Your Investment Advisor Directory

Pacific Mountain Advisors

831-438-9583

Santa Cruz, CA

Fee only financial planning and investment management firm.

• Investment Management

Securities America, Inc.

800-747-6111

La Vista, NE

…the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). Customer accounts are cleared …

• Registered Representative
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• Mutual Fund
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• Financial Planner
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• Portfolio Management

Abacus Advisors

212 751 9155

New York, NY

Spears Abacus Advisors offers investors customized equity and fixed income portfolios. High touch, objective, conservative, tax-efficient wealth …

• Registered Investment Advisor
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• Portfolio Management

Abacus Financial Group

(925) 648 8008

Danville, CA

…Gain Transactions, Trust Administration, Personal Financial Planning and Investment Advisory Services, Cash Management and Bookkeeping Services to …

• Estate Tax Preparation
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• Financial Advisor
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• Personal Tax

Abacus Financial Group

(408) 451 9222

San Jose, CA

…Gain Transactions, Trust Administration, Personal Financial Planning and Investment Advisory Services, Cash Management and Bookkeeping Services to …

• Estate Tax Preparation
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• Financial Advisor
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• Personal Tax

About Schwab Institutional

877-687-4085

Schwab Institutional serves more independent advisors than any other custodian. For 20 years we’ve helped advisors run their businesses and …

• Registered Investment Advisor
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• Investment Advisory Firm
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• Investment Advisors
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• Financial Advisor

Addington Financial Group

(903) 450 4777

Greenville, TX

Addington Financial Group, an independent, full service, comprehensive financial planning firm, makes your life planning goals our primary concern

• Certified Financial Planner
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• Financial Planner
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• Financial Workshops
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• Life Planning

Alderfer Financial Planning

(610) 670 8780

Reading, PA

Fee-Only financial planning and advice on an hourly, as-needed basis. Member: The Garrett Planning Network. Located in Wyomissing, PA

• Certified Financial Planner
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• portfolio managers
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• Investment Managers
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• Financial Advisors

Allied Financial Software

(770) 475 0495

Alpharetta, GA

Asset Allocation software, Client and Contact Management software, Portfolio Management and Financial Planning software for investment professionals

• Retirement Planner
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• Financial Planner
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• Rebalance
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• Performance Reporting

American Financial Consultants

(270) 384 3947

Columbia, KY

Annuities, Education IRA, 457, succession planning, investments,mutual funds, variable annuities, financial planning,finances, investment, investment …

• Investment Advisors
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• Financial Advisors

American Investment Services

(516) 364 4242

Woodbury, NY

How to Become and prosper as a registered investment advisor

• Investment Manager
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• Registered Investment Advisor
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• Registered Representative
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• Portfolio Management Software

Ames Planning Associates

(603) 924 9939

Peterborough, NH

…the Monadnock region of southern NH - Manchester, Nashua, Peterborough, Keene - providing comprehensive financial planning and investment management

• Financial Advice
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• Financial Advisor
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• Investment Management
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• Financial Planners

Anchor Capital Advisors

617 338 2722

Boston, MA

Founded in 1983, Anchor Capital Advisors LLC provides professional investment counseling services to charitable organizations, corporate and union …

• Wealth Advisor
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• Registered Investment Advisor
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• Financial Advisor
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• Investment Management

Arrowhead Asset Management

(512) 847 3133

Wimberley, TX

Arrowhead Asset Management is a fee-only investment advisory service for colleges and university faculty staff, samll business owners, and …

Ashland Financial Solutions

(541) 488 0460

Ashland, OR

Ashland Financial Solutions is a fee-only financial planning and investment management practice located in Ashland, Oregon

• Certified Financial Planner
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• Financial Planner
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• Financial Advisor
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• Financial Advisors

Associated Professional Investments

(480) 981 0551

Mesa, AZ

Barry's Bulls, BMF Investments, money management

• Wealth Accumulation
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• Investment Newsletter

Atlantic Capital Management

(919) 833 1231

Raleigh, NC

Atlantic Capital is an independent investment advisory firm serving affluent individuals, business owners, seniors, retirees, professional athletes …

• Investment Consultant
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• Fiduciary Services

Atlantic Financial & Educational Services

732 528 1234

Sea Girt, NJ

Atlantic Financial & Educational Services, L.L.C. of Wall Township, NJ. Offering Investment Management and Financial Advisory

• Financial Advisor
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• Investment Management

Avery David C Certified Financial Planner

(603)547-2100

FRANCESTOWN, NH

… New Hampshire specializing in Financial Planning, Money Management and Certified Senior Advisor with over 25 years of financial planning experience.

• Certified Financial Planner
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• Financial Planner

Beacon Financial Partners

(714) 969 8484

Huntington Beach, CA

We are an independent, fee-only financial advisory firm with over twenty-five years of financial planning, investment, and accounting experience. …

• Registered Investment Advisor
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• Certified Financial Planner
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• Financial Planner
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• College Financial Planning

Berrall Kons Group

262-798-3787

Brookfield, WI

The Berrall Kons Group is a family team of financial advisors.  Our mission is to help successful individuals and family businesses realize their …

• Financial Planner
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• Financial Advice
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• Retirement Income
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• Financial Advisor

Blonskij Financial Services

(916) 786 6474

Roseville, CA

A woman owned financial services business, located in Roseville, California. We offer separately managed accounts, portfolio management, and …

• Investment Manager
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• Financial Planner
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• Pension Plan
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• Portfolio Management

Capital Assets Planning

703 204 9410

Vienna, VA

Financial Planning CFP Tax

• Registered Investment Advisor
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• Financial Planner

