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+)
BA

Brian Adam Rosen

Illinois·CRD #4957483
Dual-registered

Dual-registered at RITHOLTZ WEALTH MANAGEMENT

Experience
21 yrs
States
1
Exams
3
Since
2005
Fee
AUM / Flat Fee
View profile
BA

Brian Adam Sanguinet

Alaska·CRD #5927901
Dual-registered

Dual-registered at 25 FINANCIAL

Experience
15 yrs
States
18
Exams
4
Since
2011
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
BA

Brian Adam Zuschlag

Alabama·CRD #5792613
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
10
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Briana Dawn Hughes

Nebraska·CRD #4268240
Dual-registered

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

Experience
25 yrs
States
1
Exams
7
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BA

Brian A Early

Alaska·CRD #5424180
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
16 yrs
States
46
Exams
3
Since
2010
Est. fee
AUM / Flat Fee
View profile
BG

Briana Grace Gonzales

Texas·CRD #8167484
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BI

Briana Isabel Gutierrez Canales

Washington·CRD #7400754
IA Rep

Investment Adviser Rep at BEAR MOUNTAIN CAPITAL INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly
View profile
BA

Brian Akira Mizoguchi Jr

Alabama·CRD #5959373
Dual-registered

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

Experience
15 yrs
States
25
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brian Alan Ambrose

California·CRD #1393073
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly
Minimum
$25k
View profile
BA

Brian Alan Blaustein

California·CRD #2860683
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
28 yrs
States
11
Exams
3
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BA

Brian Alan Dawson

Washington·CRD #8030326
IA Rep

Investment Adviser Rep at BEAR MOUNTAIN CAPITAL INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly
View profile
BA

Brian Alan Hartman

Arkansas·CRD #4021650
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
21
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BA

Brian Alan Sirota

Florida·CRD #6084705
Dual-registered

Dual-registered at FIRSTRUST

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

Briana Lantuh

Illinois·CRD #8142562
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

States
2
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
View profile
BA

Brian Alastair Smith

Washington·CRD #3149295
Dual-registered

Dual-registered at BELLINGHAM CAPITAL

Experience
19 yrs
States
1
Exams
3
Since
2007
Fee
AUM / Hourly
View profile
BL

Briana Laura Tremble

Alabama·CRD #5500254
Dual-registered

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

Experience
17 yrs
States
53
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brian Albert Nolan

New Jersey·CRD #1583485
IA Rep

Investment Adviser Rep at SUMMIT FINANCIAL, LLC

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
BA

Brian Alden Fields

Alabama·CRD #4487589
Dual-registered

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

Experience
24 yrs
States
53
Exams
7
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Briana Leann Heard

Alabama·CRD #5495126
Dual-registered

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

Experience
11 yrs
States
43
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brian Alexander Bengry

Wisconsin·CRD #4003547
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
2
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BA

Brian Alexander Carter

Georgia·CRD #6337382
Dual-registered

Dual-registered at PIERSON WEALTH MANAGEMENT

Experience
6 yrs
States
1
Exams
5
Since
2020
Fee
AUM
View profile
BA

Brian Alexander Remson

Texas·CRD #5775502
Dual-registered

Dual-registered at CX INSTITUTIONAL, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
BA

Brian Alexander Villanueva

Delaware·CRD #7542264
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
4 yrs
States
3
Exams
4
Since
2022
Est. fee
AUM / Other
View profile
BA

Brian Alexis Valentin Zepeda

Arkansas·CRD #7654833
Dual-registered

Dual-registered at POPULAR SECURITIES, LLC

Experience
4 yrs
States
10
Exams
3
Since
2022
Est. fee
AUM / Other
Minimum
$50k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 404 | AdvisorFinder