Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
James D
Series 63, Series 65
Lagrangeville, NY
Bluering Advisors, Inc
James Daly is a financial advisor with Bluering Advisors, Inc, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 10 years. Bluering Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The firm focuses on non-high-net-worth individuals and small institutional accounts, using a dynamic investment process that combines fundamental, technical, and cyclical analysis and offers discretionary portfolio management.
James M
Series 63, Series 65
LaGrangeville, NY
Bluering Advisors, Inc
James McFadden is a financial advisor at BlueRing Advisors, Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has served as a compliance consultant at JADM Compliance Services Inc. since 2013. BlueRing Advisors provides fee-only portfolio management to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $14.9 million across 31 discretionary accounts, focusing primarily on non–high-net-worth individuals and small institutional clients through a dynamic investment process that combines fundamental, technical, and cyclical analysis.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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