Investment Management

Tucson, Arizona

Foster Wealth Management is a Tucson-based wealth advisory firm that provides investment management, tax strategy, estate planning, and insurance coordination services. Operating as fiduciaries, the firm focuses on understanding clients' personal circumstances, goals, and risk tolerance through long-term relationships built on open communication. The practice is affiliated with JW Cole, a broker-dealer, and reports that its growth derives entirely from client referrals.

Alexandria, Virginia

CAPTRUST is an investment advisory firm in Alexandria, Virginia. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 7 Google reviews.

Arlington, Virginia

Mountain View Wealth Management LLC is a financial planning and investment management firm based in Arlington, Virginia, serving individuals and small business clients. Operating as a fiduciary, the firm develops customized investment strategies and retirement planning services designed to align with each client's specific goals and risk tolerance. The firm charges fee-based compensation and emphasizes tax-efficient investment approaches and below-market fee structures.

Pasadena, California

Marquez Private Wealth Management of Raymond James is an investment advisory firm in Pasadena, California. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Albany, Georgia

CAPTRUST is an investment advisory firm in Albany, Georgia. Services include Financial Planning. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Conyngham, Pennsylvania

Wagner Wealth Management is an independent, fiduciary-based firm in Pennsylvania that serves individuals, families, entrepreneurs, and business owners. The firm offers investment management, retirement planning, estate planning, business succession planning, and multigenerational wealth planning, with a stated approach centered on understanding client goals and conducting regular reviews throughout the year. Allen Wagner, who founded the firm in 2010 after 17 years at a regional brokerage, leads the practice alongside Kyle Wagner, a CFP® professional with a degree in Investment Management. The firm emphasizes personalized portfolio construction and disciplined risk management rather than short-term performance optimization.

Bohemia, New York

Personalized Wealth Management, LLC. is an investment advisory firm in Bohemia, New York. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

San Angelo, Texas

First Legacy Wealth Management is a wealth management firm based in San Angelo, Texas, with an additional office in Big Spring, serving clients nationwide. The firm provides investment management, financial planning, and wealth advisory services to individuals, families, and business owners, with a stated focus on understanding client goals and priorities before making recommendations. Operating for more than 30 years, the firm's advisors offer in-person, phone, and virtual consultations and emphasize personalized financial roadmaps aligned with clients' short and long-term objectives.

Downers Grove, Illinois

Capstone Financial Advisors is an investment advisory firm in Downers Grove, Illinois. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Omaha, Nebraska

Stevens Capital Partners (Certified Financial Planner) is an investment advisory firm in Omaha, Nebraska. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 48 Google reviews.

New Berlin, Wisconsin

Du Charme Wealth Management is an investment advisory firm in New Berlin, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Chagrin Falls, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chagrin Falls, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 7 Google reviews.

Memphis, Tennessee

LoneTree Wealth Management is an independent, fiduciary firm in Memphis, Tennessee, serving clients across the country. Led by partners Andrew Gilbert (CFP®, AWMA®) and Jimmy Beard (Series 65), the firm provides financial planning, investment management, tax strategy, estate planning, and alternative asset consulting, with particular focus on individuals and families navigating career growth, equity compensation, and major life transitions. The firm's approach emphasizes understanding clients' full circumstances rather than just balance sheets, grounded in the partners' own experience as business owners and parents.

New York, New York

Insurance-Based

Inez Justine Aznar, Financial Advisor - Eagle Strategies is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

York, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in York, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Hollywood, Florida

SA Financials, Inc. is an investment advisory firm in Hollywood, Florida. Services include Tax Planning. The firm specializes in Estate Planning, Investment Management, and Tax Strategy. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

San Diego, California

ATS Wealth Management is an investment advisory firm in San Diego, California. Services include Estate Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 9 Google reviews.

Hoboken, New Jersey

Breakaway Wealth Management is a wealth advisory firm with offices in Hoboken, New Jersey, and Fort Lauderdale, Florida, operating under a fiduciary standard. The firm provides investment management and wealth management services, including financial planning and investment customization, and traces its origins to Relucio & Associates, founded in 2008. The team works with executives, business owners, and multi-generational families, beginning each engagement with a comprehensive financial assessment before developing personalized strategies.

Buffalo, New York

Buffalo First Wealth Management is a fee-only registered investment advisor in Buffalo, New York, offering estate planning, financial planning, insurance analysis, investment management, and tax planning services. The firm operates as an independent, privately held practice with no commissions, product sales, or third-party revenue arrangements, and charges asset-based fees aligned with client interests. The firm serves clients nationwide and maintains a high client retention rate, with team members including specialists in retirement planning, Medicare strategy, and tax planning.

Boulder, Colorado

MAI Capital Management is a Boulder-based wealth management firm serving high net worth individuals and families, with a 50-year history of integrated financial advisory services. The firm provides financial planning, investment management, and specialized services including tax planning, insurance coordination, and family office support, structured around a goals-based planning approach and customized portfolio construction. Operating with fiduciary responsibility, MAI offers personalized advice across wealth optimization, business matters, charitable giving strategies, and multi-generational financial decision-making through an in-house team combining boutique service with institutional resources.

Ponte Vedra Beach, Florida

Values First Advisors is a faith-based financial advisory firm founded in 2009 with offices in Ponte Vedra Beach, Florida, Kansas City, Kansas, and the Tri-Cities, Tennessee area, serving over 900 clients across 30+ states. The firm offers investment management, financial planning, retirement planning, and biblically responsible investing strategies designed to align with clients' Christian values. Led by partners Benji Nunn and Alex Ellis, the practice integrates faith-based principles into its wealth management and planning approach while also providing virtual advisory services nationwide.

San Antonio, Texas

Exencial Wealth Advisors is a San Antonio-based firm serving business owners, corporate executives, pre-retirees, and high-net-worth individuals with financial planning, investment management, and wealth management services. The firm operates on a percentage-of-assets-under-management fee structure for wealth management, with financial planning fees starting at $2,500, and employs a three-phase process (Evaluate, Execute, Evolve) to align client goals with investment strategy. The firm manages customizable portfolios using an open-architecture platform and coordinates tax planning, income projections, and tax return filing with broader financial and estate planning. With approximately 5.9 billion in assets under management and 110 employees across 15 offices, the firm caters to clients with complex financial situations, including those with investable assets exceeding $2 million.

Worcester, Massachusetts

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Worcester, Massachusetts. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ocala, Florida

Vazquez Wealth Management, based in Ocala, Florida, provides financial planning and wealth management services to individuals, families, and businesses. The firm offers retirement planning, business planning, and tax-efficient investment strategies, employing a data-driven approach informed by each client's risk tolerance and time horizon. With over a decade in business, the firm operates from 725 East Silver Springs Boulevard and serves clients through both in-person and virtual engagements.

Florence, Alabama

Eagle Creek Wealth Management is an investment advisory firm in Florence, Alabama. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Oak Park, Illinois

Linden Wealth Management LLC offers financial planning and investment management services to clients in Oak Park, Illinois. The firm takes a goal-oriented approach that begins with understanding client aspirations and risk tolerance, then implements a disciplined, long-term investment strategy across public and private securities. Services also include tax strategy, retirement income planning, and estate planning advisory, with the advisor coordinating with clients' other professional advisors. The firm provides ongoing portfolio management and financial planning on an as-needed basis.

Naples, Florida

Aviance Capital Partners is an independently owned investment management and financial planning firm based in Naples, Florida, operating since 2008. The firm offers retirement income planning, tax-efficient investing, and customized portfolio management, with a team of credentialed professionals including CFPs and CFAs. It operates as a registered investment adviser and emphasizes personalized service through a low client-to-advisor ratio.

Frisco, Texas

United Capital Financial Advisors is an investment advisory firm in Frisco, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Bucyrus, Ohio

McConnell Wealth Management, LLC, based in Bucyrus, Ohio, offers investment management and wealth management services delivered on a one-on-one basis. The firm works with clients to develop investment strategies aligned with individual risk tolerance, time horizons, and financial goals, with an emphasis on transparency and ongoing communication. Brian McConnell, the principal advisor, takes a proactive approach to help clients address financial objectives and anticipate evolving needs over time.

Columbus, Georgia

Momentum Wealth Management in Columbus, Georgia provides financial planning and wealth management services, with a focus on retirement income planning and investment coordination. The firm works with individuals, families, and businesses through a multi-step process that begins with a financial snapshot, moves to goal definition, and culminates in plan implementation across accounts and strategies. The firm also offers guidance to current and former Aflac employees navigating pension plan decisions, including analysis of lump sum versus monthly payment options.

Sugar Land, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Sugar Land, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Columbia, Missouri

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Columbia, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Yuba City, California

Shaw & Associates is an investment advisory firm in Yuba City, California. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy and Wealth Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.3-star rating from 22 Google reviews.

Pueblo, Colorado

Life Well Lived Financial Group is an investment advisory firm in Pueblo, Colorado. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Naples, Florida

Planning Alternatives is a fee-only fiduciary financial advisor based in Naples, Florida, offering financial planning and investment management services. The firm emphasizes a values-driven approach that aligns wealth management with clients' personal goals and legacy intentions, using comprehensive financial planning as the foundation for client relationships.

Barrington, Illinois

Retirement Matters, Inc. is an investment advisory firm in Barrington, Illinois. Services include Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 15 Google reviews.

Mechanicsville, Virginia

The Path Financial Strategies, LLC, based in Mechanicsville, Virginia, offers financial planning services with a focus on retirement planning and investment management. Led by Angelia Shay, the firm emphasizes creating understandable financial strategies and coordinating with specialized professionals to align clients' plans with their objectives. The firm operates with stated core values of dedication, excellence, respect, and teamwork.

Los Angeles, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Los Angeles, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Palm Bay, Florida

TruePath Financial Design is a Palm Bay-based financial planning firm serving individuals and families in or approaching retirement. The firm provides financial planning and investment management services, with a focus on retirement income strategy, tax planning, and long-term wealth management. TruePath emphasizes a relationship-driven advisory approach centered on understanding client priorities and providing ongoing guidance through life changes rather than one-time planning engagements.

Valparaiso, Indiana

Carson Wealth is an investment advisory firm in Valparaiso, Indiana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

San Francisco, California

The Advisory Group of San Francisco is an investment advisory firm in San Francisco, California. Services include Financial Planning and Investment Management. The firm specializes in Small Business. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Snyder, Texas

Merit Financial Advisors is an investment advisory firm in Snyder, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Santa Rosa, California

Trent Wealth Management of LPL Financial, based in Santa Rosa, California, provides investment management and wealth planning services. The firm offers portfolio management, retirement planning, estate planning, and education planning assistance, with advisors holding the UniFi by CAIA certification in alternative investments. The team delivers personalized service and works directly with clients to understand their financial circumstances, goals, and risk tolerance.

Brandon, Mississippi

Whitehead Financial Group, LLC, based in Brandon, Mississippi, offers estate planning and financial planning services with particular expertise in retirement planning and investment management. The firm is led by Phil Whitehead, a Chartered Life Underwriter and Chartered Financial Consultant with over 30 years of industry experience, and includes his sons Leighton and Braden. The practice serves a range of clients including small-business owners and individuals navigating major life transitions such as retirement or business sales, drawing on the principals' combined background in entrepreneurship and tax-efficient planning strategies.

Marietta, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Marietta, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Mt Dora, Florida

Merit Wealth Advisors is led by CFP® professionals Jeff Ackler and Isabel Ortiz, based in the Mt. Dora area with office locations in Maitland, Orlando, and Tavares, Florida. The firm specializes in retirement planning and investment management, working with clients and families to develop strategies for sustained retirement income and wealth management. Both advisors hold the CERTIFIED FINANCIAL PLANNER™ credential and operate under fiduciary duty, committing to act in clients' best interests. The firm offers meetings via phone, video, and in-person at multiple central Florida locations.

Miami, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Miami, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Janesville, Wisconsin

Three Pillars Wealth Management is an investment advisory firm in Janesville, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jasper, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Jasper, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Santa Monica, California

WellAcre Global Wealth Advisors is a Santa Monica-based financial planning firm led by founder Adam Scott, a CFP who provides investment management and retirement planning services. The firm uses a five-step engagement process beginning with a discovery meeting to identify client goals, followed by plan development, mutual commitment, organization of accounts, and ongoing progress reviews. Services encompass financial planning across investment, tax, estate, and insurance considerations, with the advisor serving as a personal chief financial officer to coordinate across the client's financial picture.

Mitchell, South Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mitchell, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Milwaukee, Wisconsin

UMB Private Wealth Management Center is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Franklin Lakes, New Jersey

Carson Wealth, LLC is an investment advisory firm in Franklin Lakes, New Jersey. Services include Estate Planning and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Apollo Beach, Florida

Synergy Wealth Alliance is a wealth management firm serving individuals, families, and business owners in the Tampa Bay area, with a location in Apollo Beach, Florida. The firm's advisors hold CFP® credentials and offer services including retirement income planning, investment management, portfolio consolidation, business succession planning, tax-efficient strategies, Social Security and Medicare guidance, and estate planning coordination. The firm serves retirees, business owners, pre-retirees, women, and high-net-worth individuals seeking personalized financial advice from local advisors.

