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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.

1,309 advisory firmsCompare public facts. Verify experience directly.
161,557 financial advisors1,309 advisory firms591 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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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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21 WEST WEALTH MANAGEMENT LLCCRD 304532

Advisory firm

Filed advisory firm office: Tustin, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
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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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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4J WEALTH MANAGEMENT, LLCCRD 297268

Advisory firm

Filed advisory firm office: Mclean, VA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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5C CAPITAL MANAGEMENT, LLCCRD 284213

Advisory firm

Filed advisory firm office: Woodcliff Lake, 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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7 STREETS FINANCIAL, LLCCRD 282577

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A4 WEALTH ADVISORS LLCCRD 152397

Advisory firm

Filed advisory firm office: Huntersville, NC

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABACUS WEALTH PARTNERSCRD 128590

Advisory firm

Filed advisory firm office: Santa Monica, 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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ABBEY STREETCRD 305107

Advisory firm

Filed advisory firm office: Eden Prairie, MN

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABERNATHY GROUP II LLCCRD 152401

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Educational seminars/workshops
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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ABICH FINANCIAL WEALTH MANAGEMENT, LLCCRD 310633

Advisory firm

Filed advisory firm office: Ashburn, VA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABLES, IANNONE, MOORE & ASSOCIATES, INC.CRD 126942

Advisory firm

Filed advisory firm office: Savannah, GA

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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ABOUND WEALTH MANAGEMENT, LLCCRD 285903

Advisory firm

Filed advisory firm office: Franklin, TN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACAP ASSET MANAGEMENT, INC.CRD 149452

Advisory firm

Filed advisory firm office: Studio City, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
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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ACCELERATE RETIREMENTCRD 325859

Advisory firm

Filed advisory firm office: Aliso Viejo, CA

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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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

Bring consistent questions and leave with a clearer basis for comparison.

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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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