Financial Advisor
Accumulation Strategies - Registered investment advisor offers financial planning and investment advice. - Check it
Advisor Partners, LLC - Partnering with financial advisors to construct and manage highly customized domestic equity portfolios. - Check it
Advisor Software Inc. - ASI is a provider of Wealth Management Software to the financial services industry focusing on providing tools for advisors to delivery advice and sell investments. - Check it
Advisors Assistant - Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return. - Check it
Advocis - Site of the Financial Advisors Association of Canada, a voluntary association of professional insurance and financial advisors. Lists membership information, programs and services. - Check it
Allegheny Financial Group, Ltd. - Investment advisor provides financial planning advice to individuals and businesses. - Check it
Altruist Financial Advisors LLC - Fee-only financial planning and asset management with a complete satisfaction money-back guarantee. - Check it
BluePrint Financial Services - Fee only advisor offering traditional and alternative investment strategies. - Check it
Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services. - Check it
Bridgewater Advisors Inc - Fee-only investment management and financial planning. - Check it
Canadian Financial Advisor Directory - Offers a free listing to financial advisors and a search function for those seeking the service. Offers a list of fund companies, resources, software, organizations and tools. - Check it
Canterbury Financial Group - A Registered Investment Advisor, offers integrated portfolio and private wealth management services. - Check it
Cavanaugh Capital Management - Financial advisors offer socially responsible investing opportunities and index funds. - Check it
Chessman & Partners - Financial advisor offers a range of financial products for the individual and companies. - Check it
Chris Palmer CMA, CFP - Financial Advisor - Financial Advisor - Berkshire Investment Group Inc offers conservative, business-perspective investment advice. Lists credentials, services, planning, links, newsletter and contact details. - Check it
Christian Financial Advisor - Information site for US based Christian investment advisors. - Check it
Claremont Financial Group - Registered investment advisor that assists individual investors and qualified retirement plans with financial planning and asset management services. - Check it
Coggans Wood - Independent financial advisors and insurance brokers. Also offers mortgage research and advisory services. - Check it
Community Technology Advisors Corp. - Leads community-wide economic development efforts by bringing community leaders together to discuss public policy, technology, and finding collaborative projects to encourage financial growth. - Check it
Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia. - Check it
Core Asset Management Company - Investment advisor offers both financial planning and asset management. - Check it
David Phipps - Assante Wealth Management - Assante Wealth Management - Senior Financial Advisor. Profile, services and financial articles and links to financial web resources. - Check it
DeVisscher, Olson and Allen LLC - An independent financial advisor for family-controlled companies. - Check it
Direct Advice - Financial advisor offers long-term financial and investment planning services. - Check it
Don Eberley - Desjardins Financial - Desjardins Financial - Financial advisor providing investment and insurance services for working families in the Ottawa area, specializing in mutual fund RRSPs. - Check it
Eldorado Financial - Financial planning and investment advisor. Includes service descriptions, industry definitions, and investment style. - Check it
Enterprise Advisors Inc. - You need to automate your financial processes -- At Enterprise Advisors, we specialize in helping you identify, define and reach your goals every step of the way. - Check it
Fiducia Group - Financial advisors operating as part of the Zurich Advice Network. - Check it
Financial Advisor - Large suite of financial calculators including monthly budget, analyze your retirement, optimize your mortgage. - Check it
Financial Counselors of Virginia - Fee-only registered investment advisor based in Portsmouth, VA. Planning and investment publications, stock quotes and web links. - Check it
Fisher Financial Plc - Financial consultants and insurance advisors for individuals and companies in the UK. - Check it
Florida Association of Insurance and Financial Advisors (FAIFA) - Made up of 31 local associations with a total membership of nearly 4,500. Site provides a variety of information, including legislative affairs and professional development. - Check it
Foreign Trade Bank Securities, Inc. - Commodity Trading Advisor (Registration Pending 1/2006) which offers corporate, institutional and governmental clients a complete range of financial services, including treasury, foreign exchange and commodity price risk management, alternative investment management, research and trading. - Check it
Fountain Agricounsel LLC - Management consulting company and a strategic advisor to investment banking companies doing financial transactions in agribusiness - Check it
Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele. - Check it
Getting Good Advice - Fidelity Investments Canada offers free advice on topics such as choosing a financial advisor, making the most of your advisor's expertise, and planning for retirement. - Check it
Globalview Advisors LLC - Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services. - Check it
Golden Gate Financial Group LLC - Registered advisor and Broker-Dealer providing investment management services to high net worth individuals. San Francisco, California, United States. - Check it
Goran Ethical Investments Group - A team of financial advisors providing financial planning and wealth management services in Edmonton, Alberta, specializing in Socially Responsible Investments. - Check it
Health Business Partners - Financial advisors to the nutrition, natural products, and healthcare industries. - Check it
Horsesmouth - Learning, development and support service to financial advisors and other professionals. - Check it
