AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BC

BCM CAPITAL MANAGEMENT LLC

NORTHFIELD, IL
RIA

ASSET MANAGEMENT • CAPITAL RAISING • PRINCIPAL INVESTING • ADVISORY

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Infrastructure BondsAsset ManagementCapital Raising+7
Fee model
AUM / Other
Account Minimum
$2.0M
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BI

BD INVESTMENT PARTNERS, LLC

RALEIGH, NC
RIA

Strategic Capital for the Built Environment ®

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

Firm Focus

Pooled Vehicles

Expertise

Built EnvironmentLower-middle MarketPrivate Equity+7
Fee model
AUM / Performance-based
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BC

BEACON CAPITAL MANAGEMENT, INC.

DAYTON, OH
RIA

Experience the Science of Investing

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing+1

Expertise

Portfolio ManagementRisk ManagementSystematic Investing+7
Fee model
AUM
Account Minimum
$25k
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BG

BEACON GLOBAL ADVISOR NETWORK, LLC

ATLANTA, GA
RIA

Your Clients. Your Business. Our Guidance. Get Advised.

AUM
$500M–$1B
Advisors
7
Offices
25
Founded
—

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Expat Financial ServicesSIPP TransfersAdvisory Firm Coaching+6
Fee model
AUM / Hourly / Flat Fee / Other
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BH

BEACON HARBOR WEALTH ADVISORS

VIRGINIA BEACH, VA
RIA

Guiding Growing Protecting Wealth

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Goal-based InvestingWealth ManagementFinancial Planning+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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BI

BEACON INVESTMENT ADVISORS LLC

GAITHERSBURG, MD
RIA

Providing a Spectrum of Wealth Management Services

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Fee-onlyIndependentPortfolio Management+2
Fee model
AUM
Account Minimum
$250k
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BP

BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA
RIA
AUM
$25B+
Advisors
4
Offices
68
Founded
—

Firm Focus

IndividualsHigh Net WorthInvestment Companies+5

Expertise

Alternative InvestmentsPrivate CreditPrivate Real Estate+7
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$1.0M
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BW

BEACON WEALTHCARE LLC

RALEIGH, NC
RIA

Real Planning. Sensible Investing. Meaningful Advice.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment AdvisoryRetirement Planning+9
Fee model
AUM / Flat Fee
Account Minimum
$5k
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BW

BEACON WEALTH CONSULTANTS, INC.

ROANOKE, VA
RIA

Robust Faith-Based Investing Solutions for Financial Advisors and Retirement Plans

AUM
$100M–$500M
Advisors
—
Offices
3
Founded
2010

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Faith-based InvestingBiblically Responsible InvestingRetirement Plans+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100
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BW

BEAM WEALTH ADVISORS, INC.

COVINGTON, LA
RIA

Sophisticated Wealth Management from Independent Advisors

AUM
$1B–$5B
Advisors
16
Offices
12
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Wealth ManagementFinancial AdviceInvestment Management+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$75k
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BP

BEARING POINT CAPITAL

RICHFIELD, MN
RIA

Serving you. Well.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+5
Fee model
AUM / Flat Fee
View profile
BM

BEAR MOUNTAIN CAPITAL INC.

SEATTLE, WA
RIA

Achieve Financial Clarity

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

Wealth ManagementFinancial PlanningPortfolio Management+7
Fee model
AUM / Hourly
View profile
BM

BECK, MACK & OLIVER LLC

NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
1931

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Separately Managed AccountsEquityFixed Income+7
Fee model
AUM / Performance-based
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BF

BEESE FULMER PRIVATE WEALTH MANAGEMENT

CANTON, OH
RIA

The rational way is a better way.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Private Wealth ManagementInstitutional Asset ManagementActive Management+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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BB

BEHRMAN BROTHERS MANAGEMENT COMPANY L.P.

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle-marketAcquisitions+1
Fee model
AUM / Performance-based / Other
View profile
BC

BELL CITY WEALTH, INC.

HILLSBORO, OH
RIA

A personalized approach to managing wealth

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementComprehensive PlanningInvestment Management+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
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BA

BELLEAIR ASSET MANAGEMENT, LLC

BELLEAIR BLUFFS, FL
RIA

Put Evidence To Work For You

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementInvestment ManagementRetirement Plan Solutions+4
Fee model
AUM / Flat Fee
View profile
BC

BELLINGHAM CAPITAL

BELLINGHAM, WA
RIA

Your Goals Are Our Business

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles

Expertise

Investment ManagementPortfolio ConstructionMacroeconomic Analysis+4
Fee model
AUM / Hourly
View profile
BP

BELLTOWER PARTNERS

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private InvestmentPatient CapitalPrivate Equity+4
Fee model
AUM / Performance-based / Other
View profile
BI

BELLWETHER INVESTMENT GROUP, LLC

HIXSON, TN
RIA

Helping families manage financial matters

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementFinancial PlanningAsset Management+2
Fee model
AUM / Hourly / Flat Fee
View profile
BP

BELMONT PRIVATE WEALTH

N/A
RIA

Advisors for the Entrepreneur

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Entrepreneur AdvisoryInvestment ManagementFinancial Planning+3
Fee model
AUM / Flat Fee
View profile
BC

BENCHSTONE CAPITAL MANAGEMENT LP

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2023

Firm Focus

Pooled Vehicles

Expertise

TMTConsumerSingle Stock Research+1
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
BC

BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.

CHICAGO, IL
RIA

Building lower middle market companies in partnership with management for over two decades.

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2004

Firm Focus

Pooled Vehicles

Expertise

Private EquityLeveraged BuyoutsRecapitalizations+3
Fee model
AUM / Performance-based / Other
View profile
BM

BENIN MANAGEMENT CORP

N/A
RIA

Working to Protect Families' Financial Futures since 1973

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
1973

Firm Focus

High Net Worth

Expertise

Investment AdvisoryPortfolio ManagementBonds+9
Fee model
AUM / Flat Fee / Other
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 23 | AdvisorFinder