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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+)
AR

Avani Ramnani

New York·CRD #5380880
IA Rep

Investment Adviser Rep at FRANCIS FINANCIAL

Experience
10 yrs
States
1
Since
2016
Est. fee
AUM / Hourly
Minimum
$2.0M
View profile
AP

Ava P Doney

Alaska·CRD #7569000
Dual-registered

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

Experience
3 yrs
States
8
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
AR

Ava Rose Martin

Alabama·CRD #7932319
Dual-registered

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

Experience
1 yrs
States
44
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
AV

Avasarala Venkat Rao

California·CRD #2863381
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
16
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AB

Avedis Buyuker

California·CRD #7234397
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
AS

Avedis Shanlian

Arizona·CRD #6029228
Dual-registered

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

Experience
11 yrs
States
9
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
AE

Avel Elizondo

Alabama·CRD #7129467
Dual-registered

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

Experience
7 yrs
States
53
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
AH

Averett Hill Flory

Alabama·CRD #7145618
Dual-registered

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

Experience
7 yrs
States
29
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
AA

Avery Anthony Mona

Michigan·CRD #7651728
IA Rep

Investment Adviser Rep at SPARTAN WEALTH MANAGEMENT

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

Avery Bonahoom

Alabama·CRD #7489032
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
4 yrs
States
49
Exams
4
Since
2022
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
AB

Avery Branden Saxe

Arizona·CRD #6439030
Dual-registered

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

Experience
10 yrs
States
30
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
AC

Avery Chapman Cook

Alabama·CRD #2987773
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
27 yrs
States
53
Exams
9
Since
1999
Est. fee
AUM / Flat Fee / Performance-based
View profile
AC

Avery Claire Anderson

Texas·CRD #7799514
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
AE

Avery Elizabeth Cotter

Pennsylvania·CRD #7602131
Dual-registered

Dual-registered at CONSERVEST CAPITAL ADVISORS INC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM
View profile
AH

Avery Harbour

N/A·CRD #8234109
IA Rep

Investment Adviser Rep at MANCHESTER CAPITAL MANAGEMENT LLC

Exams
2
Est. fee
AUM / Flat Fee
View profile
AJ

Avery Jack Klatsky

Texas·CRD #8214589
IA Rep

Investment Adviser Rep at SFMG WEALTH ADVISORS

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

Avery Jeffrey Stine

California·CRD #6513051
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
11 yrs
States
18
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AJ

Avery John Tannenbaum

California·CRD #8037453
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
AJ

Avery Jordan Waite

Alabama·CRD #6943057
Dual-registered

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

Experience
6 yrs
States
45
Exams
4
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
AK

Avery Kurahashi

Hawaii·CRD #7172844
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AL

Avery Lane Gabel

Kansas·CRD #6708058
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
3
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AT

Avery Topkis

Connecticut·CRD #7274818
IA Rep

Investment Adviser Rep at COLTER LEWIS INVESTMENT PARTNERS, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
View profile
AW

Avery W Tse

Florida·CRD #7782919
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
1 yrs
States
1
Exams
3
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
AS

Avesh Shawn Baboolal

California·CRD #7202236
Dual-registered

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

Experience
5 yrs
States
15
Exams
5
Since
2021
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.

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