Home » Explore Our Comprehensive Financial Advisor Directory

Find Your Advisor Today!

Find a financial advisor near you with our comprehensive financial advisor directory. Search by state, city, or name. If you don’t get results use the advanced search feature to the right of the search bar

AARON
FINRA#
5989574
First Name
Middle
ORION
Last Name
SOLOMON
Address
LOS ANGELES, CA
Firm
HOULIHAN LOKEY CAPITAL, INC. (LOS ANGELES, CA)
AARON
FINRA#
4279623
First Name
Last Name
BERNTHAL
Address
NEW YORK, NY
Firm
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK, NY)
AARON
FINRA#
4966305
First Name
Middle
ISAAC
Last Name
SAPERSTEIN
Address
NEW YORK, NY
Firm
DEUTSCHE BANK SECURITIES INC. (NEW YORK, NY)
AARON
FINRA#
4382364
First Name
Middle
TIMOTHY
Last Name
DUNN
Address
NEW YORK, NY
Firm
SANTANDER US CAPITAL MARKETS LLC (NEW YORK, NY); SANTANDER US CAPITAL MARKETS LLC (NEW YORK, NY)
Aaron
FINRA#
7696422
First Name
Last Name
McDowell
Address
SPARKS, NV
Firm
PFS INVESTMENTS INC. (SPARKS, NV)
AARON
FINRA#
5692927
First Name
Middle
ANTON
Last Name
MILNE
Address
Dover, NH
Firm
INTEGRITY ALLIANCE, LLC. (Dover, NH); INTEGRITY ALLIANCE, LLC (Dover, NH)
AARON
FINRA#
6674190
First Name
Middle
MICHAEL
Last Name
NICHOLS
Address
NEW YORK, NY
Firm
CAUSEWAY SECURITIES LLC (NEW YORK, NY); CAUSEWAY SECURITIES LLC (Rye, NH)
AARON
FINRA#
7258231
First Name
Middle
CHARLES
Last Name
SCHULZ
Address
SMITHFIELD, RI
Firm
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD, RI); FIDELITY BROKERAGE SERVICES LLC (WEST WARWICK, RI); FIDELITY PERSONAL AND WORKPLACE ADVISORS (MERRIMACK, NH)
AARON
FINRA#
7166969
First Name
Middle
STEPHEN
Last Name
RAGO
Address
MERRIMACK, NH
Firm
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK, NH); FIDELITY BROKERAGE SERVICES LLC (BEDFORD, NH); FIDELITY PERSONAL AND WORKPLACE ADVISORS (MERRIMACK, NH)
AARON
FINRA#
7403175
First Name
Middle
CHRISTOPHER
Last Name
RATHBONE
Address
MERRIMACK, NH
Firm
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK, NH); FIDELITY BROKERAGE SERVICES LLC (MERRIMACK, NH); FIDELITY PERSONAL AND WORKPLACE ADVISORS (MERRIMACK, NH)

Important Links

Resources For Financial Advisor Seekers

Regulatory & Certification Bodies

The best advisors are certified through FINRA and SEC. Click the links to find out more.

Looking for a CFP Professional? Search our directory and verify credentials at CFP Board.

Financial Education and Resources

New to financial planning? Learn the terms they use on our glossary page. Also you can learn the basics at investor.gov

Understand different advisor fees with this guide from NAPFA.

Use our wide array of free financial calculators. You have a financial calculation you need to make? We have a calculator for it!

Industry Associations & Networks

Many of our advisors are members of FPA.

Explore fiduciary standards at The National Association of Personal Financial Advisors (NAPFA)

Comparison and Review Sites

Read client reviews on XY Planning Network or Fee-Only Network.

Blog or News Outlets Covering Financial advice

For the latest financial planning trends, read Kitces.com

Find out the latest on precious metals at Kitco.com

Frequently Asked Questions

How can I initiate the process?

Seeking assistance with your finances?

Learn why you want a FINRA registered advisor