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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.

1,059 advisory firmsCompare public facts. Verify experience directly.
137,134 financial advisors1,059 advisory firms274 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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1543 CAPITAL LPCRD 305398

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Insurance companiesOther investment advisersPooled 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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1823 PARTNERS (US) LLCCRD 333927

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Insurance companiesPortfolio 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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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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20 GATES MANAGEMENT LLCCRD 155480

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Corporations or other businessesInsurance companiesOther investment advisersPooled investment vehicles (other than ICs)
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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40/86 ADVISORS, INC.CRD 107740

Advisory firm

Filed advisory firm office: Carmel, IN

Filed firm type: Registered

Corporations or other businessesInsurance companiesPooled 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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42 AM, LLCCRD 339735

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Insurance companiesPooled 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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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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A&M CAPITALCRD 163576

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Insurance companiesPooled investment vehicles (other than ICs)State or municipal government entitiesPortfolio 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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A&M PRIVATE WEALTH PARTNERS, LLCCRD 331478

Advisory firm

Filed advisory firm office: West Palm Beach, FL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsInsurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AARON WEALTH ADVISORSCRD 298079

Advisory firm

Filed advisory firm office: Chicago, IL

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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AB PRIVATE CREDIT INVESTORS LLCCRD 173027

Advisory firm

Filed advisory firm office: Austin, TX

Filed firm type: Registered

Business development companiesCorporations or other businessesInsurance companiesPooled investment vehicles (other than ICs)
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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ACADIAN ASSET MANAGEMENTCRD 323400

Advisory firm

Filed firm type: Registered

Insurance companiesState or municipal government entitiesPortfolio 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 basisNot listed
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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ACORE CAPITAL, LPCRD 175054

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Insurance companiesOther investment advisersPooled 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
View profile
Public source record; verify directly
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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CONTEXT FOR YOUR NEXT DECISION

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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

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