Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
BW
BRAINVEST WEALTH MANAGEMENT LLC
MIAMI, FL
RIA
AUM
$500M–$1B
Advisors
1
Offices
1
Founded
—
Firm Focus
High Net WorthInsurance Companies
Fee model
AUM / Performance-based
Account Minimum
$1.0M
BF
BRIO FINANCIAL GROUP
SAN FRANCISCO, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
BP
BROOKFIELD PUBLIC SECURITIES GROUP LLC
NEW YORK, NY
RIA
AUM
$25B+
Advisors
7
Offices
4
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Flat Fee / Performance-based
BC
BROOKSTONE CAPITAL MANAGEMENT LLC
WHEATON, IL
RIA
AUM
$5B–$25B
Advisors
1
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
BW
BROPHY WEALTH MANAGEMENT, LLC
BEDFORD, NH
RIA
AUM
$500M–$1B
Advisors
7
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
BM
BRYN MAWR TRUST ADVISORS, LLC
PHILADELPHIA, PA
RIA
AUM
$1B–$5B
Advisors
—
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
BC
BUCKHEAD CAPITAL MANAGEMENT, LLC
ATLANTA, GA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing
Fee model
AUM / Flat Fee / Performance-based
BF
BUTTONWOOD FINANCIAL ADVISORS, INC.
BALTIMORE, MD
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Flat Fee
CP
C2 PRIVATE WEALTH
NOVI, MI
RIA
AUM
$1B–$5B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
CW
CAIN, WATTERS & ASSOCIATES, LLC
FRISCO, TX
RIA
AUM
$5B–$25B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
CA
CAMBRIDGE ASSOCIATES LIMITED, LLC
BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsCharitable OrganizationsState/Municipal+1
Fee model
AUM / Flat Fee / Other
CW
CANOPY WEALTH MANAGEMENT
MIDDLETON, WI
RIA
AUM
$1B–$5B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly
Account Minimum
$250k
CC
CANTERBURY CONSULTING INCORPORATED
NEWPORT BEACH, CA
RIA
AUM
$25B+
Advisors
—
Offices
5
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+2
Fee model
AUM / Flat Fee / Performance-based
CW
CANVAS WEALTH ADVISORS, LLC
SHAWNEE, KS
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
CA
CAPITAL ADVISORS GROUP, INC
BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
4
Founded
—
Firm Focus
High Net WorthPension/Profit SharingInsurance Companies
Fee model
AUM / Flat Fee / Performance-based / Other
CA
CAPITAL ADVISORS, INC.
TULSA, OK
RIA
AUM
$5B–$25B
Advisors
—
Offices
12
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+2
Fee model
AUM / Hourly / Flat Fee
CA
CAPSHIFT ADVISORS
WEST NEWTON, MA
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee
CW
CAROLINA WEALTH ADVISORS
MYRTLE BEACH, SC
RIA
AUM
$100M–$500M
Advisors
4
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly
CL
CARRICK LANE LLC
NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit Sharing
Fee model
AUM
Account Minimum
$1.0M
CH
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
TULSA, OK
RIA
AUM
$5B–$25B
Advisors
10
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM
CF
CENTAURUS FINANCIAL, INC.
ANAHEIM, CA
RIA
AUM
$5B–$25B
Advisors
580
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+4
Fee model
AUM / Hourly / Flat Fee
CI
CENTERSQUARE INVESTMENT MANAGEMENT LLC
CONSHOHOCKEN, PA
RIA
AUM
$5B–$25B
Advisors
7
Offices
5
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based / Other
CM
CERCANO MANAGEMENT LLC
BELLEVUE, WA
RIA
AUM
$5B–$25B
Advisors
—
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Performance-based
CP
CERITY PARTNERS OCIO LLC
NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
1
Offices
3
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Performance-based
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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.