AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
AC

ACCUMULUS CAPITAL MANAGEMENT, LLC

NEW YORK, NY
RIA

More Risk does not mean more Return, just more Risk.

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

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Performance-based
View profile
AW

ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FL
RIA

Invested In You.

AUM
$1B–$5B
Advisors
38
Offices
11
Founded
2011

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningTax PlanningInvestment Management+7
Fee model
AUM / Hourly / Flat Fee / Performance-based
View profile
AP

ACHIEVE PARTNERS MANAGEMENT, LLC

NEW YORK, NY
RIA

Investing in the Future of Talent and the Leaders Who Create it.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityTech ServicesHealthcare Services+8
Fee model
AUM / Performance-based
View profile
AC

ACME CREDIT PARTNERS

NEW YORK, NY
RIA

Direct Lending Capital Solutions

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Direct LendingLower Middle MarketSenior Secured Lending+8
Fee model
AUM / Performance-based
View profile
AM

ACM MANAGEMENT COMPANY, LLC

PORTLAND, OR
RIA

We advance resilience for our investors, food system and planet.

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

Firm Focus

Pooled Vehicles

Expertise

Farmland InvestmentRegenerative AgricultureFood Infrastructure+6
Fee model
AUM / Performance-based
View profile
AF

ACORN FINANCIAL ADVISORY SERVICES, INC.

RESTON, VA
RIA

Personalized Client Experience

AUM
$1B–$5B
Advisors
5
Offices
7
Founded
1991

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Investment ManagementRetirement PlanningIras+10
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$1.0M
View profile
AW

ACORN WEALTH ADVISORS, LLC

GRAND BLANC, MI
RIA

Simply Better Financial Advice

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementRetirement PlanningFinancial Planning+5
Fee model
AUM / Commission / Flat Fee
Account Minimum
$100k
View profile
AF

ACRYLIC FINANCIAL, INC.

FOUNTAIN HILLS, AZ
RIA

Transparent and Flexible

AUM
Under $100M
Advisors
7
Offices
18
Founded

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Portfolio ManagementFinancial PlanningAdvisory Consulting+5
Fee model
AUM / Commission / Hourly / Flat Fee
View profile
AC

ACT CAPITAL MANAGEMENT, LLC

WAYNE, PA
RIA

Portfolio Manager for private hedge funds

AUM
$100M–$500M
Advisors
Offices
1
Founded
2003

Firm Focus

High Net WorthPooled Vehicles

Expertise

Hedge FundsU.S. EquitiesGrowth Stocks+11
Fee model
AUM / Performance-based
Account Minimum
$250k
View profile
AW

ACTIVEST WEALTH MANAGEMENT, LLC

AVENTURA, FL
RIA

Empower Families, Build Legacies, Impact Lives.

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Family OfficeWealth ManagementIndependent Financial Advisory+2
Fee model
AUM / Flat Fee / Performance-based
View profile
AW

ACTIVE WEALTH ADVISORS

WOODCLIFF LAKE, NJ
RIA

Tailored Wealth Management Strategies

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Active Portfolio ManagementCustom Portfolio ConstructionOptions Income Strategies+9
Fee model
AUM
Account Minimum
$1.0M
View profile
AT

ACT TWO INVESTORS LLC

N/A
RIA

The financial services industry often promises more than it delivers.

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

Firm Focus

High Net Worth

Expertise

Registered Investment AdvisorStock MarketPortfolio Management
Fee model
AUM
View profile
AW

AC WEALTH PARTNERS

BERWYN, PA
RIA

Partnership Beyond Platform & Investments

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

OCIOWealth ManagementInvestment Solutions+4
Fee model
AUM / Flat Fee
Account Minimum
$10k
View profile
AC

ADAGE CAPITAL MANAGEMENT, L.P.

BOSTON, MA
RIA
AUM
$25B+
Advisors
Offices
2
Founded

Firm Focus

Pooled Vehicles
Fee model
AUM / Performance-based
Account Minimum
$10.0M
View profile
AC

ADALTA CAPITAL MANAGEMENT LLC

NEW YORK, NY
RIA

PARTNERS IN CAPITAL GROWTH

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

Firm Focus

High Net WorthPooled VehiclesState/Municipal

Expertise

Investment ManagementCapital GrowthCapital Preservation+1
Fee model
AUM / Performance-based
Account Minimum
$1.0M
View profile
AA

ADAMS ASHBY FINANCIAL ADVISORS

SACRAMENTO, CA
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPension/Profit SharingCharitable Organizations

Expertise

Fee-only Financial PlanningRetirement PlanningPortfolio Management+7
Fee model
AUM
View profile
AD

ADAMS DIVERSIFIED EQUITY FUND, INC.

BALTIMORE, MD
RIA

Trusted by Investors for Generations®

AUM
$1B–$5B
Advisors
Offices
2
Founded
1929

Expertise

Closed-end FundsLong-term InvestingDividends+4
Fee model
Other
View profile
AF

ADAPTATION FINANCIAL ADVISORS INC.

OKLAHOMA CITY, OK
RIA

We help you achieve success YOU DEFINE IT.

AUM
$100M–$500M
Advisors
4
Offices
3
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Insurance AssessmentEstate PlanningRetirement Strategies+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$40k
View profile
AA

ADAPTIVE ADVISERS, LLC

BOSTON, MA
RIA

Unlocking Potential, Together.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

High Net Worth
Fee model
AUM
View profile
AF

ADAPTIVE FINANCIAL CONSULTING, LLC

BEACHWOOD, OH
RIA

We are a comprehensive wealth management firm that specializes in advanced financial planning solutions for successful families, businesses, and their advisors

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFinancial PlanningInvestment Management+7
Fee model
AUM
View profile
AI

ADAPTIVE INVESTMENTS

ALPHARETTA, GA
RIA

make portfolios smarter

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

Firm Focus

Investment CompaniesPension/Profit Sharing

Expertise

Adaptive CorrelationEtfsPortfolio Management+5
Fee model
AUM
View profile
AW

ADC WEALTH MANAGEMENT, LLC

MASSAPEQUA, NY
RIA

Get A Free Portfolio Risk Analysis

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Investment ManagementFiduciary AdvisoryPortfolio Management+3
Fee model
AUM / Flat Fee
View profile
AA

ADDICUS ADVISORY, LLC

TUPELO, MS
RIA

The Next Generation Family Office

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Family OfficeWealth ManagementPrivate Equity+5
Fee model
AUM / Flat Fee
View profile
AC

ADIRONDACK CAPITAL ADVISORS, LLC

SYRACUSE, NY
RIA

Clarity starts with a conversation

AUM
$100M–$500M
Advisors
Offices
1
Founded
2003

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningInvestment ManagementFinancial Planning+5
Fee model
AUM / Hourly / Flat Fee / Other
Account Minimum
$250k
View profile

Looking for the right firm?

Get personalized recommendations based on your financial goals and needs.

Get matched
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 4 | AdvisorFinder