Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Adrian F
Series 63, Series 65
San Francisco, CA
Cerity partners LLC
Adrian Fadrhonc is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2023, he worked at Ashfield Capital Partners LLC for ten years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on customized, diversified portfolios and private market programs for qualified clients.
Lyman H
CFP®, CFA®, Series 63
San Francisco, CA
Cerity partners LLC
Lyman Howard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following an eight-year tenure at Ashfield Capital Partners, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs a tailored investment approach that combines proprietary quantitative screens with third-party managers and individual securities, and it offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.
Peter J
Series 63, Series 65
San Francisco, CA
Cerity partners LLC
Peter Johnson is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ashfield Capital Partners, LLC for 15 years. Outside of his advisory role, he serves as a board member of the Merritt Family Trust and is president of CityBridge Laguna Honda, a nonprofit organization supporting hospital patients. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.
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