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

Adam Glenn Blevins

Pennsylvania·CRD #5643851
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
AG

Adam Glen Robinson

Connecticut·CRD #4512216
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
24 yrs
States
3
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
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AG

Adam G Lipski

New York·CRD #5723336
Dual-registered

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

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
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AG

Adam Goldin

Pennsylvania·CRD #6983439
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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AG

Adam Gourley

California·CRD #6166485
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
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AG

Adam G Partridge

Michigan·CRD #4869239
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
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AG

Adam G Pusinelli

Illinois·CRD #7245676
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
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AG

Adam Granby Wood

Connecticut·CRD #7141197
Dual-registered

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

Experience
7 yrs
States
3
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
AG

Adam Grant Davis

California·CRD #7566011
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
AG

Adam Gregory Frey

Texas·CRD #5459088
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
18 yrs
States
1
Exams
5
Since
2008
Fee
AUM / Hourly / Flat Fee / Other
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AG

Adam Gregory Schmidt

Kentucky·CRD #6138947
Dual-registered

Dual-registered at STRATEGIC WEALTH PARTNERS LLC

Experience
10 yrs
States
3
Exams
4
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
AG

Adam Gregory Werthmuller

California·CRD #7356606
Dual-registered

Dual-registered at BANYAN TREE ASSET MANAGEMENT, LLC

Experience
3 yrs
States
3
Exams
5
Since
2023
Fee
AUM / Other
Minimum
$20.0M
View profile
AG

Adam Griggs

Ohio·CRD #6374120
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Fee
AUM / Performance-based / Other
View profile
AG

Adam Gross

Montana·CRD #6373299
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Adam G Sitz

Georgia·CRD #5823545
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
AG

Adam G Tompkins

Florida·CRD #6481532
Dual-registered

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

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
AH

Adam Halbleib

Florida·CRD #7232766
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
AH

Adam Hartwigh

New York·CRD #7225386
Dual-registered

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

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

Adam Heath Wilson

Pennsylvania·CRD #5616235
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AH

Adam Henry Schutter

Ohio·CRD #7926306
IA Rep

Investment Adviser Rep at GIBBS WEALTH MANAGEMENT, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM
Minimum
$25k
View profile
AH

Adam Hideo Watanabe

N/A·CRD #7140889
Dual-registered

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

Experience
6 yrs
Exams
3
Est. fee
AUM / Commission / Flat Fee
View profile
AH

Adam Hillebold

Illinois·CRD #6755443
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
AH

Adam Howard Snelling

North Carolina·CRD #5284093
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Adam Howard Wolf

Florida·CRD #5868454
IA Rep

Investment Adviser Rep at COYLE CAPITAL, LLC

Experience
14 yrs
States
1
Exams
2
Since
2012
Est. fee
AUM
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.

Financial Advisors - Page 24 | AdvisorFinder