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+)
IB

Ian Ben Bass

Connecticut·CRD #5459387
Dual-registered

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

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
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IB

Ian Biggs

N/A·CRD #7002430
Dual-registered

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

Experience
6 yrs
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
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IB

Ian Brauer

Minnesota·CRD #8105799
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
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IB

Ian Brian Macdermott

New Hampshire·CRD #2240508
Dual-registered

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

Experience
34 yrs
States
2
Exams
6
Since
1992
Est. fee
AUM / Commission / Flat Fee
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IC

Ian Cabanag Flores

West Virginia·CRD #2658468
IA Rep

Investment Adviser Rep at NTV ASSET MANAGEMENT, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
Minimum
$1.0M
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IC

Ian Cade Campbell

Kansas·CRD #7119702
Dual-registered

Dual-registered at CURTIS CAPITAL ADVISORS

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
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IC

Ian Carter Bates

California·CRD #2662478
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
1
Exams
6
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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IC

Ian C Crowe

Montana·CRD #6868621
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
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IC

Ian Chamberlain

California·CRD #6797803
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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IC

Ian Charles Sundland

Minnesota·CRD #7688480
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
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IC

Ian C Klass

North Carolina·CRD #4419223
Dual-registered

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

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
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IC

Ian C Sellers

Indiana·CRD #8083852
Dual-registered

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

Experience
1 yrs
States
3
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
IC

Ian Cully

Maryland·CRD #6752923
IA Rep

Investment Adviser Rep at RITHOLTZ WEALTH MANAGEMENT

Experience
9 yrs
States
1
Exams
1
Since
2017
Fee
AUM / Flat Fee
View profile
ID

Ian David Helmus

Texas·CRD #7050482
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Flat Fee
View profile
ID

Ian David Linford

California·CRD #5965494
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Experience
15 yrs
States
6
Exams
5
Since
2011
Est. fee
AUM / Flat Fee
View profile
ID

Ian David Weisser

Maryland·CRD #3188906
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ID

Ian D Hornstein

California·CRD #5622658
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
ID

Ian Douglas Kiefer

Oklahoma·CRD #5577128
Dual-registered

Dual-registered at TRINITY STRATEGIC WEALTH

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
ID

Ian Douglas Macpherson

Texas·CRD #4920475
IA Rep

Investment Adviser Rep at PRIME BUCHHOLZ LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Flat Fee / Other
View profile
IE

Ian Edington

Florida·CRD #5168242
Dual-registered

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

Experience
13 yrs
States
3
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
IE

Ian Edwin French

Arkansas·CRD #3242527
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
IE

Ian Estes Glenn

Texas·CRD #6746781
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Flat Fee / Performance-based
View profile
IF

Ian Francis Smith

Wisconsin·CRD #2136837
IA Rep

Investment Adviser Rep at ASSUREDPARTNERS INVESTMENT ADVISORS

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
IF

Ian Fraser Stauder

Connecticut·CRD #6384058
Dual-registered

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

Experience
12 yrs
States
2
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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