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+)
AB

Adam B. Rude

Louisiana·CRD #4843837
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
22 yrs
States
4
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
AB

Adam Bruna

Kansas·CRD #7410127
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM
View profile
AB

Adam Burg

New Jersey·CRD #4631059
Dual-registered

Dual-registered at THRIVE CAPITAL MANAGEMENT, LLC

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly
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AB

Adam Burton

Texas·CRD #6510991
Dual-registered

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

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
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AB

Adam B Wright

Alaska·CRD #6234854
Dual-registered

Dual-registered at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
12 yrs
States
4
Exams
4
Since
2014
Fee
AUM / Performance-based / Other
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AC

Adam Caleb Ward

Indiana·CRD #2844507
Dual-registered

Dual-registered at OXFORD FINANCIAL GROUP, LTD

Experience
18 yrs
States
1
Exams
6
Since
2008
Fee
AUM / Flat Fee
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AC

Adam Cameron Tolliver

Georgia·CRD #6614754
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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AC

Adam Carter

Florida·CRD #7334543
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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AC

Adam Carter Thayer

Michigan·CRD #3105279
Dual-registered

Dual-registered at BOYD WATTERSON ASSET MANAGEMENT, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Flat Fee / Performance-based
View profile
AC

Adam C. Blake

Illinois·CRD #6228701
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
AC

Adam C Coons

Indiana·CRD #4905756
IA Rep

Investment Adviser Rep at WINTHROP CAPITAL MANAGEMENT

Experience
6 yrs
States
1
Since
2020
Fee
AUM / Hourly / Flat Fee
View profile
AC

Adam C Gerrie

Texas·CRD #8166286
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
AC

Adam Chambers

California·CRD #5820549
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
15 yrs
States
5
Exams
4
Since
2011
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
AC

Adam Charles Anderson

New Jersey·CRD #4961120
Dual-registered

Dual-registered at MRA ADVISORY GROUP

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Flat Fee / Subscription
View profile
AC

Adam Charles Debord

Ohio·CRD #5134543
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AC

Adam Charles Jones

Florida·CRD #6209578
IA Rep

Investment Adviser Rep at CERTIFIED ADVISORY CORP

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$500k
View profile
AC

Adam Charles Mauro

Colorado·CRD #8126353
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
AC

Adam Charles Morton

Missouri·CRD #7275694
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
AC

Adam Charles Persky

North Carolina·CRD #4668851
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
AC

Adam Charles Shea

Missouri·CRD #4686573
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Other
View profile
AC

Adam Charles Spector

Illinois·CRD #6832083
IA Rep

Investment Adviser Rep at THE MATHER GROUP, LLC

Experience
9 yrs
States
2
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
AC

Adam Charles Varnedoe

Florida·CRD #5860431
Dual-registered

Dual-registered at KOSS-OLINGER CONSULTING, LLC.

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
AC

Adam Charles Vrablec

Colorado·CRD #7373006
Dual-registered

Dual-registered at BLACK SWIFT GROUP, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$2.0M
View profile
AC

Adam Christian Bonner

South Carolina·CRD #6109762
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
13 yrs
States
1
Exams
3
Since
2013
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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