AdvisorOS Directory

Specialty Directory

Find a Investment Management Advisor

200 advisors specializing in investment management

Investment management advisors actively manage client portfolios, selecting securities, asset allocation strategies, and rebalancing positions to optimize returns within each client's risk tolerance.

Aalok Kirit Shah

HARBOUR INVESTMENT MANAGEMENT L.L.C.·EDMONDS, Washington

Aamir Mohammad Sheikh

ECHELON CAPITAL STRATEGIES, LLC·OAKLAND, California

RAM INVESTMENT PARTNERS, LLC·BELLEVUE, Washington

Aaron Andrew Berman

PRESTON WEALTH ADVISORS, LLC.·RESTON, Virginia

Aaron Andrew Cary

CYGNET FINANCIAL PLANNING INC.·WATERFORD, Michigan

Aaron Andrew Doelger

PACKERLAND BROKERAGE SERVICES, INC.·GREEN BAY, Wisconsin

Aaron Andrew Lindberg

GEN FINANCIAL MANAGEMENT INC.·PLYMOUTH, Minnesota

Aaron Anthony Chavez

DINERAZO INC.·NORTH MIAMI, Florida

NORTH MIAMI, FL

Aaron Blair Sautter

ONYX FINANCIAL ADVISORS, LLC·IDAHO FALLS, Idaho

IDAHO FALLS, ID

Aaron Brady Green

GGM FINANCIALS, LLC·COLUMBUS, Ohio

Aaron Brian Graham

AG FINANCIAL, LLC·SALT LAKE CITY, Utah

SALT LAKE CITY, UT

Aaron Bronelle Wilbanks

AARON WILBANKS & ASSOCIATES, INC.·OKLAHOMA CITY, Oklahoma

OKLAHOMA CITY, OK

Aaron Christopher Balsam

STAIRWAY PARTNERS, LLC·CHICAGO, Illinois

Aaron Christopher Seurkamp

CONCOURSE FINANCIAL GROUP SECURITIES, INC.·BIRMINGHAM, Alabama

Aaron Clayton Matheny

CAPITAL STRATEGIES GROUP, LLC·TEMPE, Arizona

Aaron Cleve Klopfenstein

RONALD BLUE & CO., LLC·ROSWELL, Georgia

GYL FINANCIAL SYNERGIES, LLC·WEST HARTFORD, Connecticut

WEST HARTFORD, CT

Aaron Dale Albritton

OLIVE STREET INVESTMENT ADVISERS, LLC·ST. LOUIS, Missouri

Aaron David Grey

DENVER MONEY MANAGER, LLC·DENVER, Colorado

Aaron David Louch

EK RILEY INVESTMENTS, LLC·SEATTLE, Washington

Aaron David Ritter

WEST COAST FINANCIAL, LLC·SANTA BARBARA, California

SANTA BARBARA, CA

Aaron Davis Jett

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

NEWPORT BEACH, CA

Aaron Dennis Dirlam

SPRINGTIDE PARTNERS, LLC·CHICAGO, Illinois

Aaron D Lieberman

MARATHON WEALTH MANAGEMENT, INC.·MELVILLE, New York

Aaron Douglas Moon

INSPIRE ADVISORS, LLC·MERIDIAN, Idaho

Aaron Edward Mechling

KMG FIDUCIARY PARTNERS, LLC·TOLEDO, Ohio

Aaron Eugene Schaben

CWM, LLC·OMAHA, Nebraska

Aaron Francis Smith

STREETLIGHT ON-DEMAND, LLC·FLORENCE, Massachusetts

Aaron Franklin Leatherwood

CENTERPIECE WEALTH ADVISOR L.L.C.·GREENWOOD VILLAGE, Colorado

GREENWOOD VILLAGE, CO

Aaron Gideon Kirsch

GREENUP STREET WEALTH MANAGEMENT LLC·OVERLAND PARK, Kansas

OVERLAND PARK, KS

SIGFIG WEALTH MANAGEMENT LLC·SAN FRANCISCO, California

SAN FRANCISCO, CA

Aaron Hedrick Parrish

LEVEL WEALTH MANAGEMENT LLC·GREENSBORO, North Carolina

Aaron Henry Wilhelm

LEVITT GROSSMAN CAPITAL MANAGEMENT, LP·OWINGS MILLS, Maryland

OWINGS MILLS, MD

Aaron Jacob Christopherson

PINNACLE WEALTH ADVISORS, INC.·CLACKAMAS, Oregon

Aaron James Farrell

QUANTCA FINANCIAL LLC·DOVER, Delaware

Aaron James Neeley

