Find a Trusted Advisor Near You
1.
Meridian Wealth Advisors
(505) 828-2220
9400 Holly Ave NE, Bldg 4. Albuquerque, NM
Meridian Wealth Advisors, registered in 2006, manages $75.2 million for 70 clients.
2.
RegentAtlantic
(973) 425-8420
Multiple Locations
RegentAtlantic, registered in 1982, manages $5.2 billion for 2,020 clients.
3.
Certified Advisory Corp
(407) 869-9800
Multiple Locations
Certified Advisory Corp, registered in 2002, manages $1.8 billion for 2,054 clients.
4.
Winans Investments
(415) 506-3070
504 Redwood Blvd., Suite 210. Novato, CA
Winans Investments, registered in 1993, manages $245.6 million for 266 clients.
5.
Blankinship & Foster
(585) 755-5166
420 Stevens Avenue, Suite 250. Solana Beach, CA
Blankinship & Foster, registered in 1989, manages $722.2 million for 294 clients.
6.
Intelligent Capitalworks
(480) 951-2900
16427 North Scottsdale Road, Suite 260. Scottsdale, AZ
Intelligent Capitalworks, registered in 2005, manages $203.2 million for 80 clients.
7.
Summit Portfolio Management
(702) 838-9999
410 South Rampart Blvd. #390, Las Vegas, Nevada
Summit Portfolio Management, registered in 1994, manages $123.3 million for 111 clients.
8.
CMH Wealth Management
(603) 379-8161
155 Lafayette Road, 3rd Floor, Suite 7. North Hampton, NH
CMH Wealth Management, registered in 2009, manages $559.8 million for 182 clients.
9.
Dowling & Yahnke Wealth Advisors
(858) 509-9500
12265 EL Camino Real, Suite 300. San Diego, CA
Dowling & Yahnke Wealth Advisors, registered in 1987, manages $5.7 billion for 1,370 clients.
10.
Heydorn Stone Capital Management
(914) 752-5300
600 Mamaroneck Avenue, Suite 400. Harrison, NY
Heydorn Stone Capital Management, registered in 2005, manages $92.1 million for 93 clients.
11.
Corda Investment Management
(713) 439-0665
Multiple Locations
Corda Investment Management, registered in 1999, manages $1.2 billion for 1,206 clients.
12.
Precipio Wealth Management
(703) 773-2474
8180 Greensboro Drive, Suite 1010. Mclean, VA
Precipio Wealth Management, registered in 2009, manages $232.2 million for 103 clients.
13.
Arista Wealth Management
(702) 309-9970
Multiple Locations
Arista Wealth Management, registered in 2013, manages $446.1 million for 143 clients.
14.
Integra Capital Advisors
(941) 778-1900
Multiple Locations
Integra Capital Advisors, registered in 2015, manages $314.3 million for 187 clients.
15.
Core Wealth Consultants
(407) 393-5985
213 S. Dillard St, Winter Garden, Florida
Core Wealth Consultants, registered in 2012, manages $31.0 million for 79 clients.
16.
Clear Perspectives Financial Planning
(513) 469-8400
9545 Kenwood Road, Suite 200. Cincinnati, OH
Clear Perspectives Financial Planning, registered in 2016, manages $285.2 million for 196 clients.
17.
Stewart Advisory Services
(607) 215-4992
2205 College Ave Elmira, NY
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18.
The Ivy League Advisory Group
(866) 360-2724
322 W. Main Street, Suite 216. Tilton, NH
The Ivy League Advisory Group, registered in 2014, manages $14.9 million for 144 clients.
19.
Bogart Wealth
(703) 570-8651
Multiple Locations
Bogart Wealth, registered in 2016, manages $1.3 billion for 861 clients.
20.
Wallace Hart Capital Management
(859) 300-3030
1792 Alysheba Way, Suite 390. Lexington, KY
Wallace Hart Capital Management, registered in 2017, manages $215.0 million for 186 clients.
21.
Campbell Wealth Management
(703) 535-5300
330 John Carlyle Street, Suite 400. Alexandria, VA
Campbell Wealth Management, registered in 2010, manages $748.6 million for 559 clients.
22.
City Center Advisors
(888) 267-1321
Multiple Locations
City Center Advisors, registered in 2015, manages $71.0 million for 412 clients.
23.
David Wealth Management
(703) 560-8300
8315 Lee Highway, Suite 325 Fairfax, VA
David Wealth Management, registered in 2021, manages $110.3 million for 80 clients.
24.
Dash Investments
(800) 549-3227
21600 Oxnard Street, Ste. 1755. Woodland Hills, CA
Dash Investments, registered in 2018, manages $191.5 million for 229 clients.
25.
Accretive Wealth Partners
(973) 970-2627
Multiple Locations
Accretive Wealth Partners, registered in 2019, manages $192.8 million for 103 clients.
26.
Accretive Wealth Partners
(973) 970-2627
Multiple Locations
Accretive Wealth Partners, registered in 2019, manages $192.8 million for 103 clients.
Browse our interactive map below to find a Trusted financial advisor in your area. The investor.com “Trusted by investor.com” badge is awarded to the advisory firms that meet our strict regulatory requirements.
