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Morgan Stanley
https://www.morganstanley.com/what-we-do/wealth-management/ Los Angeles, CA ...
Since Morgan Stanley was founded in New York City in 1935, it has evolved into one of the world's foremost financial institutions. Though headquartered in the United States, Morgan Stanley is a leader in the global integration of financial services. Our U ...

Financial Advisors 10/10 Reviews

Edward Jones
Favicon https://www.edwardjones.com/about/index.html Fitchburg, MA ...
Edward D. Jones & Co., L.P., since 1995 simplified as Edward Jones[1] is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, through its branch network of more than 14,000 loc ...

Financial Advisors 10/10 Reviews

Park Avenue Financial Advisors, LLC
http://www.parkavenuefinancialadvisors.com/ New York, NY
112 Madison Ave # 5, New York, NY 10016, USA. Whether you have significant assets to manage - or if you are just starting to accumulate wealth - you need a personalized strategy to achieve your financial goals. Our goal is to provide you with gui ...

Financial Advisors 10/10 Reviews

Summit Wealth Partners, LLC
Favicon http://www.mysummitwealth.com/ Orlando, FL
Summit Wealth Partners offers wealth management services for those in Orlando, Naples and Jacksonville. Thirty years ago, our firm began under different iterations and corporate structures. Through substantial growth, we are now Summit Wealth Partners, LL ...

Financial Advisors 10/10 Reviews

Modera Wealth Management
Favicon https://www.moderawealth.com/ Atlanta, GA ...
As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests. We provide objective advice, personal attention, and com ...

Financial Advisors 10/10 Reviews

Peak Financial Solutions
http://www.peakfinancialsolutions.com/ Las Vegas, NV
Your financial life is complicated. Whether you are a pre-retiree, a business owner, or a Nevada government worker, you are not immune to the complexities of personal finances. Luckily, Peak Financial Solutions is specialized in helping people like you, b ...

Financial Advisors 10/10 Reviews

Source Financial Advisors
Favicon https://www.sourcefa.com/ New York, NY
Wealth transfer – especially where a business is involved – can be one of the most complex and challenging issues faced by high-net-worth families. Our experience and best practices in engaging and educating the next generation on wealth issues can help o ...

Financial Advisors 10/10 Reviews



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A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and Series 65 or Series 66 qualification examination. According to the U.S. Financial Industry Regulatory Authority (FINRA), qualification designations and compliance issues must be reported for public view. FINRA specifies the following groups who may use the term financial advisor: brokers, investment advisers, private bankers, accountants, lawyers, insurance agents and financial planners.
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