Find a Trusted Advisor Near You
1.
Better Financial Education
(916) 303-7777
300 Harding Blvd, Suite 103d. Roseville, CA
Better Financial Education, registered in 2010, manages $0.00 for 78 clients.
2.
RegentAtlantic
(973) 425-8420
Multiple Locations
RegentAtlantic, registered in 1982, manages $6.2 billion for 2,131 clients.
3.
Certified Advisory Corp
(407) 869-9800
Multiple Locations
Certified Advisory Corp, registered in 2002, manages $2.2 billion for 2,179 clients.
4.
Meridian Investments
(404) 585-5946
Multiple Locations
Meridian Investments, registered in 2011, manages $72.1 million for 81 clients.
5.
Winans Investments
(415) 506-3070
504 Redwood Blvd., Suite 210. Novato, CA
Winans Investments, registered in 1993, manages $299.7 million for 285 clients.
6.
CMH Wealth Management
(603) 379-8161
155 Lafayette Road, 3rd Floor, Suite 7. North Hampton, NH
CMH Wealth Management, registered in 2009, manages $617.0 million for 228 clients.
7.
Corda Investment Management
(713) 439-0665
Multiple Locations
Corda Investment Management, registered in 1999, manages $1.5 billion for 1,262 clients.
8.
ML&R Wealth Management
(512) 275-2700
Multiple Locations
ML&R Wealth Management, registered in 2000, manages $1.5 billion for 611 clients.
9.
Dash Investments
(800) 549-3227
Multiple Locations
Dash Investments, registered in 2009, manages $289.9 million for 268 clients.
10.
Intelligent Capitalworks
(480) 951-2900
16427 North Scottsdale Road, Suite 350. Scottsdale, AZ
Intelligent Capitalworks, registered in 2005, manages $247.3 million for 85 clients.
11.
West Branch Capital
(413) 256-1225
Multiple Locations
West Branch Capital, registered in 2005, manages $509.6 million for 379 clients.
12.
Michael Brady & Co.
(440) 235-2100
28871 Center Ridge Road, Suite 102. Westlake, OH
Michael Brady & Co., registered in 2004, manages $160.4 million for 224 clients.
13.
Wambolt & Associates
(720) 962-6700
Multiple Locations
Wambolt & Associates, registered in 2010, manages $453.8 million for 488 clients.
14.
Birch Investment Management
(605) 250-3644
118 Main Avenue South Brookings, SD
Birch Investment Management, registered in 2011, manages $17.4 million for 58 clients.
15.
Fisher Investments
(888) 823-9566
Multiple Locations
Fisher Investments, registered in 1987, manages $208.9 billion for 108,185 clients.
16.
Bogart Wealth
(703) 570-8651
Multiple Locations
Bogart Wealth, registered in 2016, manages $1.9 billion for 1,032 clients.
17.
Clear Perspectives Financial Planning
(513) 469-8400
9545 Kenwood Road, Suite 200. Cincinnati, OH
Clear Perspectives Financial Planning, registered in 2016, manages $342.2 million for 216 clients.
18.
City Center Advisors
(888) 267-1321
Multiple Locations
City Center Advisors, registered in 2015, manages $118.2 million for 903 clients.
19.
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 $19.9 million for 180 clients.
20.
Wallace Hart Capital Management
(859) 300-3030
1792 Alysheba Way, Suite 390. Lexington, KY
Wallace Hart Capital Management, registered in 2017, manages $242.2 million for 200 clients.
21.
Campbell Wealth Management
(703) 535-5300
330 John Carlyle Street, Suite 400. Alexandria, VA
Campbell Wealth Management, registered in 2010, manages $938.0 million for 596 clients.
22.
Cardea Capital Advisors
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3350 Riverwood Parkway, Suite 2215. Atlanta, GA
Cardea Capital Advisors, registered in 2020, manages $91.9 million for 90 clients.
23.
Buckhorn Investment Advisors
(704) 887-4942
13850 Ballantyne Corporate Place, Suite 500. Charlotte, NC
Buckhorn Investment Advisors, registered in 2018, manages $75.2 million for 81 clients.
24.
Ever Green Wealth Management
(585) 742-0271
6534 Anthony Drive, Suite D. Victor, NY
Ever Green Wealth Management, registered in 2019, manages $49.7 million for 230 clients.
25.
Ever Green Wealth Management
(585) 742-0271
Multiple Locations
Ever Green Wealth Management, registered in 2019, manages $49.7 million for 230 clients.
Browse our interactive map 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. You can also explore our articles on working with a financial advisor, including a ready-to-use script of questions to ask before you make your choice.
