AdFi

Browse financial advisory firms

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

Showing 24 firms (page 2+)
CC

CINCTIVE CAPITAL MANAGEMENT LP

NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—

Firm Focus

Pooled Vehicles

Expertise

Multi-strategyAlternative Asset ManagementLong/short Equity+4
Fee model
AUM / Performance-based / Other
Account Minimum
$5.0M
View profile
CC

CIP CAPITAL

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2010

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle-marketBusiness Information+7
Fee model
AUM / Performance-based
View profile
CA

CIRCLE ADVISERS INC

NEW YORK, NY
RIA

For over 30 years, Circle Advisers, Inc. has been providing custom financial planning solutions to meet our clients goals and objectives.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Wealth ManagementFamily OfficeInvestment Planning+11
Fee model
AUM / Hourly / Flat Fee
View profile
CW

CIRCLE WEALTH MANAGEMENT, LLC

SUMMIT, NJ
RIA

Experience. The Difference.

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

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Portfolio ManagementInvestment ResearchFamily Office Services+4
Fee model
AUM / Flat Fee
Account Minimum
$50.0M
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CR

CIRRUS REAL ESTATE PARTNERS

NEW YORK, NY
RIA

Elevate opportunity.

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

Firm Focus

Pooled Vehicles

Expertise

Real Estate Investment ManagementCommercial Real EstateCapital Markets+4
Fee model
AUM / Performance-based
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C

CITATION

DALLAS, TX
RIA

We exclusively partner with family- and founder-owned businesses to propel their legacies via long-term growth and excellent returns, guided by our values-driven approach and collaborative culture.

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

Firm Focus

Pooled Vehicles

Expertise

Private EquityControl BuyoutsFamily-owned Businesses+5
Fee model
AUM / Performance-based / Other
View profile
CC

CITRINE CAPITAL

SAN FRANCISCO, CA
RIA

Transparent, Straightforward, Authentic Virtual Financial Advisors

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

Firm Focus

IndividualsHigh Net Worth

Expertise

Fee-only Wealth ManagementTax PlanningTax Preparation+12
Fee model
AUM / Flat Fee / Other
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CC

CKC CAPITAL LLC

NEW YORK, NY
RIA

Opportunistic Credit Investing

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

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Corporate CreditFixed IncomeAsset Management+7
Fee model
AUM / Performance-based
View profile
CF

CKW FINANCIAL GROUP, LLC

HONOLULU, HI
RIA

Helping good people and institutions to be financially better

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth AdvisoryInvestment ConsultingPortfolio Management+8
Fee model
AUM / Flat Fee
View profile
CC

CLAIRMONT CAPITAL GROUP, LLC

LOS ANGELES, CA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2017

Firm Focus

Pooled Vehicles

Expertise

Private EquityReal AssetsGP Co-investments+10
Fee model
AUM / Performance-based
View profile
CC

CLAREMONT CAPITAL MANAGEMENT, LLC

PHOENIX, AZ
RIA

Disciplined Wealth. Tax-Efficient Returns.

AUM
$500M–$1B
Advisors
—
Offices
2
Founded
2003

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Tax-efficient InvestingRisk-adjusted ReturnsLow-cost Strategies+9
Fee model
AUM
Account Minimum
$5.0M
View profile
CA

CLARION ADVISORS INC.

AUBURN, CA
RIA

Encouraging and Educating Families to Achieve Financial Freedom

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

Firm Focus

High Net Worth

Expertise

Financial PlanningFamily FinancesFinancial Freedom+2
Fee model
AUM
View profile
CC

CLARION CALL CAPITAL

NEW YORK, NY
RIA

Investing In An Equitable Future for All.

AUM
Under $100M
Advisors
—
Offices
1
Founded
—

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Fixed IncomeMunicipal Impact InvestingEquitable Infrastructure+4
Fee model
AUM
Account Minimum
$1.0M
View profile
CA

CLARIS ADVISORS, LLC

ST. LOUIS, MO
RIA

Redefining the wealth management and investment experience

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

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementFiduciaryInvestment Planning+9
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
CF

CLARIS FINANCIAL, LLC

GLEN ALLEN, VA
RIA

Welcome to Claris. Welcome to clarity.

AUM
$100M–$500M
Advisors
—
Offices
2
Founded
2009

Firm Focus

High Net Worth

Expertise

Financial PlanningWealth ManagementInvestment Management+8
Fee model
AUM
Account Minimum
$100k
View profile
CC

CLARITAS CAPITAL

NASHVILLE, TN
RIA

Partnering for Performance

AUM
$500M–$1B
Advisors
—
Offices
1
Founded
2002

Firm Focus

Pooled VehiclesPension/Profit Sharing

Expertise

Alternative InvestmentsVenture CapitalReal Estate+7
Fee model
AUM / Other
View profile
CC

CLARITY CAPITAL ADVISORS, LLC

LAKEWOOD RANCH, FL
RIA

Flat Fee, Fiduciary Advisors

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

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Flat FeeFee-onlyFiduciary+9
Fee model
Flat Fee
View profile
CR

CLARITY RETIREMENT & WEALTH, LLC

NEW BEDFORD, MA
RIA

Let Us Provide Clarity

AUM
$100M–$500M
Advisors
2
Offices
1
Founded
—

Firm Focus

High Net WorthPension/Profit SharingState/Municipal

Expertise

Retirement PlanningSocial Security Timing401k Rollover+6
Fee model
AUM
View profile
CW

CLARITY WEALTH ADVISORS

SAN JOSE, CA
RIA
AUM
$500M–$1B
Advisors
—
Offices
1
Founded
—

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ManagementAsset Allocation+7
Fee model
AUM / Flat Fee
Account Minimum
$500k
View profile
CC

CLARK CAPITAL MANAGEMENT GROUP INC

PHILADELPHIA, PA
RIA

Navigate your future. Enjoy the journey.

AUM
$25B+
Advisors
50
Offices
1
Founded
—

Firm Focus

High Net WorthInvestment CompaniesPension/Profit Sharing

Expertise

Investment ManagementHigh Net Worth SolutionsUnified Managed Accounts+4
Fee model
AUM
View profile
C&

CLARK & STUART INC

PORTLAND, ME
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
1994

Firm Focus

High Net Worth

Expertise

Long-term InvestingCompetitive AdvantagesBusiness Franchises+2
Fee model
AUM
View profile
CA

CLARO ADVISORS INC.

BOSTON, MA
RIA

You've Worked Hard to Build Wealth - We Help You Keep It.

AUM
$1B–$5B
Advisors
—
Offices
4
Founded
2012

Firm Focus

IndividualsHigh Net WorthPooled Vehicles+2

Expertise

Structured NotesProtective InvestingTax Optimization+4
Fee model
AUM / Hourly / Flat Fee
View profile
CG

CLARUS GROUP LLC

NEW YORK, NY
RIA

WHATEVER YOUR LIFE'S ADVENTURE, WE MAKE IT WORTH SHARING.

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

Firm Focus

IndividualsHigh Net Worth

Expertise

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

CLAYTON PARTNERS LLC

BERKELEY, CA
RIA

An Opportunistic Value Investment Firm

AUM
$100M–$500M
Advisors
—
Offices
1
Founded
2003

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Value InvestingEquityEquity-related Securities+7
Fee model
AUM / Performance-based
Account Minimum
$250k
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 41 | AdvisorFinder