HAROLD W. DANCE INC.·LOGAN, Utah

Aaron James Pettersen

NORTHWEST FINANCIAL SERVICES INC·INDIANAPOLIS, Indiana

INDIANAPOLIS, IN

Aaron James White

VISTA WEALTH MANAGEMENT, LLC·E. PALO ALTO, California

E. PALO ALTO, CA

Aaron Jeffrey Banke

MURPHY POHLAD ASSET MANAGEMENT LLC·EDEN PRAIRIE, Minnesota

EDEN PRAIRIE, MN

Aaron Jeffrey Clark

MONARCH WEALTH STRATEGIES·SANTA BARBARA, California

SANTA BARBARA, CA

Aaron Jerome Stephens

LIFE LINE WEALTH MANAGEMENT LLC·BEVERLY HILLS, California

BEVERLY HILLS, CA

HORNOR, TOWNSEND & KENT, LLC·CONSHOHOCKEN, Pennsylvania

CONSHOHOCKEN, PA

Aaron John Harken

CGI WEALTH ADVISORS, INC.·FRAZER, Pennsylvania

Aaron John Hodari

SCHECHTER INVESTMENT ADVISORS, LLC·BIRMINGHAM, Michigan

Aaron John Kennon

CLEAR HARBOR ASSET MANAGEMENT, LLC·STAMFORD, Connecticut

Aaron John Kindig

EVERENCE TRUST COMPANY·GOSHEN, Indiana

Aaron John Wagner

RWWM, INC.·ROCKLIN, California

Aaron Jonathan Bower

BLACKCRANE CAPITAL, LLC·BELLEVUE, Washington

Aaron Jon Ochstein

CLARIVEST ASSET MANAGEMENT LLC·SAN DIEGO, California

Aaron Joseph Anson

FRONTIER WEALTH MANAGEMENT, LLC·KANSAS CITY, Missouri

KANSAS CITY, MO

Aaron Joseph Fagan

FAGAN ASSOCIATES INC·TROY, New York

Aaron Joseph Plautz

PRINCIPIA WEALTH ADVISORY, LLC·DALLAS, Texas

Aaron Joshua Cirksena

MDRN CAPITAL, LLC·ANNAPOLIS, Maryland

Aaron J Veldheer

STRATEGIES WEALTH ADVISORS, LLC·GRAND RAPIDS, Michigan

GRAND RAPIDS, MI

Aaron Kennedy Dayton

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania

Aaron Lavern Muhs

CATALYST FINANCIAL NW CORPORATION·GRESHAM, Oregon

Aaron Lee Bates

WHITCOMB & HESS, INC.·ASHLAND, Ohio

Aaron Lee Boehm

COPIA WEALTH MANAGEMENT, LLC·BEND, Oregon

Aaron Lee Gilman

IFP ADVISORS, LLC·TAMPA, Florida

Aaron Lee Williams

ALDEN INVESTMENT ADVISORS, LLC·WAYNE, Pennsylvania

Aaron Mathew Johnson

NISA INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri

Aaron Matthew Mclaughlin

SEAMOUNT FINANCIAL GROUP INC·COLORADO SPRINGS, Colorado

COLORADO SPRINGS, CO

Aaron Matthew Terwedo

TFS ADVISORS, LLC·EDMONDS, Washington

Aaron Micah Beltrami

CRESTWOOD ADVISORS LLC·BOSTON, Massachusetts

Aaron Michael Agte

VANTAGE WEALTH MANAGEMENT, LLC·SAN MATEO, California

Aaron Michael Brickley

BRICKLEY WEALTH MANAGEMENT·SAN MATEO, California

Aaron Michael Clark

WEST MICHIGAN ADVISORS, LLC·HOLLAND, Michigan

Aaron Michael Creamer

HIGHCLERE CAPITAL LLC·NEW YORK, New York

Aaron Michael Dally

VALTINSON BRUNER FINANCIAL PLANNING LLC·NEW BRIGHTON, Minnesota

NEW BRIGHTON, MN

Aaron Michael Green

KENNON-GREEN & COMPANY, LLC·NEWPORT BEACH, California

NEWPORT BEACH, CA

Aaron Michael Hager

HARBOUR INVESTMENTS, INC.·MADISON, Wisconsin

Aaron Michael Mcandrew

FAMILY WEALTH PLANNING PARTNERS LLC·LOUISVILLE, Kentucky

Aaron Michael Peloquin

STRONG TOWER ADVISORY SERVICES LLC·MINNEAPOLIS, Minnesota

MINNEAPOLIS, MN

Aaron Michael Robertson

TRH FINANCIAL LLC·NORTH LIBERTY, Iowa

NORTH LIBERTY, IA

Aaron Michael Rubin

