AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BO

BASIN OIL AND GAS MANAGEMENT, LP

FORT WORTH, TX
RIA

A Privately Funded Energy Company

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

Firm Focus

Pooled Vehicles

Expertise

EnergyWorking InterestsMineral Interests+4
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
BM

BASIS MANAGEMENT GROUP LLC

NEW YORK, NY
RIA

It's All About the Basis

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

Firm Focus

Pooled Vehicles

Expertise

Commercial Real EstateMultifamilyBridge Loans+10
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
BA

BASS AND BELL, INC.

LITTLE ROCK, AR
RIA

Enjoy Your Life...

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

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Registered Investment AdvisorFiduciaryAsset Management+2
Fee model
AUM
View profile
BF

BASTION FIDUCIARY

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

Firm Focus

IndividualsHigh Net WorthInvestment Companies+3

Expertise

Fee-onlyFiduciaryLong-term Investing+3
Fee model
AUM / Hourly / Flat Fee
View profile
BG

BATTERY GLOBAL ADVISORS, LLC

BOSTON, MA
RIA

Investment Solutions and Family Office Services for Venture Capital & Private Equity Executives and Technology Entrepreneurs

AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Wealth ManagementFamily OfficeInvestment Management+12
Fee model
AUM / Flat Fee / Performance-based / Other
View profile
BA

BAU ADVISORS

MIAMI, FL
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Asset Management SelectionCreditReal Estate+7
Fee model
AUM / Performance-based
View profile
B&

BAUGH & ASSOCIATES, LLC

ATLANTA, GA
RIA

As Fee-only Registered Investment Advisors since 1977, we always put our clients' interests first.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
1977

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyInvestment AdvisoryRetirement Planning+8
Fee model
AUM
View profile
BC

BAUM CAPITAL PARTNERS MANAGEMENT, LLC

KANSAS CITY, MO
RIA

Forward. Together.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityTech-enabled ServicesSoftware+7
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
BI

BAXTER INVESTMENT MANAGEMENT

RIVERSIDE, CT
RIA

Helping You Reach a More Confident Tomorrow

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1924

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Holistic Financial PlanningAsset ManagementBusiness Solutions+7
Fee model
AUM
View profile
BA

BAYARD ASSET MANAGEMENT LLC

PRINCETON, NJ
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2011

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Concentrated EquityLong-onlyPublic Equity+5
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
BH

BAYPINE HOLDINGS LP

BOSTON, MA
RIA

Private equity built for digital reinvention of traditional companies

AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquityDigital TransformationAI Resilience+5
Fee model
AUM / Performance-based
View profile
BC

BAYSHORE CAPITAL

TAMPA, FL
RIA

A boutique investment firm rooted in long term success & investing for the future

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2001

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Multi-family OfficeAsset ManagementGlobal Asset Allocation+7
Fee model
AUM / Flat Fee / Performance-based / Other
Account Minimum
$20.0M
View profile
BW

BAYSHORE WEALTH ADVISORS

CORAL GABLES, FL
RIA

Mapping Your Financial Future

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

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Financial PlanningInvestment ManagementFee-only+4
Fee model
AUM
Account Minimum
$2.0M
View profile
BM

BAYSWATER MANAGEMENT COMPANY LP

DENVER, CO
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2004

Firm Focus

Pooled Vehicles

Expertise

Oil And Gas ExplorationNatural Gas DevelopmentEnergy Funds+6
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
BA

BBAE ADVISORS LLC

PLANO, TX
RIA

Better Ideas for Better Investing

AUM
Under $100M
Advisors
3
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Stock TradingOptions TradingEtfs+9
Fee model
AUM
Account Minimum
$2k
View profile
BU

BBAM US LP

DALLAS, TX
RIA

A Global Leader in Aircraft Leasing

AUM
$1B–$5B
Advisors
—
Offices
8
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Aircraft LeasingAviation FinanceFleet Financing+3
Fee model
AUM / Performance-based / Other
Account Minimum
$10.0M
View profile
BF

BBJS FINANCIAL ADVISORS, LLC

SEATTLE, WA
RIA

Independent Financial Planning and Wealth Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment ManagementFinancial PlanningWealth Management+8
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
BP

BBR PARTNERS, LLC

NEW YORK, NY
RIA

We are an independent boutique wealth management firm.

AUM
$25B+
Advisors
—
Offices
4
Founded
—

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Wealth ManagementInvestment ManagementManager Of Managers+5
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$50.0M
View profile
BG

BBVA GLOBAL WEALTH ADVISORS, INC.

MIAMI, FL
RIA

The Future, Our Best Investment

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2024

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Investment AdvisoryWealth PlanningNon-discretionary Management+6
Fee model
AUM
Account Minimum
$500k
View profile
BA

BC ADVISORS, LLC

MT. LAUREL, NJ
RIA

Strategic Solutions For Privately Held Businesses, Family Offices, & High-Net-Worth Individuals

AUM
$1B–$5B
Advisors
7
Offices
3
Founded
1979

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Mergers And AcquisitionsBusiness ValuationESOP+10
Fee model
AUM / Flat Fee
View profile
BS

BCG SECURITIES, INC.

CHERRY HILL, NJ
RIA

A clear plan can bring confidence to your financial life.

AUM
$500M–$1B
Advisors
37
Offices
8
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementRetirement Planning401(k) Plans+3
Fee model
AUM / Commission / Flat Fee
Account Minimum
$25k
View profile
BS

BCI SECURITIES, INC.

MIAMI, FL
RIA

Best International RIA

AUM
$100M–$500M
Advisors
62
Offices
4
Founded
—

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Wealth ManagementPortfolio ManagementSales And Trading+10
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
BP

BCK PARTNERS, INC.

CORNING, NY
RIA

Elevate your future.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Retirement PlanningTax PlanningTax Preparation+9
Fee model
AUM
View profile
BA

BCM ADVISORS, LLC

LAFAYETTE, LA
RIA

Your Life. Well-Crafted.

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
1986

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementLegacy PlanningTax Planning+9
Fee model
AUM
Account Minimum
$250k
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 22 | AdvisorFinder