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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+)
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Aaron Dahlgren Miller

Georgia·CRD #5732482
Dual-registered

Dual-registered at SCHARF INVESTMENTS, LLC

Experience
9 yrs
States
1
Exams
2
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$1.0M
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Aaron Daniel Jones

Minnesota·CRD #4185638
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
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Aaron Daniel Stein

N/A·CRD #8141568
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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Aaron Daniel Williamson

Florida·CRD #5150107
Dual-registered

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

Experience
20 yrs
States
2
Exams
6
Since
2006
Est. fee
AUM / Commission / Flat Fee
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Aaron Das

Georgia·CRD #5933110
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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Aaron David Cantley

North Carolina·CRD #5477219
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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Aaron David Combs

North Carolina·CRD #5810738
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
14 yrs
States
2
Exams
1
Since
2012
Fee
AUM / Hourly / Flat Fee
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Aaron David Hillman

California·CRD #5517804
IA Rep

Investment Adviser Rep at SKYLINE FINANCIAL NORTHWEST

Experience
18 yrs
States
4
Exams
1
Since
2008
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
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Aaron David Jensen

Michigan·CRD #5178448
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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Aaron David Patten

Indiana·CRD #7510891
IA Rep

Investment Adviser Rep at REDHAWK WEALTH ADVISORS, INC.

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$1k
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Aaron Del Brown

California·CRD #4864142
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
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Aaron Delsignore

Nevada·CRD #3211462
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
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Aaron Devon Thomas

Missouri·CRD #6818706
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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Aaron Donald Massey

Oklahoma·CRD #6125812
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
14 yrs
States
2
Exams
5
Since
2012
Fee
AUM / Hourly / Flat Fee
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Aaron Douglas Moon

Idaho·CRD #6220670
Dual-registered

Dual-registered at INSPIRE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM
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Aaron D Palmer

Texas·CRD #4748852
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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Aaron D Pruitt

Oklahoma·CRD #6237190
Dual-registered

Dual-registered at THE ADVISORY RESOURCE GROUP, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM
Minimum
$200k
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Aaron Drew Sanstrum

Oregon·CRD #4064739
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
26 yrs
States
2
Exams
9
Since
2000
Est. fee
AUM / Flat Fee
Minimum
$25k
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Aaron D Schindler

Connecticut·CRD #4553999
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
4
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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Aaron D Stonecipher

Indiana·CRD #6021596
Dual-registered

Dual-registered at KPP ADVISORY SERVICES LLC

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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Aaron Eduard Stolpen

N/A·CRD #6510260
IA Rep

Investment Adviser Rep at TWIN FOCUS CAPITAL PARTNERS, LLC

Experience
9 yrs
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100.0M
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AE

Aaron Edward Lekarz

Maryland·CRD #6254777
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
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AE

Aaron Edwin Smith

Texas·CRD #6386509
Dual-registered

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

Experience
4 yrs
States
1
Exams
7
Since
2022
Est. fee
AUM / Commission / Flat Fee
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AE

Aaron Eugene Adams

Minnesota·CRD #5246669
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
8
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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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