Financial Advisors
Adaptive Advisors, Inc - Services are aimed at the real estate and financial services industries as well as the legal field and include mid through senior level management, executive staff, and board of directors positions. - Check it
Advisor Partners, LLC - Partnering with financial advisors to construct and manage highly customized domestic equity portfolios. - Check it
Advisor Today - Founded in 1906 as Life Association News, Advisor Today is an advocacy news magazine for insurance agents and financial planners and the official publication of the National Association of Insurance and Financial Advisors. Articles focus on life and health insurance, financial advising, and tax and legislative issues. - Check it
Advisormart.com - Online portfolio management for investment advisors, brokers, and financial planners. - 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
Alpha Advisors - Offers investment management within an integrated financial planning strategy, including tax, insurance, estate, and retirement planning. - Check it
Altruist Financial Advisors LLC - Fee-only financial planning and asset management with a complete satisfaction money-back guarantee. - Check it
Asset Allocation Analyst - The Asset Allocation Analyst is an integrated portfolio management application for financial advisors. - Check it
Bell Investment Advisors - Provides financial planning and investment management to individual investors and corporate entities. - 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
Canby Financial Advisors - Provides financial planning, consultation, and related financial services. - Check it
Capital Performance Advisors - Offers investment advisory services, asset management and financial planning. - Check it
CFO Advisors Wunsch & Basile - Offers financial consulting and strategic business planning with expertise in venture capital fund raising, mergers and acquisitions and pre-IPO transactions. - Check it
Christian Financial Advisor - Information site for US based Christian investment advisors. - 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 Investment Advisors - An independent and objective financial advisory firm serving the needs of individuals and their families. - Check it
Concord Financial Advisors, LLC - Offering financial advisory and business consulting services. - Check it
Cox Financial Advisors - Investment advice, tax and estate planning. - Check it
Doctors Financial Health Advisors - Provides statistical modeling, utilization review, profit analysis and productivity research on medical practices ranging from one physician to 1,000. - Check it
Donald J. Puff, Financial Advisors - Specialize in TSA/403(b), IRA, 401k, and all your retirement needs. - Check it
Edwafin Investment Holdings Limited - Financial services,fund management,forex trading and financial advisors. - 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
Eric A. Smith - Certified Financial Planner specializing in SRI since 1986. Site includes SRI book store, SRI news and periodical list, and how to find and work with advisors. Seattle. - Check it
Feldman Financial Advisors, Inc. - Provides consulting services to financial institutions requiring financial analysis. - Check it
Fiducia Group - Financial advisors operating as part of the Zurich Advice Network. - Check it
Finance Logix - Financial calculation software for investment professionals and financial advisors, featuring retirement planning, education planning, estate planning, and investment analysis. - Check it
Financial & Investment Management Advisors, Inc. - Provides fee-based financial planning and investment management services to individuals, retirement plans and corportations. - Check it
First Independent Direct - Independent financial advisors. Company details and freephone number. - Check it
Fisher Financial Plc - Financial consultants and insurance advisors for individuals and companies in the UK. - Check it
FLC Capital Advisors - Provides financial and retirement planning, asset management and tax planning. - Check it
Forensic Advisors - Publish a series of research reports examining the financial statements of publicly traded companies. - Check it
Globalview Advisors LLC - Provides financial valuations, corporate finance advisory, and intellectual property valuations and transfer services. - 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
Halberstadt Financial Consultants, Inc. - Princeton, New Jersey based investment advisors. Specializes in financial planning, investment asset management, and risk tolerance analysis. - Check it
Harbor Capital Advisors, Inc. - A US financial and management consulting firm offering services to the insurance industry, including agency appraisals, merger and acquisition representation, strategic and management consulting, and litigation support. - Check it
HJ Financial Group - Certified Public Accountants, business and personal financial advisors, serving high net worth clients in the Philadelphia area (USA). - Check it
Hospitality Financial Advisors - Provides software and e-solutions for managing back office operations of hotel property management corporations. - 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
Insurance Pro Shop - Life insurance and annuity selling system designed to help agents and financial advisors develop marketing and sales strategies. - Check it
J.E. Wilson Advisors, LLC - Fee-only wealth management firm providing independent financial solutions since 1982. - Check it
Jersey Benefits Advisors and Transamerica Financial Advisors, Inc. - Specializing in stocks, bonds, annuities and mutual funds. New Jersey, USA. - Check it
KNR Services Inc. - Our financial professionals provide standard accounting, bookkeeping, tax preparation, and payroll services, they partner with businesses as financial advisors. - Check it
Legend Financial Advisors, Inc. - Fee-only advisory firm providing financial planning and investment management to the affluent. - Check it
Maas Capital Advisors, LLC - Offers financial planning, consulting and investment management services. - Check it
Master's Financial Group - Financial planning advisors focusing on retirement and estate planning, financial planning, and investments. - Check it
Minnesota Association of Insurance and Financial Advisors (NAIFA Minnesota) - Provides insurance association information on upcoming events, news and committees. - Check it
MRM-Horizon Financial Advisors - Offering equity management services to high net worth individuals, families, and institutions. - 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
Nevada Association of Insurance and Financial Advisors - Provides insurance association information on upcoming events, news and committees. Provides a searchable member database. - Check it
New Mexico Investment Advisors - Carol Jones - Carol Jones - Cash management, annuities, IRA accounts, qualified retirement plans, financial planning. - Check it
NEXT Financial Group - An independent broker/dealer offering back office support and ownership opportunities for financial advisors. - Check it
Nexus Advisors - Offers strategic and financial advisory services to private businesses and their stakeholders on matters involving the valuation, growth, and transfer of equity ownership interests. Based in Denver, Colorado - Check it
North Carolina Association of Insurance and Financial Advisors (NCAIFA) - Provides insurance association information on upcoming events, news and committees. - Check it
Omni Tax & Financial Advisors - Independent advisory firm specializes in personal financial planning, tax planning, asset management, retirement and estate planning. - Check it
Osborne Yuille - Collaroy Chartered Accountants and financial advisors. - Check it
Paradigm Financial Advisors, LLC - Fee-only investment advice, wealth management and estate planning. - Check it
PenD'Calc - Software designed for financial advisors whose business is to help clients plan their retirement and preserve their estate. - Check it
Physicians Financial Advisors - Resource for employment contract review and financial planning. - Check it
Planners Resource Group LLC - Annuity and insurance product solutions for financial advisors and insurance agents. - Check it
Prairie Capital Advisors, Inc. - Provides financial advisory services to owners middle market companies. - Check it
Premier Financial Advisors, Inc. - A full service independent financial planning and investment advisory firm. Covers products, services, philosophy, planning, and a map. - Check it
Prescosoft - Software for financial advisors, retirement planners, and brokers. - Check it
Reilly Financial Advisors - Financial services firm whose core business is portfolio management. - Check it
Roman Financial Advisors - Specializing in fee only financial planning including tax planning, risk management and investment counseling. - 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
Savoy Capital Advisors - Boutique investment banking firm providing mergers, acquisitions and financial advisory services. - Check it
Sheaff Brock Investment Advisors, LLC. - Investment advisory firm providing portfolio management and financial advisory services located in Indianapolis, IN. - Check it
Signature Estate and Investments Advisors, Inc. - Fee based registered investment advisory firm offering financial planning and investment management services for affluent individuals and corporations. - Check it
Society of Certified Retirement Financial Advisors - Training and credentialing organization for financial advisors serving retirees. - Check it
Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs. - Check it
The Controller LLC - Financial advisors serving Las Vegas and Southern Nevada with accounting, bookkeeping, payroll and tax services. - Check it
The National Association of Personal Financial Advisors (NAPFA) - Organization of fee-only comprehensive financial planning professionals. - Check it
The Retail Advisors - Specializing in system selection and implementation, open-to-buy management, and financial management. - Check it
TIP: The Insurance Professional - Proven prospecting techniques and marketing methods from experienced financial advisors are in this free email newsletter. - Check it
Ultima Financial Advisors - Provides financial advice and investor information. - Check it
Windsor Financial Advisors - Provides objective financial services to mutual fund and annuity investors. - Check it
Woinarski & Co Accountants and Financial Advisors - Milsons Point Chartered Accountants providing taxation, business management, and superannuation services. - Check it
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