AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
B&

BRINDLE & BAY FINANCIAL ADVISORS, LLC

FRISCO, TX
RIA

We help you retire with calmness and clarity.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningFinancial PlanningTax Planning+4
Fee model
AUM / Flat Fee
Account Minimum
$1.0M
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BF

BRIO FINANCIAL GROUP

SAN FRANCISCO, CA
RIA

HOW BRIO IS DIFFERENT BY DESIGN®.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningLgbtq+ Financial PlanningInvestment Management+9
Fee model
AUM / Hourly / Flat Fee
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B&

BRIXEY & MEYER CAPITAL LLC

CINCINNATI, OH
RIA

A lower middle market private investment firm

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

Firm Focus

Pooled Vehicles

Expertise

Lower Middle MarketPrivate InvestmentCapital Raising+2
Fee model
AUM / Performance-based
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BB

BROAD BAY CAPITAL MANAGEMENT LP

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
Offices
1
Founded
2016

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Hedge FundLong/short EquitySmall Cap+9
Fee model
AUM / Performance-based
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BR

BROAD REACH CAPITAL LLC

RALEIGH, NC
RIA

When we think of business risk, we think of performance, not merely management.

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Captive InsuranceReinsuranceInvestment Advisory+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$1.0M
View profile
BF

BROADVIEW FINANCIAL MANAGEMENT, LLC

WAUWATOSA, WI
RIA

Independent Fee-Only Financial Planning

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-only Financial PlanningRetirement PlanningTax Planning+8
Fee model
AUM / Hourly
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BM

BROADVIEW MANAGEMENT, LLC

ST. LOUIS, MO
RIA

Different by Design

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityDirect InvestingMiddle-market+5
Fee model
AUM / Performance-based / Other
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BR

BROADVIEW REAL ESTATE PARTNERS, LLC

STAMFORD, CT
RIA

Forming Lasting Partnerships to Advance Growth

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate Investment ManagementGP InvestmentsLP Investments+11
Fee model
AUM / Performance-based
View profile
BA

BROADWAY ADVISOR GROUP

ALBANY, NY
RIA

Lifelong Wealth for a Life Well Lived

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningInvestment ManagementTax Aware Investing+3
Fee model
AUM / Hourly / Flat Fee
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BC

BROOK CAPITAL

BROOKFIELD, WI
RIA

your financial security starts with you

AUM
$100M–$500M
Advisors
Offices
1
Founded
2004

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment AdvisoryFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
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BP

BROOKFIELD PUBLIC SECURITIES GROUP LLC

NEW YORK, NY
RIA

Our mission is to generate industry-leading returns over the long term while providing unsurpassed and dedicated client service.

AUM
$25B+
Advisors
7
Offices
4
Founded
1989

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+2

Expertise

Real EstateInfrastructureReal Asset Debt+5
Fee model
AUM / Flat Fee / Performance-based
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BW

BROOKLINE WEALTH, LLC

AUSTIN, TX
RIA

Don't let money get in the way of your happiness

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

Firm Focus

High Net WorthState/Municipal

Expertise

Unbiased AdviceWealth ManagementStrategic Systems+1
Fee model
Flat Fee
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BE

BROOKSIDE EQUITY PARTNERS LLC

STAMFORD, CT
RIA

Long-term. Patient. Flexible.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle-marketLong-term Investing+3
Fee model
AUM / Flat Fee / Performance-based / Other
View profile
BC

BROOKSTONE CAPITAL MANAGEMENT LLC

WHEATON, IL
RIA

A powerful, TAMP+ designed to support every aspect of your practice.

AUM
$5B–$25B
Advisors
1
Offices
26
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

TAMPTurnkey Asset ManagementIndependent Advisors+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
View profile
BC

BROOKTREE CAPITAL MANAGEMENT INC.

GRAND RAPIDS, MI
RIA

Brooktree Capital Management seeks to compound client capital and outperform the market averages over long periods of time.

AUM
$100M–$500M
Advisors
Offices
1
Founded
1996

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Concentrated EquitySeparately Managed AccountsPublicly Traded Equities+6
Fee model
AUM
View profile
BW

BROPHY WEALTH MANAGEMENT, LLC

BEDFORD, NH
RIA

Because Wealth Doesn't Come With Instructions

AUM
$500M–$1B
Advisors
7
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningInvestment ManagementEstate Planning+6
Fee model
AUM / Hourly / Flat Fee
View profile
BC

BROWN CAPITAL MANAGEMENT, LLC

BALTIMORE, MD
RIA

Designed for Exceptional Investing

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

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Equity InvestingSmall CompanyInternational Equities+3
Fee model
AUM / Performance-based
Account Minimum
$5.0M
View profile
BE

BROWN EDWARDS WEALTH STRATEGIES

LYNCHBURG, VA
RIA

Working Together

AUM
$100M–$500M
Advisors
Offices
12
Founded

Firm Focus

High Net WorthCharitable OrganizationsState/Municipal

Expertise

Wealth ManagementEvidence-based InvestingFiduciary+12
Fee model
AUM
Account Minimum
$500k
View profile
BC

BROWNING CAPITAL MANAGEMENT LLC

N/A
RIA

We take care of your finances, so you can enjoy your life.

AUM
Under $100M
Advisors
Offices
1
Founded
2013

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Investment ManagementFamily OfficeInsurance+5
Fee model
AUM / Hourly / Flat Fee
View profile
B|

BROWN | MILLER WEALTH MANAGEMENT, LLC

MCLEAN, VA
RIA

Discover. Design. Deliver.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2020

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Retirement PlanningInvestment ManagementWealth Management+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
BC

BRUCE COLIN AND COMPANY

N/A
RIA

We have a strong personal connection to our work and the families we serve.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Family WealthPersonal Connection
Fee model
AUM / Hourly / Flat Fee
View profile
BF

BRUCKE FINANCIAL, INC.

N/A
RIA

Helping build the bridge to your financial independence

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningPortfolio ManagementRetirement Plans+4
Fee model
AUM / Hourly / Flat Fee
View profile
BP

BRUDERMAN PRIVATE WEALTH

LOCUST VALLEY, NY
RIA

Built on a rich tradition of managing wealth across generations

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Portfolio ManagementEstate PlanningFinancial Planning+3
Fee model
AUM / Hourly / Flat Fee
View profile
BC

BRUTON CHISNELL ADVISORS, LLC

DOWNINGTOWN, PA
RIA

A solid foundation of integrity, innovation and proven results for more than 40 years.

AUM
$500M–$1B
Advisors
3
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth PlanningAsset ManagementRetirement Planning+10
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 31 | AdvisorFinder