Capital Financial Planners

(503) 585 1067

Salem, OR

Since 1984, Capital Financial Planners, LLC in Salem, OR has been providing clients with personalized attention to their investment and financial …

• Investment Adviser
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• Investment Manager
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• Stockbroker
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• Financial Planner

Capital Financial Planners

(503) 585 1067

Salem, OR

Since 1984, Capital Financial Planners, LLC in Salem, OR has been providing clients with personalized attention to their investment and financial …

• Investment Adviser
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• Investment Manager
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• Stockbroker
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• Financial Planner

Capital Portfolio Advisors

(937) 299 9111

Moraine, OH

We are a full service investment advisory firm providing portfolio management and financial planning services located in Dayton, OH

• Investment Adviser
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• Financial Adviser
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• Financial Planner
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• Financial Planning Consultant

Capital Strategies A Registered Investment Advisor

(860) 242 6797

Bloomfield, CT

Capital Strategies offers comprehensive financial planning and business consulting services to individuals, corporations and institutions across …

• Registered Investment Advisor
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• Investment Counselor
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• Registered Representative
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• Certified Financial Planner

Certified Financial Group

(407) 869 9800

Altamonte Springs, FL

Certified Financial Planner, Certified, certified, financial planner, investment advisor, fee-only, fee-based, fee only, fee based, CFP, SEC, …

• Investment Adviser
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• Certified Financial Planner
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• Financial Planner

Charitable Entity Administration

703 294 6960

Arlington, VA

Charitable Horizons Foundation: Helping philanthropists protect their charitable intent

Clausen Capital Management

(704) 847 8467

Charlotte, NC

A Registered Investment Advisor committed to providing professional investment advisory services for he benefit of our clients - including individual …

• Registered Investment Advisor
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• Fund Investing
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• Capital Preservation
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• Mutual Fund

Coaching Services

541-998-5858

Real estate investment coaching and real estate tips by Coaching Services. Check out our online real estate investing articles, real estate investing …

• Buyer Guide
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• Financial Coach
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• Investment Strategies
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• Real Estate Planning

Coaching Services Will Mattox

541-998-5858

Real estate investment coaching and real estate tips by Coaching Services. Check out our online real estate investing articles, real estate investing …

• Buyer Guide
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• Financial Coach
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• Investment Strategies
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• Real Estate Planning

Collie

828654-8830

Asheville

Collie Financial Planning, Inc. is a Fee-Only comprehensive financial planning and wealth management firm located in Asheville, NC.

• Retirement Planner
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• Retirement Advisor
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• Certified Financial Planner
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• Financial Planner

Core Capital Advisors, LLC

(360) 493 2145

Olympia, WA

Core Capital Advisors, LLC is a fee-based Washington State Registered Investment Advisor offering investment advisory services to individuals and …

• Investment Advisors
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• Financial Advisor
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• Investment Management
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• Financial Advisors

Cornerstone Investment Management & Consulting

251-626-6292

DAPHNE, AL

We offer personalized, custom solutions to your investment management goals by understanding your objectives for your investment accounts and …

• Investment Adviser
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• Investment Consultant
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• Registered Investment Advisor
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• Financial Planning Service

Dahl Financial Services

(608) 824 7272

Middleton, WI

Financial Planning and Financial Counseling Services for Individuals and Businesses

Dan Goldie Financial Services LLC

650-566-1121

Menlo Park, CA

…and families. We can help you simplify your financial life, optimize your investments, and organize your personal financial planning. We work …

• Investment Manager
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• Certified Financial Planner
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• Financial Planner
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• Financial Advisor

David J Greene & Company

(212) 371 4200

New York, NY

David J. Greene & Company, LLC. Investment managers since 1938

• Investment Adviser
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• Investment Manager

Davis Ross & Hockman Investment Advisers

614 224 0275

Columbus, OH

A boutique investment management firm investing in financial services companies believed to offer superior prospects for long-term capital …

• Investment Adviser
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• Financial Advisor
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• Investment Management

Design Capital Planning Group

(631) 979 6161

Smithtown, NY

The Design Capital Planning Group for financial planning and investment management. We are a registered investment advisor providing expertise in …

• Registered Investment Advisor
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• Retirement Income Planning
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• Education Planning
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• Asset Allocation

Dillon Financial Planning

(208) 336 7503

Boise, ID

Hourly, as-needed financial planning and advice for people from all walks of life. No minimums. Fee-Only services. Topic-specific advice, all aspects …

• Financial Planner
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• Investment Advisors
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• Financial Planners

Diversified Asset Management

(303) 440 2906

Boulder, CO

Diversified Asset Management, Inc. provides comprehensive wealth management services to successful executives and self employed individuals. We …

• Financial Planner
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• Portfolio Management
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• Wealth Management
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• Asset Allocation

DTRT Advisors, LLC.

352-371-0046

Gainesville, FL

…you. DTRT Advisors LLC. services offer wealth acquisition and management, investment portfolio selection, monitoring, management and reporting, …

• Registered Investment Advisor
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• Certified Financial Planner
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• Retirement Income Planning
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• Financial Planner

Etf Investor Newsletter

888-999-1395

Miami Lakes

We offer online monthly subscriptions to the ETF Investor Newsletter dedicated providing individual investors with exchange traded funds and close …

• Investment Newsletter

Etf Planning

8596698637

ETF Planning offers risk-adjusted asset allocation portfolios using ETFs.

• Registered Investment Advisor
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• Etf
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• Asset Allocation
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• Investment Advisors