Small Business

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.

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.

Mountain Home, Arkansas

Financial Services & Investment Strategies Group - Raymond James is an investment advisory firm in Mountain Home, Arkansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Buffalo, New York

Accreux Wealth Management is an investment advisory firm in Buffalo, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Burlington, Vermont

Raymond James & Associates is an investment advisory firm in Burlington, Vermont. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

St Cloud, Minnesota

Raymond James & Associates is an investment advisory firm in St Cloud, Minnesota. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bryant, Arkansas

Dan W. Nowell Wealth Management is an investment advisory firm in Bryant, Arkansas. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. 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 1 Google review.

Montgomery, Alabama

Raymond James & Associates is an investment advisory firm in Montgomery, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Concord, New Hampshire

Davidson & Sons - Raymond James is an investment advisory firm in Concord, New Hampshire. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Carmel, Indiana

C&C Wealth Advisors of Raymond James is an investment advisory firm in Carmel, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Lancaster, Pennsylvania

Fulton Financial Advisors is an investment advisory firm in Lancaster, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

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.

Beaver, Pennsylvania

Raymond James & Associates is an investment advisory firm in Beaver, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Wells, Maine

Tindon Health & Wealth, based in Wells, Maine, offers investment advisory services through Foundations Investment Advisors, an SEC-registered adviser, along with insurance analysis and Medicare supplement guidance for Maine and New Hampshire residents. The firm operates as a fiduciary and provides free assistance navigating health coverage options through state marketplaces for self-employed, unemployed, and early-retiring individuals. Investment advisory services require formal engagement and documentation, and the firm's advisors are properly licensed under SEC registration (CRD #175083).

Memphis, Tennessee

Terry Morris - Raymond James is an investment advisory firm in Memphis, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Gales Ferry, Connecticut

RJS Financial Group, based in Gales Ferry, Connecticut, provides investment management and retirement planning services with particular focus on small business owners. Led by owner Bob Sampson, a licensed financial planner with 18 years of experience, the firm emphasizes understanding clients' broader life circumstances and goals through in-depth conversations before developing financial plans. The firm serves clients across various life stages, from those planning for growing families to those preparing for retirement, with support from office manager Laurie Palmer who has been with the firm for over 15 years.

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.

Duluth, Georgia

C.W. O'Conner Wealth Advisors Inc. is an investment advisory firm in Duluth, Georgia. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Small Business. The office has a wheelchair-accessible entrance. The office is open five days a week.

Beachwood, Ohio

The WealthCare Group of Raymond James is an investment advisory firm in Beachwood, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Washington Township, Ohio

Vibrance Finance is an investment advisory firm in Washington Township, Ohio. The firm specializes in Estate Planning and Small Business. The office is open five days a week.

New Orleans, Louisiana

Raymond James & Associates is an investment advisory firm in New Orleans, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Burlington, Wisconsin

Brandt Wealth Management of Raymond James is an investment advisory firm in Burlington, Wisconsin. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Mandeville, Louisiana

Raymond James & Associates is an investment advisory firm in Mandeville, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Portland, Oregon

Raymond James & Associates is an investment advisory firm in Portland, Oregon. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Dothan, Alabama

Raymond James & Associates is an investment advisory firm in Dothan, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Grand Blanc, Michigan

Raymond James & Associates is an investment advisory firm in Grand Blanc, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Buffalo, New York

Plail Wealth Management is an investment advisory firm in Buffalo, New York. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. 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 2 Google reviews.

Colorado Springs, Colorado

Patrick Neukom - Raymond James is an investment advisory firm in Colorado Springs, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Denver, North Carolina

Peoples Investment Services, Inc. - Raymond James is an investment advisory firm in Denver, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

St. Charles, Illinois

Forth Right Financial Planning - Raymond James is an investment advisory firm in St. Charles, Illinois. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Mt Pleasant, Texas

Durrum Wealth Management is an investment advisory firm in Mt Pleasant, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Auburn, Alabama

Jay Greene - Raymond James is an investment advisory firm in Auburn, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Fort Worth, Texas

Park Hill Financial Services is an investment advisory firm in Fort Worth, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Chandler, Arizona

Raymond James & Associates is an investment advisory firm in Chandler, Arizona. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

St Simons Island, Georgia

Raymond James & Associates is an investment advisory firm in St Simons Island, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Troup, Texas

Bates Wealth Strategies, based in Troup, Texas, offers fee-based financial planning and investment advisory services through Eagle Strategies LLC, which is SEC-registered. The firm, led by Heather Bates, serves small business clients and partners with a network of professionals including New York Life Insurance Company and Ash Brokerage to address insurance and investment needs.

