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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.

4,239 advisory firmsCompare public facts. Verify experience directly.
234,644 financial advisors4,239 advisory firms1,155 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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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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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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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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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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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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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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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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210 FINANCIALCRD 328570

Advisory firm

Filed advisory firm office: Morton, IL

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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2XIDEASCRD 328190

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Pension and profit sharing plansPortfolio management for businesses or institutional clients (other than 3 and 4)Publication of periodicals or newsletters
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3(38) INVESTMENT FIDUCIARIESCRD 298053

Advisory firm

Filed advisory firm office: Simi Valley, CA

Filed firm type: Registered

Pension and profit sharing plansPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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360 FINANCIALCRD 168600

Advisory firm

Filed advisory firm office: Wayzata, MN

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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360 FINANCIAL PARTNERS, LLCCRD 169280

Advisory firm

Filed advisory firm office: Mount Pleasant, SC

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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Public source record; verify directly
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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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

Make sense of compensation, total costs and written terms.

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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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