LLC

LOUISVILLE, KY
RIA

American whiskey's premier growth partner.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2018

Firm Focus

Pooled Vehicles

Expertise

American Whiskey FinancingBarrel-secured LoansNon-dilutive Credit+4
Fee model
AUM / Performance-based / Other
Account Minimum
$500k
View profile
VI

VIA IV INVESTMENTS, LLC

BURR RIDGE, IL
RIA

Invest wisely. Live well.

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

Firm Focus

High Net Worth

Expertise

Investment ManagementRetirement PlansFiduciary Advisory+2
Fee model
AUM / Performance-based / Other
View profile
VC

VICTORY CAPITAL MANAGEMENT INC.

SAN ANTONIO, TX
RIA

Welcome to Victory Capital

AUM
$25B+
Advisors
225
Offices
11
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Global Investment ManagementEquitiesFixed Income+8
Fee model
AUM / Flat Fee / Performance-based
View profile
VA

VIDENT ASSET MANAGEMENT

ALPHARETTA, GA
RIA

Activating Ideas. Unlocking Exposure.

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

EtfsHedge FundsUCITS+7
Fee model
AUM / Flat Fee / Other
Account Minimum
$300k
View profile
VA

VIENNA ASSET MANAGEMENT LLC

SARATOGA, CA
RIA

Build, Preserve, and Manage Your Wealth

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryWealth ManagementFinancial Management
Fee model
AUM / Hourly
Account Minimum
$5.0M
View profile
VC

VIEW CAPITAL RIA, LP

DALLAS, TX
RIA

Uncommon insight. Unconventional wisdom.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Wealth ManagementInvestment AdvisoryAlternative Investments+2
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
VC

VIEWPOINT CAPITAL MANAGEMENT

SEATTLE, WA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2011

Firm Focus

High Net Worth

Expertise

Asset ManagementRegistered Investment AdvisorFiduciary+3
Fee model
AUM
View profile
VL

VILA, LLC

SAN FRANCISCO, CA
RIA

Welcome home.

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

Firm Focus

Pooled Vehicles

Expertise

Real EstateApartment RentalsProperty Management+4
Fee model
AUM / Performance-based / Other
View profile
VI

VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC

WAYNE, PA
RIA

Small Cap Value

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Small CapValue InvestingPublic Equities+1
Fee model
AUM
Account Minimum
$5.0M
View profile
VW

VINCENT WEALTH ADVISORS LLC

NORWELL, MA
RIA

Plan today. Enjoy tomorrow.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementRetirement PlanningPortfolio Management+3
Fee model
AUM / 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 182 | AdvisorFinder