Worcester, Massachusetts

Raymond James & Associates is an investment advisory firm in Worcester, Massachusetts. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

San Diego, California

Philip Bradshaw & Michael Bradshaw - Raymond James is an investment advisory firm in San Diego, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cary, North Carolina

Raymond James & Associates is an investment advisory firm in Cary, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Seneca, Pennsylvania

Raymond James Financial Services is an investment advisory firm in Seneca, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sioux Falls, South Dakota

Kelly Hosek - Raymond James is an investment advisory firm in Sioux Falls, South Dakota. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

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.

Santa Fe, New Mexico

Aric Vickrey - Raymond James is an investment advisory firm in Santa Fe, New Mexico. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Carrollton, Georgia

Partners Financial Group is an investment advisory firm in Carrollton, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Kingsport, Tennessee

Raymond James & Associates is an investment advisory firm in Kingsport, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Milwaukee, Wisconsin

Fee-Based Independent RIA

Milborn Advisors is an independent, fee-based financial planning and investment management firm in Milwaukee founded by Mark Hoffman and Drew Ashland. The firm serves retired individuals, professionals, and small business owners, with particular focus on retirement planning and small business matters. Operating as fiduciaries, the firm emphasizes a no-pressure advisory approach and coordinates with professionals such as estate planning attorneys and accountants to address clients' comprehensive financial needs across different life stages.

Berthoud, Colorado

Dellinger Wealth Management - Raymond James is an investment advisory firm in Berthoud, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Pittsford, New York

Previs Wealth is a financial advisory firm based in Pittsford, New York, serving families and small businesses since 2003. The firm's approach emphasizes simplifying the planning process and providing transparent guidance, with team members holding undergraduate degrees in economics, finance, and education, and advanced credentials including an MBA. The practice includes advisors with experience spanning from 1996 to 2019, and serves clients including educators and young professionals building foundational financial strategies.

Wichita, Kansas

Salt Creek Wealth Advisors is an investment advisory firm in Wichita, Kansas. Services include Retirement Planning. The firm specializes in Small Business. 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 11 Google reviews.

Indianapolis, Indiana

Raymond James & Associates is an investment advisory firm in Indianapolis, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Spokane, Washington

Cascade Financial Group is an investment advisory firm in Spokane, Washington. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bloomfield Hills, Michigan

James Melstrom - Raymond James is an investment advisory firm in Bloomfield Hills, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Buffalo, New York

Raymond James & Associates is an investment advisory firm in Buffalo, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

San Diego, California

Sedberry Wealth Solutions is an investment advisory firm in San Diego, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Benton, Arkansas

Red Dog Investment Group is an investment advisory firm in Benton, Arkansas. Services include Retirement Planning. The firm specializes in Small Business. 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 1 Google review.

Montgomery, Alabama

Welon Partners is a fee-only fiduciary registered investment adviser based in Montgomery, Alabama that provides financial planning and portfolio management services. The firm integrates planning across cash flow, taxes, investments, insurance, estate planning, and debt into a single coordinated strategy, with a particular focus on helping clients achieve financial flexibility at multiple life stages rather than deferring priorities to a traditional retirement date. Their portfolio management service emphasizes tax efficiency, long-term growth, and risk management without commissions or product sales. The firm serves clients seeking to balance present priorities with future financial security through disciplined, transparent investment oversight aligned with their overall financial plan.

Chattanooga, Tennessee

Bank-Affiliated

FirstBank Investment Partners is a bank-affiliated firm in Chattanooga, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Portland, Oregon

Interactive Wealth Advisors is a fee-only registered investment advisor based in Portland, Oregon that serves busy professionals and executives in high-tech industries nationwide. The firm offers financial planning, investment management, tax planning, estate planning, and wealth management services through its PlanCycle90 process. As a fiduciary, the firm operates independently without insurance, real estate, or affiliate product relationships that could create conflicts of interest, and follows fee-only standards set by the National Association of Personal Financial Advisors.