Hugh Smilestone - Heritage Financial - Heritage Financial - Certified General Accountant, independent financial planner/investment advisor and public accountant. Lists biography, money matters, tax issues, contact details and links to market update and Financial Planners Council of Canada. - Check it
Ideal Management & Bookkeeping Services, LLC - |"The Small Business Specialist" Bookkeeping, Financial Record Keeping Management Consulting, Web Design, Time Management and QuickBooks Training from a Certified QuickBooks Pro Advisor. - Check it
Innovest - Innovest Strategic Value Advisors is a specialized financial information services and investment advisory firm rigorously assessing corporate environmental performance, then using this analysis as a proxy for management quality to project the stock market returns of individual companies. - Check it
Investment Data Technologies - Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand. - Check it
Iowa Association of Insurance and Financial Advisors (IAIFA) - Includes board membership list, local associations, glossary, and upcoming events. - Check it
Janiczek & Company - Fee-only financial advisors in Denver, Colorado. Providing tax, estate and retirement planning services to individuals, trusts, pension plans and corporations. - Check it
Jersey Benefits Advisors and Transamerica Financial Advisors, Inc. - Specializing in stocks, bonds, annuities and mutual funds. New Jersey, USA. - Check it
Kevin Cochrane CFP - Financial Advisor - Financial Advisor - A member of Berkshire Investment Group, Kevin offers investment advice and asset management. Lists markets, funds, calculations, glossary, events, questions and e-mail details. [Flash required] - Check it
Koehler Financial Services, Inc. - A registered investment advisor providing fully managed investment services to individuals, trusts, pensions, 401K plans and corporations. - Check it
Lawrence Clarke Ltd - Independent financial advisors based in Fareham, Hampshire. - Check it
Lee Investment Consulting - A fee-only financial planning firm, and registered investment advisor located in Raleigh, North Carolina - Check it
LPL Financial Services - Registered investment advisor offers services nationwide. - Check it
Maracor Financial Advisor - Windows shareware calculators. - Check it
Master's Financial Group - Financial planning advisors focusing on retirement and estate planning, financial planning, and investments. - Check it
Mexico Advisor - Provides cross-border financial planning for the American community in Mexico. - Check it
Mid Atlantic Capital Group - Includes Mid Atlantic Capital Corporation, a registered NASD member broker-dealer, and Mid Atlantic Financial Management, Inc., an SEC registered investment advisor. - Check it
Mike Himmelman FCSI, CFP - Investment Advisor - Investment Advisor - An affiliate of Heritage Financial Services, Mike offers investment counseling and planning. Offers information on markets, funds, his qualifications, contact information and FAQs. - Check it
Minnesota Association of Insurance and Financial Advisors (NAIFA Minnesota) - Provides insurance association information on upcoming events, news and committees. - Check it
Morse Group - Business and financial services advisor. Lists services and resources. Located in Bathurst, Blayney, Dubbo, Gilgandra, Oberon and Orange. - Check it
Moseley Investment - Registered Investment Advisor in Florida providing retirement, estate, and intergenerational financial management and planning. - Check it
National Association of Insurance and Financial Advisors (NAIFA) - Represents licensed life insurance agents and financial advisors through its federation of 900+ state and local associations located throughout the United States. Includes a clickable map which lets you see all chapters in a state and the web addresses of chapters with their own site. - Check it
National Association of Personal Financial Advisors (NAPFA) - Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information. - Check it
New Mexico Investment Advisors - Carol Jones - Carol Jones - Cash management, annuities, IRA accounts, qualified retirement plans, financial planning. - Check it
North Carolina Association of Insurance and Financial Advisors (NCAIFA) - Provides insurance association information on upcoming events, news and committees. - Check it
Olympia Capital Associates - Hedge Fund Financial Services for the Professional Investor and Advisor. - Check it
PenD'Calc - Software designed for financial advisors whose business is to help clients plan their retirement and preserve their estate. - Check it
Potomac Valuation Services - Provides business valuation and appraisal services. Specializes in working with advisors (financial, legal, accounting, insurance, brokerage) and their clients. - Check it
Rick Baird - Personal investment advisor. Profile, financial articles, publications and links. - Check it
RM Financial Advice - Independent financial advisor. - Check it
Robinswood Financial - Registered investment advisor (RIA) firm providing individually-tailored portfolio management and financial planning services. - Check it
Sales Rep's Advisor - Provides independent manufacturers with legal, financial and business strategies. - Check it
Salient Financial Corp - Registered investment advisor for individuals and corporate retirement plans with at least $500,000 of liquid investment capital. - Check it
Sand Spring Advisors LLC - Analysis of global financial trends and advice on alternative investment management. Analytical work includes a strong emphasis on the techniques of R.N. Elliott and Leonardo Fibonacci. - Check it
SCORE Asset Management, Inc. - Certified minority/woman-owned investment firm providing investing, brokerage trading, underwriting, and planning services as a registered investment advisor, broker-dealer, and financial planner. - Check it
Society of Certified Retirement Financial Advisors - Training and credentialing organization for financial advisors serving retirees. - Check it
Sylvia Troccoli : Accountant and Business Advisor - Provides financial, taxation, management accounting and business improvement advice. - Check it
The Advisor Page - Directory indexes products and services that are available to financial professionals. - Check it
Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS. - Check it
Wisconsin Association of Insurance and Financial Advisors (WAIFA) - Site contains information on leadership, legislation, and CE and LUTC courses. - Check it
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