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+)
AF

Aaron Farver

Iowa·CRD #7522553
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

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

Aaron Francis

Texas·CRD #5429542
Dual-registered

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

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
AF

Aaron Frederick Berger

California·CRD #2451472
Dual-registered

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

Experience
32 yrs
States
2
Exams
7
Since
1994
Est. fee
AUM / Commission / Flat Fee
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AG

Aaron Gaecke

California·CRD #7077346
Dual-registered

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

Experience
5 yrs
States
2
Exams
5
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
AG

Aaron Gill

California·CRD #8059530
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
AG

Aaron Goetz

Illinois·CRD #8021164
Dual-registered

Dual-registered at NORTHERN TRUST INVESTMENTS, INCORPORATED

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee / Performance-based / Other
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AG

Aaron Gonzalez

Texas·CRD #6564560
Dual-registered

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

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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AG

Aaron Gose

Texas·CRD #7298774
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
5 yrs
States
2
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
AG

Aaron Graff

California·CRD #8084629
Dual-registered

Dual-registered at CABIN ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
AG

Aaron Grant

California·CRD #6751280
Dual-registered

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

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

Aaron Harry Weierbach

New Jersey·CRD #4441560
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
3
Exams
3
Since
2001
Est. fee
AUM / Flat Fee
View profile
AH

Aaron Henry

California·CRD #6820578
Dual-registered

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

Experience
8 yrs
States
2
Exams
6
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
AH

Aaron Hesselink

Michigan·CRD #5602874
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AH

Aaron Howard Stanley

Pennsylvania·CRD #4893390
Dual-registered

Dual-registered at VANTAGE FINANCIAL GROUP, INC.

Experience
21 yrs
States
1
Exams
5
Since
2005
Fee
AUM / Commission / Hourly / Flat Fee
View profile
AH

Aaron Hudson

California·CRD #6685549
Dual-registered

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

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
AI

Aaron Isaac Hunter

Texas·CRD #7267911
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Other
View profile
AJ

Aaron Jacob Chow

Arizona·CRD #2833796
Dual-registered

Dual-registered at THE PACIFIC FINANCIAL GROUP, INC.

Experience
22 yrs
States
4
Exams
4
Since
2004
Est. fee
AUM
Minimum
$5k
View profile
AJ

Aaron Jacob Christopherson

Florida·CRD #5289850
IA Rep

Investment Adviser Rep at PINNACLE WEALTH ADVISORS

Experience
14 yrs
States
3
Exams
1
Since
2012
Fee
AUM / Hourly / Flat Fee
View profile
AJ

Aaron Jacob Shapiro

Tennessee·CRD #6807297
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Aaron Jacob Tait

Minnesota·CRD #6101157
Dual-registered

Dual-registered at &PARTNERS

Experience
14 yrs
States
3
Exams
3
Since
2012
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
AJ

Aaron James Connolly

Texas·CRD #7088864
Dual-registered

Dual-registered at &PARTNERS

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
AJ

Aaron James Griffin

California·CRD #6417002
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Aaron Jameson Campbell

Washington·CRD #8227258
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
AJ

Aaron James Pettersen

Indiana·CRD #3099298
Dual-registered

Dual-registered at NORTHWEST FINANCIAL SERVICES INC

Experience
22 yrs
States
1
Exams
2
Since
2004
Est. fee
AUM / 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.

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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