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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.

4,452 advisory firmsCompare public facts. Verify experience directly.
240,484 financial advisors4,452 advisory firms1,187 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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1015 CAPITAL PARTNERS, LLCCRD 328453

Advisory firm

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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10ELMS LLPCRD 323398

Advisory firm

Filed advisory firm office: Tulsa, OK

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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10TH MOUNTAIN, LLCCRD 285804

Advisory firm

Filed firm type: Registered

Charitable organizationsHigh net worth individualsPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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1492 CAPITAL MANAGEMENT, LLCCRD 148566

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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15 EQUITYCRD 310628

Advisory firm

Filed advisory firm office: Santa Barbara, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1620 INVESTMENT ADVISORS, INC.CRD 119262

Advisory firm

Filed advisory firm office: Plymouth, MA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1650 WEALTH MANAGEMENT, LLCCRD 152985

Advisory firm

Filed advisory firm office: Lighthouse Point, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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17 CAPITAL PARTNERS, LLCCRD 283013

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
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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1834 INVESTMENT ADVISORS CO.CRD 105435

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1888 INVESTMENTS, LLCCRD 312491

Advisory firm

Filed advisory firm office: Denver, CO

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsPooled investment vehicles (other than ICs)
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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191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENTCRD 124288

Advisory firm

Filed advisory firm office: Wyckoff, NJ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1919 INVESTMENT COUNSEL, LLCCRD 133370

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1932 INVESTMENT MANAGEMENTCRD 337619

Advisory firm

Filed advisory firm office: Newark, NJ

Filed firm type: Registered

Charitable organizationsInsurance companiesPension and profit sharing plansPortfolio 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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1ST DISCOUNT BROKERAGE, INC.CRD 39164

Advisory firm

Filed advisory firm office: Lake Worth, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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2 KNIGHTS WEALTH MANAGEMENT, LLCCRD 307238

Advisory firm

Filed advisory firm office: Pepper Pike, OH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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26NORTHCRD 322923

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesInsurance companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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325 CAPITALCRD 310762

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Charitable organizationsPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
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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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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

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