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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.

8,083 advisory firmsCompare public facts. Verify experience directly.
257,575 financial advisors8,083 advisory firms1,708 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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&WEALTH PARTNERSCRD 149136

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
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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1102 PARTNERS, LLCCRD 313536

Advisory firm

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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1230 ADVISORS, LLCCRD 312504

Advisory firm

Filed advisory firm office: Pound Ridge, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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12TH STREET ASSET MANAGEMENTCRD 153528

Advisory firm

Filed advisory firm office: Nashville, TN

Filed firm type: Registered

High net worth individualsPension and profit sharing plansPooled investment vehicles (other than ICs)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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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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15 WEALTH ADVISORS LLCCRD 337459

Advisory firm

Filed advisory firm office: Mundelein, IL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
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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16TH AMENDMENT ADVISORS LLCCRD 150575

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

High net worth individualsPooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
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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1776 WEALTH LLCCRD 286321

Advisory firm

Filed advisory firm office: Sandy Springs, GA

Filed firm type: Registered

Corporations or other businessesHigh 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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180 WEALTH ADVISORS, LLCCRD 284921

Advisory firm

Filed advisory firm office: Federal Way, WA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
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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1818 PRIVATE CLIENT GROUP, LLCCRD 304110

Advisory firm

Filed advisory firm office: Aventura, FL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
1832 ASSET MANAGEMENT U.S. INC.CRD 120836

Advisory firm

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Investment companies
Record typeAdvisory firm
Location basisNot listed
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.

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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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