AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BT

Brian T Abraham

Alabama·CRD #3039582
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
24 yrs
States
26
Exams
6
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brian T Alexander

California·CRD #7927309
Dual-registered

Dual-registered at &PARTNERS

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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BT

Brian Talkington

Oklahoma·CRD #7543168
IA Rep

Investment Adviser Rep at SCISSORTAIL WEALTH MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
2
Since
2022
Est. fee
AUM / Flat Fee
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BT

Brian T Dillig

Illinois·CRD #4693942
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
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BT

Brian Terrence Petrov

Texas·CRD #2708147
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
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BT

Brian Terrence Poe

Arizona·CRD #4585582
Dual-registered

Dual-registered at TFO FAMILY OFFICE PARTNERS

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
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BT

Brian T Hessemer

New Jersey·CRD #5943991
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
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BT

Brian Thomas Abbott

Kansas·CRD #3222569
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
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BT

Brian Thomas Babcock

Alabama·CRD #4344922
IA Rep

Investment Adviser Rep at HORIZON WEALTH ADVISORS

Experience
25 yrs
States
11
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
Minimum
$500k
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BT

Brian Thomas Becker

Arkansas·CRD #2513144
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
32 yrs
States
18
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
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BT

Brian Thomas Blair

Tennessee·CRD #6525749
IA Rep

Investment Adviser Rep at U.S. BANCORP ADVISORS, LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Fee
AUM / Other
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BT

Brian Thomas Boswell

Texas·CRD #5191011
Dual-registered

Dual-registered at SAVVY

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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BT

Brian Thomas Burkhart

Illinois·CRD #2037581
Dual-registered

Dual-registered at WEALTH EFFECTS

Experience
12 yrs
States
1
Exams
4
Since
2014
Fee
AUM
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BT

Brian Thomas Dalton

Alabama·CRD #5196677
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
34
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brian Thomas Fenelon

Alabama·CRD #1255663
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
42 yrs
States
22
Exams
5
Since
1984
Est. fee
AUM / Commission / Flat Fee
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BT

Brian Thomas Ford

Alabama·CRD #2449859
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
35
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
View profile
BT

Brian Thomas Gruss

Ohio·CRD #7805918
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Brian Thomas Hoeltge

Missouri·CRD #4953577
Dual-registered

Dual-registered at RUBINBROWN ADVISORS LLC

Experience
21 yrs
States
1
Exams
9
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$150k
View profile
BT

Brian Thomas Hughes

California·CRD #7558883
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

States
2
Exams
1
Since
2026
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BT

Brian Thomas Maher

Arizona·CRD #2877392
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
5
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Brian Thomas Marshall

Alabama·CRD #2524410
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
32 yrs
States
34
Exams
5
Since
1994
Est. fee
AUM / Flat Fee
View profile
BT

Brian Thomas McConnell

Arizona·CRD #4999458
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
20 yrs
States
5
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Brian Thomas McKee

Arizona·CRD #4913352
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
16
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Brian Thomas Metzger

Alabama·CRD #5621192
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
16 yrs
States
17
Exams
6
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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