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+)
AJ

Aaron James Syracuse

Virginia·CRD #8193114
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AJ

Aaron James Verbrugge

Michigan·CRD #4552192
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
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AJ

Aaron Jason Grahlman

Missouri·CRD #6968654
Dual-registered

Dual-registered at UNITED ADVISOR GROUP

Experience
8 yrs
States
1
Exams
3
Since
2018
Fee
AUM / Hourly / Flat Fee
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AJ

Aaron Jay Sal

Michigan·CRD #7498330
Dual-registered

Dual-registered at HUNGERFORD FINANCIAL LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Hourly
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AJ

Aaron Jay Spahr

Nebraska·CRD #2824316
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
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AJ

Aaron J. Blumenthal

Connecticut·CRD #5675380
Dual-registered

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

Experience
17 yrs
States
4
Exams
4
Since
2009
Est. fee
AUM / Commission / Flat Fee
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AJ

Aaron J Castaneda

Michigan·CRD #7321177
IA Rep

Investment Adviser Rep at HBW ADVISORY SERVICES LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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AJ

Aaron Jeffrey Banke

N/A·CRD #5426230
IA Rep

Investment Adviser Rep at MURPHY POHLAD ASSET MANAGEMENT LLC

Experience
6 yrs
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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AJ

Aaron J Keith

New Jersey·CRD #4812357
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Flat Fee
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AJ

Aaron Joel Salter

North Carolina·CRD #6511293
IA Rep

Investment Adviser Rep at CORNERSTONE WEALTH PLANNING

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

Aaron John Hanson

South Dakota·CRD #7799800
IA Rep

Investment Adviser Rep at RIA ADVISORY GROUP, LLC

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM
View profile
AJ

Aaron John Hodari

Michigan·CRD #5552109
Dual-registered

Dual-registered at ARAX ADVISORY PARTNERS

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
AJ

Aaron John Schulz

N/A·CRD #8204024
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Aaron Johnson

Tennessee·CRD #7259711
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
AJ

Aaron Jonathan Dykas

N/A·CRD #2281381
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
33 yrs
Exams
7
Since
1993
Est. fee
AUM / Flat Fee
View profile
AJ

Aaron Jordan Freedman

New Jersey·CRD #5759761
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Flat Fee
View profile
AJ

Aaron Joseph Arnold

Pennsylvania·CRD #4723857
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
22 yrs
States
1
Exams
8
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AJ

Aaron Joseph Bert

Florida·CRD #5543320
Dual-registered

Dual-registered at CERTIFIED ADVISORY CORP

Experience
18 yrs
States
1
Exams
7
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$500k
View profile
AJ

Aaron Joseph Crowley

Arizona·CRD #5784954
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Flat Fee
View profile
AJ

Aaron Joseph Findley

Texas·CRD #3168785
Dual-registered

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

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Aaron Joseph Gravel

N/A·CRD #4658003
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
3 yrs
Exams
5
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
AJ

Aaron Joseph Jurgensmeyer

Arkansas·CRD #4269710
Dual-registered

Dual-registered at UNITING WEALTH PARTNERS

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Flat Fee
View profile
AJ

Aaron Joseph Lestage

Texas·CRD #7357209
Dual-registered

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

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Aaron Joseph Marlow

Texas·CRD #7287757
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

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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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