AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BS

BIG SKY WEALTH ADVISORS, LLC

GREAT FALLS, MT
RIA

A fulfilling retirement doesn't happen by accident.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningInvestment AdvisoryWealth Management+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$50k
View profile
BF

BILI FINANCE

TUCSON, AZ
RIA

Intelligent Financial Wellness

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

AI Financial AdvisorSpending AnalysisOpportunity Cost+5
Fee model
Subscription
View profile
BF

BILTMORE FAMILY OFFICE, LLC

CHARLOTTE, NC
RIA

An independent wealth advisory firm founded by our family and designed for your family.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Family OfficeIntergenerational WealthEstate Planning+5
Fee model
AUM / Flat Fee
View profile
BW

BILTMORE WEALTH MANAGEMENT, LLC

TEMPE, AZ
RIA

Wealth Management for a Secure Financial Future

AUM
$100M–$500M
Advisors
Offices
1
Founded
2010

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM
View profile
BP

BINGHAM PRIVATE WEALTH, LLC

SAN FRANCISCO, CA
RIA

Say yes to the life you want to lead— and the legacy you want to leave.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Strategic InvestingFinancial PlanningRetirement+2
Fee model
AUM
View profile
BI

BIONDO INVESTMENT ADVISORS LLC

MILFORD, PA
RIA

Integrity. Service. Results.

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

Firm Focus

IndividualsHigh Net WorthInvestment Companies+1

Expertise

Investment ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM / Flat Fee / Other
Account Minimum
$250k
View profile
BC

BIP CAPITAL MANAGEMENT SERVICES, LLC

ATLANTA, GA
RIA

Extraordinary partnership. Exceptional performance.

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

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalHigh-growth InvestingFounder Support+3
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
BC

BIRCHVIEW CAPITAL, LP

BURLINGTON, VT
RIA

Healthcare investing with scientific rigor—enhanced by quant AI at scale.

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Healthcare InvestingQuantitative AIScientific Rigor
Fee model
AUM / Performance-based
View profile
BW

BIRNAM WOOD CAPITAL, LLC

DALLAS, TX
RIA

A Differentiated Investment Approach

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Investment AdvisoryPortfolio ManagementRegistered Investment Advisor
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
BW

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

GREENWOOD, IN
RIA

WHAT IS THE BISCHOFF WEALTH MANAGEMENT DIFFERENCE?

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Independent RIALow-cost InvestingTax-efficient Portfolios+5
Fee model
AUM / Flat Fee
View profile
B&

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

ERIE, PA
RIA

Stewards of Wealth. Partners for Generations.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Investment ManagementFinancial PlanningFiduciary Advisory+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
BC

BISON CAPITAL ADVISORS, LLC

OKLAHOMA CITY, OK
RIA

We Invest for Busy Professionals

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

Firm Focus

High Net Worth

Expertise

Investment ManagementPortfolio ManagementWealth Building+2
Fee model
AUM
Account Minimum
$500k
View profile
BW

BISON WEALTH, LLC

ATLANTA, GA
RIA

Don't Just Reach Retirement. Reach Your Zenith.

AUM
$1B–$5B
Advisors
15
Offices
16
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningInvestment ManagementTax Strategy+11
Fee model
AUM / Hourly / Flat Fee
View profile
BV

BITKRAFT VENTURES MANAGEMENT, LLC

N/A
RIA

AT THE INTERSECTION OF PHYSICAL AND DIGITAL.

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

Firm Focus

Pooled Vehicles

Expertise

GamingInteractive MediaWeb3+7
Fee model
AUM / Performance-based
View profile
BC

BITTERROOT CAPITAL ADVISORS LLC

BOZEMAN, MT
RIA

Unconditional Advice

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Strategic PlanningPortfolio ConstructionPortfolio Management+9
Fee model
AUM / Flat Fee
View profile
BI

BITWISE INVESTMENT MANAGER, LLC

SAN FRANCISCO, CA
RIA
AUM
$500M–$1B
Advisors
Offices
2
Founded

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing

Expertise

Crypto ETFBitcoin FuturesEther Futures+5
Fee model
AUM
Account Minimum
$100k
View profile
BB

BLACK BAY PARTNERS, LLC

NEW ORLEANS, LA
RIA

Empowering Visionaries for Progress

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityLower Middle-marketEnergy+6
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
BC

BLACK CORAL FINANCIAL ADVISORS, LLC

MOUNT OLIVE, NJ
RIA

Your success comes from the quality of your work... So does ours.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Private Wealth ManagementInvestment StrategyRetirement Planning+6
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
B

BLACKCROWN

N/A
RIA

Getting Software Companies Back on Track.

AUM
Not disclosed
Advisors
1
Offices
2
Founded

Firm Focus

Individuals

Expertise

Enterprise Software AdvisoryGP DPI RealizationExit Readiness+9
Fee model
AUM / Hourly / Flat Fee / Subscription
View profile
BC

BLACK CYPRESS CAPITAL

N/A
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2009

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Value InvestingResearch-drivenInvestment Management+4
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
BD

BLACK DIAMOND FINANCIAL, LLC

LUTHERVILLE, MD
RIA

Pursuing Investment Excellence

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Investment AdvisoryFinancial PlanningFamily Office Services+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
BD

BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC

N/A
RIA

Inspired Entrepreneurs Building Inspired Companies

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

Firm Focus

Pooled Vehicles

Expertise

Technology InvestingMid-marketDisruptive Technology+7
Fee model
AUM / Performance-based
View profile
BH

BLACK HORSE WEALTH MANAGEMENT

N/A
RIA

Investing takes brains and courage, just different amounts of them at different times.

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

Firm Focus

IndividualsHigh Net Worth
Fee model
AUM
View profile
BI

BLACK IMPACT GROUP, LLC

LOS ANGELES, CA
RIA

The time to act is now.

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate FundsImpact InvestingOpportunity Zones+5
Fee model
AUM / Performance-based
Account Minimum
$2.5M
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 25 | AdvisorFinder