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC·SAN JOSE, California

Aaron Michael Stern

MAIN STREET RESEARCH LLC·LAKEVILLE, Connecticut

Aaron M Oudbier

ROYAL SECURITIES COMPANY·GRANDVILLE, Michigan

Aaron M. Sutton

BUSEY CAPITAL MANAGEMENT, INC.·URBANA, Illinois

MWM GROUP LLC·HEWLETT, New York

Aaron Neal Kennedy

SMART MONEY GROUP, LLC·EASTLAND, Texas

Aaron Nelson Sack

MS CAPITAL PARTNERS ADVISER INC.·NEW YORK, New York

Aaron Octavio Munoz

CERDA MUNOZ ADVISORS, INC·WHITTIER, California

Aaron Patrick Guidotti

CAPITAL INVESTMENT SERVICES, INC.·WEST CHESTER, Pennsylvania

WEST CHESTER, PA

Aaron Patrick Seeman

NILSINE PARTNERS, LLC·GREENWOOD VILLAGE, Colorado

GREENWOOD VILLAGE, CO

Aaron Paul Brodt

AMPLIFY FINANCIAL, LLC·SCOTTSDALE, Arizona

Aaron Paul Graft

TRIUMPH CAPITAL ADVISORS LLC·DALLAS, Texas

Aaron Paul Waxman

BINGHAM, OSBORN & SCARBOROUGH LLC·SAN FRANCISCO, California

SAN FRANCISCO, CA

Aaron Paynter Ammerman

ALPHA FINANCIAL PARTNERS LLC·LEXINGTON, Kentucky

Aaron Pike Rugh

RM FINANCIAL SERVICES, LLC·FALMOUTH, Maine

Aaron Randel Paul Williams

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC·INDIANAPOLIS, Indiana

INDIANAPOLIS, IN

Aaron Ray Andreas

ARBOR WEALTH ADVISORS LLC·TROY, Michigan

SANDERS MORRIS HARRIS LLC·HOUSTON, Texas

STRATEGIC FINANCIAL SERVICES, INC.·UTICA, New York

Aaron Robert Anderson

FIT ASSET MANAGEMENT, LLC·CENTENNIAL, Colorado

Aaron Russell Larson

CHRIS BULMAN INC.·ROSEVILLE, California

Aaron Scott Archambo

ARCHAMBO FINANCIAL ADVISORS, INC.·BARTLESVILLE, Oklahoma

BARTLESVILLE, OK

Aaron Scott Reynolds

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin

Aaron Scott Rheaume

FINANCIAL ENHANCEMENT GROUP LLC·ANDERSON, Indiana

Aaron Shoshon Marks

AMPLIUS WEALTH ADVISORS, LLC·BLUE BELL, Pennsylvania

Aaron Taylor Smith

SMITH FINANCIAL INVESTMENT ADVISORS, INC.·KOKOMO, Indiana

Aaron Thomas Leone

BAKER STREET ASSET MANAGEMENT, LLC·SAN FRANCISCO, California

SAN FRANCISCO, CA

Aaron Thomas Mcgreevy

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York

Aaron Timothy Armstrong

BRR OPCO, LLC·COLUMBUS, Ohio

Aaron Timothy Kowal

KOWAL INVESTMENT GROUP, LLC·BROOKFIELD, Wisconsin

Aaron Timothy Rowsey

LIGHTHOUSE WEALTH MANAGEMENT, INC.·ASHLAND, Ohio

MUTUAL ADVISORS, LLC·OMAHA, Nebraska

Aaron Waldman Ward

J.H. ELLWOOD & ASSOCIATES, INC.·CHICAGO, Illinois

Aaron Walter Niec

JMG FINANCIAL GROUP LTD·DOWNERS GROVE, Illinois

DOWNERS GROVE, IL

Aaron William Smith

NISA INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri

Aaron Winfield Seil

TRUE WEALTH DESIGN, LLC·AKRON, Ohio

Aaron Wolf Zimmer

SB CAPITAL MANAGEMENT, INC.·ENCINO, California

Abbas F Zuaiter

33 CAPITAL MANAGEMENT LLC·GREENWICH, Connecticut

Abbey Lee Henderson

ABARIS FINANCIAL GROUP, LLC·CONCORD, Massachusetts

Abbey Marlana Spoo

MARQUETTE ASSET MANAGEMENT, LLC·MINNEAPOLIS, Minnesota

MINNEAPOLIS, MN

ALDRICH WEALTH, LIMITED PARTNERSHIP·LAKE OSWEGO, Oregon

LAKE OSWEGO, OR

Abbott J Keller

KESTREL INVESTMENT MANAGEMENT CORP·SAN MATEO, California