Baton Rouge, Louisiana

Raymond James & Associates is an investment advisory firm in Baton Rouge, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Alpharetta, Georgia

Raymond James & Associates is an investment advisory firm in Alpharetta, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

New Orleans, Louisiana

RM Partners of Raymond James is an investment advisory firm in New Orleans, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Chambersburg, Pennsylvania

Sollars & Associates of Raymond James is an investment advisory firm in Chambersburg, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Florence, Alabama

FAB Financial Services is an investment advisory firm in Florence, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Loves Park, Illinois

Daniel Reece - Raymond James is an investment advisory firm in Loves Park, Illinois. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fredericksburg, Texas

Talent Financial Services Raymond James is an investment advisory firm in Fredericksburg, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Huntsville, Alabama

Raymond James & Associates is an investment advisory firm in Huntsville, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

West Hartford, Connecticut

Joshua Dunn - Raymond James is an investment advisory firm in West Hartford, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Centerville, Ohio

Raymond James & Associates is an investment advisory firm in Centerville, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Chapel Hill, North Carolina

Raymond James & Associates is an investment advisory firm in Chapel Hill, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Racine, Wisconsin

Raymond James & Associates is an investment advisory firm in Racine, Wisconsin. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Wilmington, Delaware

Adaptive Wealth Planning of Raymond James is an investment advisory firm in Wilmington, Delaware. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Grand Island, Nebraska

Fit Wealth Advisors is an investment advisory firm in Grand Island, Nebraska. Services include Financial Planning and Investment Management. The firm specializes in Small Business. 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.

Rancho Santa Fe, California

Fee-Only

Bull Oak is a fee-only fiduciary financial advisor based in Rancho Santa Fe, California, offering financial planning, investment management, tax strategy, and tax preparation services. The firm employs a data-driven, fact-based planning process that begins with a goal-discovery session to understand clients' objectives and develop individualized strategies. Bull Oak integrates planning, investment management, and tax services under a single fee arrangement.

Harrison Township, Michigan

Raymond James is an investment advisory firm in Harrison Township, Michigan. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

Williamsport, Pennsylvania

Raymond James & Associates is an investment advisory firm in Williamsport, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Grenada, Mississippi

Raymond James & Associates is an investment advisory firm in Grenada, Mississippi. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Eagle, Idaho

Campbell Courtright Group of Raymond James is an investment advisory firm in Eagle, Idaho. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Los Gatos, California

Dieter Ramaekers - Raymond James is an investment advisory firm in Los Gatos, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

La Jolla, California

Holland Strategic Wealth Advisors is a La Jolla-based firm offering financial planning, investment management, retirement planning, and estate planning services to individuals, families, business owners, and federal employees across the United States. The firm was founded by James Holland and provides a personalized planning process that addresses cash flow assessments, tax planning, insurance strategies, real estate planning, and legacy structuring. Services are designed to integrate investment management with tax-efficient planning and risk management tailored to each client's goals and values.

Santa Fe, New Mexico

Raymond James & Associates is an investment advisory firm in Santa Fe, New Mexico. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Barrington, Illinois

Carter Financial Group is an investment advisory firm in Barrington, Illinois. Services include Financial Planning. The firm specializes in Small Business. The office has a wheelchair-accessible entrance.

Spokane, Washington

Raymond James & Associates is an investment advisory firm in Spokane, Washington. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Providence, Rhode Island

Raymond James & Associates is an investment advisory firm in Providence, Rhode Island. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Providence, Rhode Island

Bullard Wealth Group of Raymond James is an investment advisory firm in Providence, Rhode Island. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Chagrin Falls, Ohio

Alasdair Cooper - Raymond James is an investment advisory firm in Chagrin Falls, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Lafayette, Louisiana

Raymond James & Associates is an investment advisory firm in Lafayette, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Hudson, Wisconsin

Lifetime Wealth Advisors, founded in 2015 and based in Hudson, Wisconsin, provides retirement planning and wealth management services to individuals and small business owners in the Twin Cities and nationwide. The firm, led by founder Brad Palmersheim and CFP Harrison Falteisek, uses a structured planning process called the Lifetime Map to coordinate retirement income sources, investments, and tax strategies while stress-testing plans against market scenarios. Services include retirement income planning, Social Security analysis, investment management, and ongoing strategy adjustments as life circumstances change.

Rockland, Delaware

Grey Fox Wealth Advisors is a fiduciary firm based in Rockland, Delaware, that serves small business owners, executives, and their families. Founded in March 2020 by Kevin Dombrowski and Ted Lauzen, the firm provides portfolio customization, tax services through Grey Fox Tax Advisors, and multi-family office coordination. The team includes advisors holding credentials including CFA and CPA designations. The firm operates across the country and coordinates financial, tax, and operational services for its clients.

