First Long Island Investors LLC
First Long Island Investors is a wealth management company dedicated to providing individualized advice and counseling in the preservation, growth, and administration of liquid and illiquid wealth for high-net-worth individuals, families, and select institutions. We strive to provide our clients with sound advice, best-in-class service, and an unparalleled level of...
FinwellAA Inc
Finwell is a fee-only financial planning and private wealth management company devoted to helping you reach your financial goals. Simply put, Finwell's mission is to work with people who want to achieve something great with their money.
As of 2024, Finwell's new client minimum for private wealth management is $1mm....
FinTrust Capital Advisors LLC
"Our mission is to deliver financial peace of mind with unequaled confidence and conviction."
Our core values capture our firm's collective heartbeat and represent the principals that direct how we serve our clients, relate to our colleagues, interact with our vendors and partners, and address our communities.
We are dedicated...
Financial Plan Inc
Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we...
Financial Independence Planning LLC
For 30 years, Financial Independence Planning, LLC™ (FIP) has helped individuals, families, and businesses achieve financial independence through personalized wealth management and strategic planning. Whether managing small estates or multi-generational wealth, our team-based approach ensures expert guidance and exceptional client service.
As a premier financial planning firm in the Tri-State...
Financial Foundations Inc
Financial Foundations is an independent financial services and tax firm based in Westborough, MA. It was founded in 2001 by Nicholas Cosentino to help individuals and families achieve true financial freedom. We are a financial planning and wealth management firm that approaches the financial needs of clients in a comprehensive...
Financial Enhancement Group LLC
Financial Enhancement Group is not just another money manager. With a Certified Financial Planner, a Chartered Financial Analyst, and a Chartered Market Technician on staff, we make our primary focus to help families that do not want to worry about their money. Our job as financial advisors eclipses the idea...
Financial Tax Architects
A top St. Louis based fiduciary firm helping individuals reach their retirement goals and objectives. We provide investment guidance for individuals preparing for and during retirement.
Fiduciary Financial Advisors an inc 5000 company
Fiduciary Financial Advisors is an independent financial planning and wealth management firm that operates as a fee-based fiduciary advisor. This means they are legally obligated to prioritize their clients' best interests. The firm focuses on providing low-cost investment management alongside comprehensive financial planning tailored for individuals and families.
With offices...
Fiduciary Trust International
Fiduciary Trust International is a financial services firm based in New York, specializing in personalized investment management and trust and estate services. As a subsidiary of Franklin Templeton, it leverages the resources of a leading global asset manager. The firm focuses on high-net-worth individuals and families, providing tailored investment strategies,...
Feller Financial Services
Feller Financial Services is a financial advisory firm based in Boca Raton, Florida. The firm specializes in comprehensive financial planning, retirement planning, and estate conservation. They focus on creating personalized strategies that align with individual client goals, emphasizing education to empower clients in managing their financial futures.
Their services include...
Family Investment Center
Family Investment Center is a commission-free investment advisory firm. Based in St. Joseph, Missouri, we serve the St. Joe community as well as the Kansas City Northland area. We're different than other investment advisory firms. Unlike stockbrokers and commission-compensated advisors, we are independent and commission-free. We're also able to share...
Falcon Wealth Advisors
At Falcon Wealth Advisors, we're driven by a mission to help simplify our clients' financial lives and empower them for lasting success. People and relationships are at the forefront of what we do, right in line with our clients' goals.
This is how we do what we do:
Financial Planning:...
Fairport Wealth
Fairport Wealth is a purpose-driven financial services firm based in Cleveland, Ohio. Established in 1963, it provides comprehensive financial planning and investment advisory services to individuals and families, helping them achieve their financial goals. The firm serves over 2,000 families across six regional offices and is affiliated with Hightower Advisors,...
Exirio
Exirio is a fintech startup founded in 2020 by David Martínez de Lecea. The company operates globally with a distributed team across Dubai, India, the U.S., Spain, and Vietnam. Exirio's mission is to simplify wealth tracking and empower users to make informed investment decisions for financial freedom.
Exirio offers a...
Exchange Traded Concepts LLC
Exchange Traded Concepts is an independent investment advisor specializing in launching, managing, and marketing white-label ETFs. Driven by the demand to streamline the ETF process, ETC debuted the ETF-in-a-Box platform in 2011, equipping ETF visionaries with a turnkey solution to transform their concept into a live strategy in as little...
Exchange Capital Management Inc
Exchange Capital Management is a fee-only Registered Investment Adviser providing independent financial planning and professional portfolio management. As fee-only advisers, we are not compensated by commissions but instead are compensated solely by a management fee tied to the fair market value of investments under our supervision. This helps us remain...
Ethic
Ethic is a technology-driven asset management firm that focuses on sustainable and values-aligned investing solutions. The company collaborates with financial advisors and institutions to create personalized, tax-optimized portfolios that align with clients' financial goals and ethical preferences. As an SEC-registered investment adviser, Ethic combines institutional investing expertise with advanced technology...
ERISA Consultants
ERISA Consultants provides expert retirement plan consulting and solutions that deliver better outcomes for you and your employees. We design your plan to achieve specific business objectives and maximize pre-tax contributions while controlling cost.
EnTrust Global
EnTrust Global is a diversified alternative investment firm founded in 1973. The company manages investments for institutions and private investors worldwide, utilizing its global infrastructure and relationships to create innovative investment opportunities. As of December 31, 2024, EnTrust Global oversees over $15.2 billion in total assets for more than 600...