Bozeman, Montana

Blue Wolfe Financial is an investment advisory firm in Bozeman, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Oxford, Mississippi

Barfield Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Shreveport, Louisiana

HMV Wealth Advisors is a wholly owned affiliate of Heard, McElroy & Vestal, LLC, an accounting and consulting firm with offices in Shreveport and Monroe, Louisiana and Longview, Texas. The firm provides investment management and wealth management services to businesses and individuals, operating under a fiduciary standard and using an evidence-based investment approach through its affiliation with Focus Partners Advisor Solutions. Services address concerns including tax minimization, estate planning, asset protection, and charitable giving strategies, with an investment philosophy emphasizing control of expenses and taxes rather than market timing.

Knoxville, Tennessee

Leading Edge Financial Planning is a fee-only fiduciary firm in Knoxville, Tennessee that provides investment management and wealth management services. The firm specializes in serving professional pilots and other high-income families, with a particular focus on addressing the financial needs of these client segments. Operating under a fee-only model with no commissions, the firm follows a structured planning process to guide clients through various life stages.

Victor, New York

Bank-Affiliated

Miguel A Fernandez is a bank-affiliated firm in Victor, New York. The firm specializes in Debt Management, Investment Management, and Wealth Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week.

Surprise, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Surprise, Arizona. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Huntsville, Alabama

Inspire Advisors, led by CFP and CIMA-credentialed Paul Bryer in Huntsville, Alabama, provides investment management and financial planning services to individuals and families aged 30 to 60. The firm, established in 2017, emphasizes biblically responsible investing and coordinates with partners including Schwab for custody, Inspire Investing for ESG-focused strategies, and specialists in insurance, estate planning, and retirement accounts. The practice operates as a family business and structures its approach around three principles: establishing clear financial frameworks, maintaining plan flexibility, and executing with confidence through ongoing coaching.

Mt Arlington, New Jersey

Roxbury Financial is a fee-based fiduciary advisory practice located in Mt. Arlington, New Jersey, founded by Jonathan LeVar (CFP®, MBA) and Heather LeVar (CFP®). The firm offers retirement planning, investment management, portfolio management, and customized income strategies through a planning process that begins with understanding client goals, risk tolerance, and time horizon. Services also include tax planning strategies such as loss harvesting, Roth conversions, and charitable gifting, as well as Social Security optimization and guidance for clients experiencing sudden wealth events. The firm offers free initial consultations and collaborates with clients' other professional advisors.

Quincy, Illinois

Benson Financial Group is an independent firm in Quincy, Illinois that has operated for 30 years, offering retirement planning, investment management, estate planning, tax planning, insurance analysis, and financial planning services. The firm emphasizes a relationship-centered approach, beginning with discovery conversations to understand client values and goals before developing strategies. As an independent firm affiliated with LPL Financial, it serves families and individuals seeking comprehensive financial guidance across multiple planning areas.

Longview, Texas

First Keystone Wealth Management &Partners is an investment advisory firm in Longview, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Jacksonville, Florida

Alpha Wealth Group is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

Tampa, Florida

Insurance-Based

Christina Vance is an insurance-based firm in Tampa, Florida. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Waxhaw, North Carolina

Admiralty Wealth Management is an investment advisory firm in Waxhaw, North Carolina. The firm specializes in Investment Management, Retirement Planning, and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 14 Google reviews.

Lakewood Ranch, Florida

Base Wealth Management is an SEC-registered investment adviser in Lakewood Ranch, Florida, founded in 2022 by Dan DiLascia. The firm provides investment management and wealth planning services on a fee-based, fiduciary basis, with particular focus on pre-retirees addressing withdrawal strategy, tax planning, and retirement income design. The firm serves a diverse clientele including business owners, executives, and professionals navigating major life transitions or workplace benefits optimization.

El Paso, Texas

Insurance-Based

Javier Zubiate, Financial Advisor - Crown Wealth Strategies is an insurance-based firm in El Paso, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Daytona Beach, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Daytona Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Santa Rosa, California

Sanford Bressick is a financial advisor with Eagle Strategies LLC, a registered investment adviser and subsidiary of New York Life, serving clients in Santa Rosa, California. He offers financial planning and investment management services, with particular expertise in retirement planning and estate planning, drawing on over 40 years of experience in financial services. Eagle Strategies engages clients through a collaborative planning process that assesses their financial situation and develops customized strategies, supported by an internal team of financial planning consultants, specialists, and portfolio professionals.

Sheboygan Falls, Wisconsin

Merit Financial Advisors is an investment advisory firm in Sheboygan Falls, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 10 Google reviews.

Port St. Lucie, Florida

Robert “Bob” Metz, Wealth Management Advisor with Lifetime Financial Growth is an investment advisory firm in Port St. Lucie, Florida. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Indiana, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Indiana, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

St. Petersburg, Florida

HealthMarkets Insurance - Jonathan Schiripo is an investment advisory firm in St. Petersburg, Florida. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 141 Google reviews.

Dedham, Massachusetts

Fox Hill Wealth Management is an investment advisory firm in Dedham, Massachusetts. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Billings, Montana

Merit Financial Advisors is an investment advisory firm in Billings, Montana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Abilene, Texas

Koda Wealth Management LLC, based in Abilene, Texas, provides financial planning and investment management services. The firm is led by Brendan Messenger, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC®) with over 20 years of experience in financial services. Messenger works with clients across investments, insurance, and debt reduction strategies, drawing on knowledge of stocks, bonds, ETFs, and mutual funds. The firm has earned a 5-star rating on Google based on 30 reviews.

Airmont, New York

Bernath & Rosenberg, P.C. is a financial services firm in Airmont, New York with two divisions: Wealth Management and Tax/Accounting. The firm serves individuals, families, business owners, and nonprofits with financial planning, investment management, tax planning, and accounting services; wealth management advisors operate as fiduciaries and charge fees starting at 1% of assets under management on a tiered basis, with tax services billed separately. The firm takes a long-term, diversified investment approach and coordinates with external specialists including estate planning attorneys to align financial, tax, and legal strategies.

Salt Lake City, Utah

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Salt Lake City, Utah. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 6 Google reviews.

Bradenton, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Bradenton, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 17 Google reviews.

Norman, Oklahoma

Heartland Wealth Management is an independent financial advisory firm in Norman, Oklahoma, offering financial planning and investment management services. The firm conducts face-to-face client meetings at least twice yearly, performs internal portfolio reviews every 60 days, and prepares annual required minimum distribution reports. Founded over 38 years ago and serving clients across 30 states, the firm is led by Mark, the owner and founder with more than 30 years of industry experience, supported by a team with over 100 years of combined expertise in retirement income planning, estate planning, and wealth management.

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services to clients with over $340 million in assets under management. The firm's advisors hold CFA credentials and bring approximately 50–60 years of combined professional experience. The firm structures its approach around understanding individual client circumstances and integrating multiple aspects of financial life, including investment strategy, tax planning, and estate considerations.

Atlanta, Georgia

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients in the greater Atlanta area and surrounding communities. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services, with particular expertise in estate planning, insurance planning, and wealth management strategy. Operating as a fiduciary, the firm is structured to prioritize client interests over its own compensation interests.

Wheat Ridge, Colorado

Independent RIA

Oakway Financial is an independent registered investment advisor and fiduciary firm based in Wheat Ridge, Colorado, serving clients throughout the Front Range. Founder and Financial Advisor Brian Lipsett holds a Series 65 license and insurance credentials, with over 14 years of experience in financial services. The firm provides financial planning, investment management, insurance analysis, and retirement account services including 401(k) rollovers, with particular focus on risk assessment, long-term care planning, and disability and life insurance evaluation. Oakway offers complimentary initial consultations to discuss clients' financial objectives and circumstances.

McLean, Virginia

Benjamin Peress | Financial Advisor at Cary Street Partners is an investment advisory firm in McLean, Virginia. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Delafield, Wisconsin

Wealthspire is an investment advisory firm in Delafield, Wisconsin. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Newtown Square, Pennsylvania

Steeplechase Capital Partners is a wealth management firm based in Newtown Square, Pennsylvania, serving professional athletes, business owners, and high-net-worth families with a focus on sports, ultra-high-net-worth clients, and liquidity events. The firm offers investment management, financial planning, estate planning, tax planning, retirement planning, and related services through a customized approach emphasizing education and transparency. Led by Managing Directors Trevor P. Johnson and Brian P. Russo, both with over 20 years of industry experience, the firm specializes in navigating major life transitions, generational wealth transfer, and contract-related financial matters. Trevor holds Series 7 and 66 registrations through LPL Financial.

Paducah, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paducah, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Dallas, Texas

Capital Portfolios LLC is an investment management firm in Dallas, Texas that emphasizes individualized strategy development and a team-based approach to financial planning. The firm works with clients across various objectives including wealth building, family protection, and asset preservation, conducting proactive planning from initial strategy development through ongoing implementation and monitoring. The firm prioritizes client education and aims to clarify complex financial concepts for individuals navigating retirement planning, investments, and insurance decisions.

St Joseph, Michigan

Wolf Financial Advisory, based in St Joseph, Michigan, serves families, professionals, and business owners through a structured planning methodology called Signet 360. The firm integrates investment management, wealth management, and retirement planning across three phases—discovery of client goals, design of personalized strategy, and deployment with ongoing adjustments. The firm's approach encompasses risk assessment, charitable giving, cash management, and legacy planning, with an initial meeting focused on understanding family dynamics, lifestyle aspirations, and personal values before financial documents are reviewed.

Salt Lake City, Utah

Mountain Goat Wealth Management is an investment advisory firm in Salt Lake City, Utah. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 7 Google reviews.

Reno, Nevada

Insurance-Based

Financial Advisor - Ronette Santos, CFP: Northwestern Mutual is an insurance-based firm in Reno, Nevada. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning and Wealth Management. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Myrtle Beach, South Carolina

Coast Wealth Management Group is an independent fiduciary firm based in Myrtle Beach, South Carolina, serving clients nationwide through in-person and virtual meetings. The firm specializes in retirement planning and investment management for pre-retirees, retirees, teachers, nurses, state employees, and women experiencing major life transitions such as divorce or inheritance. As a fiduciary, the firm is legally obligated to act in clients' best interests and provides personalized guidance covering income needs, Social Security strategy, tax considerations, and portfolio management, using custodians including Charles Schwab and Altruist.

Hunt Valley, Maryland

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Hunt Valley, Maryland. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 8 Google reviews.

Ontario, California

Mallory Wealth Management serves high-earning professionals and retirees across the United States, offering investment management and wealth management services from its Ontario, California office or via remote consultation. The firm works directly with clients through a structured five-step planning process—organizing financial information, prioritizing goals, developing strategy, testing plans against scenarios, and maintaining ongoing reviews. The practice serves physicians, attorneys, executives, engineers, and entrepreneurs, as well as retirees focused on retirement income and asset protection.

Mountain Home, Arkansas

Glasscock Financial is an investment advisory firm in Mountain Home, Arkansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Westwood, New Jersey

Fee-Only

Modera Wealth Management is a fee-only fiduciary firm based in Westwood, New Jersey, serving clients across Bergen County and surrounding areas. The firm offers estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. As an independently owned wealth manager, Modera emphasizes personalized guidance and disciplined investment oversight for clients managing complex financial situations.

Bethesda, Maryland

Ellen Tillman & Company, based in Bethesda, Maryland, provides financial planning services with specialties in retirement planning and investment management. The firm operates as a team-based advisory practice and indicates it collaborates with external specialists to support client objectives.

Wall Township, New Jersey

Independent RIA

Independent Wealth Management is a registered investment advisor based in Wall Township, New Jersey, providing financial planning and investment management services to individuals, families, corporate executives, and entrepreneurs. The firm employs a holistic planning approach that considers clients' time horizons, financial objectives, risk preferences, and tax situations to develop personalized financial strategies. Services include personal financial planning and wealth management designed to help clients achieve clarity around major financial decisions and life goals.

Denver, Colorado

EdgeRock Wealth Management is an investment advisory firm in Denver, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 20 Google reviews.

Daytona Beach, Florida

Fee-Only

Moisand Fitzgerald Tamayo is a fee-only fiduciary wealth management firm based in Florida and Texas that serves retired and near-retired clients nationwide with financial planning, tax advisory services, and investment management. The firm integrates tax planning throughout the year rather than at filing time, offering strategies such as retirement distribution planning, Roth conversion analysis, and investment tax efficiency as part of a coordinated financial strategy. As an independent, employee-owned firm compensated solely through client fees with no commissions or outside incentives, the firm's licensed tax advisors provide specific tax advice and can represent clients before the IRS.

Naples, Florida

Advanced Wealth Advisors is an investment advisory firm in Naples, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 40 Google reviews.

Chiefland, Florida

Insurance-Based

Delickson Souffrant, Wealth Advisor - Eagle Strategies is an insurance-based firm in Chiefland, Florida. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Gillette, Wyoming

Madison Robidart, Co-Owner & Financial Advisor - Summit Ridge Financial Group, LLC. is an investment advisory firm in Gillette, Wyoming. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Winthrop, Washington

Independent RIA

Brian Gregg is a CFP and independent fiduciary advisor based in Winthrop, Washington, who specializes in retirement planning and investment management. The firm develops personalized investment strategies and long-term financial planning to help clients work toward their retirement goals, and also offers estate planning coordination and tax planning services. Brian holds credentials as an LPL Registered Representative and Investment Advisor Representative, and the firm accepts new clients for an initial complimentary consultation.