Portland, Maine

Raymond James & Associates is an investment advisory firm in Portland, Maine. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Snyder, Texas

Talent Financial Services Raymond James is an investment advisory firm in Snyder, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Oklahoma City, Oklahoma

Exencial Wealth Advisors is a financial advisory firm in Oklahoma City serving business owners, executives, pre-retirees, and clients with complex portfolios typically exceeding $2 million in assets. The firm offers financial planning, investment management, tax planning and preparation, and estate planning coordination, using a customized portfolio approach with access to individual securities and institutional investments. Their fee model includes assets under management fees scaled to portfolio size and complexity, plus one-time financial planning fees starting at $2,500 and variable tax preparation fees. With approximately 110 employees across 15 offices and $5.9 billion in assets under management, the firm employs a three-step process—Evaluate, Execute, and Evolve—to align client strategies with personal financial goals.

Fort Thomas, Kentucky

Red Bird Wealth Planning, LLC is an investment advisory firm in Fort Thomas, Kentucky. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Centerville, Ohio

Contrail Financial is an investment advisory firm in Centerville, Ohio. Services include Financial Planning. The firm specializes in Small Business. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Franklin, Tennessee

Raymond James & Associates is an investment advisory firm in Franklin, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Fayetteville, Arkansas

Holy City Prosperity, based in Fayetteville, Arkansas, offers financial planning and investment management services to individuals, families, and business owners throughout Northwest Arkansas. Led by Managing Partner Phillip Cingolani, who holds master's degrees in Financial Planning and Business along with a bachelor's in Mathematics, the firm operates as a fee-only fiduciary. The firm's approach involves a comprehensive financial review and the design of investment strategies aligned with clients' objectives, with Cingolani drawing on over 20 years of experience in managing investment portfolios.

Greensboro, North Carolina

Glenn Person - Raymond James is an investment advisory firm in Greensboro, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Loves Park, Illinois

Morrison Erwin Wealth Management of Raymond James is an investment advisory firm in Loves Park, Illinois. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Gainesville, Georgia

Turner Johnson Group is an investment advisory firm in Gainesville, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Santa Rosa, California

Raymond James & Associates is an investment advisory firm in Santa Rosa, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Dayton, Ohio

CAPTRUST is an investment advisory firm in Dayton, Ohio. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Richmond, Virginia

Fee-Only

Spark Financial Advisors is a fee-only fiduciary firm based in Richmond, Virginia that also serves clients nationwide virtually. The firm provides financial planning and investment management, with particular expertise in small business retirement plans, and specializes in working with high-net-worth and high-income women and families. Founded in 2018, the firm's advisors hold CFP credentials and employ an academic research-based approach emphasizing long-term strategy, tax efficiency, and alignment of investments with personal goals.

Cincinnati, Ohio

Raymond James & Associates is an investment advisory firm in Cincinnati, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Smithtown, New York

Heritage Financial Advisory is an investment advisory firm in Smithtown, New York. Services include Financial Planning and Investment Management. The firm specializes in Small Business. 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 27 Google reviews.

Gaylord, Michigan

Makranyi Spires Financial of Raymond James is an investment advisory firm in Gaylord, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Edinburg, Texas

Financial Advantage Consultants, based in Edinburg, Texas, serves business owners, individuals, municipal employees, and teachers across the state with financial planning, retirement planning, and wealth management services. The firm is led by President and CEO Sergio Rodriguez, who brings over 24 years of expertise in health and life insurance and tax planning. The independent firm offers income planning, tax minimization strategies, asset protection, annuities, life insurance, Medicare guidance, IRA/RMD rollovers, legacy planning, and investment services, drawing on over 50 years of combined team experience.

Harrisburg, North Carolina

Raymond James | Horton Wealth Management is an investment advisory firm in Harrisburg, North Carolina. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. 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 4 Google reviews.

Paramus, New Jersey

Raymond James & Associates is an investment advisory firm in Paramus, New Jersey. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Santa Barbara, California

Raymond James & Associates is an investment advisory firm in Santa Barbara, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Hutchinson, Kansas

Salt Creek Wealth Advisors is an investment advisory firm in Hutchinson, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Uniontown, Ohio

Brenneman Group is an investment advisory firm in Uniontown, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cincinnati, Ohio

Fee-Only

Wealth Dimensions Group is an independent investment advisory firm in Cincinnati established in 1986 that operates on a fee-only basis and serves as a fiduciary. The firm specializes in investment management, wealth management, and small business advisory services, with team members holding credentials including CFP®, CFA®, and CDFA® designations. The firm uses a collaborative, multi-disciplinary approach to financial planning, beginning with discovery sessions and moving into comprehensive plan development and ongoing coordination with clients.