Abby Lynn Meyers

LEVERTY FINANCIAL GROUP, LLC·HUDSON, Wisconsin

Abdiel Alan Valenzuela

FINANCIAL SENSE ADVISORS, INC.·SAN DIEGO, California

Abdissa Yoseph Gemechu

ENTORO INVESTMENTS, LLC·HOUSTON, Texas

Abdulaziz Shroff

SNC WEALTH MANAGEMENT LLC·PLAINSBORO, New Jersey

Abelardo Santiago Curdumi

5TH STREET ADVISORS, LLC·SOUTHPORT, Connecticut

PROSPERA FINANCIAL SERVICES, INC.·DALLAS, Texas

TORTOISE CLEAN ENERGY PARTNERS, LLC·LEAWOOD, Kansas

TITAN MANAGERS, LLC·SCOTTSDALE, Arizona

Abhay Srivastava

HUTCHINSON CAPITAL MANAGEMENT·SAN RAFAEL, California

EMPOWER CAPITAL MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado

GREENWOOD VILLAGE, CO

Abhishek Kumar Agarwal

KITE LLC·FREMONT, California

Abigail Anne Bennett

VERUM PARTNERS LLC·CHARLOTTE, North Carolina

Abigail Caso Holmes

BRIGHTSIDE ADVISORY PARTNERS, LLC·BALTIMORE, Maryland

Abigail Eve Laufer

3SISTERS SUSTAINABLE MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania

PHILADELPHIA, PA

Abigail Lechthaler Hurlburt

SUMMIT WEALTH GROUP LLC·WHITE RIVER JUNCTION, Vermont

WHITE RIVER JUNCTION, VT

Abigail Marie Armstrong

SIGNATOR INVESTORS, INC.·BOSTON, Massachusetts

Abigail Marr Psyhogeos

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts

Abigail Turner Morton

GOLDMAN FINANCIAL PLANNING, LLC·FALMOUTH, Maine

ABICH FINANCIAL WEALTH MANAGEMENT, LLC·ASHBURN, Virginia

Abraham Blas Arce

FFG PARTNERS, LLC·FORT LAUDERDALE, Florida

FORT LAUDERDALE, FL

Abraham J. Freidin

CAPITAL COUNSEL LLC·NEW YORK, New York

Abraham Martinez

AMARA FINANCIAL, LLC·SAN FRANCISCO, California

SAN FRANCISCO, CA

BNY MELLON ADVISORS, INC.·PENNINGTON, New Jersey

Abram Joshua Shearer

STRATEGENT FINANCIAL, LLC·HARRISONBURG, Virginia

HARRISONBURG, VA

Adam Alexandar Rozencwajg

GOEHRING & ROZENCWAJG ASSOCIATES, LLC·NEW YORK, New York

FORTRESS FINANCIAL SOLUTIONS, LLC·TUCSON, Arizona

Adam Anthony Violich

VIOLICH CAPITAL MANAGEMENT·SAN FRANCISCO, California

SAN FRANCISCO, CA

Adam Anthony Waitkevich

COPPERTREE?, LLC·WORCESTER, Massachusetts

Adam Arthur Desmond

FIG PARTNERS, LLC·ATLANTA, Georgia

Adam Bain Obrecht

A.O. WEALTH ADVISORY,LLC·URBANDALE, Iowa

Adam Barrett Spence

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS·PLANO, Texas

Adam Benjamin Spector

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania

PHILADELPHIA, PA

Adam Bertrand Scott

ARGYLE CAPITAL PARTNERS, LLC·LOS ANGELES, California

LOS ANGELES, CA

ESB WEALTH MANAGEMENT, LLC·MANSFIELD, Ohio

Adam Bradley Broder

QMA LLC·NEWARK, New Jersey

Adam B. Reinking

REDBUD ADVISORS LLC·AUSTIN, Texas

Adam Brennen Curran

CURRAN FINANCIAL PARTNERS, LLC·CHARLESTON, South Carolina

Adam Brett Joffe

MELLON INVESTMENTS CORPORATION·BOSTON, Massachusetts

Adam Brett Landau

PERMIT CAPITAL ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania

WEST CONSHOHOCKEN, PA

Adam Brett Simon

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·ATLANTA, Georgia

Adam Brian Feit

FLAGSTAR ADVISORS, INC.·NEW YORK, New York

