AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BM

BPGC MANAGEMENT LP

NEW YORK, NY
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2020

Firm Focus

Pooled Vehicles

Expertise

Private EquityBuyoutsSpecial Situations+6
Fee model
AUM / Performance-based
View profile
BC

BPS CAPITAL MANAGEMENT, INC.

BLOOMINGTON, MN
RIA

A PROVEN TRACK RECORD

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
1983

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Institutional Portfolio ManagementFixed IncomeInterest Rate Risk+3
Fee model
AUM / Flat Fee / Other
Account Minimum
$1.0M
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BW

BPS WEALTH ADVISORS, INC.

CANFIELD, OH
RIA

Serving Businesses and Families Since 1984

AUM
$1B–$5B
Advisors
5
Offices
1
Founded
1984

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement Plan AdministrationWealth ManagementFinancial Planning+7
Fee model
AUM
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BC

BRACKET CAPITAL

WEST HOLLYWOOD, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
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BF

BRADFORD FINANCIAL CENTER

CLARION, IA
RIA

Managing Wealth Journeys Since 1970

AUM
$100M–$500M
Advisors
7
Offices
5
Founded
1970

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestmentsRetirement Planning+4
Fee model
AUM / Hourly / Flat Fee / Other
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BF

BRADFORD FINANCIAL SERVICES CORP

N/A
RIA
AUM
$100M–$500M
Advisors
1
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment AdvisoryRegistered Investment AdvisorSecurities
Fee model
AUM / Hourly / Flat Fee
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BF

BRADLEY FOSTER & SARGENT INC

HARTFORD, CT
RIA
AUM
$5B–$25B
Advisors
—
Offices
7
Founded
—

Firm Focus

IndividualsHigh Net WorthInvestment Companies+2

Expertise

Equity FundMutual FundInvestment Management
Fee model
AUM / Flat Fee
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BM

BRADY MARTZ WEALTH SOLUTIONS, LLC

GRAND FORKS, ND
RIA

We make life easier for our clients, with a friendly approach to financial and business advisory services.

AUM
$500M–$1B
Advisors
—
Offices
10
Founded
1927

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

AssuranceTax ComplianceBusiness Advisory+12
Fee model
AUM
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BW

BRAEBURN WEALTH MANAGEMENT, LLC

MUSKEGON, MI
RIA

Investing with Knowledge and Discipline

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2011

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementFinancial PlanningRetirement Planning+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
BC

BRAEMONT CAPITAL

DALLAS, TX
RIA

Invest to Build ™

AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Private EquityGrowth InvestingEntrepreneurial Partnerships+2
Fee model
AUM / Performance-based
View profile
BW

BRAINVEST WEALTH MANAGEMENT LLC

MIAMI, FL
RIA

Guided by Trust, Driven by Excellence.

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

Firm Focus

High Net WorthInsurance Companies

Expertise

Multi-family OfficeWealth ManagementInvestment Advisory+9
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
BF

BRANDYWINE FINANCIAL GROUP, INC.

N/A
RIA

Providing Solutions for Your Financial Independence

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-based InvestingEstate PlanningFinancial Planning+4
Fee model
AUM / Hourly / Flat Fee
View profile
BC

BRASA CAPITAL MANAGEMENT

LOS ANGELES, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Real Estate Investment ManagementMiddle-marketCommercial Real Estate+10
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
BC

BRASADA CAPITAL MANAGEMENT, LP

HOUSTON, TX
RIA

Trusted Wealth Management & Financial Advisory Partners

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Wealth ManagementFinancial PlanningPortfolio Management+11
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
BE

BRAVE EAGLE WEALTH MANAGEMENT

NEW YORK, NY
RIA

Wealth Management Solutions for Retired FDNY

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFDNYRetired Firefighters
Fee model
AUM / Hourly / Flat Fee
View profile
BI

BREACHWAY INVESTMENTS, LLC

CHARLESTOWN, RI
RIA

Clarity. Independence. Integrity.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-onlyFiduciaryWealth Management+7
Fee model
AUM / Hourly
Account Minimum
$500k
View profile
BC

BREAKOUT CAPITAL PARTNERS

NEW YORK, NY
RIA

Investing in the world's most promising nations

AUM
$1B–$5B
Advisors
—
Offices
1
Founded
2022

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Emerging MarketsGlobal InvestingCountry Selection+2
Fee model
AUM / Performance-based
View profile
BP

BREAKTHROUGH PROPERTIES

LOS ANGELES, CA
RIA

Environments that foster innovation. Discoveries that transform lives.

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

Firm Focus

Pooled Vehicles

Expertise

Life Science Real EstateR&d FacilitiesBiotech+7
Fee model
AUM / Performance-based / Other
Account Minimum
$25.0M
View profile
BA

BREAKTHRU ADVISORY SERVICES, LLC

MUSKEGO, WI
RIA

Discover the true meaning of wealth.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Multi-family OfficeWealth PlanningFamily Governance+5
Fee model
AUM / Hourly
View profile
BI

BREAKWALL INVESTMENT ADVISOR LLC

PORT WASHINGTON, NY
RIA

Powering and empowering our energy future.

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

Firm Focus

Pooled Vehicles

Expertise

EnergyCreditEnergy Transition+5
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
BC

BREAKWATER CAPITAL

KALAMAZOO, MI
RIA

Grow Your Investments

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment GuidanceValues-based InvestingRetirement+1
Fee model
AUM / Hourly
Account Minimum
$250k
View profile
BW

BREEN WEALTH MANAGEMENT, LLC

PETALUMA, CA
RIA

Comprehensive Wealth Management Designed for the Millionaire Next Door

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Fee-onlyFiduciaryComprehensive Wealth Management+4
Fee model
AUM / Hourly
Account Minimum
$1.0M
View profile
BF

BRENDEL FINANCIAL ADVISORS LLC

HANOVER, NH
RIA

Could Your Money Work Harder For You?

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Portfolio ManagementRetirement PlanningWealth Management+13
Fee model
AUM
View profile
BL

BRIAN LOW FINANCIAL GROUP, LLC

BATON ROUGE, LA
RIA

Get ready for your retirement

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningWealth ManagementAnnuities+2
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 29 | AdvisorFinder