Statesboro, Georgia

Sound View Wealth Advisors is a fiduciary-based wealth management firm in Statesboro, Georgia, providing financial planning, investment management, and family office services to clients of varying wealth levels. The firm integrates tax planning, administrative management, philanthropic planning, and generational wealth education with a collaborative approach that engages clients' other professional advisors. Led by principals including Emerson Ham III (CIMA, CFP, CPWA) and Eddie Ambrose, the firm employs an open-platform investment model and conducts ongoing portfolio monitoring and rebalancing aligned with client objectives and life changes.

Overland Park, Kansas

Kedrec Wealth is a Kansas-registered investment advisor in Overland Park that provides financial planning, retirement planning, and investment management on a fiduciary basis. The firm offers both ongoing wealth management through tiered service levels (Essentials, Growth, Accredited, and Retirement) and one-time planning engagements, charging flat fees rather than assets under management percentages. Services span financial planning, investment management, tax planning, insurance, employer benefits, estate planning, real estate guidance, and business transition planning. The firm's founder, Michael Decker, has contributed financial writing to Kiplinger.com.

Madison, Wisconsin

Jay Haselwander, RICP® - Summit Financial Advisors is an investment advisory firm in Madison, Wisconsin. The firm specializes in Retirement Planning and Investment Management. Its advisors hold RICP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Honolulu, Hawaii

Fee-Based

Mosaic Pacific Investment Advisors, now operating as part of Creative Planning, is a fee-based wealth management firm headquartered in Honolulu, Hawaii. The firm provides financial planning and investment management services to clients nationwide, supported by a team of over 625 CFP® professionals across more than 50 states. Creative Planning, the parent organization, manages over $710 billion in combined assets under management or advisement as of December 31, 2025, and collaborates with BerganKDV for audit and attest services.

Burlington, Vermont

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Burlington, Vermont. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 3 Google reviews.

Jackson, Mississippi

Branning Wealth Management is an investment advisory firm in Jackson, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lee's Summit, Missouri

Oak Road Wealth Management serves individuals and families in or approaching retirement with financial planning, investment management, and wealth strategy services. The firm operates as a fiduciary and is fee-only, earning no commissions and aligning its compensation with clients' long-term interests. The process begins with an assessment of client goals and financial circumstances, followed by development of an integrated strategy addressing retirement income, portfolio management, tax considerations, legacy planning, and asset protection, with ongoing review and adjustments as circumstances change.

Salisbury, Maryland

Wealthspire is an investment advisory firm in Salisbury, Maryland. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Brunswick, Georgia

Golden Isles Financial Advisors is an independent financial advisory firm in Brunswick, Georgia, founded in 2020 by Tom Stark, who brings over 25 years of industry experience. The firm provides retirement planning, investment management, long-term care planning, estate planning, tax strategies, and education planning, approaching each client's situation individually through comprehensive financial analysis. As an independent advisor, the firm evaluates a broad range of products and services to align recommendations with client interests, and works with clients across life stages including those approaching retirement, recent retirees, and individuals navigating major life transitions.

Hanover, New Hampshire

Carson Wealth is an investment advisory firm in Hanover, New Hampshire. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 2 Google reviews.

Sioux Falls, South Dakota

Megan Landon, CFP®, AWMA®, operates as part of Sioux Falls Advisors/NewEdge Advisors in Sioux Falls, South Dakota, offering financial planning, investment management, and retirement planning services. The firm serves entrepreneurs, business owners, multi-generational families, and young professionals, with a team that includes advisors holding Series 7, 63, 65, and 66 licenses. Services encompass retirement plan consulting, 401(k) plan administration, and business owner planning, with an approach centered on personalized wealth management aligned to individual goals.

Montclair, New Jersey

Prestenback Wealth Management, based in Montclair, New Jersey, provides financial planning and investment management services with a focus on retirement planning. The firm's principals hold credentials including CFP, CFA, and CPA designations, and construct portfolios using low-cost index ETFs, actively managed mutual funds, and individual securities, employing Monte Carlo simulations to support client planning. The firm emphasizes transparency in fees and process, and serves clients seeking personalized financial guidance rather than commission-based products.

Wausau, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Wausau, Wisconsin, offering financial planning, investment management, and wealth management services. The firm's advisers hold CFP certifications and serve clients across retirement planning, business owner transitions, and tax-coordinated strategies, leveraging an affiliation with MBE CPAs for integrated tax planning. The firm uses planning software from eMoney, Right Capital, Stratify, and Charles Schwab to develop individualized financial plans.

Fair Oaks, California

Retire 101, based in Fair Oaks near Sacramento, is operated by Bradley V. DeHaven, a financial advisor licensed since 1983 (Series 7, 63) and holding a Series 24 Registered Principal license as of 2005, along with a California insurance license. The firm serves clients throughout Northern California and offers investment management and retirement planning, with a stated focus on income planning strategies for families. DeHaven's client base includes multi-generational households.

West Palm Beach, Florida

Guided Financial Advisors offers financial planning and investment management services to clients in West Palm Beach, Florida, with a stated focus on retirement planning. The firm describes its methodology as combining a proprietary approach with customized solutions delivered by experienced professionals across multiple finance specialties. The firm operates as an independent advisor and has earned a 4.9-star rating based on 69 Google reviews.

Bala Cynwyd, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bala Cynwyd, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Jonesboro, Arkansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jonesboro, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Champaign, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Champaign, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 4 Google reviews.

Oxford, Mississippi

GilesMcPhail Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Staten Island, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Staten Island, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mobile, Alabama

Waverly Advisors, LLC is a Mobile, Alabama-based wealth management firm offering financial planning, investment management, tax, and estate planning services to private clients. The firm constructs customized portfolios incorporating traditional and alternative asset classes, provides quarterly net-of-fee performance reporting, and delivers client access through a proprietary Wealth Management Dashboard. Advisors hold the Chartered Life Underwriter (CLU) credential and operate with a stated emphasis on personalized, partner-level service rather than transaction-driven relationships.

Honolulu, Hawaii

Independent RIA

Latitude Wealth Management is an independent wealth management firm in Honolulu offering financial planning and investment management services to individuals and small businesses. The firm operates without proprietary product affiliations and focuses on strategies addressing wealth creation, protection, and legacy planning. Their stated approach emphasizes a structured planning process with attention to current needs and tax efficiency, supported by personalized advisory service.

Lakewood, Colorado

IronFjord Wealth Management offers financial planning, investment management, and tax planning services to households with $1 million or more in assets, structured around a flat annual fee and fiduciary arrangement. Founded by James Mayo, who holds CFA, CFP, and Enrolled Agent credentials, the firm coordinates retirement planning, in-house portfolio management using low-cost index funds, and tax strategy as an integrated approach. Client assets are held at independent custodian Altruist, and the firm may coordinate with or refer to external tax preparers for additional tax preparation services. The firm is based in Lakewood, Colorado.

St Simons Island, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St Simons Island, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Lee's Summit, Missouri

Lakeshore Wealth Management is a Missouri-registered investment advisor and fiduciary firm based in Lee's Summit that provides investment management and wealth management services with a focus on retirement planning. The firm works with clients to assess their current financial position and develop clear, straightforward retirement plans aligned with their goals. As an independent advisor, the firm operates in a fiduciary capacity to provide objective guidance on financial decisions.

Coconut Creek, Florida

Alpina Tax & Accounting Services, LLC is an investment advisory firm in Coconut Creek, Florida. Services include Tax Planning. The firm specializes in Estate Planning, Investment Management, and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 16 Google reviews.

Tomah, Wisconsin

Independent RIA

MBE Wealth is an independent ria firm in Tomah, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Albuquerque, New Mexico

United Capital Financial Advisors is an investment advisory firm in Albuquerque, New Mexico. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Fairfax, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fairfax, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Mandeville, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mandeville, Louisiana. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Willits, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Willits, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Dubuque, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Dubuque, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 3.9-star rating from 7 Google reviews.

Arlington Heights, Illinois

Baldwin Financial Advisors is a women-owned financial planning firm in Arlington Heights, Illinois that provides financial planning, investment management, and consulting services with a focus on retirement planning. The firm employs a structured methodology that includes comprehensive analysis, ongoing coaching throughout the first year after plan delivery, and coordination with clients' attorneys and CPAs. At least one advisor holds the CFP® certification and operates under fiduciary standards. The practice addresses common client concerns around retirement affordability, market volatility, savings adequacy, and investment suitability, and incorporates risk management and insurance review into its planning process.

Murray, Utah

RISE Wealth Management & Planning, based in Murray, Utah, has served approximately 1,000 clients across multiple states since 2014, providing investment management and wealth management services. The firm takes a holistic, client-centered approach that addresses individual financial goals and circumstances rather than applying standardized strategies. The team works collaboratively from planning through execution and ongoing review, focusing on education and proactive guidance to help clients navigate their financial objectives.

Baraboo, Wisconsin

Independent RIA

MBE Wealth is an independent registered investment adviser in Baraboo, Wisconsin, offering financial planning, investment management, and wealth management services. The firm staffs Certified Financial Planners who work with clients on retirement planning, business owner strategies, tax-efficient investing, and comprehensive financial planning; they maintain an affiliation with MBE CPAs to coordinate tax and investment guidance. The practice serves individuals and business owners and emphasizes understanding each client's evolving priorities before designing a plan.

Parker, Colorado

Eight Peaks Wealth Management in Parker, Colorado provides financial planning, investment management, and estate planning services to high-net-worth families and successful professionals. The firm operates as a fiduciary and integrates tax planning with wealth and estate strategies through its proprietary LEGACYSCULPT® Framework, coordinating with estate attorneys and CPAs while handling investment management and retirement planning in-house. The firm serves clients nearing retirement and those managing significant assets, with particular focus on small business owners and families seeking tax-efficient legacy planning.

Bridgeville, Pennsylvania

Waldron Private Wealth is an investment advisory firm in Bridgeville, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Land O' Lakes, Florida

Union Financial Services is a family-owned independent firm in Land O' Lakes, Florida, that has operated since 2006 and serves clients in New Jersey, Pennsylvania, and Florida. The firm provides investment management and retirement planning services, operating under a fiduciary standard and developing individualized financial plans based on each client's goals, current situation, and risk tolerance. Union Financial Services follows a structured planning process: establishing client goals, analyzing existing assets, creating an implementation plan, and conducting annual reviews to adjust for life changes.

The Villages, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in The Villages, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

Cedar Rapids, Iowa

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Cedar Rapids, Iowa. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dallas, Texas

Leap Wealth Management is an investment advisory firm in Dallas, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 11 Google reviews.

Elgin, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Elgin, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Des Moines, Iowa

Gremler Wealth Management, based in Des Moines, Iowa, offers investment management and wealth management services. The firm is led by John T. Gremler, RFC, and operates through Cambridge Investment Research, Inc. for securities and Cambridge Investment Research Advisors, Inc. for advisory services. The firm is registered to serve clients in California, Colorado, Florida, Iowa, Illinois, Kansas, Minnesota, Missouri, North Carolina, Oregon, Texas, and Washington.

Wilbraham, Massachusetts

RMG Wealth Management Group is an investment advisory firm in Wilbraham, Massachusetts. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Janesville, Wisconsin

Wirehouse

Terrapin Wealth Management, operating under the Wells Fargo Advisors Financial Network in Janesville, Wisconsin, provides financial planning and investment management services to clients. The firm structures its advisory relationships around personalized financial strategies and ongoing client relationships.

Roanoke, Virginia

Insurance-Based

Andrew Fenstermaker, Co-Founder, Financial Advisor - Solid Rock Financial Partners, LLC is an insurance-based firm in Roanoke, Virginia. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Fort Wayne, Indiana

Luminary Wealth is a fee-only fiduciary firm in Fort Wayne, Indiana that provides estate planning, financial planning, and retirement planning services with specialization in investment management and wealth management. The firm's advisors hold CFP, CFA, and CPA credentials and work with clients across various life stages—from working professionals and business owners to those within five years of retirement—through a structured process of discovery, strategy sessions, implementation, and ongoing adjustments to a customized Financial Guidebook. Services include investment management, regular plan updates, ongoing planning sessions, and continuous advisor availability; the firm operates on transparent, commission-free pricing with no hidden fees.

Lafayette, Louisiana

ADVSR Wealth Management - Financial Advisor: Blake Harper is an investment advisory firm in Lafayette, Louisiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Chapel Hill, North Carolina

Bolin Creek Wealth Advisors is a fee-only, fiduciary financial planning firm in Chapel Hill, North Carolina, offering hourly financial planning and investment management services at $335 per hour. The firm serves clients approaching retirement, DIY investors seeking portfolio reviews, working couples, and professionals navigating employee benefits, addressing questions around retirement readiness, investment allocation, tax planning, insurance, and estate matters. As an independent firm with no product sales or commission-based compensation, it conducts planning through a seven-step process that includes goal clarification, financial analysis, and recommendations, with typical comprehensive engagements ranging from approximately $2,000 to $10,000 depending on scope.

Annapolis, Maryland

Fee-Only

Modera Wealth Management is an independent, fee-only fiduciary firm based in Annapolis, Maryland, serving clients throughout the greater Chesapeake Bay area. The firm offers financial planning, investment management, retirement planning, tax planning, estate planning, and insurance analysis. Their service model combines detailed financial planning with ongoing investment guidance and personal consultation for clients managing complex wealth or navigating significant life transitions.

