AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BC

BRIARWOOD CHASE MANAGEMENT LLC

NEW YORK, NY
RIA

Briarwood Chase Management focuses on long-term investments in a highly select number of global opportunities

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

Firm Focus

Pooled Vehicles

Expertise

Long-term InvestmentsGlobal Opportunities
Fee model
AUM / Performance-based / Other
Account Minimum
$1.0M
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BF

BRIAUD FINANCIAL ADVISORS

COLLEGE STATION, TX
RIA

Briaud enables you to focus on the better things in life and worry less about money

AUM
$500M–$1B
Advisors
Offices
1
Founded
1986

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementTrust Services+11
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
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B&

BRICK & KYLE ASSOCIATES INC

NEWTOWN, PA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Investment AdvisoryRetirement PlanningFinancial Planning+7
Fee model
AUM
Account Minimum
$250k
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BC

BRICKTOWN CAPITAL, LLC

DETROIT, MI
RIA

Building strength. Brick by brick.

AUM
$5B–$25B
Advisors
Offices
1
Founded

Firm Focus

Pension/Profit SharingCharitable OrganizationsState/Municipal

Expertise

Capital InvestmentsInvestment SolutionsAsset Management
Fee model
AUM
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BI

BRIDGE33 INVESTMENT MANAGEMENT LLC

SEATTLE, WA
RIA

Presence Drives Performance

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

Firm Focus

Pooled Vehicles

Expertise

Retail Real EstateProperty AcquisitionAsset Management+3
Fee model
AUM / Performance-based / Other
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BC

BRIDGE CAPITAL ADVISORS

HOUSTON, TX
RIA

Business Solutions for a Growth Mindset

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

Firm Focus

Pension/Profit SharingState/Municipal

Expertise

Capital AdvisoryDebt RestructuringPublic Private Partnerships+13
Fee model
AUM / Performance-based
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BG

BRIDGE GROWTH PARTNERS, LLC

NEW YORK, NY
RIA

We partner with founders, owners, and management teams to build leading technology businesses and create lasting value.

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

Firm Focus

Pooled Vehicles

Expertise

TechnologyValue CreationPrivate Equity+1
Fee model
AUM / Performance-based
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BL

BRIDGEINVEST LLC

MIAMI, FL
RIA

Credit Solutions That Yield Lasting Results

AUM
$500M–$1B
Advisors
Offices
1
Founded
2011

Firm Focus

Pooled Vehicles

Expertise

Commercial Real EstateBridge LendingSenior-secured Loans+6
Fee model
AUM / Performance-based / Other
Account Minimum
$500k
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BF

BRIDGELIGHT FINANCIAL ADVISORS, INC

SHELTON, CT
RIA

Simplify Your Transition Into Retirement

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningIncome PlanningTax Planning+5
Fee model
AUM / Hourly
Account Minimum
$250k
View profile
BN

BRIDGE NET LEASE FUND MANAGER LLC

SANDY, UT
RIA

MORE THAN JUST FOUR WALLS AND A ROOF

AUM
$500M–$1B
Advisors
9
Offices
3
Founded

Firm Focus

Pooled Vehicles

Expertise

Alternative InvestmentsCommercial Real EstateCre-backed Credit+5
Fee model
AUM / Performance-based
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BF

BRIDGEPORT FINANCIAL SOLUTIONS

PHOENIX, AZ
RIA

Bridging the Gap Between Today's Needs and Tomorrow's Goals

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+3

Expertise

Registered Investment AdviserFinancial PlanningAdvisor Support+2
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$10k
View profile
BP

BRIDGEPORT PARTNERS

NEW YORK, NY
RIA

Partnering with ambitious companies to accelerate growth

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityFinancial TechnologyFintech+4
Fee model
AUM / Flat Fee / Performance-based
View profile
BA

BRIDGEWATER ASSET MANAGEMENT LLC

CHESTERFIELD, MO
RIA

Guiding you on your path toward a stable financial future

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningWealth ManagementRetirement Income Planning+11
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
BW

BRIDGEWAY WEALTH MANAGEMENT, LLC

CEDAR RAPIDS, IA
RIA

YOUR PARTNER IN POSSIBILITY

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Retirement PlanningWealth AccumulationAgricultural Finance+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1k
View profile
BA

BRIDGEWEALTH ADVISORY GROUP, LLC

FRESNO, CA
RIA

Building Wealth, One Bridge at a Time.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+1
Fee model
AUM / Hourly
View profile
BM

BRIGHAM MANAGEMENT, LLC

AUSTIN, TX
RIA

A Premier Non-Operated Oil & Gas Acquisition & Management Company Focused on the Permian Basin

AUM
$1B–$5B
Advisors
Offices
1
Founded
2017

Firm Focus

Pooled Vehicles

Expertise

Non-operated Working InterestsOil & Gas AcquisitionPermian Basin+5
Fee model
Performance-based
Account Minimum
$100k
View profile
BA

BRIGHT ADVISORS

GREENWOOD VILLAGE, CO
RIA

Live in a world of your creation.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment AdvisoryESG Investing+7
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
BF

BRIGHT FINANCIAL ADVISORS, INC.

PORTAGE, MI
RIA

Trusted Financial Guidance Rooted in Experience and Excellence

AUM
$500M–$1B
Advisors
Offices
1
Founded
1958

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningTax PlanningInvestment Management+9
Fee model
AUM / Hourly / Flat Fee
View profile
BC

BRIGHTLIGHT CAPITAL

WESTPORT, CT
RIA

Brightlight Capital seeks to achieve strong absolute returns and downside protection.

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

Firm Focus

Pooled Vehicles

Expertise

Absolute ReturnsDownside Protection
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
BP

BRIGHT PATH SPORTS PARTNERS, LLC

CLEVELAND, OH
RIA

Mission Driven Private Equity in Professional Sports, Media & Entertainment

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityProfessional SportsNative American Capital+7
Fee model
AUM / Performance-based
View profile
BP

BRIGHT PORTFOLIOS, LLC

Lee's SUMMIT, MO
RIA

Investing for the Common Good

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

Firm Focus

Investment Companies

Expertise

Investment ManagementSeparately Managed AccountsEtfs+4
Fee model
AUM
View profile
BW

BRIGHTREE WEALTH MANAGEMENT, LLC

N/A
RIA

INTRODUCING RAPID RETIRE

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Active Wealth ManagementRetirement PlanningAggressive Growth Strategies+5
Fee model
AUM / Hourly / Flat Fee
View profile
BC

BRIGHTSTAR CAPITAL PARTNERS

NEW YORK, NY
RIA

Partnering to build stronger middle-market businesses

AUM
$1B–$5B
Advisors
Offices
7
Founded

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketControl Investments+6
Fee model
AUM / Performance-based / Other
Account Minimum
$10.0M
View profile
BR

B. RILEY WEALTH ADVISORS, INC.

MEMPHIS, TN
RIA

Comprehensive Wealth Management Solutions

AUM
$1B–$5B
Advisors
192
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementInvestment ManagementFinancial Planning+12
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
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 30 | AdvisorFinder