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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.

1,176 advisory firmsCompare public facts. Verify experience directly.
146,208 financial advisors1,176 advisory firms356 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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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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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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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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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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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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ABBOTT CAPITAL MANAGEMENT LLCCRD 106332

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Pension and profit sharing plansPooled 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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ABG CONSULTANTSCRD 131129

Advisory firm

Filed advisory firm office: Cottonwood Heights, UT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansState or municipal government entities
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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ACADEMY ASSET MANAGEMENTCRD 319774

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesInvestment companiesState or municipal government entities
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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ACADIAN ASSET MANAGEMENTCRD 106609

Advisory firm

Filed advisory firm office: Boston, MA

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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ACCEL WEALTH MANAGEMENTCRD 286201

Advisory firm

Filed advisory firm office: Waverly, IA

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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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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ACUITAS INVESTMENTS, LLCCRD 155782

Advisory firm

Filed advisory firm office: Seattle, WA

Filed firm type: Registered

Investment 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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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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ADDENDA CAPITALCRD 137034

Advisory firm

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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ADELANTE CAPITAL MANAGEMENT LLCCRD 107382

Advisory firm

Filed advisory firm office: Alameda, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsPooled investment vehicles (other than ICs)State or municipal government entities
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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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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