AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BC

BLACKROCK CAPITAL MANAGEMENT, INC.

WILMINGTON, DE
RIA
AUM
$25B+
Advisors
28
Offices
10
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

EtfsEquityFixed Income+7
Fee model
AUM / Flat Fee / Performance-based
View profile
BC

BLACKSTONE CLO MANAGEMENT LLC

NEW YORK, NY
RIA

Build with Blackstone

AUM
$25B+
Advisors
72
Offices
3
Founded

Firm Focus

Pooled Vehicles

Expertise

Alternative Asset ManagementPrivate EquityReal Estate+6
Fee model
AUM / Performance-based
View profile
BF

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

THE VILLAGES, FL
RIA

There is more to retirement than just your money.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningMedicare PlanningWealth Management+2
Fee model
AUM
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BS

BLACK SWIFT GROUP, LLC

BOULDER, CO
RIA

Better risk-adjusted returns through custom solutions.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2016

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+1

Expertise

EquityFixed IncomeAlternative Investments+7
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$2.0M
View profile
BW

BLACK WALNUT WEALTH MANAGEMENT

TRAVERSE CITY, MI
RIA

Coordinated Wealth Management

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

Firm Focus

IndividualsHigh Net WorthInsurance Companies

Expertise

Fee-only FiduciaryWealth ManagementTax Planning+5
Fee model
AUM / Flat Fee
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BH

BLAIR HALL ADVISORS, LLC

N/A
RIA

Thoughtful, Educated Wealth Management for Highly Accomplished Professionals

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementInvestment AdvisoryHigh-net-worth Individuals+2
Fee model
AUM / Hourly
Account Minimum
$3.0M
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BW

BLAKELY WALTERS WEALTH MANAGEMENT

SCOTTSDALE, AZ
RIA

Financial Planning As a Benefit

AUM
$100M–$500M
Advisors
5
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningInvestment Management+6
Fee model
AUM / Flat Fee
Account Minimum
$250k
View profile
BS

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

DAYTON, OH
RIA

Discover a centralized approach to family wealth management.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Family Wealth ManagementFamily OfficeEstate Planning+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
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B&

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

SAN LUIS OBISPO, CA
RIA

Service You Deserve. Advice You Trust.

AUM
$100M–$500M
Advisors
8
Offices
4
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningRetirement PlanningEstate Planning+8
Fee model
AUM / Hourly
View profile
BP

BLANCHE PARK CAPITAL

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

CreditAdvisoryInstitutional+1
Fee model
AUM / Performance-based
View profile
BG

BLAND GARVEY WEALTH ADVISORS, LLC

RICHARDSON, TX
RIA

Wealth Management to Grow, Live, and Retire Well

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

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Wealth ManagementInvestment ManagementRetirement Planning+8
Fee model
AUM / Hourly
Account Minimum
$250k
View profile
BA

BLBB ADVISORS

MONTGOMERYVILLE, PA
RIA

Your Success is Meant to be Enjoyed

AUM
$1B–$5B
Advisors
Offices
1
Founded
1964

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth ManagementFinancial PlanningInvestment Management+7
Fee model
AUM / Flat Fee / Other
View profile
BA

BLEDSOE ASSET MANAGEMENT, LLC

PHOENIX, AZ
RIA

Your Retirement. Our Priority.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFiduciaryPortfolio Management+7
Fee model
AUM / Hourly
Account Minimum
$50k
View profile
BS

BLEECKER STREET CAPITAL MANAGEMENT, LLC

BROOKLYN, NY
RIA
AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Short SellingEquity ResearchInvestment Reports+1
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
BA

BLKBRD ASSET MANAGEMENT

OLD GREENWICH, CT
RIA

The intersection of technology and investment.

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

Firm Focus

Pooled Vehicles

Expertise

TechnologyInvestmentConsultancy+1
Fee model
Performance-based / Other
View profile
BC

BLOCKCHAIN CAPITAL, LLC

SAN FRANCISCO, CA
RIA

Partners to crypto builders since 2013.

AUM
$1B–$5B
Advisors
Offices
2
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

CryptoBlockchainVenture Capital+6
Fee model
AUM / Performance-based
View profile
BF

BLONG FINANCIAL

MEMPHIS, TN
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Long-term InvestingCost-conscious InvestingWealth Accumulation+2
Fee model
AUM
Account Minimum
$500k
View profile
BC

BLOOMFIELD CAPITAL HOLDINGS, LLC

BIRMINGHAM, MI
RIA

The Direct Bridge Lender and Equity Provider for Urgent Projects

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

Firm Focus

Pooled Vehicles

Expertise

Bridge LendingCommercial Real EstateDirect Lending+7
Fee model
AUM / Performance-based
View profile
BC

BLUEARC CAPITAL MANAGEMENT

ATLANTA, GA
RIA

Navigating New Horizons in Alternative Investments

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Alternative InvestmentsPrivate CreditPrivate Equity+8
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$100k
View profile
BC

BLUE CAPITAL

OMAHA, NE
RIA

Navigating your road to retirement.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningInvestment ManagementFiduciary+2
Fee model
AUM / Hourly / Flat Fee
View profile
BW

BLUECHIP WEALTH ADVISORS LLC

MILTON, GA
RIA

Your Wealth Advisors For Life

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFinancial PlanningInvestment Management+9
Fee model
AUM / Hourly / Flat Fee
View profile
BC

BLUE CURVE ADVISORY, LLC

TOWSON, MD
RIA

Lifelong Guidance

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

Firm Focus

IndividualsHigh Net Worth

Expertise

FiduciaryFinancial PlanningCFP Professionals+3
Fee model
AUM / Flat Fee
Account Minimum
$25k
View profile
BD

BLUE DIAMOND CAPITAL INVESTMENT ADVISORS

PROVO, UT
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
2007

Firm Focus

IndividualsHigh Net WorthPooled Vehicles

Expertise

Private Investment PlacementsReal Estate DevelopmentReal Estate Operations+7
Fee model
Hourly / Flat Fee
View profile
BP

BLUEDOOR PRIVATE WEALTH, LLC

BEVERLY, MA
RIA

An Open Door to Your Future

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementFinancial PlanningTrust And Estate Planning+7
Fee model
AUM / Hourly / Flat Fee
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 26 | AdvisorFinder