Top advisors in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering a financial advisor if you're navigating complex financial decisions or planning for long-term goals. A common mistake is working with someone who doesn't fully understand your unique financial situation, leading to generic advice that misses key opportunities.
- Experience matters. Look for advisors who have a solid track record managing diverse financial scenarios relevant to your needs.
- Fee structure clarity. Understand how they charge—flat fees can offer predictable costs, while other models might affect your returns differently.
- Firm size impact. Large firms may provide extensive resources, but smaller or independent advisors might offer more personalized attention.
- Certification relevance. CFP® certification indicates training in comprehensive financial planning, which can be crucial for holistic advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jared F
Series 65
Huntington Beach, CA
Northwest Asset Management
Jared Fruth specializes in retirement income strategy and active portfolio management, making him well-suited for clients seeking comprehensive wealth management in the US. Operating independently with a flat-fee structure, he offers personalized financial consulting backed by Northwest Asset Management's $3.6 billion in assets under management and a fiduciary approach that blends Modern Portfolio Theory with strategic asset allocation.
Experience: 4 years
Avg account: $1,472,895
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin is equipped to assist with complex financial decisions in the US, leveraging her expertise in private and alternative investments, real estate investing, and tax-loss harvesting. As an independent advisor at Waverly Advisors, LLC, she offers flat-fee financial planning ranging from $500 to $50,000, combining centralized and customized strategies, which may appeal to clients seeking personalized attention and diverse investment approaches.
Experience: 2 years
Avg account: $1,639,930
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Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park's expertise in tax-loss harvesting and active portfolio management suits mid-career professionals and high earners navigating complex financial decisions in the US. Affiliated with Merrill, a large firm offering managed account programs and discretionary portfolio management, he provides access to extensive resources and a 1.10% AUM fee for managed strategies under $2 million, differentiating him from advisors at smaller firms or with different fee structures.
Experience: 7 years
Avg account: $860,085
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Scott M
Series 63, Series 65
New York, NY
Morgan Stanley
Scott Mahoney's 34 years of experience and Series 63 and 65 credentials equip him to handle complex financial planning needs across the US. Based in New York with Morgan Stanley, a large firm offering extensive advisory programs and structured planning tools, he provides general estate planning guidance, distinguishing him from advisors at smaller firms with less resource access.
Experience: 34 years
Avg account: $670,481
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Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. is equipped to assist with complex financial decisions through his 13 years of experience and specialties in active portfolio management, retirement plans for business owners, annuities, and options strategies. Operating independently in Columbia, SC, he offers hourly financial planning fees capped at $250, providing personalized attention and customized investment management using discretionary mandates and private-label model portfolios, distinguishing him from advisors at larger firms.
Experience: 13 years
Avg account: $373,429
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