Reno, Nevada

Wealthspire is an investment advisory firm in Reno, Nevada. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Milwaukee, Wisconsin

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Milwaukee, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Cedar Rapids, Iowa

Carson Wealth is an investment advisory firm in Cedar Rapids, Iowa. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 70 Google reviews.

Cleveland, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Cleveland, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

St. Louis, Missouri

Independent RIA

Your RIA is an independent fiduciary firm based in St. Louis, Missouri, offering wealth planning, investment management, and estate planning services. Founded in January 2026 by Matthew Gladbach, a CFP® and MBA with 25 years of experience at major financial institutions, the firm serves clients through in-person meetings and virtual options. The firm operates under fiduciary standards and provides personalized financial guidance across retirement planning, tax reduction strategies, insurance, and legacy preservation.

Frankfort, Kentucky

Ross Kline is a financial advisor in Frankfort, Kentucky, holding the CWMS® credential, who provides financial planning and investment management services with a focus on retirement income planning for professionals and retirees. His practice follows a fiduciary standard and employs a three-stage planning process—organize, formalize, and implement—that includes comprehensive goal review, portfolio analysis, insurance needs assessment, and customized investment selection using various vehicles such as managed accounts, ETFs, mutual funds, and annuities. Kline emphasizes personalized strategy development based on individual objectives, time horizon, risk tolerance, and tax situation, with regular monitoring and adjustments to keep plans aligned with client goals.

Sumter, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sumter, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Cary, North Carolina

Fee-Only

Whitener Capital Management, Inc. - Cary is an investment advisory firm in Cary, North Carolina. It acts as a fiduciary. Services include Financial Planning and Investment Management. Compensation is on a fee-only basis. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ormond Beach, Florida

Insurance-Based

Northwestern Mutual - Ormond Beach is an insurance-based firm in Ormond Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Crestview Hills, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Crestview Hills, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Alpharetta, Georgia

Daner Wealth Management is an independent financial advisory firm in Alpharetta, Georgia, founded in 2022 by Marc Daner, a CFP® and ChFC® with over 30 years of industry experience. The firm provides financial planning, investment management, and wealth management services, with a focus on retirement planning, tax-efficient strategies, and estate protection for high-income clients. Led by Daner and Vice President Kellie Borror, the firm employs a fiduciary approach and uses globally diversified portfolios of index funds and ETFs to align with clients' risk tolerance and goals.

Bakersfield, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bakersfield, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 2.6-star rating from 7 Google reviews.

Tyler, Texas

Gibson Wealth Advisors is a fee-only, independent registered investment adviser in Tyler, Texas, specializing in comprehensive financial planning and retirement strategies. The firm coordinates tax, estate, investment, and insurance decisions for clients and operates as a fiduciary. They offer two service models: financial planning consultation where clients implement recommendations independently, or full-service management where the firm implements and oversees the plan. The firm is a member of Ed Slott's Master Elite IRA Advisor Group and provides complimentary financial coaching to clients' adult children and grandchildren until age 25 or marriage.

Aiken, South Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Aiken, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Winter Springs, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Winter Springs, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 4 Google reviews.

Belmont, North Carolina

Catawba River Capital is a fee-only registered investment advisor and fiduciary firm based in Belmont, North Carolina that provides estate planning, investment management, tax planning, and wealth management services. The firm works with clients through an initial consultation to understand their financial situation, develops a personalized strategy incorporating their goals and risk tolerance, and implements the plan with ongoing monitoring and adjustments. As an independent advisor, the firm does not earn commissions from product sales and structures its services under a single transparent fee model.

Scranton, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Scranton, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Baltimore, Maryland

United Capital Financial Advisors is an investment advisory firm in Baltimore, Maryland. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Bloomington, Illinois

Thrivent Financial - Heart of Illinois Financial Advisors is an investment advisory firm in Bloomington, Illinois. Services include Estate Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Middletown, Delaware

Savant Wealth Management is an investment advisory firm in Middletown, Delaware. It acts as a fiduciary. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 1 Google review.

Albuquerque, New Mexico

Wealth Management Legacy Planning Group is an Albuquerque-based financial advisory firm with over 32 years of combined experience serving individuals, families, and small business owners in the area. The firm offers financial planning, investment management, tax planning, estate planning, and retirement planning services, with a focus on integrating these disciplines into coordinated strategies. The team includes advisors Angelo Burns, Melinda Martinez, and Larisa Holiday, who are registered representatives. The firm serves clients including employees of regional institutions such as UNM, NMSU, Texas Tech, and UTEP.

Decatur, Illinois

Idle Clevenger Wealth Management is a financial planning and investment management firm in Decatur, Illinois that serves individuals and families approaching retirement. The firm offers financial analysis covering retirement withdrawal strategies, 401(k) management, Social Security optimization, and insurance planning, along with tax and estate services including tax strategies, estate plan review, and legacy planning. Investment services include stocks, bonds, mutual funds, ETFs, separately managed accounts, and alternative investments. The firm's stated process involves creating a simple one-page retirement plan based on client priorities, then implementing and adjusting the plan as circumstances change.

Tampa, Florida

Wirehouse

Merrill Lynch Financial Advisor Jose Rivas is a wirehouse firm in Tampa, Florida. Services include Investment Management. The firm specializes in Retirement Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Toms River, New Jersey

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Toms River, New Jersey. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Coldwater, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Coldwater, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Portland, Maine

CAPTRUST is an investment advisory firm in Portland, Maine. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Media, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Media, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Christiansburg, Virginia

Insurance-Based

Dakota Dolgos, Financial Advisor - Ascend Financial Strategies, LLC is an insurance-based firm in Christiansburg, Virginia. Services include Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Summerfield, Florida

Rob Elstad-Momentum Wealth, based in Summerfield, Florida, provides retirement planning and investment management services with a focus on widows, women, and families navigating wealth transfer. The firm emphasizes a team-based approach and proactive strategy development tailored to individual risk tolerance, time horizon, and financial goals, with ongoing monitoring and adjustment as circumstances change.

Naples, Florida

Prudent Financial Services, LLC, based in Naples, Florida, provides financial planning and investment management services with a focus on pre-retirees and retirees. Founded in 2019 by W. Dean Burdette, an Investment Advisor Representative with over 25 years of banking and financial advisory experience, the firm develops individualized financial strategies centered on five planning pillars: income, investments, healthcare, taxes, and legacy planning. The firm also serves high-net-worth and ultra-high-net-worth clients seeking more sophisticated financial strategies.

Florence, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Florence, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Spokane, Washington

Mountain View Financial Advisors - Thrivent is an investment advisory firm in Spokane, Washington. Services include Estate Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Keene, New Hampshire

Upper Valley Wealth Management is located in Keene, New Hampshire and provides investment management and wealth management services. The firm works with clients to identify life goals, develop investment plans aligned with personally meaningful benchmarks, and conduct periodic reviews to track progress and adjust strategy as circumstances change. The firm discloses the reasoning behind recommendations and associated fees, and offers client communication through in-person meetings, phone, or email.

Crowley, Louisiana

Altus Wealth Management is an independent financial advisory firm based in Crowley, Louisiana, offering investment management, financial planning, and wealth management services. The firm serves a diverse clientele including retirees, families, business owners, high-net-worth individuals, endowments, and foundations, with service offerings that encompass personalized investment management, 401(k) plan administration, insurance, and financial counseling.

Salida, Colorado

Mandala Financial Advisors in Salida provides financial planning and investment management services with an integrated approach that addresses multiple dimensions of clients' lives. The firm operates as a fiduciary and serves clients across different life stages, from early career through retirement, with a stated focus on helping clients work toward personal financial wellness while pursuing values-aligned goals. The advisors work through an initial discovery process to understand client circumstances before developing detailed financial plans, and the firm notes that its principals invest their own capital alongside client portfolios.

Franklin, Tennessee

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Franklin, Tennessee. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Missoula, Montana

Nexus Wealth Management is an independent advisory firm in Missoula, Montana that provides financial planning and investment management services to over 700 clients across 1,100+ accounts. The firm offers financial goal setting, investment management, 401(k) benchmarking, insurance planning, estate planning, and defined benefit reviews, operating under a non-proprietary approach that evaluates solutions across the broader market. The firm begins client relationships with a personal consultation and comprehensive financial diagnostic assessment designed to identify opportunities and risks in each client's financial situation.

Ocala, Florida

Alliance Advisors Wealth Management, founded in 1999 and based in Ocala, Florida, is a registered investment advisor led by founder David Peters, who holds a Series 65 license and insurance credentials. The firm provides investment management, retirement planning, tax planning, and long-term care planning services to individuals, families, and business retirement plans. David Peters brings decades of experience from Wall Street and a University of North Carolina economics degree to his client relationships.

Rapid City, South Dakota

BMS Financial Advisors in Rapid City, South Dakota provides retirement planning and investment management services. The firm employs a team-based approach to address client financial needs and emphasizes understanding each client's risk tolerance, time horizon, and objectives before developing an investment strategy. The firm takes a proactive stance toward planning and ongoing monitoring to help clients work toward their financial goals.

Victor, New York

Insurance-Based

Louis Bacchetta, Financial Advisor - Eagle Strategies is an insurance-based firm in Victor, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Herndon, Virginia

Eldenstreet Financial, based in Herndon, Virginia, offers financial planning with expertise in retirement planning and investment management. The firm operates on a referral-based model and works with successful individuals, families, business owners, and executives to develop customized plans addressing wealth creation, asset protection, and legacy planning.

Newtown, Pennsylvania

Merit Financial Advisors is an investment advisory firm in Newtown, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Summersville, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Summersville, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Fayetteville, New York

Tompkins Financial Advisors, based in Fayetteville, New York, provides investment management and retirement planning services to clients seeking a team-based approach to wealth strategy. The firm operates through an in-house investment committee that develops and monitors portfolios using both active and passive strategies, informed by macroeconomic analysis and fundamental research. Clients access their accounts through an integrated online platform offering portfolio reporting and account visibility. The firm emphasizes local service relationships and customized investment solutions designed to address individual client circumstances and objectives.

Yuma, Arizona

Southern Pacific Asset Management, LLC, based in Yuma, Arizona, provides retirement planning, investment management, and estate planning services. Founded by Shawn McKeown, the firm emphasizes personalized financial planning that begins with understanding each client's specific circumstances and goals, using a structured process of discovery, income assessment, custom strategy development, and ongoing support.

Montgomery, Alabama

WealthMark Financial Strategies, located in Montgomery, Alabama, provides financial planning and investment management with a focus on retirement planning for families, business owners, and leaders. The firm was founded by Tony and Clay Edwards and operates on a relationship-centered model that prioritizes understanding client circumstances before making recommendations. The team includes Principal Financial Advisor P. Clayton Edwards and Client Service Associate Carlyn Rawls, supported by involvement in professional organizations including NAIFA.

Poughkeepsie, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Poughkeepsie, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Carlsbad, California

Atterbury Investment Management is an investment advisory firm in Carlsbad, California. Services include Investment Management. The office has a wheelchair-accessible entrance.

Fairhope, Alabama

Crimson Wealth Management is a registered investment advisor in Fairhope, Alabama, serving entrepreneurs, family offices, and institutional clients. The firm integrates investment management with insurance and tax strategy planning, and has experience structuring sophisticated vehicles for after-tax optimization and serving as an outsourced chief investment officer. Services include portfolio management, wealth management, and institutional investment solutions with an emphasis on original research and disciplined risk management.

Topeka, Kansas

Reinert Wealth Management is an investment advisory firm in Topeka, Kansas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Orlando, Florida

Fee-Only

Savant Wealth Management is an investment advisory firm in Orlando, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Baton Rouge, Louisiana

Stenger Family Office is a fiduciary wealth management firm in Baton Rouge serving families across Louisiana and the United States. The firm provides investment management, financial planning, tax preparation and strategy, and estate planning coordination, with in-house CPAs and estate planning professionals working collaboratively on client cases. The firm manages portfolios tailored to client goals using individual stocks and ETF-based allocations, and provides comprehensive financial planning at no separate charge for clients with accounts. The firm also maintains offices in Naperville, Illinois and Houston, Texas.

Sugar Notch, Pennsylvania

Jagodzinski Financial Boutique, based in Sugar Notch, Pennsylvania, is led by Financial Advisor and founder Carla Jagodzinski, who holds over 25 years of banking and client service experience. The firm provides financial planning with specialties in retirement planning and investment management, offering personalized strategies that address retirement income, risk protection, college funding, business succession, and wealth preservation. Carla is a Registered Investment Advisor Representative with Eagle Strategies LLC and affiliated with New York Life Insurance Company, and she frequently collaborates with clients' CPAs, attorneys, and other professionals to align financial strategies with broader planning goals. The firm is supported by professional assistant Nicolle and emphasizes a protection-focused, transparent approach rather than product-driven recommendations.

Costa Mesa, California

CAPTRUST is an investment advisory firm in Costa Mesa, California. Services include Financial Planning and Investment Management. The firm specializes in Small Business and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 6 Google reviews.

Naperville, Illinois

VestGen Wealth Partners is a Naperville-based wealth management firm offering investment management, retirement planning, estate planning, tax planning, financial planning, and insurance solutions. The firm serves families, individuals, women investors, and business owners, working with clients on goals ranging from pre-retirement through legacy transfer and employing a consultative approach that coordinates with external professionals such as CPAs and attorneys. Services include personalized portfolio management with active monitoring, retirement income strategies, estate planning with trust and wealth transfer guidance, tax optimization, and education savings planning.

