AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
C&

CHATTERTON & ASSOCIATES

ANAHEIM, CA
RIA

You have a vision for your future. We can help get you there.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal+1

Expertise

Wealth PlanningTax PlanningEstate Planning+5
Fee model
AUM / Flat Fee
Account Minimum
$500k
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CC

CHECKPOINT CAPITAL L.P.

SAN FRANCISCO, CA
RIA

Checkpoint partners with biopharmaceutical companies developing and commercializing exceptional new medicines

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

Firm Focus

Pooled Vehicles

Expertise

BiopharmaceuticalDrug DevelopmentCommercialization+1
Fee model
AUM / Performance-based
Account Minimum
$10.0M
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CC

CHERRY CREEK INVESTMENT ADVISORS INC

ENGLEWOOD, CO
RIA

One Team for Every Part of Your Financial Life

AUM
$100M–$500M
Advisors
Offices
1
Founded
1995

Firm Focus

IndividualsHigh Net Worth

Expertise

Portfolio ManagementRetirement PlanningEstate Planning+7
Fee model
AUM
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CI

CHESAPEAKE INVESTMENT MANAGEMENT LLC

MCLEAN, VA
RIA

Sound Advice to Grow On

AUM
$100M–$500M
Advisors
4
Offices
1
Founded

Firm Focus

High Net Worth

Expertise

Investment AdvisoryPortfolio ManagementDiversification+5
Fee model
AUM / Flat Fee
Account Minimum
$250k
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CC

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

LISLE, IL
RIA

Wealth Management For Every Stage Of Life

AUM
$100M–$500M
Advisors
13
Offices
5
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Wealth ManagementIndividually Managed PortfoliosRisk And Return
Fee model
AUM / Hourly
Account Minimum
$50k
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CC

CHICAGO CAPITAL MANAGEMENT, LLC

CHICAGO, IL
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded
1998

Firm Focus

Pooled Vehicles

Expertise

Risk ArbitrageMerger ArbitrageAbsolute Returns+2
Fee model
AUM / Performance-based
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CI

CHICAGO INVESTMENT ADVISORY GROUP

MOKENA, IL
RIA

Communication, Trust, & Expertise

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

Firm Focus

High Net WorthCharitable Organizations

Expertise

Retirement PlanningInvestment ManagementFinancial Planning+7
Fee model
AUM
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CC

CHICKASAW CAPITAL MANAGEMENT, LLC

MEMPHIS, TN
RIA

Leaders in Energy Infrastructure Asset Management

AUM
$1B–$5B
Advisors
15
Offices
1
Founded

Firm Focus

High Net WorthInvestment CompaniesPooled Vehicles+1

Expertise

Energy InfrastructureMidstreamMlps+6
Fee model
AUM / Commission / Performance-based
Account Minimum
$1.0M
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CI

CHILTON INVESTMENT SERVICES, LLC

STAMFORD, CT
RIA

Trusted relationships Sophisticated solutions Safeguarding success

AUM
$5B–$25B
Advisors
Offices
7
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Wealth ManagementInvestment ManagementWealth Planning+4
Fee model
AUM / Flat Fee / Other
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CC

CHIRON CAPITAL MANAGEMENT, LLC

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

InvestmentsPortfolio ServicesWealth Preservation+2
Fee model
AUM / Flat Fee
View profile
CI

CHOATE INVESTMENT ADVISORS

BOSTON, MA
RIA

Orchestrating Your Legacy

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

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+3

Expertise

Wealth ManagementEstate PlanningInvestment Advisory+5
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$10.0M
View profile
CP

CHOREO PARTNER ALLIANCE, LLC

ROCKFORD, IL
RIA

Trusted service lines for you and your clients.

AUM
Not disclosed
Advisors
Offices
1
Founded

Firm Focus

State/Municipal

Expertise

CPA AllianceWealth ManagementTax Planning+6
Fee model
Other
View profile
CG

CHRISTENSEN GROUP FINANCIAL, LLC

EDEN PRAIRIE, MN
RIA

Your partner in managing risk — and reward.

AUM
Under $100M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Business InsurancePersonal InsuranceEmployee Benefits+4
Fee model
AUM / Flat Fee
View profile
CK

CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.

RICHLAND, WA
RIA

Plan for Tomorrow's Success Today

AUM
$100M–$500M
Advisors
Offices
1
Founded
1985

Firm Focus

High Net Worth

Expertise

Tax PreparationAccountingBusiness Consulting+6
Fee model
AUM
View profile
CF

CHRISTIAN FINANCIAL ADVISORS

NEW BRAUNFELS, TX
RIA

Christian Values. Fiduciary Driven. Offered Nationwide.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Biblically Responsible InvestingInvestment ManagementFinancial Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
View profile
CC

CHRISTMAS CORPORATION

N/A
RIA

Shaping Your Generational Wealth

AUM
Under $100M
Advisors
Offices
2
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+1

Expertise

Investment ManagementSeparately Managed AccountsEquity Strategy+7
Fee model
AUM / Performance-based / Subscription
Account Minimum
$10k
View profile
C&

CHRISTOPHER & CO., LLC

AUSTIN, TX
RIA

Our Journey

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

Firm Focus

Pooled Vehicles

Expertise

Consumer BrandsInvestmentRetail+6
Fee model
AUM / Performance-based
View profile
CW

CHRISTOPHER WEIL & CO INC

SAN DIEGO, CA
RIA

Engineered for Client Success Since 1990

AUM
$500M–$1B
Advisors
Offices
1
Founded
1990

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment ManagementWealth ManagementPortfolio Management+8
Fee model
AUM / Flat Fee
View profile
CC

CHRISTY CAPITAL MANAGEMENT, INC.

MACON, GA
RIA

Take the mystery out of your retirement

AUM
$100M–$500M
Advisors
Offices
1
Founded
2005

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Retirement PlanningInvestment AdviceTax Management+7
Fee model
AUM / Commission / Flat Fee
View profile
CA

CHROME ADVISORS

SAN FRANCISCO, CA
RIA

Helping Tech Executives Get Smart with their Stock

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations+1

Expertise

Stock CompensationTax MinimizationTech Executives+8
Fee model
AUM / Hourly / Flat Fee
View profile
CC

CHRONOS CAPITAL ADVISORS LLC

MIAMI, FL
RIA

Independent Multi Family Office

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

Firm Focus

High Net Worth

Expertise

Multi Family OfficeIndependent Advisory
Fee model
AUM / Flat Fee
View profile
CC

CID CAPITAL II, INC.

CARMEL, IN
RIA

Your Partner for Lower-Middle-Market Buyout Value Creation

AUM
$500M–$1B
Advisors
Offices
1
Founded
1981

Firm Focus

Pooled Vehicles

Expertise

Lower-middle-marketBuyoutIndustrial Products+6
Fee model
AUM / Other
Account Minimum
$100k
View profile
CH

CIMARRON HEALTHCARE CAPITAL, LLC

SALT LAKE CITY, UT
RIA

Partnership-oriented Healthcare Investors

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

Firm Focus

Pooled Vehicles

Expertise

HealthcarePrivate EquityLower-middle Market+4
Fee model
AUM / Performance-based / Other
View profile
CC

CIM CAPITAL, LLC

LOS ANGELES, CA
RIA

An alternative approach to creating value.

AUM
$1B–$5B
Advisors
12
Offices
1
Founded
1994

Firm Focus

Pooled Vehicles

Expertise

Real EstateInfrastructureCredit+4
Fee model
AUM / Performance-based / Other
Account Minimum
$150k
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 40 | AdvisorFinder