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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.

1,302 advisory firmsCompare public facts. Verify experience directly.
52,006 financial advisors1,302 advisory firms322 cities

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

13D MANAGEMENT LLCCRD 154009

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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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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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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1WS CAPITAL ADVISORS, LLCCRD 298723

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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21SHARES US LLCCRD 328136

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3A CAPITAL, LLCCRD 343132

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3EDGE ASSET MANAGEMENT, LPCRD 282059

Advisory firm

Filed advisory firm office: Naples, 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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3FOURTEEN & SMI ADVISORY SERVICES, LLCCRD 331301

Advisory firm

Filed advisory firm office: Columbus, IN

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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50 SOUTH CAPITAL ADVISORS, LLCCRD 174762

Advisory firm

Filed advisory firm office: Chicago, IL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesInvestment companiesPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABACUS ASSET MANAGEMENT, LLCCRD 324280

Advisory firm

Filed advisory firm office: Orlando, FL

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABACUS FCF ADVISORS LLCCRD 135152

Advisory firm

Filed advisory firm office: Orlando, FL

Filed firm type: Registered

Investment companiesOther investment advisersPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABBEY CAPITAL LIMITEDCRD 153498

Advisory firm

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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ABR DYNAMIC FUNDS, LLCCRD 171847

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
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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ABSOLUTE CAPITAL MANAGEMENT, LLCCRD 121484

Advisory firm

Filed advisory firm office: Pittsburgh, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Investment companiesPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABSOLUTE INVESTMENT ADVISERS, LLCCRD 132436

Advisory firm

Filed advisory firm office: Rosemary Beach, FL

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AC FUNDS, LLCCRD 311748

Advisory firm

Filed advisory firm office: Ridgewood, NJ

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ACACIA ASSET MANAGEMENT LLCCRD 287857

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPortfolio 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

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