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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+)
VC

VINCIMUS CAPITAL, LLC

MALIBU, CA
RIA

A private wealth platform built for legacy.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Multi-family OfficeOutsourced Family CIOPrivate Markets+7
Fee model
AUM / Hourly
Account Minimum
$1.0M
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VC

VINE CAPITAL MANAGEMENT, LLC

N/A
RIA

You need a financial strategy - we can help you

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+2
Fee model
AUM / Hourly / Flat Fee
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VC

VIOLICH CAPITAL MANAGEMENT

MILL VALLEY, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Registered Investment AdvisorAsset AllocationSector Allocation+5
Fee model
AUM
Account Minimum
$1.0M
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VP

VIP PLANNERS, INC.

ROANOKE, VA
RIA

Independent Personal - Service - Trust - Experience

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningWealth ManagementTax Strategies+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
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VC

VIRAGE CAPITAL MANAGEMENT LP

HOUSTON, TX
RIA

Driven by Determination. Focused on Results.

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

Litigation FinanceLaw Firm FundingAlternative Lending+3
Fee model
AUM / Performance-based
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VP

VIRTERA PARTNERS LLC

PEPPER PIKE, OH
RIA

INSTITUTIONAL EXPERTISE, BOUTIQUE ATTENTION

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Independent Investment AdviceCustomized Portfolio SolutionsAlternative Investments+5
Fee model
AUM
Account Minimum
$100.0M
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VA

VIRTUS ADVISERS, LLC

HARTFORD, CT
RIA
AUM
$1B–$5B
Advisors
1
Offices
1
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Investment ManagementBoutique Investment ManagersInstitutional Investing+1
Fee model
AUM / Flat Fee
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VR

VIRTUS REAL ESTATE LLC

AUSTIN, TX
RIA

Cycle-Resilient Strategy

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2003

Firm Focus

Pooled Vehicles

Expertise

Healthcare Real EstateEducation Real EstateSelf-storage+9
Fee model
AUM / Performance-based
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VC

VISION CAPITAL & MANAGEMENT

N/A
RIA

GROW YOUR WEALTH FOR GREATER GOOD

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementWealth ManagementFinancial Planning+6
Fee model
AUM / Flat Fee
Account Minimum
$2.0M
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VI

VISION INVESTMENT ADVISORS, LLC

STAMFORD, CT
RIA

Money Management and Advisory

AUM
$100M–$500M
Advisors
7
Offices
3
Founded
—

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Discretionary Investment AdvisoryMoney ManagementPortfolio Management+3
Fee model
AUM / Commission / Flat Fee / Performance-based
Account Minimum
$100k
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VR

VISION RETIREMENT

RIDGEWOOD, NJ
RIA

Planning for retirement is harder than it used to be.

AUM
$500M–$1B
Advisors
6
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFinancial PlanningCfp® Professionals+7
Fee model
AUM / Hourly / Flat Fee / Other
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VC

VISTA CIMA WEALTH MANAGEMENT LLC

N/A
RIA

get there. well.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-onlyFiduciaryWealth Management+4
Fee model
AUM / Flat Fee
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VP

VITA PLANNING GROUP LLC

CAMAS, WA
RIA
AUM
Under $100M
Advisors
—
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

401(k)403(b)Retirement Plans+7
Fee model
AUM / Hourly / Flat Fee
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VA

VITRAL ADVISORS LLC

N/A
RIA

IMPLEMENTING OVERWHELMING TASKS INTO STREAMLINED IDEAS

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Boutique Investment AdviserCapital Management
Fee model
AUM
Account Minimum
$100k
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VC

VIZCAYA CAPITAL, LLC

MIAMI, FL
RIA

The Next Step In Your Family's Wealth Journey

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

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Wealth ManagementEstate PlanningFinancial Planning+10
Fee model
AUM / Performance-based / Other
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VC

VOLOFIN CAPITAL MANAGEMENT

DANIEL ISLAND, SC
RIA

Your Trusted Financing Partner

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Specialty FinanceAlternative Asset ManagementCommercial Aviation+4
Fee model
AUM / Other
Account Minimum
$50.0M
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VI

VOLT INVESTMENT HOLDINGS LLC

BROOKLYN, NY
RIA

Volt partners with exceptional owner-operated consumer companies that possess large growth potential as measured over decades, not years.

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

Firm Focus

Pooled Vehicles

Expertise

Long-term InvestingConsumer CompaniesOwner-operated Businesses+2
Fee model
Flat Fee / Performance-based
Account Minimum
$5.0M
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VW

VORPAHL WING SECURITIES, INC.

SPOKANE, WA
RIA

Investment Advice for Every Generation ®

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

Firm Focus

High Net Worth
Fee model
AUM
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VI

VORTUS INVESTMENT ADVISORS, LLC

FORT WORTH, TX
RIA

ALIGNED PARTNERSHIP APPROACH

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityUpstream EnergyLower Middle Market+2
Fee model
AUM / Performance-based
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VP

VRM PENZINI CAPITAL L.L.C.

SAN JUAN, PR
RIA

Active ownership. Enduring value.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityFinancial ServicesEnergy+7
Fee model
AUM / Flat Fee / Performance-based
View profile
VW

VSM WEALTH ADVISORY, LLC

HUNT VALLEY, MD
RIA

Do You Believe What We Believe?

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
1992

Firm Focus

High Net Worth

Expertise

Fee-onlyFiduciaryWealth Management+10
Fee model
AUM / Hourly / Flat Fee
View profile
WC

WABASH CAPITAL, INC.

TERRE HAUTE, IN
RIA

Midwest Fiduciary Investment Management

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

FiduciaryWealth ManagementRetirement Planning+4
Fee model
AUM / Hourly
View profile
WC

WACONA CAPITAL, LLC

CHARLOTTESVILLE, VA
RIA

POWERING THE NEXT CHAPTER OF GROWTH FOR FOUNDER & FAMILY OWNED BUSINESSES

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2024

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle MarketFounder-owned Businesses+5
Fee model
Flat Fee / Performance-based
View profile
WL

WAGNER LOFTIN INVESTMENT SERVICES LLC

PLEASANT HILL, CA
RIA

Keeping Site of What's Most Important

AUM
$100M–$500M
Advisors
7
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

InvestmentFinancial ServicesIndependent Advisory+1
Fee model
AUM
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 183 | AdvisorFinder