Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
John D
Series 63, Series 65
Seattle, WA
ACP Investment Management
John Davis is a financial advisor at ACP Investment Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signaline Investments and Financial Advocates Investment Management. He is based in Seattle, WA. ACP Investment Management, established in 2025, provides discretionary investment management, financial planning, and pension/retirement-plan consulting primarily to institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a customized investment approach using a range of assets and analysis methods, with a focus on retirement plan consulting and extensive plan-level advisory services.
Andre L
Series 66
Kailua-Kona, HI
ACP Investment Management
Andre Lister is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with ACP Investment Management and has previously worked at Financial Advocates Investment Management, LPL Financial, and Signaline Investments. He is involved in managing several investment-related entities, including A-LIST, LLC and Tallus Capital Advisors. ACP Investment Management, established in 2025, provides discretionary investment management and consulting services to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm emphasizes retirement plan consulting and employs a variety of investment strategies, managing assets on a discretionary basis with a focus on institutional and plan-level clients.
Adam R
Series 63, Series 65
Kailua-Kona, HI
ACP Investment Management
Adam Reugh is a financial advisor at ACP Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Advocates Investment Management since 2015 and Advisor Compliance Partners LLC since 2025. ACP Investment Management, established in 2025, provides discretionary investment management and consulting services to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm focuses on plan-level and institutional consulting with customized portfolios that may include stocks, bonds, ETFs, mutual funds, options, and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters