AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
WE

WATEROUS ENERGY FUND MANAGEMENT (US), LLC

HOUSTON, TX
RIA

We're Not Venture Capitalists, We're Value Investors

AUM
$1B–$5B
Advisors
—
Offices
2
Founded
2017

Firm Focus

Pooled Vehicles

Expertise

Private EquityOil And GasValue Investing+3
Fee model
Performance-based / Other
Account Minimum
$10.0M
View profile
WP

WATERS, PARKERSON & CO., LLC

NEW ORLEANS, LA
RIA

Trusted Investment Advice Since 1933

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1933

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningFee-only+7
Fee model
AUM / Flat Fee
View profile
WV

WATER VALLEY INVESTMENT ADVISORS, INC.

SIOUX CENTER, IA
RIA

Wealth Management & Financial Planning

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+5
Fee model
AUM
View profile
WC

WATKINSON CAPITAL ADVISORS LLC

BERWYN, PA
RIA

Custom Investment Strategies Built for Clarity and Confidence

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2009

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Municipal BondsTax-efficient IncomeFixed Income+6
Fee model
AUM
Account Minimum
$500k
View profile
WG

WATTS GWILLIAM & COMPANY, LLC

GILBERT, AZ
RIA

It's time to change your definition of what a financial advisor should be.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Concentrated Stock PositionsPersonalized Investment ManagementFinancial Planning+7
Fee model
AUM / Flat Fee
View profile
WA

WAVERLY ADVISORS, LLC

BIRMINGHAM, AL
RIA

Strong Relationships Built on Trust

AUM
$25B+
Advisors
—
Offices
26
Founded
1999

Firm Focus

IndividualsHigh Net WorthInvestment Companies+4

Expertise

Investment ManagementFinancial PlanningEstate Planning+9
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
WG

WAYCROSS GP, LLC

LOUISVILLE, KY
RIA

Active Management with a Focused Approach

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

Firm Focus

Pooled Vehicles

Expertise

Active ManagementEquity StrategiesInstitutional Investment Management+5
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.0M
View profile
WC

WAYPOINT CAPITAL PARTNERS, LLC

STAMFORD, CT
RIA

All Weather Partners

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Private EquityLower Middle MarketFamily Office+3
Fee model
Flat Fee / Other
View profile
WF

WAYPOINTS FINANCIAL

SEBRING, FL
RIA

Set Your Course for Independence

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

InvestmentsRetirement PlanningFinancial Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
WW

WAYPOINT WEALTH MANAGEMENT

TIMONIUM, MD
RIA

Find your way with Waypoint.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Fee-onlyRetirement PlanningInvestment Planning+3
Fee model
AUM / Flat Fee
View profile
WA

WAYSTONE ADVISORS LLC

N/A
RIA

Wealth Design for Intentional Futures

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth DesignFinancial StrategyReal Estate Investors+3
Fee model
AUM / Hourly / Flat Fee
View profile
WA

WAYSTONE ASSET MANAGEMENT (USA) LLC

CHICAGO, IL
RIA

Navigate Complexity with Certainty

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Regulated FundsEtfsUCITS+7
Fee model
AUM / Flat Fee
View profile
WC

WAYVE CAPITAL MANAGEMENT, LLC

N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthPooled Vehicles

Expertise

Public MarketsPrivate MarketsInvestment Management+3
Fee model
AUM
Account Minimum
$100k
View profile
WA

WBH ADVISORY, INC.

BALTIMORE, MD
RIA

Unlock Your Financial Potential

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-onlyFiduciaryWealth Management+9
Fee model
AUM / Hourly / Flat Fee
View profile
WF

WEA FINANCIAL ADVISORS, INC.

MADISON, WI
RIA

Created by educators for educators

AUM
$500M–$1B
Advisors
4
Offices
1
Founded
1972

Firm Focus

IndividualsHigh Net WorthPooled Vehicles

Expertise

403(b)IRARetirement Savings+4
Fee model
AUM / Hourly
View profile
WA

WE ALLIANCE WEALTH ADVISORS, INC.

ROSEVILLE, CA
RIA

Protect Your Wealth. Preserve Your Legacy. Plan With Purpose.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementRetirement PlanningTax Planning+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
W

WEALTH2B

N/A
RIA

Infraestructura de inversión

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Infraestructura De InversiónRobo AdvisorCuenta Remunerada USD+8
Fee model
AUM / Subscription
View profile
WA

WEALTH ADVISORS NETWORK, INC.

HASTINGS, NE
RIA
AUM
$100M–$500M
Advisors
7
Offices
9
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment AdvisoryWealth Management+6
Fee model
AUM / Other
Account Minimum
$25k
View profile
WA

WEALTH ALLIANCE ADVISORY GROUP, LLC

WICHITA, KS
RIA

Your Goals Are Our Priority

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementRetirement PlanningEstate Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
WA

WEALTH ASSET MANAGERS

SPOKANE, WA
RIA
AUM
$100M–$500M
Advisors
11
Offices
2
Founded
—

Firm Focus

High Net WorthInsurance Companies

Expertise

Investment ServicesInsurance ServicesRetirement Planning+3
Fee model
AUM
Account Minimum
$5k
View profile
WC

WEALTH CARE LLC

N/A
RIA

Fiduciary Fee-Only Financial Planning and Investment Management With a Specialization in Physicians and other Healthcare Professionals

AUM
$500M–$1B
Advisors
—
Offices
3
Founded
2002

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyFiduciaryFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
View profile
WC

WEALTH CREATION MANAGEMENT GROUP LLC

N/A
RIA

EXPERIENCE AND VISION MAKES ALL THE DIFFERENCE

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningInvestment ManagementEstate Planning+10
Fee model
AUM / Flat Fee
View profile
WF

WEALTHCREST FINANCIAL SERVICES, LLC

SPRINGFIELD, VA
RIA

Helping You Achieve Financial Success

AUM
$500M–$1B
Advisors
5
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal+1

Expertise

Financial PlanningInvestment AdvisoryCustomized Financial Solutions+1
Fee model
AUM / Commission / Hourly / Flat Fee
View profile
WE

WEALTH EASE WEALTH MANAGEMENT

MARSHALL, MI
RIA

Empowering you to navigate the complexities of wealth management with ease

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment ManagementFinancial PlanningRetirement Planning+5
Fee model
AUM / Hourly / Flat Fee
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 185 | AdvisorFinder