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 Advisor | MelvilleNew York | Wealth management | |
 | Savant Wealth ManagementFinancial Advisor / Member Owner | RockfordIllinois | Retirement planning | |
 | Mercer AdvisorsPrincipal | New YorkNew York | Business owners | |
 | HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder | AtlantaGeorgia | Family office | |
 | Fincadia Capital PartnersSr. Financial Advisor | MelvilleNew York | Wealth management | |
 | Sequoia Financial GroupSenior Director, Wealth Advisor | TorranceCalifornia | Multigenerational wealth planning | |
 | HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder | TowsonMaryland | Family office | |
 | Longwave FinancialFounder | Senior Financial Advisor | New YorkNew York | Responsible investing | |
 | Fincadia Capital PartnersInvestment Advisor Representative | MelvilleNew York | Investment services | |
 | Cerity PartnersPartner | IrvineCalifornia | Retirement planning | |
 | Carson GroupFounder and Chairman | OmahaNebraska | Wealth management | |
 | MarinerSenior Wealth Advisor & Principal | Highlands RanchColorado | Financial planning |
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