Spokane, Washington

Mountain Sky Wealth Management is an investment advisory firm in Spokane, Washington. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

College Station, Texas

Fee-Only Independent RIA

Paragon Financial Advisors is an independent, fee-only registered investment advisor founded in 2007 serving households and institutions with $1 million or more in investable assets from College Station, Texas. The firm offers financial planning, investment management, and estate planning services, with a team holding credentials including CFA® and CFP® designations and over 120 years of combined experience. They manage over $950 million in assets and construct customized portfolios incorporating private equity, private credit, and public market instruments, along with coordination on tax, retirement, and estate strategies with clients' external professionals. The firm operates on a fiduciary basis with no commissions, compensated solely through asset management fees.

Philadelphia, Pennsylvania

Fee-Only Independent RIA

Zenith Wealth Partners is a fee-only independent fiduciary RIA headquartered in Philadelphia with additional offices in New York, Washington DC, and Charlotte, serving clients nationwide. The firm provides investment management and comprehensive wealth planning delivered by a team of CFP® professionals, who develop customized portfolios based on a proprietary investment process aligned with each client's time horizon, risk tolerance, and financial circumstances. The firm does not accept commissions or referral fees and serves high-earning families and professionals seeking long-term wealth management relationships.

Victor, New York

The Pitti Group Wealth Management is a registered investment advisor and fiduciary firm founded in 2016 by Sal and Matt Pitti, with offices in Victor, New York and Bonita Springs, Florida. The firm provides financial planning, investment management, and wealth management services to educators, nonprofit employees, business owners, executives, and high-net-worth individuals, with CFP-credentialed advisors who address retirement planning, tax-efficient investing, estate coordination, insurance strategies, and employee benefit design. Their stated approach begins with discovery meetings to understand client goals and circumstances, followed by detailed planning and ongoing adjustments as life changes. The firm serves the Rochester region and clients nationwide.

Vero Beach, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Vero Beach, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Amarillo, Texas

Credent Wealth Management - Amarillo, TX is an investment advisory firm in Amarillo, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Hot Springs, Arkansas

Phoenix Rising Wealth Management is a fee-only fiduciary firm founded in 2007 by Katrina Robertson, a CDFA® practitioner with an accounting degree and nearly two decades of experience. The firm provides investment management, financial planning, and retirement planning services, including specialized guidance for clients navigating divorce through its Certified Divorce Financial Analyst credential. Operating as a DBA of Black Knight Wealth Management with securities offered through Charles Schwab, the firm emphasizes a personalized approach aligned to individual risk tolerance, goals, and values without accepting commissions or outside compensation.

Kinderhook, New York

Independent RIA

Siena Private Wealth is an independent registered investment advisory firm based in Kinderhook, New York, founded in 2019 by Marisa Rothstein, JD, CFP®, AEP. The firm provides comprehensive financial planning and investment management services, with a team that includes a CFP®, CPA/PFS, and estate planning attorney who work collaboratively on planning across investments, taxes, estate matters, and cash flow. Led by Marisa Rothstein and Alan Rothstein, CPA/PFS (who merged his prior fee-only investment firm into Siena in 2024), the practice emphasizes personalized service and long-term client relationships.

Peru, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Peru, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

St Simons Island, Georgia

Harvard Wealth Management is a fiduciary financial advisory firm in St. Simons Island, Georgia, founded by Jake Harvard, a CPA and CFP®. The firm provides integrated financial planning, investment management, tax strategy, retirement planning, and estate planning, with a particular focus on coordinating tax and wealth strategies as a single discipline. The firm operates on a fee-only basis with transparent AUM fees that include comprehensive planning, serves business owners and individuals within 10 years of retirement or already retired, and maintains independence from banks, brokerages, and insurance companies to avoid conflicts of interest.

Tampa, Florida

Independent RIA

Sickle Hunter Financial Advisors is an independent registered investment advisor in Tampa, Florida, operating under fiduciary standards. The firm offers financial planning, investment management, and tax planning services with particular expertise in retirement planning and portfolio management, serving clients across various life stages. The team includes Travis Sickle, a CFP, and James Baskey, a CFP candidate and Enrolled Agent. The firm manages retirement accounts, individual investments, and workplace retirement plans while emphasizing a collaborative planning process and community involvement.

Kansas City, Missouri

Wirehouse

Merrill Lynch Financial Advisor Chris Teahan is a wirehouse firm in Kansas City, Missouri. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Vero Beach, Florida

Conway Financial Planning, based in Vero Beach, Florida, offers retirement planning and investment management services. The firm provides safe money options through Michael Conway, who operates as a fiduciary advisor, along with investment services managed through Royal Fund Management and a 401(k) monitoring service that reallocates underperforming fund holdings.

Pittsburgh, Pennsylvania

Proxima Wealth Management is an independent wealth management and investment advisory firm based in Pittsburgh, Pennsylvania. The firm offers personalized financial planning services including retirement planning, investment management, and estate planning, structured around each client's individual circumstances and objectives. The firm emphasizes a client-centered approach with direct personal attention throughout the planning process.

St. Louis, Missouri

JAG Capital Management is an investment advisory firm in St. Louis, Missouri. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Scott, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fort Scott, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Bowling Green, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bowling Green, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Atlanta, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Atlanta, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.

Alpharetta, Georgia

Rachel Wilder, Financial Advisor - Wilder Wealth Strategies, LLC is an investment advisory firm in Alpharetta, Georgia. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Wapakoneta, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Wapakoneta, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Amarillo, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Amarillo, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 4 Google reviews.

Reno, Nevada

Fee-Only

Alchemy Wealth Management is a fee-only fiduciary firm in Reno, Nevada specializing in retirement planning, investment management, and tax planning for clients typically age 50 and older with $1 million or more in investable assets. The firm integrates income strategy, investment allocation, and tax coordination to help clients transition into and through retirement, and offers ongoing plan reviews as circumstances and regulations change. Led by Chief Financial Planner Ryan Nelson MBA, the practice serves families seeking coordinated guidance rather than commission-based or one-time advisory relationships.

St Paul, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in St Paul, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

West Des Moines, Iowa

Carlson Wealth Management, based in West Des Moines, Iowa, offers financial planning and investment management services through a structured approach called the PLAN Success Cycle and coordinated planning across five domains: investment, retirement, tax, legacy, and risk management. Founded in 2002 by Lisa Carlson (NSSA®), the firm is supported by an investment team that includes multiple CFP® and CFA® credentialed professionals; the investment advisory services are provided through Advisory Alpha, LLC, a SEC-registered investment advisor. The firm structures its investment process around five core principles—strategy, rebalancing, diversification, security selection, and monitoring—and offers complimentary income planning and portfolio analysis consultations.

Stuart, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Stuart, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Charlotte, North Carolina

CayDen Wealth Management in Charlotte offers financial planning, investment management, and wealth management services led by CERTIFIED FINANCIAL PLANNER™ professionals. The firm operates on a fiduciary basis and coordinates tax planning through its affiliated company, CayDen Tax & Consulting, combining goal-setting, cash flow analysis, and portfolio management as part of a systematic approach to household finances. The practice emphasizes tax-efficient strategies and uses financial planning technology to help clients organize their complete financial picture.

Scottsdale, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Scottsdale, Arizona. Services include Estate Planning, Insurance Analysis, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 8 Google reviews.

Omaha, Nebraska

Avant-Garde Wealth Partners is a financial planning and wealth management firm based in Omaha, Nebraska. The firm offers investment management and financial planning services, with a stated approach emphasizing personalized planning that accounts for individual circumstances, life stages, and relationship dynamics. The firm provides clients with online account access through Investor 360° for consolidated statements and account details.

York, Pennsylvania

Langan Financial Group Retirement & Wealth Management is an investment advisory firm in York, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Retirement Planning and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 22 Google reviews.

Stamford, Connecticut

OneNorthStar | Financial Planner, Investment Management, Tax Efficiency, Legacy Creation, Retirement Planning is an investment advisory firm in Stamford, Connecticut. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Washington, District Of Columbia

Carson Wealth is an investment advisory firm in Washington, District Of Columbia. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Knoxville, Tennessee

Marsh Wealth Management is a fiduciary firm in Knoxville, Tennessee that provides financial planning, investment management, and wealth management services with a focus on tax-efficient strategies for clients nearing or in retirement. Led by principals Mike Marsh and Yvonne Marsh—both CPAs, with Yvonne also holding CFP certification—the firm serves clients with investable assets of $300,000 or more, particularly those aged 50 and older. The firm structures its planning approach around four areas: investments, tax strategies, healthcare, and legacy and estate planning, with particular emphasis on tax timing and optimization across different wealth stages.

Andover, New Jersey

Hampton Square Wealth Management is an investment advisory firm in Andover, New Jersey. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Altoona, Iowa

RCI Wealth Management, located in Altoona, Iowa, provides investment management and wealth management services. The firm emphasizes understanding clients' financial situations, objectives, and risk tolerance through long-term relationships built on transparent communication. RCI works with clients to evaluate financial options and develop individualized strategies.

Charlotte, North Carolina

Signature Wealth Strategies is a wealth management firm serving clients throughout the Southeast, including its Charlotte, North Carolina office, with a team of credentialed financial advisors operating since 1970. The firm provides investment management, wealth management, and financial planning services across areas including asset allocation, insurance, tax strategy, estate planning, and retirement income planning through its SignatureLife Framework approach. Advisors hold CFP® certification and offer complimentary initial consultations to discuss clients' financial goals and planning needs.

Eagle, Colorado

Elevate Capital Advisors is an SEC-registered investment advisor in Eagle, Colorado, founded in 2017, managing over $200 million for high-net-worth individuals, families, corporations, and charitable entities. The firm operates as a fiduciary with a minimum investment of $500,000 for portfolio management, offering financial planning and disciplined investment management grounded in fundamental analysis, technical entry points, and systematic risk management. Their approach emphasizes determining each client's required rate of return (termed the Family Index) as a foundation for personalized portfolio construction across Conservative, Moderate, Growth, and Aggressive strategies. The firm maintains direct advisor access and structures positions based on downside risk tolerance rather than upside potential, using trailing stop losses and risk budgeting to control portfolio exposure.

Quincy, Illinois

Donovan Prost | Wealth Management Advisor is an investment advisory firm in Quincy, Illinois. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Metairie, Louisiana

Davenport Wealth Strategies, based in Metairie, Louisiana, provides financial planning with a focus on retirement planning and investment management. The firm is led by Megan Davenport (FSCP®, Investment Adviser Representative) alongside her parents Kathy and Joseph Davenport, all affiliated with New York Life and holding appropriate securities licenses and regulatory registrations with Eagle Strategies LLC and NYLIFE Securities. The team brings experience in estate planning, insurance, and business planning, with Megan having served clients since 2017 and her parents since the 1980s.

Cumming, Georgia

Fee-Only

Financial Consultants Group, located in Cumming, Georgia, has provided fiduciary, fee-only financial planning and investment management services since 1996. The firm's team includes multiple CFP® professionals—David Fountain, Sandee Fricks, Carolyn Flournoy, and Joey Hampton—along with support staff, offering personalized financial planning that addresses savings, investments, taxes, and retirement. The firm follows a three-phase approach: initial assessment of a client's financial situation and goals, creation of a customized strategy, and ongoing implementation with continuous monitoring and adjustments.

Henderson, Nevada

Kore Wealth Management is an independent wealth management and financial planning firm based in Henderson, Nevada, operating for over 20 years. The firm is led by Alexi Howie (CFP®, CDFA®) and Kyle Price (CFP®), both of whom operate as fiduciaries and provide services including retirement planning, comprehensive financial planning, investment management, estate planning, college funding, tax-efficient strategies, and specialized support for divorce-related financial decisions. The firm works with business owners, families, and individuals across various backgrounds, following a four-step process of initial consultation, customized plan development, implementation, and ongoing account monitoring.

Bixby, Oklahoma

360 Wealth Management, based in Bixby, Oklahoma, offers financial planning and investment management services with a focus on wealth management. The firm emphasizes investor education and personalized portfolio construction designed for clarity and long-term investing, and is registered with the SEC as an investment advisor. The principal, Kraig McFarland, holds the Registered Financial Consultant and Chartered Retirement Planning Counselor designations and has been licensed in the securities industry since 1987, with support staff including Heather, who has worked in financial services since 2006.

Auburn, Indiana

Credent Wealth Management - Auburn, IN is an investment advisory firm in Auburn, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Upper St Clair, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Upper St Clair, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Melbourne, Florida

Fee-Only

Moisand Fitzgerald Tamayo, LLC is a fee-only, independent fiduciary financial advisory firm with offices throughout Florida and in the Dallas–Fort Worth area, offering financial planning and investment management services. The firm is 100% employee-owned and integrates tax planning with broader financial strategy, employing licensed tax advisors who can provide specific tax guidance and IRS representation. They structure their recommendations around income management, retirement distributions, investment tax efficiency, and year-round tax strategy coordination. The firm does not accept commissions or product fees and works remotely with clients when local office access is inconvenient.

Tucson, Arizona

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tucson, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 8 Google reviews.

