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10,000+ advisors · 10+ yrs
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NearestMost experiencedName
LPL Financial
48yrs
Josef Albert Stark
Financial advisor
Gladstone, NJ
Top advisor for experience nationwide
Top advisor for experience nationwideFiduciaryFee-only firm
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J.p. Morgan Securities
47yrs
Betsy L Bliss
Financial advisor
560 Mission Street
San Francisco, CA 94105
Top advisor for experience at J.p. Morgan Securities
Top advisor for experience at J.p. Morgan SecuritiesFiduciaryFee-only firm
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Morgan Stanley
47yrs
Charles Leonard Bloom
Financial advisor
55 East 52nd Street 12th Floor
New York, NY 10055
Top advisor for experience in New York
Top advisor for experience in New YorkPlanningInvesting
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Stifel, Nicolaus &
47yrs
Jay Thoburn Brown
Financial advisor
1300 Post Oak Blvd. Suites 1550 & 1540
Houston, TX 77056
Top 1% for experience in Houston
PlanningInvesting
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Stifel, Nicolaus &
47yrs
George Eliot Friedman
Financial advisor
2 North Tamiami Trail
Sarasota, FL 34236
Top advisor for experience in Florida
Top advisor for experience in FloridaFiduciary
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UBS Financial Services
47yrs
Howell Davis Harralson
Financial advisor
100 Crescent Court Suite 600
Dallas, TX 75201
Top advisor for experience at UBS Financial Services
Top advisor for experience at UBS Financial ServicesPlanningInvesting
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RBC Capital Markets
47yrs
Paul Kenneth Joas
Financial advisor
250 Nicollet Mall Suite 2000, 16th Floor
Minneapolis, MN 55401
Top advisor for experience in Minnesota
Top advisor for experience in MinnesotaFiduciaryFee-only firm
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Kercheville Advisors
47yrs
Joe Beaty Kercheville
Financial advisor
15750 Ih-10 West
San Antonio, TX 78249
Top advisor for experience in San Antonio
Top advisor for experience in San AntonioFiduciaryFee-only firm
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William Blair &
47yrs
Louise Lane
Financial advisor
150 North Riverside Plaza
Chicago, IL 60606
Top advisor for experience in Illinois
Top advisor for experience in IllinoisFiduciaryFee-only firm
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Commonwealth Financial Network
47yrs
Robert Howard Lingenfelser
Financial advisor
11676 Perry HWY Suite 3104
Wexford, PA 15090
Top advisor for experience at Commonwealth Financial Network
Top advisor for experience at Commonwealth Financial NetworkFiduciary
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Mission Advisors
47yrs
Dana Farrell McGinnis
Financial advisor
101 Aylesbury Hills Street
Terrell Hills, TX 78209
Top 1% for experience in Texas
Fee-only firm
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Oppenheimer &
47yrs
Cynthia Dawn Newman
Financial advisor
Oceanport, NJ
Top advisor for experience at Oppenheimer &
Top advisor for experience at Oppenheimer &Fiduciary
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Alta Pacific Wealth Management
47yrs
Mark Joseph Robles
Financial advisor
27201 Puerta Real Suite 300
Mission Viejo, CA 92691
Top advisor for experience in Mission Viejo
Top advisor for experience in Mission ViejoFiduciaryFee-only firm
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Stratos Wealth Partners
47yrs
Thomas Earl Seifert
Financial advisor
6909 E Greenway Parkway Suite 295
Scottsdale, AZ 85254
Top advisor for experience in Arizona
Top advisor for experience in ArizonaFiduciaryFee-only firm
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EP Wealth Advisors
47yrs
Frank Oliver Sloan
Financial advisor
21535 Hawthorne Blvd Suite 400
Torrance, CA 90503
Top advisor for experience in Torrance
Top advisor for experience in TorranceFiduciaryFee-only firm
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Wedbush Securities
47yrs
Lynn Renee Sperandeo
Financial advisor
170 Radnor Chester Road, Suite 101
Radnor, PA 19087
Top advisor for experience in Radnor
Top advisor for experience in RadnorFiduciary
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Edward Jones
47yrs
Donald Eugene Swanson
Financial advisor
2205 Connecticut AVE
Joplin, MO 64804
Top advisor for experience at Edward Jones
Top advisor for experience at Edward JonesFiduciaryFee-only firm
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Integrated Wealth Concepts
47yrs
Bradford James Underdahl
Financial advisor
7979 Ivanhoe Avenue Suite 260
La Jolla, CA 92037
Top advisor for experience in La Jolla
Top advisor for experience in La JollaFiduciaryFee-only firm
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Merrill Lynch, Pierce, Fenner & Smith
47yrs
Joseph John Valdrini
Financial advisor
2951 Centerville RD
Wilmington, DE 19808
Top advisor for experience at Merrill Lynch, Pierce, Fenner & Smith
Top advisor for experience at Merrill Lynch, Pierce, Fenner & SmithFiduciary
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Stifel, Nicolaus &
47yrs
Judy Ann Barbot
Financial advisor
1400 West Century Avenue P.o.b 1238, 58502-9955
Bismarck, ND 58503
Top advisor for experience in North Dakota
Top advisor for experience in North DakotaFiduciary
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UBS Financial Services
47yrs
Cynthia Bassett
Financial advisor
30050 Chagrin Boulevard Suite 200
Pepper Pike, OH 44124
Top advisor for experience in Ohio
Top advisor for experience in OhioFiduciary
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