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+)
AK

Aaron Kyle Malone

Kansas·CRD #7953676
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

States
2
Fee
AUM / Hourly / Flat Fee / Other
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AL

Aaron Lawrence Love

California·CRD #7569840
IA Rep

Investment Adviser Rep at LIDO

States
4
Fee
AUM / Hourly / Flat Fee / Performance-based
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AL

Aaron Lawrence Steele

Washington·CRD #2545726
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

States
1
Fee
AUM / Hourly / Flat Fee / Other
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AL

Aaron Lee Gilman

California·CRD #5611425
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

States
3
Fee
AUM / Hourly / Flat Fee / Other
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AL

Aaron Lee Johnson

Arizona·CRD #2900003
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
12 yrs
States
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
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AL

Aaron Lee Marshall-Spitzbart

Alabama·CRD #6939178
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
42
Fee
AUM / Commission / Flat Fee
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AL

Aaron Lee Smith

Indiana·CRD #4328543
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

States
1
Fee
AUM / Hourly / Flat Fee
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AL

Aaron Leon Swanier

Alabama·CRD #4927870
IA Rep

Investment Adviser Rep at KOVACK ADVISORS, INC.

States
7
Fee
AUM / Hourly / Flat Fee / Other
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AL

Aaron Leo Schettler

California·CRD #4639268
IA Rep

Investment Adviser Rep at OSAIC INSTITUTIONS, INC.

States
11
Fee
AUM / Hourly / Flat Fee
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AL

Aaron L Forker

California·CRD #6587670
IA Rep

Investment Adviser Rep at RBC CAPITAL MARKETS, LLC

States
36
Fee
AUM / Flat Fee
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AL

Aaron L Gutierrez

Alabama·CRD #5362288
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
53
Fee
AUM / Commission / Flat Fee
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AL

Aaron Louis Funk

Massachusetts·CRD #4516354
IA Rep

Investment Adviser Rep at RBC CAPITAL MARKETS, LLC

States
2
Fee
AUM / Flat Fee
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AL

Aaron Loyal Williamson

Arizona·CRD #2766329
IA Rep

Investment Adviser Rep at OSAIC ADVISORY SERVICES, LLC

States
6
Fee
AUM / Hourly / Flat Fee
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AL

Aaron Lynn Foster

Arizona·CRD #3202506
IA Rep

Investment Adviser Rep at RBC CAPITAL MARKETS, LLC

States
24
Fee
AUM / Flat Fee
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AM

Aaron Mabley

Alabama·CRD #7039662
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

States
31
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Mark Derderian

Massachusetts·CRD #6492444
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
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AM

Aaron Mark Mellman

Georgia·CRD #6925247
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
2
Since
2018
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Matthew Haverdink

Alaska·CRD #7085438
IA Rep

Investment Adviser Rep at EQUITABLE ADVISORS, LLC

States
24
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Matthew Nelson

California·CRD #5046259
IA Rep

Investment Adviser Rep at U.S. BANCORP ADVISORS, LLC

States
12
Fee
AUM / Other
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AM

Aaron Matthew Reinert

Arizona·CRD #6621985
IA Rep

Investment Adviser Rep at U.S. BANCORP ADVISORS, LLC

States
17
Fee
AUM / Other
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AM

Aaron Matthew Schomer

Iowa·CRD #4768943
IA Rep

Investment Adviser Rep at COMPOUND PLANNING, INC.

States
2
Fee
AUM / Flat Fee / Other
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AM

Aaron Matthew Ward

Ohio·CRD #8225927
IA Rep

Investment Adviser Rep at SECURE ASSET MANAGEMENT, L.L.C.

States
1
Exams
2
Since
2026
Est. fee
AUM / Flat Fee / Other
View profile
AM

Aaron Maxey

Florida·CRD #2907997
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

States
2
Fee
AUM / Hourly / Flat Fee
View profile
AM

Aaron McCormick

Alabama·CRD #5842517
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
52
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.