Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Rodger I
CFP®, Series 65
Raleigh, NC
Advisors Capital Management, LLC
Rodger Isom is a CFP® and holds a Series 65 license with 10 years of experience in the financial industry. He has worked with Advisors Capital Management since 2023 and previously held positions at West Financial Services Inc. and 1st Portfolio Wealth Advisors. Advisors Capital Management provides discretionary portfolio management to a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm combines top-down macro analysis with bottom-up security selection across proprietary equity, fixed-income, and tactical strategies, managing over $8.1 billion in assets and serving nearly 18,000 clients.
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