Find a Trusted Advisor Near You
1.
Mercer Global Advisors
(888) 565-1681
Multiple Locations
Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.
2.
Summit Portfolio Management
(702) 838-9999
410 South Rampart Blvd. #390, Las Vegas, Nevada
Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.
3.
Meridian Wealth Advisors
(505) 828-2220
9400 Holly Ave NE, Bldg 4. Albuquerque, NM
Meridian Wealth Advisors, registered in 2006, manages $70.6 million for 66 clients.
4.
RegentAtlantic
(973) 425-8420
Multiple Locations
RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.
5.
Dowling & Yahnke Wealth Advisors
(858) 509-9500
12265 EL Camino Real, Suite 300. San Diego, CA
Dowling & Yahnke Wealth Advisors, registered in 1987, manages $4.7 billion for 1,271 clients.
6.
Certified Advisory Corp
(407) 869-9800
Multiple Locations
Certified Advisory Corp, registered in 2002, manages $1.5 billion for 1,942 clients.
7.
Halbert Hargrove
(562) 435-5657
Multiple Locations
Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.
8.
Winans Investments
(415) 506-3070
504 Redwood Blvd., Suite 210. Novato, CA
Winans Investments, registered in 1993, manages $235.1 million for 272 clients.
9.
Blankinship & Foster
(585) 755-5166
420 Stevens Avenue, Suite 250. Solana Beach, CA
Blankinship & Foster, registered in 1989, manages $602.5 million for 260 clients.
10.
Heron Wealth
(347) 580-5280
205 East 42nd Street, 20th Floor. New York, NY
Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.
11.
Intelligent Capitalworks
(480) 951-2900
16427 North Scottsdale Road, Suite 260. Scottsdale, AZ
Intelligent Capitalworks, registered in 2005, manages $181.1 million for 82 clients.
12.
CMH Wealth Management
(603) 379-8161
155 Lafayette Road, 3rd Floor, Suite 7. North Hampton, NH
CMH Wealth Management, registered in 2009, manages $441.7 million for 178 clients.
13.
Heydorn Stone Capital Management
(914) 752-5300
600 Mamaroneck Avenue, Suite 400. Harrison, NY
Heydorn Stone Capital Management, registered in 2005, manages $71.7 million for 90 clients.
14.
Corda Investment Management
(713) 439-0665
Multiple Locations
Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.
15.
David Wealth Management
(703) 560-8300
8315 Lee Highway, Suite 325 Fairfax, VA
David Wealth Management, registered in 2012, manages $91.5 million for 65 clients.
16.
Wambolt & Associates
(720) 962-6700
Multiple Locations
Wambolt & Associates, registered in 2010, manages $276.3 million for 409 clients.
17.
Precipio Wealth Management
(703) 773-2474
8180 Greensboro Drive, Suite 1010. Mclean, VA
Precipio Wealth Management, registered in 2009, manages $219.5 million for 107 clients.
18.
Fisher Investments
(888) 823-9566
Multiple Locations
Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.
19.
West Branch Capital
(413) 256-1225
Multiple Locations
West Branch Capital, registered in 2013, manages $410.8 million for 355 clients.
20.
Core Wealth Consultants
(407) 393-5985
Multiple Locations
Core Wealth Consultants, registered in 2012, manages $28.0 million for 84 clients.
21.
Stewart Advisory Services
(607) 215-4992
2205 College Ave Elmira, NY
Stewart Advisory Services, registered in 2013, manages $22.9 million for 54 clients.
22.
Campbell Wealth Management
(703) 535-5300
330 John Carlyle Street, Suite 400. Alexandria, VA
Campbell Wealth Management, registered in 2010, manages $550.0 million for 471 clients.
23.
City Center Advisors
(888) 267-1321
Multiple Locations
City Center Advisors, registered in 2015, manages $31.1 million for 289 clients.
24.
Clear Perspectives Financial Planning
(513) 469-8400
9545 Kenwood Road, Suite 200. Cincinnati, OH
Clear Perspectives Financial Planning, registered in 2016, manages $229.2 million for 174 clients.
25.
Bogart Wealth
(703) 570-8651
Multiple Locations
Bogart Wealth, registered in 2016, manages $947.5 million for 595 clients.
26.
Wallace Hart Capital Management
(859) 300-3030
1792 Alysheba Way, Suite 390. Lexington, KY
Wallace Hart Capital Management, registered in 2017, manages $173.0 million for 171 clients.
27.
Dash Investments
(800) 549-3227
21600 Oxnard Street, Ste. 1755. Woodland Hills, CA
Dash Investments, registered in 2018, manages $194.3 million for 214 clients.
28.
Accretive Wealth Partners
(973) 970-2627
Multiple Locations
Accretive Wealth Partners, registered in 2019, manages $118.6 million for 74 clients.
29.
Accretive Wealth Partners
(973) 970-2627
Multiple Locations
Accretive Wealth Partners, registered in 2019, manages $118.6 million for 74 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.