Chicago, Illinois

YM TAX CPA is a Chicago-based accounting firm founded in 2015 that serves individuals and small businesses across the United States and internationally, offering tax preparation, bookkeeping, payroll processing, audit services, and IRS representation alongside strategic tax planning. The firm operates entirely virtually, allowing clients in any state to work remotely through secure document portals and video conferencing. Led by founder Yousha Makda and senior accountant Michael Grant, the practice specializes in technology, real estate, healthcare, and small business sectors, with particular focus on cash flow analysis and compliance for franchise owners and business proprietors. YM TAX CPA holds CPA credentials and maintains a 5-star rating based on 21 Google reviews.

Rochester, Michigan

Raymond James & Associates is an investment advisory firm in Rochester, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Fresno, California

Fee-Only Independent RIA

Coffeehouse Capital is an independent, fee-only financial advisory firm in Fresno, California, founded and led by Tommy Lopez, a CFP® and CRPC® professional with experience since 2007. The firm provides financial planning, investment management, and wealth advice on an ongoing, project, or hourly basis, serving growing families, busy professionals, small business owners, medical professionals, tech workers, and retirees. The firm's process involves discovery, goal-setting, presenting recommendations, implementation, and ongoing monitoring. As a fiduciary member of NAPFA and the XY Planning Network, the firm operates transparently and focuses on addressing the details of clients' financial situations.

Scottsdale, Arizona

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

Brentwood, Tennessee

Schadel Financial Group, based in Brentwood, Tennessee, serves individuals, families, and business owners in Nashville, Charlotte, and surrounding areas. Led by President David Schadel, CFP®, CRPC®, the firm offers estate planning, retirement planning, tax planning, investment management, and insurance analysis, with particular expertise in wealth management and small-business financial strategy. The firm emphasizes a multi-phase planning process that addresses clients' specific goals, risk tolerance, and personal circumstances rather than focusing solely on investment management.

Greenwood, Indiana

Raymond James & Associates is an investment advisory firm in Greenwood, Indiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Winston-Salem, North Carolina

Fortis Capital Advisors is a wealth management firm in Winston-Salem, North Carolina that provides financial planning and investment management services, with a particular focus on small business owners. The firm operates as a boutique practice emphasizing integrated guidance across planning, investments, protection, and tax strategy, with a team of over 30 advisors. Fortis Capital structures its engagement around the principle that financial decisions are interconnected, and it adjusts client strategies as circumstances and priorities evolve.

Old Lyme, Connecticut

Exencial Wealth Advisors is a financial advisory firm in Old Lyme, Connecticut, offering financial planning, investment management, and wealth management services to business owners, corporate executives, pre-retirees, and individuals with complex portfolios. The firm uses an open-architecture investment platform and coordinates tax planning, income projections, and tax return filing alongside portfolio management and estate planning. Compensation is structured through asset-based management fees, one-time financial planning fees starting at $2,500, and separately priced tax preparation. The firm employs a three-step process—Evaluate, Execute, and Evolve—and serves clients with investable assets of $2 million or more.

Grand Rapids, Michigan

Raymond James & Associates is an investment advisory firm in Grand Rapids, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Newark, Delaware

TriState Wealth Advisors is a fee-only financial advisory firm in Newark, Delaware, serving founders, executives, retirees, and families. The firm offers financial planning, investment management, tax strategy, and business exit planning, with specialized guidance for entrepreneurs navigating liquidity events and concentrated wealth through their Founder's Freedom Plan. Operating on a fiduciary basis with no commissions or product sales, the firm integrates cash flow, investments, tax planning, and retirement strategy to address complex financial decisions across personal and business contexts.

Montgomery, Alabama

CAPTRUST is an investment advisory firm in Montgomery, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. 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.

Ligonier, Pennsylvania

Honor Wealth Planning is an investment advisory firm in Ligonier, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Longmont, Colorado

Eagle Peak Wealth Management is an investment advisory firm in Longmont, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance.

