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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+)
BI

BALLAST, INC.

LEXINGTON, KY
RIA

Plan for the Future. Live for Today.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningInvestment ManagementEstate Planning+10
Fee model
AUM / Hourly / Flat Fee / Other
View profile
B&

BALL & COMPANY

N/A
RIA

Your financial success and peace of mind is why we are here.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Financial PlanningWealth ManagementInvestment Management+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
BA

BALLEW ADVISORS INC

JACKSON, MS
RIA

Transparency, Integrity, Trust

AUM
$1B–$5B
Advisors
Offices
1
Founded
1988

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningPrivate Wealth Management+7
Fee model
AUM / Other
Account Minimum
$100k
View profile
BI

BANKER INVESTMENT GROUP

WEST LAFAYETTE, IN
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
1998

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Fee-only AdvisingInvestment ManagementCorporate Retirement+5
Fee model
AUM
View profile
BL

BANKERS LIFE ADVISORY SERVICES, INC.

CHICAGO, IL
RIA

Wealth Management Solutions

AUM
$1B–$5B
Advisors
411
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-based Investment ManagementThird-party Model PortfoliosPortfolio Rebalancing+4
Fee model
AUM / Other
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BW

BANKPLUS WEALTH ADVISORS

JACKSON, MS
RIA

Sophisticated financial experience from a team of trusted advisors with local roots who offer objective insight and unrivaled personal service.

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

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Wealth ManagementTrust And Estate AdministrationInvestment Management+8
Fee model
AUM
View profile
BC

BANTAMAC CAPITAL, LLC

CHICAGO, IL
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Risk ManagementSystematic InvestingTax-sensitive Strategies+2
Fee model
AUM
Account Minimum
$10.0M
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BA

BANYAN ALPHA INVESTMENT L.P.

SOUTH SAN FRANCISCO, CA
RIA

Invest with Reach

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

Firm Focus

Pooled Vehicles

Expertise

Quantitative InvestingAlpha GenerationMachine Learning+3
Fee model
Performance-based / Other
View profile
BG

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

BOCA RATON, FL
RIA

FINANCIAL SUCCESS SIMPLIFIED.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Education PlanningRetirement PlanningSpecial Needs Planning+3
Fee model
AUM
View profile
BT

BANYAN TREE ASSET MANAGEMENT, LLC

TORRANCE, CA
RIA

Active fixed-income management with a focus on maximizing income while minimizing risk

AUM
$1B–$5B
Advisors
4
Offices
1
Founded
2013

Firm Focus

High Net Worth

Expertise

Fixed Income ManagementSeparately Managed AccountsActive Strategy+4
Fee model
AUM / Other
Account Minimum
$20.0M
View profile
BC

BARCA CAPITAL, LLC

WEST NEWTON, MA
RIA

We explore what others ignore.

AUM
$100M–$500M
Advisors
Offices
1
Founded
2008

Firm Focus

Pooled Vehicles

Expertise

Investment AdvisoryCapital ManagementInternational Portfolio+5
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
BC

BARINGTON COMPANIES INVESTORS, LLC

NEW YORK, NY
RIA

Active Value Investors

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

Firm Focus

Pooled Vehicles

Expertise

Active Value Investing
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
BW

BARKER WEALTH MANAGEMENT, LLC

CAMAS, WA
RIA

The Retirement You've Always Wanted is Within Reach

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementRetirement Planning+8
Fee model
AUM / Hourly
View profile
BI

BARKSDALE INVESTMENT MANAGEMENT

NASHVILLE, TN
RIA

Integrity. Consistency. Accountability.

AUM
$1B–$5B
Advisors
Offices
1
Founded
1984

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Fixed IncomeEquity ManagementCustomized Portfolios+11
Fee model
AUM
View profile
BP

BARNES PETTEY FINANCIAL ADVISORS, LLC

CLARKSDALE, MS
RIA

Your financial goals, aspirations and investment needs are just that – yours.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Personalized Financial PlanningCorporate Retirement PlansEndowments And Foundations+3
Fee model
AUM / Hourly / Flat Fee / Other
View profile
BW

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA
RIA

Helping You Pursue True Wealth

AUM
$100M–$500M
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningRetirement PlanningInvestment Management+6
Fee model
AUM / Hourly / Flat Fee / Other
View profile
BC

BARNETT CAPITAL ADVISORS LLC

MIAMI, FL
RIA

Your Trusted Partner for Wealth Management and Retirement Success

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Wealth ManagementRetirement PlanningInvestment Management+3
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
B&

BARNETT & CO INC

CHATTANOOGA, TN
RIA

Wealth, Financial and Asset Management in Chattanooga, Tennessee

AUM
$100M–$500M
Advisors
Offices
1
Founded
1983

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementAsset ManagementFinancial Planning+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
BA

BARNSTONE ADVISORS LLC

PHOENIXVILLE, PA
RIA

Passionate, Personal, and Professional

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Investment ManagementFinancial PlanningPortfolio Management+2
Fee model
AUM / Hourly
Account Minimum
$250k
View profile
BS

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

BOCA RATON, FL
RIA

Protecting Your Lifestyle

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementTax Planning+6
Fee model
AUM / Commission / Hourly / Flat Fee / Other
Account Minimum
$500k
View profile
BW

BARRETT WEALTH CONNECTION LLC

SPRING GROVE, IL
RIA

Problem(s) Solved.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningWealth ManagementRetirement Services+3
Fee model
AUM / Hourly / Flat Fee
View profile
BH

BARROW HANLEY GLOBAL INVESTORS

DALLAS, TX
RIA
AUM
$25B+
Advisors
6
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Global InvestingInstitutional Investment
Fee model
AUM / Performance-based
View profile
BI

BARTON INVESTMENT MANAGEMENT, LLC

W. CONSHOHOCKEN, PA
RIA

A FOCUSED EQUITY INVESTMENT STRATEGY

AUM
$500M–$1B
Advisors
Offices
1
Founded
2006

Firm Focus

High Net Worth

Expertise

Concentrated EquityGrowth CompaniesDisruptive Growth+4
Fee model
AUM / Other
View profile
BA

BASA ADVISORS

DALLAS, TX
RIA
AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Oil And GasInvestment AdvisorySec-registered+1
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.

Financial Advisory Firms - Page 21 | AdvisorFinder