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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+)
AP

Adam Paul Cornwall

New York·CRD #7758594
IA Rep

Investment Adviser Rep at CIRCLE WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$50.0M
View profile
AP

Adam Paul Hammer

California·CRD #2860466
Dual-registered

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

Experience
29 yrs
States
2
Exams
8
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
AP

Adam Paul Newell

Illinois·CRD #4281427
Dual-registered

Dual-registered at FIDUCIENT ADVISORS LLC

Experience
13 yrs
States
2
Exams
2
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
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AP

Adam Paul Thielen

Minnesota·CRD #7667207
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
AP

Adam Payne Newton

Alabama·CRD #5276478
Dual-registered

Dual-registered at NBC SECURITIES, INC.

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
AP

Adam Peter Marino

Colorado·CRD #5584134
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
18 yrs
States
4
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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AP

Adam Philip Lawrence

Texas·CRD #6894235
IA Rep

Investment Adviser Rep at TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM
View profile
AP

Adam Philip Stern

Wisconsin·CRD #8013226
IA Rep

Investment Adviser Rep at JOHNSON WEALTH INC.

Experience
2 yrs
States
1
Since
2024
Est. fee
AUM / Flat Fee
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AP

Adam Phillip Schneiberg

California·CRD #2169983
Dual-registered

Dual-registered at SHEPHERD STREET ADVISORS

Experience
20 yrs
States
3
Exams
3
Since
2006
Fee
AUM / Flat Fee
Minimum
$750k
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AP

Adam Powell

Washington·CRD #7330188
IA Rep

Investment Adviser Rep at PRIVATE ADVISORY

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM / Performance-based
Minimum
$500k
View profile
AP

Adam Presney Gonzalez

Florida·CRD #6822156
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
AP

Adam P Rivituso

Texas·CRD #5051966
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
19 yrs
States
1
Exams
6
Since
2007
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
AP

Adam P Scholl

Pennsylvania·CRD #4446122
IA Rep

Investment Adviser Rep at HENRY H. ARMSTRONG ASSOCIATES, INC.

Experience
24 yrs
States
2
Since
2002
Est. fee
AUM
Minimum
$2.0M
View profile
AR

Adam Randolph Lampe

Georgia·CRD #4929585
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AR

Adam Randolph Lulow

Ohio·CRD #5388711
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Adam Ray Harvey

Texas·CRD #4780521
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Adam Raymond Carroll

New Hampshire·CRD #7800642
Dual-registered

Dual-registered at COPPELL ADVISORY SOLUTIONS LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
AR

Adam Ray Zwemke

Montana·CRD #7341615
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
AR

Adam R Clark

California·CRD #7304208
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
5 yrs
States
8
Exams
4
Since
2021
Fee
AUM / Performance-based / Other
View profile
AR

Adam Reese Threadgill

Texas·CRD #6451623
IA Rep

Investment Adviser Rep at THREADGILL FINANCIAL, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM
Minimum
$500k
View profile
AR

Adam Reid Dowlen

Texas·CRD #7324760
Dual-registered

Dual-registered at COPPELL ADVISORY SOLUTIONS LLC

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

Adam Reid Kilker

Missouri·CRD #5096961
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AR

Adam Reiter Negangard

Ohio·CRD #7786423
Dual-registered

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

Experience
3 yrs
States
2
Exams
5
Since
2023
Fee
AUM / Other
View profile
AR

Adam Renald Macdonald

Oregon·CRD #7996720
IA Rep

Investment Adviser Rep at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / 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.

Financial Advisors - Page 32 | AdvisorFinder