San Luis Obispo, California

San Luis Wealth Advisors is an independent wealth management firm in San Luis Obispo serving clients with at least $1 million in investable assets. The firm offers investment portfolio management, financial planning, estate planning, real estate investment consulting, and private equity guidance, operating on a fee-only basis for discretionary account management. The team includes CFP®-credentialed advisors with extensive experience in traditional investments, alternative assets, tax planning, and coordination with clients' other professional advisors. The firm takes a holistic approach addressing both asset and liability sides of a client's financial picture.

Kennewick, Washington

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Kennewick, Washington. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Manchaca, Texas

Entirety Financial is a financial planning and wealth management firm based in Manchaca serving the South Austin area. The firm offers financial planning, investment management, retirement planning, tax planning with in-house CPAs, estate planning, and private client services for clients at various life stages. Investment management is delivered through disciplined strategies with ongoing portfolio oversight, and the firm is affiliated with Cetera Wealth Services LLC for investment product delivery.

New York, New York

Insurance-Based

Alfredo Alves De Lima, Financial Advisor - Eagle Strategies is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Latham, New York

Northway Financial Group LLC, based in Latham, New York, provides financial planning services with a focus on retirement planning and investment management. The firm employs a collaborative, multidisciplinary approach centered on understanding clients' financial goals and life priorities, combining experienced analysis with transparent communication about asset locations and performance.

Dallas, Texas

Island Wealth Strategies and Insurance Solutions is a Dallas-based financial planning firm led by Christene Dino Hobbs, operating as a fiduciary advisory practice. The firm offers financial planning, retirement planning, and investment management services to successful professionals and business owners, drawing on over 57 years of combined team experience. The practice employs a structured planning process addressing asset protection, tax considerations, and wealth management across clients' financial situations.

Auburn, Alabama

Jackson Thornton Wealth Management in Auburn provides financial planning and investment management services to clients throughout the Southeast. The firm traces its roots to a founding more than 100 years ago as a CPA practice and established its asset management division in 1999, rebranding to its current name in 2024 to reflect its expanded wealth management focus. The firm works with individuals and closely held businesses to assess financial objectives and develop corresponding strategies.

Cedar Rapids, Iowa

EDGE Investment Solutions is a Cedar Rapids-based firm offering financial planning, investment management, retirement planning, and wealth management services. The firm employs multiple investment advisor representatives affiliated with LPL and follows a four-step planning process that begins with a discovery meeting and culminates in ongoing plan execution and monitoring. Services also include estate planning and tax planning, with an approach centered on understanding each client's individual financial situation and adapting recommendations over time.

Lexington, Kentucky

JT Davis Asset Management is an investment advisory firm in Lexington, Kentucky. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 8 Google reviews.

Birmingham, Alabama

Somerset Advisory is an investment advisory firm in Birmingham, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Northbrook, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Northbrook, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Kingston, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Kingston, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Charleston, West Virginia

NTV Asset Management is a federally registered investment adviser in Charleston, West Virginia, managing over $900 million in client assets since 2000. The firm offers discretionary investment management and portfolio monitoring services to high-net-worth individuals, charitable trusts, IRAs, and corporate retirement plans, with custody through Charles Schwab. Its leadership team includes professionals with decades of combined investment experience and relevant credentials including CFA and Series 65/66 licenses, with specialized capabilities in financial planning, tax strategy, and estate matters.

Monessen, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Monessen, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Pasadena, California

Fee-Only Independent RIA

Fiducia Wealth Management is an independent, fee-only registered investment advisor based in Pasadena, California, operating under a fiduciary standard. The firm provides wealth management, financial planning, and investment management services to high-net-worth individuals, families, and institutions, with a stated approach that incorporates holistic financial analysis and coordination with clients' other professional advisors. The firm conducts annual reviews and maintains ongoing communication to address changing life circumstances and financial needs.

Salem, Oregon

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Salem, Oregon. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Tyler, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tyler, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Montpelier, Vermont

One Day In July Financial Advisors is an independent, fee-only fiduciary firm in Montpelier, Vermont that specializes in retirement planning and investment management. The firm constructs diversified portfolios using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets custodied at Charles Schwab. As fee-only advisors, the firm receives compensation directly from clients and does not accept product commissions or revenue-sharing arrangements. The firm emphasizes transparent pricing, tax-conscious investing, and personal advisory relationships rather than algorithmic or outsourced management.

Ocala, Florida

Truesdell Wealth is an investment advisory firm in Ocala, Florida. Services include Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Wayzata, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wayzata, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Norfolk, Nebraska

Insurance-Based

Northwestern Mutual is an insurance-based firm in Norfolk, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Lewisburg, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lewisburg, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Morristown, Vermont

One Day In July Financial Advisors is a fee-only fiduciary firm in Morristown, Vermont that provides retirement planning and investment management to individuals, families, and institutions. The firm constructs diversified portfolios using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets held at custodians like Charles Schwab. As an independent firm with no external financing, the company emphasizes transparency around fees and avoids commission-based compensation and mutual fund revenue-sharing arrangements. Advisors use a proprietary simulator tool to demonstrate historical portfolio scenarios and focus on after-tax, after-fee performance analysis.

Rockford, Illinois

UMB Private Wealth Management Center in Rockford, Illinois offers financial planning, investment management, and wealth management services to individuals and institutions. The center provides portfolio management, private banking, and trust administration through an appointment-only model. Located near the intersection of Guilford Road and North Alpine Road, the Rockford office is part of UMB Bank's broader banking operations and serves as a resource for customers seeking private wealth management guidance.

Geneva, Illinois

Fee-Only

Lenity Financial is a fee-only fiduciary advisory firm based in Geneva, Illinois, led by principals Mark and Lisa Bova, both CFP certificants. The firm offers financial planning and investment management services, addressing retirement, tax strategy, portfolio oversight, and legacy planning through a structured process of planning, execution, and ongoing monitoring. The firm takes a personalized approach to each client engagement, developing customized investment policy statements and conducting regular portfolio rebalancing and performance reviews.

Baraboo, Wisconsin

Baus Wealth Management is an investment advisory firm in Baraboo, Wisconsin. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Naples, Florida

Patrumin Investors is an investment management firm based in Naples, Florida, that specializes in U.S. equity portfolio construction and management. The firm employs a fundamental research approach centered on free cash flow analysis and direct company engagement, with the founding team having over 30 years of combined experience visiting companies, attending industry conferences, and analyzing financial statements. Patrumin offers investment strategies including SMA and UMA account management services, and the principals maintain personal capital in each strategy they manage for clients.

Irving, Texas

Premier Investments and Wealth Management in Irving, Texas offers investment management, retirement planning, and wealth management services to medical professionals, business owners, executives, union members, retirees, and high net worth individuals. The firm employs a goals-based planning process that begins with an initial consultation, moves through discovery and analysis phases to develop personalized strategies, and continues with implementation and ongoing monitoring. Services include retirement income planning, risk management, tax planning, and coordination with clients' existing professional advisors. The firm emphasizes aligning financial decisions with individual values and life objectives rather than focusing primarily on investment performance.

Rockwall, Texas

Crestview Wealth Management is an investment management firm based in Rockwall, Texas, founded by James Fowler and Reid Johnson. The firm provides personalized investment strategies, 401(k) rollovers, long-term care planning, and tax services, with an approach that emphasizes understanding clients' values and creating clear financial roadmaps. The team works with clients on retirement planning and estate planning to align their strategies with personal goals and legacy objectives.

Biloxi, Mississippi

Roberts Wealth Management offers financial planning, investment management, and wealth management services from eight locations across the Gulf Coast, with a primary office in Biloxi, Mississippi. The firm operates on an independent basis and employs certified financial advisors who work through a three-step process—discovery, strategy, and implementation—to develop personalized financial plans. Services include retirement planning, estate planning, income solutions, insurance guidance, and tax planning. The firm has been in business for over 30 years and serves families throughout the region.

Texas City, Texas

Lifestyle Financial Advisors is an investment advisory firm in Texas City, Texas. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Edina, Minnesota

Boulevard Wealth Management is a fee-based financial advisory firm founded in 2010 and headquartered in Eden Prairie, Minnesota, operating as a fiduciary across investments, insurance, tax, and estate planning. The firm serves individuals, families, business owners, and those in transition through comprehensive financial planning (charged on a flat-fee basis) and portfolio advisory services, with a $100,000 minimum for investment management that may be waived for younger professionals. Leadership includes founders with CFP and CFA credentials, plus additional credentialed partners (CLU, CASL, ChFC) brought through strategic mergers that expanded the firm's service capabilities while maintaining its client-first approach.

Lakeland, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lakeland, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office is open daily.

Baton Rouge, Louisiana

Olivier Group is an investment advisory firm in Baton Rouge, Louisiana. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Louisville, Kentucky

Meritrust Wealth Management, established in 1999 in Louisville, Kentucky, offers estate planning, investment management, and wealth management services, often in conjunction with tax and accounting expertise through its relationship with MCM CPAs & Advisors LLP. The firm's team includes professionals with credentials such as JD, CFP, CPA, and MBA designations, with combined experience exceeding 170 years. The firm is affiliated with Kestra Financial as its broker-dealer and utilizes National Financial Services for trade processing and client reporting.

Plattsburgh, New York

Timothy Gonyo, Financial Advisor, LUTCF, RICP is an investment advisory firm in Plattsburgh, New York. The firm specializes in Retirement Planning and Investment Management. Its advisors hold RICP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open one day a week. It holds a 5-star rating from 1 Google review.

Pensacola, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Pensacola, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

College Station, Texas

Evan Weeks - Financial Advisor is an investment advisory firm in College Station, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Belton, Missouri

Financial Advisor Pro is a fee-transparent advisory firm based in Belton, Missouri, serving clients locally and via video across Missouri and Kansas. The firm operates as a fiduciary and offers financial planning, investment management, retirement planning, insurance analysis, and wealth management, with particular expertise in 401(k) rollovers and life insurance solutions. With over a decade of experience in the region, the firm works with families and individuals to develop personalized strategies aligned with their financial goals.

Mandan, North Dakota

Kelly Jahner is a financial advisor operating under Premier Wealth Strategies in the Mandan, North Dakota area, offering financial planning with specializations in retirement planning and investment management. She works with individual clients to develop personalized financial strategies and emphasizes a transparent approach to financial guidance.

Birmingham, Alabama

Blalock Williams is a wealth management and investment advisory firm in Birmingham, Alabama, led by CFP® principals John Blalock IV and Lee Williams. The firm provides comprehensive financial planning services including investment management, retirement planning, and estate planning and wealth transfer guidance, grounded in a philosophy that treats stocks as business ownership rather than short-term trading instruments. The firm emphasizes personalized service and long-term client relationships, with a team that includes compliance and operations support.

Berkeley, California

Tammy Plotkin-Oren operates TPO Financial and Insurance Services in Berkeley, California, providing financial planning with a focus on retirement planning and investment management. The firm collaborates with clients' existing professional advisors and maintains relationships with insurance providers including Ash Brokerage to offer life insurance, long-term care, disability income, and annuity solutions.

Billings, Montana

Buchanan Capital is a family-owned investment firm founded in 2002 and based in Billings, Montana, offering financial planning and customized investment management. The firm serves individual investors, business owners, retirees, ranchers, and institutional clients including municipalities and retirement funds, with particular expertise in fixed income securities and multigenerational planning strategies. The advisors operate on a fiduciary basis and emphasize locally made decisions and customized portfolio construction rather than standardized approaches. The firm combines conservative investment strategies with access to institutional-grade research and bond dealer networks.

Little Rock, Arkansas

Capital Rock Wealth Management in Little Rock offers investment management, retirement planning, and tax strategy services founded on the principle that financial plans should be individualized rather than formulaic. Led by Brad, a CFP® professional with prior experience managing institutional assets, the firm operates on a fiduciary basis and conducts a discovery process that examines clients' goals, financial situation, and existing accounts before recommending customized portfolios and addressing tax efficiency. The firm accepts clients with no minimum asset requirements and provides ongoing advisory support, with Kate Price serving as Director of Operations to manage client relationships and operational execution.

Fort Collins, Colorado

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Collins, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

East Longmeadow, Massachusetts

Ferrentino Wealth Management is an investment advisory firm in East Longmeadow, Massachusetts. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Katy, Texas

Roberts Wealth Management is a financial planning firm based in Katy, Texas, operating across multiple Gulf Coast locations with over 30 years in business. The firm provides financial planning, investment management, and wealth management services, including retirement planning, estate planning, income strategy, and insurance guidance through a three-step process focused on discovery, strategy development, and implementation. The firm operates on an independent advisory model and employs certified financial professionals to serve clients through personalized planning aligned with individual goals and values.

Largo, Florida

Independent RIA

Econologics Financial Advisors is a registered investment advisor based in Largo, Florida that serves practice owners and their associates. The firm provides financial planning and investment management, with particular focus on how practice finances integrate with personal wealth building, including business succession and tax strategy. Operating under fiduciary duty, the firm uses a proprietary tracking system called Econometry Analytics to monitor client progress toward stated financial goals.

Myrtle Beach, South Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Myrtle Beach, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cincinnati, Ohio

Jackson Wealth Strategies, Ltd, founded in 2007 by Richard Jackson, provides financial planning and investment management services with a focus on retirement planning. The firm works with retirees, pre-retirees, business owners, and successful professionals, emphasizing alignment of financial decisions with clients' personal values and goals. Based in Cincinnati, Ohio, the firm partners with New York Life and its affiliated companies to deliver services that address life events including college funding, business transition planning, and lifestyle protection.

