AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BF

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

ST. LOUIS, MO
RIA

Own your advisory business, not your operational burdens

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Advisor SupportPractice ManagementOperational Outsourcing+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
View profile
BS

BENJAMIN SECURITIES, INC.

ALBANY, NY
RIA

Harnessing Disruption, Delivering Results.

AUM
Under $100M
Advisors
9
Offices
2
Founded

Firm Focus

High Net Worth

Expertise

Wealth ManagementInvestment BankingCapital Markets+6
Fee model
AUM
Account Minimum
$50k
View profile
BS

BENNETT SELBY INVESTMENTS, L.P.

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Asset ManagementLong-term InvestingValue Investing+1
Fee model
AUM
Account Minimum
$1.0M
View profile
BW

BENTHAM WEALTH ADVISORS

WILLIAMSVILLE, NY
RIA

Financial Planning for pre-retirees and retirees who are age 50+.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-only FiduciaryRetirement PlanningFinancial Planning+11
Fee model
AUM / Flat Fee
View profile
BF

BENTLEY FINANCIAL GROUP

DOWNERS GROVE, IL
RIA

Providing You With Financial Well-Being

AUM
$100M–$500M
Advisors
3
Offices
2
Founded
2002

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningWealth ManagementEstate Planning+10
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1k
View profile
BC

BENTOAK CAPITAL

WEATHERFORD, TX
RIA

We Help You Get Clear on What Matters Most

AUM
$500M–$1B
Advisors
Offices
4
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement PlanningInvestment ManagementEstate Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
BC

BEQUEST CAPITAL LLC

SARASOTA, FL
RIA

Guided by Purpose, Driven by Trust

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Mortgage NotesCommercial Real EstateEnergy Assets+6
Fee model
AUM / Flat Fee / Performance-based
View profile
BP

BERGEN PARK CAPITAL MANAGEMENT, LLC

BIGFORK, MT
RIA

Focused on foreign smaller companies and finding asymmetric value.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

International EquitiesSmaller Company EquitiesAsymmetric Returns+4
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
BC

BERKELEY CAPITAL MANAGEMENT, LLC

ELLSWORTH, KS
RIA

Customized Portfolios Rooted In Discipline

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Customized PortfoliosEquityFixed Income+5
Fee model
AUM / Flat Fee
View profile
BI

BERKELEY, INC

BOISE, ID
RIA

We're Not For Everyone And That's Okay

AUM
$500M–$1B
Advisors
Offices
1
Founded
1996

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementFee-only+9
Fee model
AUM / Hourly / Flat Fee
View profile
BP

BERKSHIRE PROPERTY ADVISORS, LLC

BOSTON, MA
RIA

Creating Thriving Communities

AUM
$5B–$25B
Advisors
Offices
4
Founded
1966

Firm Focus

Pooled Vehicles

Expertise

Residential Real EstateInvestment ManagementVertically Integrated Operator+10
Fee model
AUM / Performance-based / Other
View profile
BA

BERNARDI ASSET MANAGEMENT, LLC

NORTHFIELD, IL
RIA

Municipal Bond Specialist Since 1984

AUM
$100M–$500M
Advisors
17
Offices
1
Founded
1984

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Municipal BondsPortfolio ManagementPublic Finance+4
Fee model
AUM
Account Minimum
$250k
View profile
BF

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

CEDAR RAPIDS, IA
RIA

Scale Your Practice with a Relationship-First Partner

AUM
$500M–$1B
Advisors
100
Offices
25
Founded
1985

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Independent Broker-dealerInvestment AdvisoryWealth Management+4
Fee model
AUM / Commission / Hourly / Flat Fee
Account Minimum
$25k
View profile
BC

BERYL CAPITAL MANAGEMENT, LLC

REDONDO BEACH, CA
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Hard CatalystsEvent-drivenSpecial Situations
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
BM

BETRO MILESZKO & COMPANY

FOXBORO, MA
RIA

Wealth Management Advisors

AUM
$100M–$500M
Advisors
Offices
1
Founded
2007

Firm Focus

High Net Worth

Expertise

Wealth ManagementRetirement PlanningEstate Planning+4
Fee model
AUM
View profile
BC

BETTEREDGE CAPITAL LLC

NEW YORK, NY
RIA

Your Partner in Wealth Management

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsState/MunicipalInsurance Companies

Expertise

Wealth ManagementPortfolio OptimizationRisk Management+5
Fee model
Flat Fee
View profile
BW

BETTER WAY LLC

BAL HARBOUR, FL
RIA

We do one thing really well.

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Private InvestmentsRisk MitigationFamily Office+4
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
BH

BEVERLY HILLS PRIVATE WEALTH, LLC

BEVERLY HILLS, CA
RIA

Institutional Precision. Family Office Experience.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Fiduciary AdvisoryInvestment ManagementTax Strategy+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5.0M
View profile
BL

BEY-DOUGLAS, LLC INVESTMENT COUNSEL

MARIETTA, GA
RIA

We are a Portfolio Management Company

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

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Portfolio ManagementInvestment ManagementRetirement Planning+3
Fee model
AUM
Account Minimum
$300k
View profile
BV

BGV VC MANAGEMENT LLC

MENLO PARK, CA
RIA

Your hands-on partner for growing impactful, global enterprise AI startups

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

Firm Focus

Pooled Vehicles

Expertise

Enterprise AICross-border Venture CapitalSeed To IPO+5
Fee model
AUM / Performance-based
Account Minimum
$200k
View profile
BP

BHARCAP PARTNERS, LLC

GREENWICH, CT
RIA

Entrepreneurs Backing Entrepreneurs

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityFinancial ServicesAsset Management+7
Fee model
AUM / Performance-based / Other
View profile
BA

BH ASSET MANAGEMENT, LLC

NEW YORK, NY
RIA

Your goals. Our Passion.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementFiduciaryEstate Planning+7
Fee model
AUM
Account Minimum
$1.0M
View profile
BC

BIENVILLE CAPITAL MANAGEMENT, LLC

NEW YORK, NY
RIA

The world doesn't need another investment firm. It needs great ideas.

AUM
$1B–$5B
Advisors
Offices
3
Founded
2008

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Public MarketsPrivate MarketsVenture Capital+8
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$50.0M
View profile
BS

BIG SIOUX WEALTH MANAGEMENT

WATERTOWN, SD
RIA

FINANCIAL FREEDOM BUILT ON TRUST & SIMPLICTY

AUM
$100M–$500M
Advisors
1
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

FiduciaryIndependent RIASmall Business Owners+4
Fee model
AUM / Hourly
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 24 | AdvisorFinder