AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BM

BRYN MAWR TRUST ADVISORS, LLC

PHILADELPHIA, PA
RIA

Your Journey. Our Commitment.

AUM
$1B–$5B
Advisors
Offices
6
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Wealth PlanningInvestment ManagementTrust And Estate Services+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
BS

BSIP SLP GP, LLC

FRISCO, TX
RIA

Built by Founders, For Founders

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

Firm Focus

Pooled Vehicles

Expertise

Growth EquityB2b SaasAI+7
Fee model
AUM / Performance-based / Other
View profile
BS

BUCHANAN STREET PARTNERS, L.P.

NEWPORT BEACH, CA
RIA

Capital You Can Count On

AUM
$1B–$5B
Advisors
Offices
1
Founded
1999

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Real Estate LendingBridge LoansConstruction Loans+9
Fee model
AUM / Flat Fee / Performance-based
View profile
BL

BUCKET LIST WEALTH MANAGEMENT, LLC

THE VILLAGES, FL
RIA

When's the last time your finances got a second opinion?

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

Firm Focus

High Net WorthState/Municipal

Expertise

Retirement PlanningIndependent Financial AdvisoryInvestment Products+3
Fee model
AUM
View profile
BC

BUCKHEAD CAPITAL MANAGEMENT, LLC

ATLANTA, GA
RIA

Simple By Principle

AUM
$5B–$25B
Advisors
Offices
1
Founded
1994

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Value InvestingCapital PreservationPortfolio Management+8
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$1.0M
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BC

BUCKLEY CAPITAL ADVISORS, LLC

MIAMI BEACH, FL
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Value InvestingSmall-cap EquitiesMid-cap Equities+7
Fee model
AUM / Performance-based
Account Minimum
$500k
View profile
BW

BUCKLEY WEALTH

LAS VEGAS, NV
RIA

Rooted in our community. Trusted across generations.

AUM
$500M–$1B
Advisors
Offices
1
Founded
2017

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementPortfolio ManagementFinancial Planning+11
Fee model
AUM / Hourly / Flat Fee
View profile
BF

BUFFALO FIRST WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, NY
RIA

Your Financial Advisors Nationwide

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementRegistered Investment AdvisorFinancial Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
BA

BUILD ASSET MANAGEMENT

JEFFERSON CITY, MO
RIA

Invest to Protect Your Purchasing Power

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Credit MarketsPrivate CreditPublic Markets+5
Fee model
AUM
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BI

BULLDOG INVESTORS, LLP

SADDLE BROOK, NJ
RIA

Protect and Grow Your Wealth

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

Firm Focus

High Net WorthInvestment Companies

Expertise

Event-driven InvestingSeparately Managed AccountsClosed-end Funds+7
Fee model
AUM / Performance-based
Account Minimum
$100k
View profile
BI

BULLSEYE INVESTMENT GROUP

N/A
RIA

Home of the American Ingenuity Portfolio

AUM
Under $100M
Advisors
Offices
1
Founded
2016

Firm Focus

High Net Worth

Expertise

U.S. EquitiesHigh-growth StocksProprietary Research+7
Fee model
AUM
View profile
BS

BULL STREET ADVISORS

SAVANNAH, GA
RIA

Comprehensive Wealth Management Services

AUM
$100M–$500M
Advisors
Offices
1
Founded
2019

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Wealth ManagementInvestment AdvisoryFinancial Planning+7
Fee model
AUM / Flat Fee
View profile
BW

BULLTICK WEALTH MANAGEMENT, LLC

MIAMI, FL
RIA

Your objectives shape our strategy

AUM
$1B–$5B
Advisors
37
Offices
2
Founded
2000

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Institutional Sales And TradingPrivate Client Wealth ManagementFamily Office Services+7
Fee model
AUM / Flat Fee / Performance-based
View profile
BI

BURGESS INVESTMENT GROUP, LLC

GREENVILLE, SC
RIA

Your Future, Your Way: Retire Right

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningSocial SecurityTaxes+3
Fee model
AUM / Flat Fee
View profile
BS

BURNHAM STERLING ASSET MANAGEMENT LLC

COS COB, CT
RIA

Global access. Debt, Equity & Lease Placement. KPI Enhancement.

AUM
$100M–$500M
Advisors
6
Offices
1
Founded

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Financial AdvisoryCapital RaisingDebt Placement+6
Fee model
AUM / Performance-based
View profile
B

BURRUS

SALT LAKE CITY, UT
RIA

A Simple Formula for Success

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyInvestment AdviceAsset Allocation+4
Fee model
AUM
View profile
BE

BURTON ENRIGHT WELCH

WALNUT CREEK, CA
RIA

Clarity, Prosperity, and Security — We'll Guide You There

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Financial PlanningWealth ManagementInvestment Management+6
Fee model
AUM / Hourly / Flat Fee
View profile
BW

BUSH WEALTH MANAGEMENT

VALDOSTA, GA
RIA

Your Goals, Our Focus

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Fee-based AdvisingAsset AllocationPortfolio Management+8
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
BF

BUTLER FINANCIAL SERVICES

DENVER, CO
RIA

Experienced Wealth Management

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementInvestment ManagementAsset Protection+9
Fee model
AUM / Hourly / Flat Fee
View profile
BF

BUTTERWORTH FINANCIAL LLC

DANVERS, MA
RIA

Plan. Grow. Enjoy.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningWealth ManagementEstate Strategy+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$100k
View profile
BC

BUTTONWOOD CAPITAL MANAGEMENT (BCM)

SCOTTSDALE, AZ
RIA

Creating Value Beyond Wealth™

AUM
$100M–$500M
Advisors
3
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Private Wealth ManagementInvestment ManagementEquity+9
Fee model
AUM / Hourly / Flat Fee
View profile
BF

BUTTONWOOD FINANCIAL ADVISORS, INC.

BALTIMORE, MD
RIA

Plan for the future, because that's where you are going to spend the rest of your life

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-onlyInvestment ManagementFinancial Planning+3
Fee model
AUM / Flat Fee
View profile
B&

BW & ASSOCIATES, INC.

ORANGE, CA
RIA

Your Future. Our Expertise.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Money ManagementPortfolio ManagementFinancial Planning+2
Fee model
AUM
Account Minimum
$100k
View profile
BF

BYRNE FINANCIAL FREEDOM, LLC

FRANKLIN, MA
RIA

PLAN WELL, INVEST WELL, LIVE WELL

AUM
$500M–$1B
Advisors
6
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Retirement PlanningFinancial PlanningAsset Allocation+8
Fee model
AUM
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 32 | AdvisorFinder