Punta Gorda, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Punta Gorda, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.2-star rating from 10 Google reviews.

Reno, Nevada

The Bernard Wealth Management Group is an investment advisory firm in Reno, Nevada. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bozeman, Montana

Insurance-Based

Leisl Mooer, Financial Advisor - McKenna Financial is an insurance-based firm in Bozeman, Montana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Missoula, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Missoula, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Racine, Wisconsin

MGA Wealth Management, based in Racine, Wisconsin, offers investment management and wealth planning services centered on a proprietary three-phase process called the MGA Model. The firm works with clients seeking financial independence and life milestone planning, incorporating financial planning, risk assessment, legacy planning, and connections to health and wellness resources through an in-house life coach. The firm coordinates with other professionals as needed and emphasizes ongoing relationship management with regular portfolio reviews and updates.

West Chester, Pennsylvania

Financial Coach is a West Chester, Pennsylvania-based financial planning and investment management firm led by partners Owen Mulhern, Jeff Mastronardo, Mike Traynor, Meghan Tait, and Kevin Janiec, all holding CFP® or CFA credentials. Operating for over 20 years, the firm serves clients approaching or in retirement, as well as established savers seeking guidance on investment and wealth strategy. The team operates on a fiduciary basis and employs a structured planning approach to address retirement income, spending, and portfolio management decisions.

Knoxville, Tennessee

Millennium Wealth Management is an independent financial advisory firm in Knoxville, Tennessee offering investment management and wealth planning services. The firm employs a three-step approach—assessing client finances and objectives, developing customized strategies, and implementing plans that adjust as circumstances change. As an independent practice, the firm states it prioritizes client interests without selling proprietary products or meeting sales quotas, and emphasizes financial education to help clients make informed decisions about their long-term financial planning.

Amarillo, Texas

Canadian River Wealth Management, LLC is an investment advisory firm in Amarillo, Texas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Meridian, Mississippi

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Meridian, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Carroll, Iowa

Silverleaf Wealth Management - Ann K. Slechta is an investment advisory firm in Carroll, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Jacksonville, Florida

Cohen Wealth Advisory is an investment advisory firm in Jacksonville, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Keene, New Hampshire

Birch Financial Group provides financial planning, investment management, and wealth management services to professionals in New Hampshire and nationwide from its Keene office. The firm emphasizes personalized planning through in-depth client conversations and customized strategies rather than standardized approaches, with a stated focus on understanding each client's specific circumstances and priorities.

New Orleans, Louisiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in New Orleans, Louisiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 5 Google reviews.

Fort Myers, Florida

Paramount Financial Advisors, LLC is an investment advisory firm in Fort Myers, Florida. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fayetteville, North Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fayetteville, North Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Kalispell, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Kalispell, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Beaver, Pennsylvania

Three Cord True Wealth Management is a fiduciary-regulated advisory firm serving Pittsburgh-area families, professionals, and retirees. The firm integrates financial planning, investment management, tax strategy, and social security optimization, operating under a proprietary planning process called the True Wealth Blueprint that emphasizes the coordination of tax and investment decisions. Led by principals including Tod Arbutina and Vasili, the team provides ongoing relationship-based advisory rather than one-time planning engagements. The firm is located in Beaver, Pennsylvania and has demonstrated long-term client retention, with several client testimonials noting decades of service across life stages including retirement, education funding, and estate planning.

Wilkes-Barre, Pennsylvania

Musto Tax & Insurance Services is an investment advisory firm in Wilkes-Barre, Pennsylvania. Services include Insurance Analysis and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Plymouth, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plymouth, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

West Fargo, North Dakota

NorthStar Financial Group is an investment advisory firm in West Fargo, North Dakota. Services include Retirement Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tucson, Arizona

United Capital Financial Advisors is an investment advisory firm in Tucson, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

St. Augustine, Florida

Infinite Investment Strategies is an investment advisory firm in St. Augustine, Florida. Services include Financial Planning. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Roanoke, Virginia

Selective Wealth Management - Roanoke is an investment advisory firm in Roanoke, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Scottsdale, Arizona

Halbert Hargrove Scottsdale is an investment advisory firm in Scottsdale, Arizona. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Philadelphia, Mississippi

Kevin Vaughn is a financial advisor operating through Wise Financial Group, LLC in Philadelphia, Mississippi, offering financial planning services with a focus on retirement planning and investment management. He is registered as an investment adviser representative with Eagle Strategies LLC and holds insurance licenses and securities registrations through New York Life companies, enabling him to provide both fee-based advisory services and commission-based insurance and investment products. Clients may engage him for advisory services alone, product implementation, or a combination of both.

Santa Fe, New Mexico

Independent RIA

Thornburg Investment Management® is an independent ria firm in Santa Fe, New Mexico. Services include Investment Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 9 Google reviews.

Hillsboro, Oregon

Pace Financial Advisors is a wealth management firm based in Hillsboro, Oregon that offers financial planning, retirement planning, investment management, estate planning, and insurance services. The firm works with clients to identify financial goals and develop integrated plans that address retirement strategy, investment portfolio management, and wealth transfer, coordinating with clients' other professional advisors as needed.

Honolulu, Hawaii

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Honolulu, Hawaii. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Wilmington, Delaware

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wilmington, Delaware. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Santa Rosa Beach, Florida

Independent RIA

Palm View Investments is an independent registered investment advisor based in Santa Rosa Beach, Florida, founded in 2023 by Bryan, a CFA charterholder with extensive experience in alternative investments and institutional portfolio management. The firm offers investment management, retirement planning, and business advisory services to individuals, families, and business owners, with particular expertise in private equity, concentrated positions, and succession planning. Palm View emphasizes a research-driven approach centered on understanding portfolio holdings and aligning capital decisions with long-term objectives.

Fort Wayne, Indiana

Insurance-Based

Neil Bryson, Financial Advisor - Eagle Strategies is an insurance-based firm in Fort Wayne, Indiana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Fort Wayne, Indiana

Wealth Advisors Group is a fiduciary financial advisory firm based in Fort Wayne, Indiana, operating since 1991 and offering financial planning and investment management services. The firm serves business owners, physicians, pre-retirees, retirees, and young professionals, providing guidance across retirement planning, investment strategies, legacy planning, tax planning, and business financial optimization. Operating on a fee-only basis without commission relationships, the firm employs active portfolio management and monitoring rather than a passive approach. Clients receive personalized financial planning aligned with their goals and values, with an optional Above & Beyond service tier offering additional guidance for complex situations.

Lexington, Kentucky

Jeremy Chase at Meridian Wealth Management, LLC is an investment advisory firm in Lexington, Kentucky. Services include Investment Management and Retirement Planning. The firm specializes in Wealth Management. Its advisors hold CFA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

St Johnsbury, Vermont

Ridgeline Wealth Management, based in St Johnsbury, Vermont, has provided investment and wealth management services to families and businesses since 2011, drawing on more than 50 years of combined experience across its team. The firm develops customized portfolios aligned with clients' risk tolerance and financial objectives, and offers financial and retirement planning, tax-aware portfolio strategies, and estate planning coordination. The firm emphasizes a three-part approach centered on understanding client goals, simplifying portfolio consolidation, and maintaining regular communication with portfolio reviews.

Jamison, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jamison, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Stamford, Connecticut

Financial Advisors Diddel is an investment advisory firm in Stamford, Connecticut. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Paxton, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paxton, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Gardendale, Alabama

Wirehouse

Edward Jones - Financial Advisor: Andrew Beard is a wirehouse firm in Gardendale, Alabama. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Quincy, Illinois

Independent RIA

Heartland Financial Advisors is an independent registered investment advisor in Quincy, Illinois, led by Brian Dreier, who has worked in financial planning since 1994. The firm provides retirement planning, investment management, and related services such as college savings and estate planning strategies for individuals and families across various life stages. Operating on a fiduciary basis, the firm employs a team-based approach to develop and monitor financial strategies tailored to each client's circumstances and objectives.

Kansas City, Missouri

VestGen Wealth Partners is a Kansas City-based firm providing investment management, wealth planning, and related financial services. The firm offers personalized portfolio management, retirement plan administration for employers, estate planning coordination, tax strategy, insurance solutions, education savings planning, and comprehensive financial planning aligned with client goals and life circumstances. The practice emphasizes a three-step process of understanding client needs, designing customized strategies, and providing ongoing adjustments as situations change.

Ithaca, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Ithaca, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Harrisonburg, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Harrisonburg, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Glasgow, Missouri

Arthur Morris Lifestyle Wealth Management LLC is an investment and wealth management firm based in Glasgow, Missouri that works with high-net-worth and ultra-high-net-worth individuals and institutions. The firm builds customized financial plans and investment portfolios tailored to each client's lifestyle objectives, incorporating asset protection, retirement planning, tax strategies, succession planning, and estate planning rather than using standardized model portfolios. The firm emphasizes an extended discovery process—typically three to six months—to thoroughly understand client circumstances before establishing long-term relationships, with ongoing review and adjustment of strategies based on evolving goals.

Poughkeepsie, New York

D'Arcangelo Financial Advisors is a wealth management firm based in Poughkeepsie, New York, founded in 1999 by CPAs and offering financial planning and investment management services. The firm specializes in retirement planning, tax strategy, and estate planning for individuals and families, with over 25 years of client service experience. Its advisors focus on developing personalized financial strategies designed to address evolving life circumstances and help clients manage their long-term financial objectives.

Kansas City, Missouri

Independent RIA

Mader & Shannon Wealth Management is an independent registered investment advisor based in Kansas City offering financial planning and investment management services. The firm operates on a fiduciary basis with no product-related conflicts of interest, delivering portfolio management, comprehensive financial planning, retirement projections, estate planning, and guidance on qualified plans and education savings vehicles. The firm emphasizes client education and objective advice grounded in realistic expectations about risk and performance.

Tulsa, Oklahoma

Fee-Only

Front Line Advisor Group is a fee-only fiduciary firm in Tulsa, Oklahoma, founded in 2005 by Jason F. Sauer (AWMA®), serving individuals, families, retirees, entrepreneurs, first responders, and veterans. The firm offers comprehensive financial planning, investment management, retirement planning, estate and legacy guidance, tax coordination, small business retirement plans, and trust administration. The team includes client service specialists and investment professionals, including a Chief Investment Officer and Senior Portfolio Manager with extensive institutional finance experience.

Las Vegas, Nevada

Independent RIA

Link Financial Advisory is an independent registered investment advisor in Las Vegas offering investment management, retirement planning, and wealth management services. The firm is led by Certified Financial Planner professionals and operates under a fiduciary standard, integrating retirement projections, tax strategy, estate planning, and insurance coordination into client financial plans. Services include annuity solutions, 401(k) plan design, and income planning for retirees, with advisors working collaboratively with clients' tax and legal professionals.

Jacksonville, Florida

Riverside Wealth Advisors is a financial planning and investment management firm with an office in Jacksonville, Florida, and additional locations in Palatka and Pensacola. The firm offers financial planning, investment management, estate planning, insurance planning, and retirement planning services, with a stated focus on developing tax-efficient income strategies. Founded by Robert Mills, the firm works with clients across various life stages to create personalized financial plans and help transition assets toward tax-efficient or tax-free income structures.

Lexington, Kentucky

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services with a focus on integrating multiple aspects of clients' financial lives. The firm's team brings 50 years of combined experience and includes professionals with CFA credentials. The firm works with clients to develop strategies around asset allocation, tax considerations, and estate planning aligned with individual objectives.

Orlando, Florida

Good Life Financial Advisors of Orlando, based in Orlando, Florida, specializes in retirement planning and investment management for individuals at various stages of their financial journey. The firm, led by financial advisor Mike Bensey, takes a team-based approach and emphasizes personalized planning that accounts for each client's risk tolerance, time horizon, and objectives. The firm offers hands-on service covering retirement strategies, money management, insurance, and estate conservation, with a focus on helping clients address the challenge of longevity in retirement.

Barrington, Illinois

Merit Financial Advisors is an investment advisory firm in Barrington, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jupiter, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Jupiter, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Billings, Montana

Carson Wealth is an investment advisory firm in Billings, Montana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Roanoke, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Roanoke, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Plano, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plano, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Saratoga Springs, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Saratoga Springs, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Brookfield, Wisconsin

Resilient Wealth Planning | Milwaukee Financial Advisor is an investment advisory firm in Brookfield, Wisconsin. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open three days a week. It holds a 5-star rating from 13 Google reviews.

Terre Haute, Indiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Terre Haute, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Benton Harbor, Michigan

True Blue Financial is a Benton Harbor-based registered investment advisor that offers financial planning, investment management, retirement planning, tax planning, and insurance analysis through a team of financial planners, investment advisors, and certified accountants. The firm operates on a hybrid fee model, offering both asset-based management with tiered fees and commission-based brokerage accounts, and maintains registration with LPL Financial as its custodian and broker-dealer. Services span asset allocation, college and estate planning, Social Security optimization, managed accounts across multiple product types, and tax preparation beyond standard returns. The firm serves families and clients in Southwest Michigan and emphasizes independent advisory status with direct community relationships.

