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+)
AG

Anna Grace Reeves

South Carolina·CRD #7981192
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
AG

Anna Grace Wysong

New York·CRD #7261207
Dual-registered

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

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
AS

Annahid Samiljan

California·CRD #7847198
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
6
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
AH

Anna Hupert

Minnesota·CRD #7614872
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
3 yrs
States
1
Exams
3
Since
2023
Fee
AUM / Hourly / Flat Fee / Other
View profile
AJ

Anna Jean Anderson

California·CRD #6309202
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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AJ

Anna Jo Gerber

Alabama·CRD #6562681
Dual-registered

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

Experience
11 yrs
States
53
Exams
6
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
AK

Anna Karpova

California·CRD #6906888
Dual-registered

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

Experience
8 yrs
States
6
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
AK

Anna Kate Atfield

Alabama·CRD #8216970
IA Rep

Investment Adviser Rep at INSPIRE ADVISORS, LLC

States
1
Exams
2
Since
2026
Est. fee
AUM
View profile
AK

Anna Katherine White

Texas·CRD #7162789
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
3 yrs
States
1
Exams
3
Since
2023
Fee
AUM / Hourly / Flat Fee
View profile
AK

Anna Kathryn Massey

Alaska·CRD #8177686
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
7
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
AK

Anna Kayla Edelstein

Texas·CRD #5969791
Dual-registered

Dual-registered at WEA FINANCIAL ADVISORS, INC.

Experience
13 yrs
States
2
Exams
3
Since
2013
Fee
AUM / Hourly
View profile
AK

Anna Kim

Pennsylvania·CRD #5732789
Dual-registered

Dual-registered at SEI INVESTMENTS MANAGEMENT CORP

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
AK

Anna K Snider

Alabama·CRD #6126130
Dual-registered

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

Experience
13 yrs
States
53
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
AL

Anna Laurel Gilliatt

Texas·CRD #7418748
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
AL

Anna Lee Potts

Connecticut·CRD #7144099
Dual-registered

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

Experience
6 yrs
States
3
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
AL

Anna Lee Walth

Alabama·CRD #7947633
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
53
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
AL

Anna Leigh Thornburg

Illinois·CRD #6482378
IA Rep

Investment Adviser Rep at MODEL WEALTH

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

Anna-Lena Kanter

Alabama·CRD #8303095
IA Rep

Investment Adviser Rep at PORTER WHITE INVESTMENT ADVISORS, INC.

States
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
AR

Annaliese Renate Kelly Ruiz

Oregon·CRD #7635095
IA Rep

Investment Adviser Rep at ROEHL & YI INVESTMENT ADVISORS, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
AS

Annalisa Sunshine Clifford Gold

California·CRD #6707993
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
5 yrs
States
6
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
AE

Annalise E Morris King

Alabama·CRD #6441502
Dual-registered

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

Experience
11 yrs
States
40
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
AL

Anna L Wilkin

California·CRD #6272037
Dual-registered

Dual-registered at BRIDGEWEALTH ADVISORY GROUP, LLC

Experience
12 yrs
States
1
Exams
6
Since
2014
Est. fee
AUM / Hourly
View profile
AL

Anna Lynn Schlesinger

Alabama·CRD #6000344
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
States
27
Exams
4
Since
2015
Est. fee
AUM / Flat Fee
View profile
AL

Anna Lysenko

Alabama·CRD #6783424
Dual-registered

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

Experience
4 yrs
States
53
Exams
5
Since
2022
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.

Financial Advisors - Page 209 | AdvisorFinder