Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
AW
AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD, CA
RIA
AUM
$5B–$25B
Advisors
10
Offices
29
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Performance-based
B
BAKERAVENUE
SAN FRANCISCO, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
8
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal+1
Fee model
AUM / Flat Fee
B
BALENTINE
ATLANTA, GA
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Flat Fee
Account Minimum
$5.0M
BF
BALLAST FINANCIAL ADVISORS, LLC
WEST CHESTER, PA
RIA
AUM
$100M–$500M
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
BL
BANKERS LIFE ADVISORY SERVICES, INC.
CHICAGO, IL
RIA
AUM
$1B–$5B
Advisors
411
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Other
BW
BARNES WEALTH MANAGEMENT GROUP
BAKERSFIELD, CA
RIA
AUM
$100M–$500M
Advisors
3
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly / Flat Fee / Other
BH
BARROW HANLEY GLOBAL INVESTORS
DALLAS, TX
RIA
AUM
$25B+
Advisors
6
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Performance-based
BG
BATTERY GLOBAL ADVISORS, LLC
BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Flat Fee / Performance-based / Other
BP
BBR PARTNERS, LLC
NEW YORK, NY
RIA
AUM
$25B+
Advisors
—
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM / Flat Fee / Performance-based
BS
BCI SECURITIES, INC.
MIAMI, FL
RIA
AUM
$100M–$500M
Advisors
62
Offices
4
Founded
—
Firm Focus
High Net WorthPension/Profit SharingState/Municipal
Fee model
AUM / Flat Fee
Account Minimum
$250k
BP
BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA
RIA
AUM
$25B+
Advisors
4
Offices
68
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+5
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$1.0M
BM
BECK, MACK & OLIVER LLC
NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Performance-based
BF
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
ST. LOUIS, MO
RIA
AUM
$500M–$1B
Advisors
6
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
BF
BENTLEY FINANCIAL GROUP
DOWNERS GROVE, IL
RIA
AUM
$100M–$500M
Advisors
3
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1k
BW
BISON WEALTH, LLC
ATLANTA, GA
RIA
AUM
$1B–$5B
Advisors
15
Offices
16
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
BC
BLACKROCK CAPITAL MANAGEMENT, INC.
WILMINGTON, DE
RIA
AUM
$25B+
Advisors
28
Offices
10
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Performance-based
BS
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
DAYTON, OH
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
B&
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
SAN LUIS OBISPO, CA
RIA
AUM
$100M–$500M
Advisors
8
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Hourly
BW
BLUECHIP WEALTH ADVISORS LLC
MILTON, GA
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
BC
BLUESTONE CAPITAL MANAGEMENT, LLC
WAYNE, PA
RIA
AUM
$100M–$500M
Advisors
2
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
BA
BOS ASSET MANAGEMENT, LLC
SPRINGFIELD, IL
RIA
AUM
$500M–$1B
Advisors
1
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Other
BP
BOSTON PARTNERS
BOSTON, MA
RIA
AUM
$25B+
Advisors
34
Offices
4
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
BW
BOYD WATTERSON ASSET MANAGEMENT, LLC
CLEVELAND, OH
RIA
AUM
$5B–$25B
Advisors
2
Offices
7
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Flat Fee / Performance-based
BF
BRADLEY FOSTER & SARGENT INC
HARTFORD, CT
RIA
AUM
$5B–$25B
Advisors
—
Offices
7
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM / Flat Fee
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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.