Adam Brian Sappern

WINDSOR CREEK ADVISORS, LLC·BETHEL, Vermont

EVOLUTION WEALTH MANAGEMENT INC.·FORT MYERS, Florida

Adam Bryan Stern

XO CAPITAL LLC·MALIBU, California

WINTHROP CAPITAL MANAGEMENT, LLC·CARMEL, Indiana

Adam Chapman Wilson

SUGARLOAF WEALTH MANAGEMENT, LLC·DULUTH, Georgia

Adam Charles Anderson

MRA ADVISORY GROUP·PARSIPPANY, New Jersey

Adam Charles Bormann

PALADIN ADVISORY GROUP, LLC·CLIVE, Iowa

Adam Charles Carlini

DYNAMIC WEALTH ADVISORS·SURPRISE, Arizona

Adam Charles Goldenberg

RGT WEALTH ADVISORS, LLC·DALLAS, Texas

Adam Charles Kruger

MONETA GROUP INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri

Adam Christian Guenther

BRISTLECONE ADVISORS LLC·BELLEVUE, Washington

Adam Christopher Osterling

PRIVATE WEALTH STRATEGIES, L.L.C.·NEW ALBANY, Ohio

Adam Christopher Sweet

JACOBSON & SCHMITT ADVISORS, LLC·MIDDLETON, Wisconsin

Adam Clark Gibbons

LATASH INVESTMENTS, LLC·ANCHORAGE, Alaska

Adam Clark Harding

HARDING WEALTH, INC.·TEMPE, Arizona

Adam Craig Fisher

WEALTH NAVIGATION, LLC·CENTERVILLE, Utah

CENTERVILLE, UT

Adam Currie Boyer

JMG FINANCIAL GROUP LTD·DOWNERS GROVE, Illinois

DOWNERS GROVE, IL

Adam C. Zuercher

HIXON ZUERCHER, LLC·FINDLAY, Ohio

ALLIO ADVISORS LLC·SEATTLE, Washington

Adam Daniel Gallegos

FIG WEALTH, LLC·LAFAYETTE, California

Adam Daniel Nelson

TRIUMPH CAPITAL ADVISORS LLC·DALLAS, Texas

Adam David Cornwell

NORTH RIDGE WEALTH ADVISORS, INC.·BEAVERTON, Oregon

Adam David Gafner

TITLETOWN WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin

Adam David Janovic

INGALLS & SNYDER LLC·NEW YORK, New York

Adam David Mc Neill

THE MCNEILL FINANCIAL GROUP, LLC·SARATOGA SPRINGS, New York

SARATOGA SPRINGS, NY

Adam David Schor

NZS CAPITAL LLC·DENVER, Colorado

Adam David Schwallier

SCHWALLIER WEALTH MANAGEMENT, LLC·GRAND RAPIDS, Michigan

GRAND RAPIDS, MI

TFB ADVISORS, LLC·OVERLAND PARK, Kansas

OVERLAND PARK, KS

Adam Dean Checchi

CHECCHI CAPITAL ADVISERS, LLC·BEVERLY HILLS, California

BEVERLY HILLS, CA

COALITION INVESTMENT PARTNERS LP·NEW YORK, New York

Adam D Proskovec

MUTUAL OF OMAHA INVESTOR SERVICES, INC.·OMAHA, Nebraska

Adam Drew Egelberg

GLENVILLE CAPITAL MANAGEMENT, LLC·SCARSDALE, New York

Adam Edward Brunin

NAVIGATION WEALTH MANAGEMENT, INC.·FORT COLLINS, Colorado

FORT COLLINS, CO

Adam Edward Nugent

FORESIGHT WEALTH MANAGEMENT, LLC·DRAPER, Utah

Adam E Longlais

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin

Adam Eric Mr. Ackerman

BNA WEALTH, INC.·ROCK HILL, South Carolina

Adam Fletcher Doig

STERLING MANOR FINANCIAL, LLC·SARATOGA SPRINGS, New York

SARATOGA SPRINGS, NY

SGIM INC.·NEW YORK, New York

Adam Frank Colby

THE WEALTH GROUP, LTD·EDEN PRAIRIE, Minnesota

EDEN PRAIRIE, MN

Adam Gayle Lefler

COIGN CAPITAL ADVISORS LLC·DRAPER, Utah

E & G ADVISORS, LP·HOUSTON, Texas

PRIMARK ADVISORS, LLC·DENVER, Colorado

Adam Gregory Yofan

ALPERN WEALTH MANAGEMENT, LLC·PITTSBURGH, Pennsylvania

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