Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
CA
CGN ADVISORS, LLC
MANHATTAN, KS
RIA
AUM
$1B–$5B
Advisors
—
Offices
36
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
CI
CHAMPLAIN INVESTMENT PARTNERS, LLC
BURLINGTON, VT
RIA
AUM
$5B–$25B
Advisors
3
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
CI
CHILTON INVESTMENT SERVICES, LLC
STAMFORD, CT
RIA
AUM
$5B–$25B
Advisors
—
Offices
7
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+1
Fee model
AUM / Flat Fee / Other
CI
CHOATE INVESTMENT ADVISORS
BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Hourly / Flat Fee
CW
CIRCLE WEALTH MANAGEMENT, LLC
SUMMIT, NJ
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
CC
CITRINE CAPITAL
SAN FRANCISCO, CA
RIA
AUM
$100M–$500M
Advisors
—
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Flat Fee / Other
CC
CLARK CAPITAL MANAGEMENT GROUP INC
PHILADELPHIA, PA
RIA
AUM
$25B+
Advisors
50
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM
CA
CLARO ADVISORS INC.
BOSTON, MA
RIA
AUM
$1B–$5B
Advisors
—
Offices
7
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Hourly / Flat Fee
CC
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, OH
RIA
AUM
$25B+
Advisors
—
Offices
9
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+4
Fee model
AUM / Hourly / Flat Fee / Other
CL
CLIFFWATER LLC
MARINA DEL REY, CA
RIA
AUM
$25B+
Advisors
34
Offices
4
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+4
Fee model
AUM / Flat Fee
CL
COLTER LEWIS INVESTMENT PARTNERS, LLC
GREENWICH, CT
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit SharingState/Municipal
Fee model
AUM / Flat Fee / Performance-based
CA
COMPASS ADVISORS
MELVILLE, NY
RIA
AUM
$500M–$1B
Advisors
2
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
CW
COMPOSITION WEALTH, LLC
LOS ANGELES, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
6
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Flat Fee
CP
COMPOUND PLANNING, INC.
NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
1
Offices
53
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Flat Fee / Other
C
CONCENTRIC
WALNUT CREEK, CA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit Sharing
Fee model
AUM
CA
CONCORDE ASSET MANAGEMENT, LLC
ANN ARBOR, MI
RIA
AUM
$500M–$1B
Advisors
67
Offices
48
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee / Other
CW
CONCORD WEALTH PARTNERS
ABINGDON, VA
RIA
AUM
$1B–$5B
Advisors
1
Offices
7
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
CI
CONCURRENT INVESTMENT ADVISORS, LLC
TAMPA, FL
RIA
AUM
$5B–$25B
Advisors
54
Offices
43
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
CW
CONSILIUM WEALTH ADVISORY, LLC
N/A
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
CA
CONTINUUM ADVISORY, LLC
EAGLE, ID
RIA
AUM
$1B–$5B
Advisors
23
Offices
14
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
CF
CONVERGENCE FINANCIAL
COLUMBIA, MO
RIA
AUM
$500M–$1B
Advisors
8
Offices
11
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly / Flat Fee
CC
COPELAND CAPITAL MANAGEMENT, LLC
CONSHOHOCKEN, PA
RIA
AUM
$1B–$5B
Advisors
7
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM
CA
COPPELL ADVISORY SOLUTIONS LLC
DALLAS, TX
RIA
AUM
$1B–$5B
Advisors
2
Offices
25
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
CA
CORDOBA ADVISORY PARTNERS LLC
NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Hourly / Flat Fee / Performance-based
Account Minimum
$1.0M
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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.