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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.

33 advisory firmsCompare public facts. Verify experience directly.
3,789 financial advisors33 advisory firms25 cities

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

ACA/PRUDENT INVESTORS PLANNING CORPORATIONCRD 47798

Advisory firm

Filed advisory firm office: Green Brook, NJ

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Market timing services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALETHEIA ANALYST NETWORK LIMITEDCRD 172882

Advisory firm

Filed firm type: Registered

Corporations or other businessesInvestment companiesMarket timing servicesPublication of periodicals or newsletters
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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ATCAP PARTNERS, LLCCRD 158214

Advisory firm

Filed advisory firm office: Rockville, MD

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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AVORY & CO.CRD 284812

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Market timing services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BRIDGEPORT FINANCIAL SOLUTIONSCRD 325485

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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BTS ASSET MANAGEMENT, INC.CRD 105215

Advisory firm

Filed advisory firm office: Lincoln, MA

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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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.CRD 134139

Advisory firm

Filed advisory firm office: Fairfield, IA

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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CAROLINA FINANCIAL ADVISORS, INC.CRD 118823

Advisory firm

Filed advisory firm office: Greensboro, NC

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CEDARGOLD CONSULTING INC.CRD 286326

Advisory firm

Filed firm type: Registered

Financial planningMarket timing servicesOther: SUB-ADVISORY SERVICES FOR OTHER INVESTmENT ADVISORY FIRMSPension consulting services
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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CENTAURUS FINANCIAL, INC.CRD 30833

Advisory firm

Filed advisory firm office: Anaheim, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COLUCCI WEALTH MANAGEMENT LLCCRD 338046

Advisory firm

Filed advisory firm office: Brightwaters, 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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COMPREHENSIVE CAPITAL MANAGEMENT, INC.CRD 119890

Advisory firm

Filed advisory firm office: Totowa, NJ

Filed firm type: Registered

Individuals (other than HNW)Financial planningMarket timing servicesPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CORIENTCRD 319448

Advisory firm

Filed advisory firm office: Miami, FL

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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CUMBERLAND ADVISORSCRD 107964

Advisory firm

Filed advisory firm office: Sarasota, 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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DONOGHUE FORLINES LLCCRD 285403

Advisory firm

Filed advisory firm office: Boston, MA

Filed firm type: Registered

Corporations or other businessesIndividuals (other than HNW)Investment companiesPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ESHEL BOTCRD 340187

Advisory firm

Filed advisory firm office: Burlington, MA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Market timing servicesPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FAIRLEAD STRATEGIES LLCCRD 341167

Advisory firm

Filed advisory firm office: Greenwich, CT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesIndividuals (other than HNW)Investment companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GWN SECURITIES INC.CRD 128929

Advisory firm

Filed advisory firm office: Palm Beach Gardens, FL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INVICTUS TIMING SERVICE LTDCRD 106372

Advisory firm

Filed advisory firm office: Westbury, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Market timing servicesPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
MACK INVESTMENT SECURITIES, INC.CRD 17643

Advisory firm

Filed advisory firm office: Northfield, IL

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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Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

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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.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

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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