Hinesville, Georgia

Matt Cardella - Raymond James is an investment advisory firm in Hinesville, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Omaha, Nebraska

Raymond James & Associates is an investment advisory firm in Omaha, Nebraska. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Bossier City, Louisiana

Financial Strategies, Inc - Raymond James is an investment advisory firm in Bossier City, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Pasadena, California

Raymond James & Associates is an investment advisory firm in Pasadena, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Roanoke, Virginia

Henry Caldwell - Raymond James is an investment advisory firm in Roanoke, Virginia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Loves Park, Illinois

Raymond James & Associates is an investment advisory firm in Loves Park, Illinois. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Victoria, Texas

Raymond James & Associates is an investment advisory firm in Victoria, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bryan, Texas

ANCO Investment Services is an investment advisory firm in Bryan, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Sturgis, Michigan

Oakleaf Financial Services is an investment advisory firm in Sturgis, Michigan. Services include Retirement Planning. The firm specializes in Small Business. 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.

Spartanburg, South Carolina

Raymond James & Associates is an investment advisory firm in Spartanburg, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

York, Pennsylvania

Integrity Wealth Strategies, LLC - Raymond James is an investment advisory firm in York, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Allentown, Pennsylvania

CAPTRUST is an investment advisory firm in Allentown, Pennsylvania. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Greenwood, South Carolina

Raymond James & Associates is an investment advisory firm in Greenwood, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Webster, Texas

Velonix Wealth - Raymond James is an investment advisory firm in Webster, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Orchard Park, New York

Ancile Advisors is an investment advisory firm in Orchard Park, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Daphne, Alabama

The First Wealth Management is an investment advisory firm in Daphne, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Atlanta, Georgia

Exit Wealth Advisors is an Atlanta-based wealth management firm serving ultra-high-net-worth individuals and families through a membership model. The firm provides investment management encompassing alternative assets, tax strategy services, and insurance solutions, supported by founder expertise in managing affluent clients and partnerships with M&A advisory services. The firm emphasizes personalized financial oversight and legacy planning for its selected members.

Shreveport, Louisiana

Raymond James & Associates is an investment advisory firm in Shreveport, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Eau Claire, Wisconsin

Integrated Wealth Partners is an independent financial advisory firm in Eau Claire, Wisconsin, offering financial planning and investment management with a focus on small business owners and professionals. The firm operates on a fee-based model and maintains fiduciary standards, with founder Justin Zoromski (AWMA®, CEPA®) and advisor Brandon Slowiak (APMA®, CFP®) leading the practice. The firm emphasizes evidence-based investment decisions informed by peer-reviewed research, transparent fee disclosure, and holistic planning that addresses taxes, insurance, legal documents, and broader financial goals across clients' entire financial situations.

Clarksville, Tennessee

Frazier Allen - F&M Wealth Management is an investment advisory firm in Clarksville, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sumter, South Carolina

McIntosh Wealth Management of Raymond James is an investment advisory firm in Sumter, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Leawood, Kansas

Raymond James & Associates is an investment advisory firm in Leawood, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Leawood, Kansas

The Prosper Group of Raymond James is an investment advisory firm in Leawood, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Knoxville, Tennessee

Raymond James & Associates is an investment advisory firm in Knoxville, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bad Axe, Michigan

Raymond James is an investment advisory firm in Bad Axe, Michigan. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. 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 2 Google reviews.

Collinsville, Oklahoma

CastleRock Financial Advisors - A Wealth Management Team is an investment advisory firm in Collinsville, Oklahoma. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Small Business. 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 1 Google review.

North New Hyde Park, New York

CAPTRUST is an investment advisory firm in North New Hyde Park, New York. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Birmingham, Alabama

Spencer Chappell, CFP® is an investment advisory firm in Birmingham, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CFP and CLU credentials. 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.

St Paul, Minnesota

CAPTRUST is an investment advisory firm in St Paul, Minnesota. 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.

Long Beach, California

Wolfley Wealth Management is an investment advisory firm in Long Beach, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Santa Barbara, California

Davis Wealth Advisors of Raymond James is an investment advisory firm in Santa Barbara, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

San Rafael, California

Cohen Investment Management of Raymond James is an investment advisory firm in San Rafael, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

West Hartford, Connecticut

Christopher Halotek - Raymond James is an investment advisory firm in West Hartford, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Goodyear, Arizona

Providence Financial Services is an investment advisory firm in Goodyear, Arizona. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Minneapolis, Minnesota

Kowalski Financial is a registered investment advisory firm in Minneapolis offering estate planning, investment management, tax planning, and small business services. The firm, founded in 2019 by Marc Kowalski (CFP®), provides personalized financial planning alongside retirement income planning, insurance and risk management, and succession planning for business owners. The team includes CFP® and securities-licensed professionals who develop long-term planning relationships with clients and adjust strategies as life circumstances and market conditions change. Kowalski Financial operates on a relationship-based model, offering an initial complimentary planning meeting to prospective clients.

