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Financial advisory firms

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

284,446 financial advisors17,018 advisory firms2,045 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

585 advisory firmsCompare public facts. Verify experience directly.
118,035 financial advisors585 advisory firms226 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

&PARTNERSCRD 3767

Advisory firm

Filed advisory firm office: Nashville, TN

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1808 CAPITAL PARTNERSCRD 332702

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1900 WEALTHCRD 175346

Advisory firm

Filed advisory firm office: San Antonio, TX

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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4THOUGHT FINANCIAL GROUP INC.CRD 162997

Advisory firm

Filed advisory firm office: Syosset, NY

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABRDN ASIA LIMITEDCRD 124509

Advisory firm

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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ABRDN INVESTMENTS LIMITEDCRD 162309

Advisory firm

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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ABS GLOBAL INVESTMENTSCRD 127290

Advisory firm

Filed advisory firm office: Stamford, CT

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCOLADE ASSET/LIABILITY ADVISORY SERVICESCRD 145635

Advisory firm

Filed advisory firm office: Columbus, OH

Filed firm type: Registered

Banking or thrift institutionsPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCORDANT INVESTMENTS LLCCRD 325678

Advisory firm

Filed advisory firm office: Scottsdale, AZ

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADAMS ADVISORY SERVICES, LLCCRD 341683

Advisory firm

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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ADRIAN DAY ASSET MANAGEMENTCRD 105985

Advisory firm

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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AG GLOBAL ADVISORS LLCCRD 155398

Advisory firm

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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AI STOCK PROPHET, LLCCRD 340421

Advisory firm

Filed advisory firm office: Akron, OH

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALBERT INVESTMENTS, LLCCRD 298006

Advisory firm

Filed advisory firm office: Santa Barbara, CA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALBOURNE AMERICA LLCCRD 126582

Advisory firm

Filed advisory firm office: San Francisco, CA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLIANCE PARTNERS LLCCRD 157700

Advisory firm

Filed advisory firm office: Chevy Chase, MD

Filed firm type: Registered

Banking or thrift institutionsEducational seminars/workshopsOther: IDENTIFY AND REFER CREDIT ASSETS TO BANKING INSTITUTIONS.Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALM FIRST FINANCIAL ADVISORS LLCCRD 108561

Advisory firm

Filed advisory firm office: Dallas, TX

Filed firm type: Registered

Banking or thrift institutionsHigh net worth individualsInsurance companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPHACORE CAPITAL LLCCRD 174346

Advisory firm

Filed advisory firm office: La Jolla, CA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALUMINA INVESTMENT MANAGEMENTCRD 164273

Advisory firm

Filed advisory firm office: Charlotte, NC

Filed firm type: Registered

Banking or thrift institutionsOther: INVESTMENT CONSULTATION AND ANALYSISPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
AMERAUDI ASSET MANAGEMENT, INC.CRD 119854

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

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Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
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