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+)
AC

Adam Christian Stanley

California·CRD #7809039
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

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

Adam Christopher Bahner

Oklahoma·CRD #5806158
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AC

Adam Christopher Beck

California·CRD #6332291
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
AC

Adam Christopher Carpenter

Iowa·CRD #7065532
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly
Minimum
$25k
View profile
AC

Adam Christopher Grubius

Michigan·CRD #5701531
IA Rep

Investment Adviser Rep at FSA ADVISORS, INC.

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$5k
View profile
AC

Adam Christopher Huston

Michigan·CRD #7670119
Dual-registered

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

Experience
3 yrs
States
3
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
AC

Adam Christopher Nielsen

New York·CRD #5708666
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
2
Exams
8
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
AC

Adam Christopher Osterling

California·CRD #6730087
Dual-registered

Dual-registered at LIDO

Experience
9 yrs
States
4
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
AC

Adam Christopher Walsh

Florida·CRD #4817862
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
4
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AC

Adam Christopher Weiland

Minnesota·CRD #5260368
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AC

Adam C Morgan

California·CRD #5473273
Dual-registered

Dual-registered at NOVEM GROUP

Experience
18 yrs
States
7
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
AC

Adam Cole Aronson

Arizona·CRD #7754476
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

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

Adam Cory Rothstein

Florida·CRD #5170430
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Flat Fee
View profile
AC

Adam Cote

Massachusetts·CRD #5519344
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
AC

Adam C Smith

Maryland·CRD #8003236
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 C. Stevko

Connecticut·CRD #5343453
Dual-registered

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

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
AC

Adam C Zaske

Texas·CRD #5801462
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
1
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
AD

Adam Daniel Stempel

California·CRD #4787837
IA Rep

Investment Adviser Rep at ARIADNE WEALTH MANAGEMENT, LP

Experience
22 yrs
States
1
Exams
1
Since
2004
Est. fee
AUM
Minimum
$10.0M
View profile
AD

Adam David Andreski

New Jersey·CRD #4221368
Dual-registered

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

Experience
26 yrs
States
1
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
AD

Adam David Christopher

Illinois·CRD #7559832
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

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

Adam David Henley

Indiana·CRD #4407698
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AD

Adam David Herzing

California·CRD #5448024
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
AD

Adam David Janovic

New York·CRD #1521203
Dual-registered

Dual-registered at INGALLS & SNYDER LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Fee
AUM / Flat Fee / Performance-based
Minimum
$100k
View profile
AD

Adam David Mascio

Pennsylvania·CRD #7582770
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 21 | AdvisorFinder