Financial advisors in Phoenix, MD

17 match

David Wassel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gabriela Miutescu
Financial advisor at Raskin Global Inc.
Raskin Global Inc. · $30.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Graham Bauer
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leonard Raskin
Financial advisor at Raskin Global Inc.
Raskin Global Inc. · $30.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas Madairy
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Noon
Financial advisor at Noon Investment Management LLC
Noon Investment Management LLC · $1.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Brusak
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Dunston
Financial advisor at Raskin Global Inc.
Raskin Global Inc. · $30.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Wiley
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Miller
Financial advisor at Sovereign Financial Services, LLC
Sovereign Financial Services, LLC · $92.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Ford
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nancy Groff
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Weiss
Financial advisor at Bestgate Wealth Advisors, LLC
Bestgate Wealth Advisors, LLC · $162.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Miller
Financial advisor at Sovereign Financial Services, LLC
Sovereign Financial Services, LLC · $92.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Terese Hopper
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
View page Check on SEC IAPD ↗
Thomas Graff
Financial advisor at Facet
Facet · $8.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Thibeault
Financial advisor at William Blair & Company L.l.c.
William Blair & Company L.l.c. · $64.28B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Phoenix, MD

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Phoenix, MD.

How this list works

Before you hire an advisor in Phoenix, MD