Williamsburg, Virginia

Fee-Only

Spark Financial Advisors is a fee-only fiduciary firm founded in 2018 that offers financial planning, investment management, and small business retirement plan services to high-net-worth and high-income women and families across Williamsburg and Richmond, Virginia, as well as virtual clients nationwide. The firm's advisors hold CFP credentials and employ research-based investment strategies emphasizing long-term approaches, risk management, tax efficiency, and alignment with client goals. The firm works with clients through an initial consultation to understand their aspirations, then collaborates on a personalized financial plan that addresses retirement planning, tax considerations, and ongoing portfolio management with regular annual reviews.

Lincoln, Nebraska

Raymond James & Associates is an investment advisory firm in Lincoln, Nebraska. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Incline Village, Nevada

Abundance Wealth Solutions is an investment advisory firm in Incline Village, Nevada. Services include Financial Planning. The firm specializes in Retirement Planning and Small Business. 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.

Benton, Kentucky

Hendrickson Wealth and Retirement - Raymond James is an investment advisory firm in Benton, Kentucky. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Santa Rosa, California

Pardini Wulbrecht Financial Group of Raymond James is an investment advisory firm in Santa Rosa, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Troy, Michigan

Gibson & Company Private Wealth Advisors is an investment advisory firm in Troy, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Newtown, Pennsylvania

Exencial Wealth Advisors is a financial planning and investment management firm in Newtown, Pennsylvania, serving business owners, executives, pre-retirees, and clients with substantial investable assets. The firm offers customized portfolio construction, tax planning and preparation services, and financial planning using its three-step E³ Process (Evaluate, Execute, Evolve). Exencial charges wealth management fees based on assets under management plus a starting fee of $2,500 for financial planning services. With 110 employees across 15 offices and $5.9 billion in assets under management, the firm serves over 3,100 clients and specializes in small business wealth management and complex financial situations.

Fayetteville, Georgia

Raymond James & Associates is an investment advisory firm in Fayetteville, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Dallas, Texas

Frazier Financial Group, based in Dallas, provides bookkeeping, tax preparation, and financial advisory services primarily to small business owners and independent contractors. The firm offers tax planning and preparation for individuals and businesses, along with CFO-level advisory support covering budgeting, cash flow management, and growth planning. Led by CEO Sidney Frazier Jr., the firm also handles 1099 contractor reporting and compliance services. With 50 Google reviews and a 5-star rating, the firm emphasizes proactive tax strategy and year-round financial guidance tailored to each client's business stage and industry.

Corvallis, Oregon

Ollerenshaw Wealth Management is an investment advisory firm in Corvallis, Oregon. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Greenville, South Carolina

Truly Aligned is a financial planning firm based in Greenville, South Carolina, serving small business owners and other clients. The firm offers comprehensive financial planning, investment management, tax coordination, insurance analysis, and estate planning services, organized around its proprietary Financial Alignment framework that connects personal values and goals to financial strategy. The team includes CFP-certified planners, paraplanners, and specialists who conduct scenario modeling and tax optimization work. The firm coordinates with external tax and legal professionals to build integrated plans across all areas of a client's financial life.

Cary, North Carolina

Resonate Private Wealth Management of Raymond James is an investment advisory firm in Cary, North Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Colorado Springs, Colorado

Integro Wealth Advisors is an investment advisory firm in Colorado Springs, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 7 Google reviews.

Morristown, New Jersey

Advisor Name - Raymond James is an investment advisory firm in Morristown, New Jersey. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Schaumburg, Illinois

Independent RIA

Puzzle Wealth Solutions is an independent registered investment adviser based in Schaumburg, Illinois, specializing in investment management, wealth management, and guidance for small business owners and corporate executives. The firm employs a structured planning process that includes comprehensive financial planning with annual Monte Carlo analysis, portfolio construction across equities and fixed income, coordination with clients' tax and legal advisers, insurance strategy review, and tax-efficiency planning, with quarterly and annual portfolio reviews. Puzzle Wealth was recognized as a 2025 and 2026 Forbes Best-in-State Wealth Management Team for Illinois, reflecting its compliance record and assets under management.

