AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
BP

BYRON PLACE CAPITAL MANAGEMENT, LLC

METUCHEN, NJ
RIA
AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthInvestment Companies

Expertise

Equity InvestingRisk Adjusted ReturnsDownside Protection+1
Fee model
AUM / Performance-based / Other
Account Minimum
$500k
View profile
BW

BZ WEALTH ADVISORS, LLC

LITTLETON, CO
RIA

Financial Planning and Investment Management for Individuals, Families, and Foundations

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment ManagementAsset Management+7
Fee model
AUM / Flat Fee
View profile
CW

C2C WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ
RIA

Because time is your most valuable asset

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementInvestmentsCash Flow+4
Fee model
AUM
View profile
CP

C2 PRIVATE WEALTH

NOVI, MI
RIA

One Team. One Plan.

AUM
$1B–$5B
Advisors
—
Offices
4
Founded
—

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningWealth ManagementTax Planning+9
Fee model
AUM / Hourly / Flat Fee
View profile
CA

CABIN ADVISORS, LLC

OVERLAND PARK, KS
RIA

Reduce Your Taxes With Strategies Designed To Make You Wealthier

AUM
$100M–$500M
Advisors
14
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Tax MitigationWealth BuildingCapital Gains Tax+6
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$25k
View profile
CC

CADENT CAPITAL ADVISORS, LLC

TULSA, OK
RIA

Building Wealth. Managing Risk. Earning Trust.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Investment ManagementFinancial PlanningTax Planning+10
Fee model
AUM / Hourly / Flat Fee / Other
View profile
CF

CAGR FINANCE LLC

LEWES, DE
RIA

Invest Smarter, Not Harder

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net Worth

Expertise

Automated InvestingIndividual Stock PortfoliosAI Optimization+7
Fee model
AUM / Flat Fee
Account Minimum
$1k
View profile
CW

CAIN, WATTERS & ASSOCIATES, LLC

FRISCO, TX
RIA

Compare. Focus. Outperform.

AUM
$5B–$25B
Advisors
—
Offices
2
Founded
1984

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Dental CPAFinancial PlanningTax Planning+10
Fee model
AUM / Hourly / Flat Fee
View profile
CI

CAIRD INVESTMENTS

DALLAS, TX
RIA

Navigating change. Unlocking opportunity.

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

Firm Focus

Pension/Profit Sharing

Expertise

Term Loan BSecurities Portfolio ManagementBalance Sheet Advisory+3
Fee model
AUM / Flat Fee / Other
View profile
CW

CALCULATED WEALTH

MADISON, WI
RIA

RETIREMENT DECISIONS MADE CLEARER

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Retirement PlanningPre-retireesRetirees+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$500k
View profile
CF

CALDER FINANCIAL GROUP

ADA, MI
RIA

Financial Decisions Simplified

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+2

Expertise

Financial PlanningWealth ManagementInvestment Management+8
Fee model
AUM / Hourly / Flat Fee
View profile
CF

CALDER FINANCIAL LLC

N/A
RIA

Your Financial Future

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

Firm Focus

High Net Worth

Expertise

Retirement PlanningInvestment StrategyBehavioral Finance+5
Fee model
AUM
View profile
CU

CALEDONIA US, LP

NEW YORK, NY
RIA

Built on research. Grounded in transparency.

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Global Investment ManagementLong/short EquityLong-only Equity+3
Fee model
AUM / Performance-based
Account Minimum
$25.0M
View profile
CC

CALLAHAN CAPITAL MANAGEMENT

STEAMBOAT SPRINGS, CO
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only AdvisoryInvestment ManagementIndependent Consulting+6
Fee model
AUM
View profile
CC

CALLAWAY CAPITAL MANAGEMENT, LLC

NASHVILLE, TN
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2013

Firm Focus

Pooled Vehicles

Expertise

Alternative AssetsDeep-valueDistressed Investments+1
Fee model
AUM / Performance-based
View profile
CC

CALLODINE CAPITAL MANAGEMENT

BOSTON, MA
RIA

Yield Focused Asset Management Platform

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

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Yield-oriented InvestingPrivate CreditPublic Equities+12
Fee model
AUM / Other
Account Minimum
$1.0M
View profile
CC

CALMWATER CAPITAL

EL SEGUNDO, CA
RIA

Fast Flexible Financing

AUM
$500M–$1B
Advisors
—
Offices
3
Founded
2010

Firm Focus

Pooled Vehicles

Expertise

Commercial Real EstateDirect LendingValue-add Financing+7
Fee model
AUM / Performance-based
View profile
C&

CALTON & ASSOCIATES, INC.

TAMPA, FL
RIA

Independence Rediscovered.

AUM
$1B–$5B
Advisors
369
Offices
26
Founded
1987

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Broker-dealerInvestment AdvisoryFinancial Planning+4
Fee model
AUM / Commission / Hourly / Flat Fee / Performance-based
Account Minimum
$50k
View profile
CW

CALVERT WEALTH MANAGEMENT, INC.

DUNKIRK, MD
RIA

Main Street Trusted. Proven and Invested in You.

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Financial PlanningInvestment ManagementWealth Management+4
Fee model
AUM / Hourly / Flat Fee
View profile
CC

CALYDON CAPITAL, LLC

MEMPHIS, TN
RIA

Focusing on Municipal Bond and Specialized Equity Investments

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

Firm Focus

High Net WorthPooled Vehicles

Expertise

Municipal BondsShort Duration BondsHigh Income Bonds+6
Fee model
AUM / Flat Fee / Performance-based
Account Minimum
$100k
View profile
CA

CAMBRIAN ASSET MANAGEMENT, INC.

MILL VALLEY, CA
RIA

A Quantitative Investment Firm Focused on Digital Assets

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

Firm Focus

Pooled Vehicles

Expertise

Quantitative InvestingDigital AssetsReinforcement Learning+3
Fee model
AUM / Performance-based
View profile
CC

CAMBRIAN CAPITAL MANAGEMENT, L.L.C.

NEWTOWN SQUARE, PA
RIA

Aligning with Tomorrow's Private Equity Leaders

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

Firm Focus

Pooled VehiclesState/Municipal

Expertise

Private EquityAnchor InvestingFirst-time Funds+8
Fee model
AUM / Performance-based / Other
View profile
CA

CAMBRIDGE ASSOCIATES LIMITED, LLC

BOSTON, MA
RIA

A Global Investment Partner Since 1973

AUM
$5B–$25B
Advisors
—
Offices
2
Founded
1973

Firm Focus

IndividualsCharitable OrganizationsState/Municipal+1

Expertise

OCIOPrivate EquityVenture Capital+10
Fee model
AUM / Flat Fee / Other
View profile
CF

CAMBRIDGE FINANCIAL GROUP, LLC

TUCSON, AZ
RIA

Wealth Planning Rooted in Care.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fiduciary PlanningComprehensive Financial PlanningTax Strategy+6
Fee model
AUM / Flat Fee / Other
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 33 | AdvisorFinder