AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AI

ABF INVESTMENT MANAGEMENT, LLC

MIAMI, FL
RIA

We build lasting partnerships

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityFund InvestmentsCo-investments+6
Fee model
AUM / Performance-based
View profile
AF

ABLE FINANCIAL GROUP, LLC

SCOTTSDALE, AZ
RIA

Map your Financial Future with Confidence

AUM
$500M–$1B
Advisors
11
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningInvestment Management+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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AH

ABNER HERRMAN & BROCK, LLC

JERSEY CITY, NJ
RIA

The wise owl doesn't chase every prey that moves. It waits, watches, and strikes with purpose. That's how we invest.

AUM
$1B–$5B
Advisors
Offices
1
Founded
1981

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Separately Managed AccountsTaxable BondsMunicipal Bonds+7
Fee model
AUM
Account Minimum
$500k
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A&

ABRAHAM & CO., INC.

N/A
RIA

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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

Firm Focus

High Net Worth

Expertise

Financial PlanningRetirement PlanningAsset Management+4
Fee model
AUM / Other
Account Minimum
$50k
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AD

ABR DYNAMIC FUNDS, LLC

NEW YORK, NY
RIA

Human behavior remains the only consistently predictable element of finance

AUM
$100M–$500M
Advisors
5
Offices
1
Founded

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Volatility StrategiesBehavioral FinanceSystematic Methodologies+3
Fee model
AUM / Performance-based
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AP

ABRIDGE PARTNERS, LLC

N/A
RIA

Simplifying the Management of Family Wealth

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Multigenerational Wealth ManagementInvestment ManagementTrust Services+3
Fee model
AUM / Commission / Hourly / Flat Fee
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AW

ABSHER WEALTH MANAGEMENT, LLC

CHAPEL HILL, NC
RIA

Solidify Your Legacy with Intentional Wealth Management

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-onlyFiduciaryAsset Management+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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AL

ABS LEGACY PARTNERS, LLC

HICKORY, NC
RIA

Wealth Management Services customized and delivered for your peace of mind

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementLegacy PlanningPhilanthropy Management+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
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AP

ACACIA PARTNERS, LLC

AUSTIN, TX
RIA

COLLABORATIVE APPROACH FLEXIBLE CAPITAL PREFERRED PARTNERS LONG-TIME HORIZON

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityFounder-owned BusinessesOwner-operated Companies+6
Fee model
AUM / Performance-based
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AA

ACADEMY ASSET MANAGEMENT

NEW YORK, NY
RIA

Best In Class Veteran Owned & Operated

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

Firm Focus

Investment CompaniesPension/Profit Sharing

Expertise

Fixed IncomeCash And Short DurationCore Fixed Income+7
Fee model
AUM
Account Minimum
$10.0M
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AC

ACADEMY CAPITAL MANAGEMENT

WACO, TX
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Portfolio ManagementAsset AllocationInvestment Policy Statement+3
Fee model
AUM
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AI

ACADIA INFRASTRUCTURE CAPITAL LP

NEW YORK, NY
RIA

Investing in North American Power Infrastructure

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

Firm Focus

Pension/Profit Sharing

Expertise

North American Power InfrastructureMiddle MarketRenewables+2
Fee model
AUM / Performance-based / Other
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AI

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

TYSONS CORNER, VA
RIA
AUM
$500M–$1B
Advisors
Offices
2
Founded
2021

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Outsourced CIOInstitutional Investment ManagementGovernance And Fiduciary Advisory+4
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$50.0M
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AP

ACASTA PARTNERS US LLC

BOCA RATON, FL
RIA

Diverse expertise and a collaborative and multi-disciplinary investment process

AUM
$1B–$5B
Advisors
Offices
1
Founded
2009

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Alternative InvestmentsConvertible SecuritiesSpecial Situations+7
Fee model
AUM / Performance-based
View profile
AC

ACCESS CAPITAL, LLC

WICHITA, KS
RIA

An elevated advisory experience

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment StrategyFinancial Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
AF

ACCESS FINANCIAL SERVICES, INC.

MINNEAPOLIS, MN
RIA
AUM
$100M–$500M
Advisors
1
Offices
1
Founded
1990

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ManagementRisk Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
AH

ACCESS HOLDINGS MANAGEMENT COMPANY LLC

BALTIMORE, MD
RIA
AUM
$1B–$5B
Advisors
Offices
3
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower-middle MarketResearch-led Investing+6
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$5.0M
View profile
AW

ACCESS WEALTH

EAST HANOVER, NJ
RIA

Plan for a life well lived.

AUM
$500M–$1B
Advisors
1
Offices
1
Founded
1987

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementRetirement Planning+9
Fee model
AUM / Flat Fee
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AI

ACCION IMPACT MANAGEMENT LLC

WASHINGTON, DC
RIA
AUM
$100M–$500M
Advisors
Offices
2
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Financial InclusionImpact InvestingInvestment Advisory+4
Fee model
AUM / Other
Account Minimum
$500k
View profile
AA

ACCORDANT ADVISORY GROUP, INC.

ANNAPOLIS, MD
RIA

Building your family's financial legacy

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningInvestment ManagementWealth Planning+7
Fee model
AUM / Hourly
Account Minimum
$10k
View profile
AI

ACCORDANT INVESTMENTS LLC

SCOTTSDALE, AZ
RIA

Sophisticated strategies delivered simply

AUM
$100M–$500M
Advisors
6
Offices
1
Founded

Firm Focus

Investment CompaniesPooled Vehicles

Expertise

Private Real EstateODCE Index FundNfi-odce+5
Fee model
AUM
View profile
AE

ACCORD EQUITY ADVISORS LLC

SAN FRANCISCO, CA
RIA

STRATEGIC INVESTMENT & CAPITAL ADVISORY

AUM
$100M–$500M
Advisors
6
Offices
1
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

Real Estate Private EquityStrategic InvestmentCapital Advisory+4
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
AI

ACCREDITED INVESTORS WEALTH MANAGEMENT

EDINA, MN
RIA

Spend Your Life Wisely™

AUM
$1B–$5B
Advisors
Offices
1
Founded
1987

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementFee-only FiduciaryInvestment Management+9
Fee model
AUM / Flat Fee
View profile
AO

ACCUMULATOR OPERATIONS LLC

CORAL GABLES, FL
RIA

Better Than Secondaries

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

Firm Focus

Pooled Vehicles

Expertise

Private MarketsLiquidity SolutionsEquity Pledging+5
Fee model
AUM / Performance-based
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.

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