Richmond, Virginia

Raymond James & Associates is an investment advisory firm in Richmond, Virginia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Jackson, Tennessee

Raymond James & Associates is an investment advisory firm in Jackson, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

East Longmeadow, Massachusetts

Martin Capital Planning is a financial advisory firm in East Longmeadow, Massachusetts, founded by Ryan Martin, who holds credentials as CEPA and AIF. The firm provides financial planning and investment management services, with a focus on small business owners and working-class clients navigating retirement planning and business ownership challenges. Ryan Martin personally manages client relationships and emphasizes a transparent, long-term approach grounded in clarity, confidence, and accountability.

Rochester, New York

Raymond James & Associates is an investment advisory firm in Rochester, New York. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Boise, Idaho

Miles Family Wealth Advisory of Raymond James is an investment advisory firm in Boise, Idaho. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Westport, Connecticut

Raymond James & Associates is an investment advisory firm in Westport, Connecticut. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Watkinsville, Georgia

The Avenue Wealth Management Mars Hill is an investment advisory firm in Watkinsville, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

St Paul, Minnesota

Unique Business Solutions is an investment advisory firm in St Paul, Minnesota. Services include Tax Planning. The firm specializes in Small Business. Service options include onsite meetings and online appointment booking. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Hampden, Maine

Meridian Wealth Strategies is an investment advisory firm in Hampden, Maine. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Columbia, South Carolina

Gunn Wealth Management of Raymond James is an investment advisory firm in Columbia, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bloomfield Hills, Michigan

Raymond James & Associates is an investment advisory firm in Bloomfield Hills, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Worcester, Massachusetts

Reynolds Andrews Wealth Advisors of Raymond James is an investment advisory firm in Worcester, Massachusetts. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Nashville, Tennessee

Raymond James & Associates is an investment advisory firm in Nashville, Tennessee. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Pittsburgh, Pennsylvania

Sterling Heights Financial Group is an independent wealth management firm established in 2018 that serves individuals, families, and business owners with financial planning, investment management, and retirement planning services, with particular concentration in Pennsylvania and Florida. Operating as fiduciaries, the firm emphasizes low-cost investing, client education, and regular communication rather than product sales. The firm's advisory approach focuses on identifying client goals and constructing customized investment portfolios that address income generation, risk management, and fee reduction, drawing on experience across equities, real estate, private equity, and alternative asset classes.

New Orleans, Louisiana

CAPTRUST is an investment advisory firm in New Orleans, Louisiana. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Florence, Alabama

Kin Taylor - Raymond James is an investment advisory firm in Florence, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Rochester, Michigan

Stephen Solverson - Raymond James is an investment advisory firm in Rochester, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bristol, Connecticut

The Ferris Financial Group is an investment advisory firm in Bristol, Connecticut. 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 daily. It holds a 5-star rating from 9 Google reviews.

Oswego, Illinois

Toward Wealth - Tamara Wiley is an investment advisory firm in Oswego, Illinois. Services include Financial Planning and Retirement Planning. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 3 Google reviews.

Duncanville, Texas

Raymond James & Associates is an investment advisory firm in Duncanville, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Decatur, Alabama

Raymond James & Associates is an investment advisory firm in Decatur, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Corpus Christi, Texas

Coastal Bend Wealth Partners is an investment advisory firm in Corpus Christi, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Hunt Valley, Maryland

Accompany Wealth Partners - Raymond James is an investment advisory firm in Hunt Valley, Maryland. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Boise, Idaho

Raymond James & Associates is an investment advisory firm in Boise, Idaho. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Ruston, Louisiana

Raymond James is an investment advisory firm in Ruston, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Abilene, Texas

VistaCrest Financial is an investment advisory firm in Abilene, Texas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Dalton, Georgia

Raymond James & Associates is an investment advisory firm in Dalton, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

West Deptford, New Jersey

Haydenrock Financial is a West Deptford, New Jersey–based firm offering financial planning, investment management, retirement services, tax assistance, business solutions, and succession planning, with particular focus on small business owners. Led by CEO Mark McGaurn, a Registered Investment Advisor Representative licensed across multiple states, the firm operates under a fiduciary standard and emphasizes risk reduction, insurance protection (life, disability, long-term care), and customized portfolio management. The team includes executive support staff with extensive financial services experience and a stated commitment to transparency, loyalty, and informed decision-making.

Saddle River, New Jersey

Saddle River Financial Group is an investment advisory firm in Saddle River, New Jersey. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.