Reno, Nevada

Carson Wealth is an investment advisory firm in Reno, Nevada. Services include Estate Planning and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Athens, Georgia

Fully Financial is a fee-only fiduciary advisory firm in Athens, Georgia, offering financial planning and investment management services. The firm is led by co-founders Ben Jacobs and Cody Nichelson and staffs CFP® professionals who provide comprehensive planning across retirement, tax strategy, and portfolio management without asset minimums. Services include goals-based planning, daily portfolio monitoring with dynamic rebalancing using low-cost investments, and concierge coordination with tax and estate professionals. The firm employs evidence-based investment strategies tailored to individual risk tolerance and uses a long-term approach that incorporates tax-loss harvesting and adjustments as circumstances change.

St. Petersburg, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St. Petersburg, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

Scottsdale, Arizona

Ribbon Falls Wealth Management is an investment advisory firm in Scottsdale, Arizona. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Albert Lea, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Albert Lea, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 2-star rating from 1 Google review.

River Falls, Wisconsin

Credent Wealth Management - River Falls is an investment advisory firm in River Falls, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Baton Rouge, Louisiana

Ellis Insurance & Financial Group, based in Baton Rouge, provides financial planning and investment management services through a fee-based advisory model via Eagle Strategies LLC, which is SEC-registered as an investment adviser. The firm, led by Daryl Robert Ellis and Gordon D. Ellis, Jr., brings over 50 years of combined experience and works in partnership with New York Life Insurance Company and affiliated specialists in taxes, estate planning, and insurance products. The firm also collaborates with Ash Brokerage to offer additional life insurance, long-term care, disability income, and annuity solutions outside its primary affiliations.

Miami, Florida

M&J Multiservices Company LLC, based in Miami, offers tax preparation for individuals and businesses, business formation assistance, immigration document coordination with legal counsel, consular services, and insurance placement across multiple lines. The firm serves personal and business clients with a focus on tax compliance, organizational support, and administrative guidance. The company is not a law firm and does not provide legal advice.

Canandaigua, New York

Independent RIA

Sheppard Mosher Independent Wealth Management is an independent ria firm in Canandaigua, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jacksonville, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Jacksonville, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Puyallup, Washington

Investors Portfolio Services is a fee-based financial advisory firm in Puyallup, Washington, offering financial planning and investment management services. The firm is structured as an independent Registered Investment Advisor with a fiduciary commitment, staffed by professionals including multiple CFP® certificate holders, a CFA® charterholder, and FINRA-licensed advisors who custody client assets through Schwab and Altruist platforms. The firm's leadership includes founder Frank with over 25 years of experience and CFP credentials earned in 1997, alongside wealth manager Tom holding both CFP and CFA designations. The firm also provides consulting on employee retirement plans and ERISA compliance for business clients.

Cleveland, Ohio

Firefly Wealth Management is a fee-only fiduciary firm in Cleveland, Ohio founded by Joshua F. Levine, CFP, serving attorneys and lawyers. The firm provides financial planning, investment management, estate planning coordination, and HR benefits advisory tailored to legal professionals navigating variable compensation, retirement benefits, and complex financial situations. It charges either a percentage of assets under management or flat fees (financial plans range from $5,000–$15,000), maintains no custody of client funds, and does not sell proprietary products.

Stillwater, Minnesota

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Stillwater, Minnesota. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Newnan, Georgia

CAPTRUST is an investment advisory firm in Newnan, Georgia. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open three days a week.

Tampa, Florida

Bayview Wealth Management is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week.

The Villages, Florida

Alexander Capital Wealth Management provides financial planning and investment management services to high-net-worth individuals, institutions, endowments, foundations, and family offices from its Villages, Florida location. The firm uses Arlington Econometrics, a proprietary quantitative modeling system, to construct asset allocation strategies that rank sectors by relative strength and identify securities based on earnings, growth metrics, and valuation factors. Led by Chief Investment Strategist Scotty C. George, who brings over 30 years of Wall Street experience, the firm employs a top-down, actively rebalanced approach across multiple time horizons. Team members hold credentials including AAMS® and CRPC™ designations.

Verona, Wisconsin

Summit Financial Advisors, based in Verona, Wisconsin, provides financial planning and investment management services to clients locally and nationally via virtual meetings. The firm operates on a fiduciary basis, offering flat-fee financial planning with no account minimums and investment management at a percentage of assets under advisement. Alex Herr, the lead advisor, holds an MS in Personal Financial Planning and a ChFC® designation, with nearly a decade of industry experience; the practice specializes in retirement planning, investment strategy built on long-term evidence-based approaches, and comprehensive planning across six areas including estate planning, tax planning, and insurance analysis.

Farmington Hills, Michigan

Carson Wealth is an investment advisory firm in Farmington Hills, Michigan. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Scottsdale, Arizona

Insurance-Based

Northwestern Mutual Scottsdale is an insurance-based firm in Scottsdale, Arizona. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Stuart, Florida

Fee-Only

Peak Capital Management is a fee-only financial advisory firm in Stuart, Florida that specializes in retirement planning and investment management, with particular focus on income generation strategies for pre-retirees and retirees. Operating as a member of the Retirement Income Source network, the firm emphasizes financial education and a conservative approach designed to help clients establish predictable income streams while managing market exposure. The firm follows a seven-step planning process that assesses clients' objectives, risk tolerance, and available options rather than applying standardized strategies. Peak Capital Management is backed by an SEC-registered investment advisor managing over $3 billion in assets.

Heber City, Utah

Balanced Capital is an independent, fee-only financial planning and investment management firm founded by Corey Noyes, CFP®, located in Heber City, Utah. The firm operates on a fiduciary basis with no product sales or commissions, offering virtual meetings and a paperless client experience. Services include comprehensive financial planning covering investments, taxes, retirement, insurance, employer benefits, and estate planning, with a stated specialty in serving attorneys and business professionals in the Wasatch Back region.

Kalispell, Montana

Merit Financial Advisors is an investment advisory firm in Kalispell, Montana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Oakbrook Terrace, Illinois

OakCrest Capital, LLC is an investment advisory firm in Oakbrook Terrace, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Las Cruces, New Mexico

Carson Wealth is an investment advisory firm in Las Cruces, New Mexico. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Jackson, Tennessee

Wallace Wealth Management / LPL Financial is an investment advisory firm in Jackson, Tennessee. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Argyle, Texas

RFG Wealth Advisory is an investment advisory firm in Argyle, Texas. Services include Financial Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 51 Google reviews.

Great Neck, New York

Palumbo Wealth Management, based in Great Neck, New York, serves business owners and executives with estate planning, investment management, and wealth management services. The firm's team holds credentials including CFP, CFA, Certified Exit Planning Advisor, and MBA designations, and offers a structured five-step consultative process covering financial planning, exit strategy guidance, liquidity planning, and business succession planning. Client communication includes bi-monthly calls, quarterly reviews, two annual in-person meetings, and access to educational events and market updates.

Poplar Bluff, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in Poplar Bluff, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Centennial, Colorado

Elite Wealth Management in Centennial, Colorado provides investment management and wealth management services to families with $500,000 or more in retirement and investment assets. The firm serves sports professionals, business owners, engineers, and technology workers who prefer a straightforward investment approach grounded in historical analysis and global diversification, with attention to tax efficiency and cost control. The firm emphasizes long-term investing discipline, regular client communication, and evidence-based decision-making rather than market timing.

Indialantic, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Indialantic, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Kokomo, Indiana

Financial Solutions & Investments, Financial Advisor, Mary Sommers Carden is an investment advisory firm in Kokomo, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Orlando, Florida

Independent RIA

Brinkman Accounting & Wealth Advisors is an independent ria firm in Orlando, Florida. It acts as a fiduciary. Services include Investment Management and Tax Planning. The firm specializes in Estate Planning, Retirement Planning, and Tax Strategy. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.4-star rating from 26 Google reviews.

Anchorage, Alaska

David Hannon operates Eagle Strategies in Anchorage, Alaska, offering financial planning services with specialization in retirement planning and investment management. The firm develops customized investment strategies informed by current research and aims to help clients clarify their financial objectives while managing emotional decision-making. Hannon has earned recognition from the Million Dollar Round Table in 2020 and 2021, and the practice includes support staff with over 20 years of experience in financial services.

Williamsville, New York

Independent RIA

Independent Solutions Wealth Management is a registered investment advisor in Williamsville, New York that provides financial planning and investment management services. The firm works with insurance agents and advisors through its Asset Management Alliance partnership program, offering access to diversified investment portfolios including stocks, bonds, mutual funds, ETFs, and separately managed accounts managed by an investment committee. The firm's stated approach involves developing financial models to help clients protect and organize their assets while aligning investments with individual risk profiles and objectives.

Punta Gorda, Florida

Chris Schultz represents Modern Woodmen of America in the Punta Gorda area, serving members throughout southwest Florida with investment management and financial planning services. He specializes in working with business owners and their families, particularly those aged 55 and older, and brings prior experience as a certified firefighter and medical technician. Schultz has earned recognition within Modern Woodmen, including membership in the President's Council and President's Cabinet, as well as Million Dollar Round Table qualification.

Abingdon, Virginia

R. Chris Walters, CFP® | Financial Advisor at Cary Street Partners is an investment advisory firm in Abingdon, Virginia. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lynbrook, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lynbrook, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Paducah, Kentucky

The Wealth Management Group is an investment and wealth management firm based in Paducah, Kentucky that serves individuals planning for or in retirement. The firm offers personalized financial strategy development, retirement planning, money management, insurance, and estate conservation services, emphasizing client education and long-term guidance. Operating as a boutique practice, the firm provides direct attention to each client while accessing institutional investment and insurance products.

Prescott, Arizona

Cornerstone Christian Wealth Management, based in Prescott, Arizona and Redlands, California, provides financial planning and investment management services grounded in biblical stewardship principles. Founder Phillip Naman, with 30 years of financial services experience, and Certified Financial Planner Julia Naman operate as independent advisors through Raymond James. The firm works with clients to assess risk tolerance and goals—such as retirement, education funding, and charitable giving—and typically recommends quarterly meetings in the first year followed by semi-annual check-ins, with account access available via mobile device.

Austin, Texas

Carlin Wealth Management Group, based in Austin, Texas, provides investment management and wealth planning services, founded in 2023 by Nick Carlin. The firm works collaboratively with clients and their professional advisors to develop personalized financial plans across multiple areas including retirement, education funding, and estate considerations. Nick Carlin holds several professional designations including Certified Financial Planner™, Chartered Special Needs Consultant®, and Chartered Financial Consultant, and previously worked as a private wealth advisor at Ameriprise Financial.

Jackson, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jackson, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Manassas, Virginia

Miller Investment Management - Arlington Financial Advisors is an investment advisory firm in Manassas, Virginia. Services include Financial Planning. The firm specializes in Investment Management. Service options include online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Hanover, Pennsylvania

Wirehouse

Quinn Bower- Financial Advisor- Edward Jones is a wirehouse firm in Hanover, Pennsylvania. The firm specializes in Retirement Planning and Investment Management. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jacksonville, Florida

Atlantic Edge Private Wealth Management is a Jacksonville-based firm serving high-net-worth clients nationally, with a team of three CFA charterholders and multiple CFP professionals who have worked together for over a decade. The firm operates on a fee-only basis and acts as a fiduciary, offering financial planning and investment management that are coordinated with clients' tax and estate planning needs. Investment decisions are made in-house rather than outsourced, and the firm emphasizes regular reporting and coordination with clients' other professional advisors.

Roseville, California

Cornerstone Wealth and Tax Advisory Group, Inc. is an investment advisory firm in Roseville, California. Services include Retirement Planning. The firm specializes in Investment Management and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 82 Google reviews.

Farmington, Connecticut

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Farmington, Connecticut. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Milwaukee, Wisconsin

Wealthspire is an investment advisory firm in Milwaukee, Wisconsin. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Southlake, Texas

Merit Financial Advisors is an investment advisory firm in Southlake, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jacksonville, Florida

Wirehouse

Gryphon Wealth is an SEC-registered investment adviser based in Jacksonville, Florida, offering financial planning and investment management services. The firm develops individualized wealth plans informed by more than 20 years of advisory experience, incorporating investment selection and tax efficiency considerations. Gryphon Wealth provides access to alternative investments alongside traditional strategies and engages clients through ongoing support and community events.

Statesville, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Statesville, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Sandy, Utah

Heritage Wealth Management is an investment advisory firm in Sandy, Utah. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Syracuse, New York

Orla Wealth Management provides financial planning and investment management services to clients in Syracuse, New York across varying financial backgrounds and life stages. The firm works with clients through an initial consultation to understand their circumstances, goals, and risk tolerance, then develops strategies aligned to individual needs rather than standardized approaches. The firm coordinates financial planning and investment guidance through an ongoing advisory relationship.

Beaver Dam, Wisconsin

Synergy Bound Wealth Management, based in Beaver Dam, Wisconsin, offers investment management and wealth management services. The firm works with clients to develop personalized financial strategies aligned with individual circumstances and objectives, including portfolio construction and retirement planning. The firm emphasizes a relationship-based approach and maintains a 5-star rating on Google.

Reston, Virginia

Independent RIA

Mason Investment Advisory Services is an independent, fiduciary-registered investment advisory firm headquartered in Reston, Virginia, serving institutional clients including foundations, endowments, and corporate funds as well as private wealth clients across 46 states and Washington, D.C. Founded in 1982, the firm manages $15.9 billion in assets and offers financial planning and investment management services delivered through a goals-based, process-driven approach. As an independent advisor with no proprietary products, Mason employs credentialed investment professionals and maintains a low client-to-advisor ratio to provide personalized service.