Wealth Management Providers
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Source-backed profile
Anthony Santarpia
Vice President
Fincadia Capital PartnersNew York, New York
Wealth management16+ years since first registrationNo disclosures reportedFINRA report · Sep 20, 2026
Source-backed profile
Barbara Moore
Sr. Financial Advisor
Fincadia Capital PartnersMelville, New York
Wealth management
Source-backed profile
Ben Gyulambaryan
Sr. Wealth Advisor
Mercer AdvisorsNew York, New York
Retirement income
Source-backed profile
Benjamin Almeda
Wealth Advisor
Hightower AdvisorsHouston, Texas
Retirement planning
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Benjamin Wong
Managing Director & Senior Wealth Advisor
MarinerPleasanton, California
Wealth management
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Bill Bockwoldt
Managing Director, Bay Area Office Lead
WealthspireSan Rafael, California
Business owners
Source-backed profile
Bill Bolen
Senior Wealth Advisor, Shareholder
HB Wealth (formerly Homrich Berg)Atlanta, Georgia
Family office
Source-backed profile
Blair Anderson
Wealth Advisor, Managing Director
Hightower AdvisorsTraverse City, Michigan
Investment management
Source-backed profile
Brett Agnew
Wealth Advisor, Director
Hightower AdvisorsAlamo, California
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