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+)
AN

Aaron Nazar Johnson

California·CRD #5501671
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AN

Aaron Neal Kennedy

Texas·CRD #4131425
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
View profile
AN

Aaron Neil Harkavy

Illinois·CRD #1862075
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AN

Aaron Neil Michaelson

Minnesota·CRD #4901377
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Flat Fee
View profile
AN

Aaron Nicholas Steffan

Ohio·CRD #4523490
IA Rep

Investment Adviser Rep at W&S ADVISORY SERVICES, LLC

Experience
22 yrs
States
3
Exams
5
Since
2004
Fee
Flat Fee
View profile
AN

Aaron Niedorf

Minnesota·CRD #3146520
Dual-registered

Dual-registered at INTEGRITY ADVISORY SOLUTIONS

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
AN

Aaron N Jones

Mississippi·CRD #5896065
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
AO

Aaron Oborn

Nevada·CRD #6504416
Dual-registered

Dual-registered at CONCORDE ASSET MANAGEMENT, LLC

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AO

Aaron Omoaregba Otenaike

Texas·CRD #6864081
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
AO

Aaron Owen Wren Skeffrey

Florida·CRD #6717965
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
AP

Aaron Paglia

New Jersey·CRD #6421901
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
AP

Aaron Patrick Decock

Minnesota·CRD #7321184
IA Rep

Investment Adviser Rep at CHRISTENSEN GROUP FINANCIAL, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Flat Fee
View profile
AP

Aaron Paul Bagully

Colorado·CRD #5374204
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
AP

Aaron Paul Davila

Texas·CRD #7605286
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AP

Aaron Paul Kingston

Pennsylvania·CRD #4408148
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Flat Fee
View profile
AP

Aaron Paul Langston

Texas·CRD #6678523
Dual-registered

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

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
AP

Aaron Paul Titze

Florida·CRD #2845370
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
3
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AP

Aaron P Cullen

N/A·CRD #6224930
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
13 yrs
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
AP

Aaron Pearce

California·CRD #4351204
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AP

Aaron Phillip Hughes

Alabama·CRD #3272560
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
20 yrs
States
22
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
AP

Aaron Plaskas

Iowa·CRD #6753483
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AP

Aaron Pleau Wade

Connecticut·CRD #6022436
Dual-registered

Dual-registered at WASHINGTON TRUST ADVISORS

Experience
14 yrs
States
3
Exams
2
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$1.5M
View profile
AR

Aaron Ray Fisher

Pennsylvania·CRD #5343214
IA Rep

Investment Adviser Rep at BISON WEALTH, LLC

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Aaron Ray Kelly

Texas·CRD #6339420
Dual-registered

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

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Commission / 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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