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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.

992 advisory firmsCompare public facts. Verify experience directly.
36,908 financial advisors992 advisory firms315 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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11 CAPITAL PARTNERS LPCRD 306165

Advisory firm

Filed advisory firm office: Darien, CT

Filed firm type: Registered

Other investment advisersPooled 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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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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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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22V ASSET MANAGEMENTCRD 323898

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Other investment advisersPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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33 CAPITAL MANAGEMENT LLCCRD 326780

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsOther investment advisersPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3I CORPORATIONCRD 159892

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Other investment advisersPooled investment vehicles (other than ICs)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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55IPCRD 286620

Advisory firm

Filed advisory firm office: Boston, MA

Filed firm type: Registered

Other 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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724 ASSET MANAGEMENT, LLCCRD 318169

Advisory firm

Filed firm type: Registered

Other investment advisersPortfolio management for businesses or institutional clients (other than 3 and 4)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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A SMARTER WAY TO INVESTCRD 166170

Advisory firm

Filed advisory firm office: Brighton, MI

Filed firm type: Registered

Other investment advisersOther: SIGNAL PROVIDERPortfolio 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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A.W. JONESCRD 161260

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Other investment advisersPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
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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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 STRATEGY RESEARCH SERVICESCRD 164668

Advisory firm

Filed firm type: Registered

High net worth individualsOther investment advisersOther: PROVIDE INVESTMENT RESEARCH TO INSTITUTIONAL INVESTORSPublication of periodicals or newsletters
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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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

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

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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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