Wealth Management Providers
Explore professional profiles.
Search by name, location, firm, or practice focus. Historical records and researched profiles are clearly labeled.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Fincadia Capital PartnersSr. Investment Specialist | New YorkNew York | Alternative investments | |
 | Fincadia Capital PartnersSr. Investment Specialist | MelvilleNew York | Alternative investments | |
 | Fincadia Capital PartnersClient Service Associate | MelvilleNew York | Client service | |
 | Kayne Anderson Rudnick Wealth AdvisorsManaging Director | Los AngelesCalifornia | Wealth management | |
 | Mana Financial Life DesignChief Investment Officer, Co-founder & Lead Advisor | Los AngelesCalifornia | Equity compensation | |
 | Savant Wealth ManagementFinancial Advisor | RockfordIllinois | Comprehensive financial planning | |
 | Fincadia Capital PartnersSr. Financial Advisor | MelvilleNew York | Wealth management | |
 | Mercer AdvisorsSr. Wealth Advisor | MorristownNew Jersey | Retirement planning | |
 | MarinerManaging Director & Senior Wealth Advisor | AmarilloTexas | Life transitions | |
 | Mercer AdvisorsSr. Wealth Advisor | KennebunkMaine | Retirement planning | |
 | Destiny Family OfficeFounder & CEO | Winter ParkFlorida | Family office | |
 | MarinerPrincipal & Senior Wealth Advisor | CincinnatiOhio | Investment management |
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