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+)
AT

Adam Todd Sherman

Florida·CRD #1414672
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
41 yrs
States
3
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AT

Adam Tyler Brown

California·CRD #5138287
Dual-registered

Dual-registered at CASTLE COAST WEALTH, LLC

Experience
20 yrs
States
3
Exams
3
Since
2006
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
AT

Adam Tyler Neelly

Tennessee·CRD #7119391
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
5 yrs
States
2
Exams
3
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
AU

Adam Ulatoski

Texas·CRD #6089494
Dual-registered

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

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
AV

Adam Varrenti III

Pennsylvania·CRD #4283086
Dual-registered

Dual-registered at LEGACY ADVISORY SERVICES, LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Fee
AUM / Hourly
View profile
AW

Adam Wade Tate

Minnesota·CRD #4452113
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
AW

Adam Warren

N/A·CRD #8040542
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Adam Watson Hall

Colorado·CRD #3027747
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
AW

Adam W Claussen

Texas·CRD #5977153
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Other
View profile
AW

Adam Webster Kirklin

Alabama·CRD #5417829
IA Rep

Investment Adviser Rep at BLUEWATER WEALTH ADVISORS, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Flat Fee
View profile
AW

Adam Wesley Lansford

California·CRD #6870646
Dual-registered

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

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

Adam Wesley Lewin

Texas·CRD #6941773
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
4 yrs
States
1
Exams
5
Since
2022
Fee
AUM / Flat Fee / Performance-based
View profile
AW

Adam Whinfrey Messick

Colorado·CRD #5243275
Dual-registered

Dual-registered at COMPOSITION WEALTH, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
AW

Adam Wiliam Holl

Pennsylvania·CRD #7038170
IA Rep

Investment Adviser Rep at C2 PRIVATE WEALTH

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

Adam William Bippen

Missouri·CRD #7273097
IA Rep

Investment Adviser Rep at ARAX ADVISORY PARTNERS

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
AW

Adam William Chrysler

Michigan·CRD #7377762
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
AW

Adam William Dodge

Texas·CRD #5581033
Dual-registered

Dual-registered at BROADVIEW FINANCIAL MANAGEMENT, LLC

Experience
16 yrs
States
2
Exams
2
Since
2010
Est. fee
AUM / Hourly
View profile
AW

Adam Williams

Colorado·CRD #7969856
IA Rep

Investment Adviser Rep at FINANCIAL SECURITY MANAGEMENT, INC

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

Adam William Turek

Nevada·CRD #8209911
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
AW

Adam Woolston

Texas·CRD #7131447
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

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

Adam Wright

Colorado·CRD #6218119
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
AB

Adan Becerra

Texas·CRD #7991699
Dual-registered

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

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

Adan Jose Montoya

Texas·CRD #7314192
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Adan Jose Salazar

Texas·CRD #4869662
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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 36 | AdvisorFinder