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+)
IN

Isaac Norman Staat

Nebraska·CRD #6837247
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
View profile
IO

Isaac Oko Addo

New York·CRD #3126400
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Isaac Ortiz

Arizona·CRD #4637864
Dual-registered

Dual-registered at DAI WEALTH, LLC

Experience
23 yrs
States
5
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
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IR

Isaac Robert King Coutier

California·CRD #7320982
Dual-registered

Dual-registered at IMPACT RETIREMENT ADVISORS

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Flat Fee
View profile
IS

Isaac Scott Auvermann

Texas·CRD #8142527
IA Rep

Investment Adviser Rep at TDC CAPITAL ADVISORS, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM
View profile
IT

Isaac Thomas Stolar

Alabama·CRD #6994961
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
6 yrs
States
10
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
IW

Isaac Wakszol

Florida·CRD #5734442
IA Rep

Investment Adviser Rep at ACTIVEST WEALTH MANAGEMENT, LLC

Experience
16 yrs
States
2
Exams
1
Since
2010
Est. fee
AUM / Flat Fee / Performance-based
View profile
IW

Isaac Walter

Texas·CRD #6575347
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IW

Isaac Wayne McCoy

Nebraska·CRD #7537836
Dual-registered

Dual-registered at GUARDIAN WEALTH ADVISORS, LLC

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
IW

Isaac William Armitage

Minnesota·CRD #7947625
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
IW

Isaac W Shaw

Illinois·CRD #7921625
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IE

Isaak Eric Osbourne

California·CRD #8199632
Dual-registered

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

States
2
Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
IC

Isabel C Ramsey

California·CRD #5300877
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
IC

Isabel Cristina Duchemin

Florida·CRD #5626295
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
ID

Isabel Daisy Jacobs

Florida·CRD #7473505
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IF

Isabel Fajardo

Florida·CRD #2426036
Dual-registered

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

Experience
31 yrs
States
2
Exams
3
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
IF

Isabel Foster Berbert

Georgia·CRD #5191443
Dual-registered

Dual-registered at SIGNATUREFD, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
IG

Isabel Gonzaba

N/A·CRD #8021656
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
Exams
4
Est. fee
AUM / Hourly / Flat Fee
View profile
IG

Isabel Grace Acton

Illinois·CRD #8261310
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
IH

Isabel Haring Naumann

Texas·CRD #8040002
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
IA

Isabella Adele Torre

California·CRD #8144480
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Isabella Ciresi

New Jersey·CRD #8171277
Dual-registered

Dual-registered at HENNION & WALSH ASSET MANAGEMENT, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission
Minimum
$50k
View profile
IF

Isabella Faye Gough

Texas·CRD #6815540
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
IH

Isabella Helena Milla Conti

Pennsylvania·CRD #7673551
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
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.

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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