--- title: "Find a Financial Advisor | Financial Advisors" description: "Browse our directory of vetted financial advisors. Search by name, firm, specialty, credentials, or location to find the right advisor for your needs." url: https://financialadvisors.com/advisors/ --- # Find a Financial Advisor Connect with vetted advisors who can help you achieve your financial goals. **134** advisors found ![Juan Ros](https://financialadvisors.com/wp-content/uploads/2023/06/22082916617896301605-Juan_Ros-31_Final_Gray_SM-2022.jpg) ## Juan Ros Accredited Estate Planner · Certified Financial Planner · Certified Specialist in Planned Giving · Fiduciary ✓ Forum Financial Management, LP · USA Juan Ros, CFP®, AEP®, CSPG is a Partner at Forum Financial Management, LP, where he advises legacy-minded families and business owners on wealth enhancement, pr… investment Assets Under Management (AUM) Charitable Planning Estate Planning [View Profile](https://financialadvisors.com/advisors/juan-ros/) [Contact Now](https://financialadvisors.com/advisors/juan-ros/#contact) ![Ryan Firth](https://financialadvisors.com/_emdash/api/media/file/3c23c0ec7d404950a47d514427b3c1a3.jpg) ## Ryan Firth Certified Financial Planner (CFP) · Certified Public Accountant (CPA) · Personal Financial Specialist (PFS) · Registered Investment Advisor (RIA) · Fiduciary ✓ Mercer Street · TX I am a career changer. I started my professional career at EY as an external auditor. I did accounting and finance consulting work for large companies. When I w… Fee-Only Digital Currencies Family Business Planning [View Profile](https://financialadvisors.com/advisors/ryan-firth/) [Contact Now](https://financialadvisors.com/advisors/ryan-firth/#contact) ![Steve Stanganelli](https://financialadvisors.com/wp-content/uploads/2023/06/20123016093574952014HiResHeadShotSteveIMG_6993_pp.jpg) ## Steve Stanganelli Accredited Estate Planner · Certified Financial Planner · Certified College Funding Specialist & Chartered Retirement Planning Counselor · Fiduciary ✓ Clear View Wealth Advisors, LLC & Boston Tax Planners · USA Professionally, I see myself as a financial coach or navigator. My role is to help clients navigate the sea of confusion that is personal finance. My focus is t… investment Assets Under Management (AUM) Educational Planning Estate Planning [View Profile](https://financialadvisors.com/advisors/steve-stanganelli/) [Contact Now](https://financialadvisors.com/advisors/steve-stanganelli/#contact) ![Kyle Schlossman](https://financialadvisors.com/wp-content/uploads/2024/05/kyle-headshot-250px.jpg) ## Kyle Schlossman Accredited in Business Valuation · Certified Public Accountant · Chartered Financial Analyst · Fiduciary ✓ Zeniki Wealth · USA As the son of two teachers, Kyle learned early on about the importance of hard work and education. He attended the University of Florida and majored in accounti… investment Assets Under Management (AUM) Alternative Investing Estate Planning [View Profile](https://financialadvisors.com/advisors/kyle-schlossman/) [Contact Now](https://financialadvisors.com/advisors/kyle-schlossman/#contact) ![Sean Polley](https://financialadvisors.com/wp-content/uploads/2023/06/1KSP-Square.png) ## Sean Polley Other · Fiduciary ✓ Polley Wealth Management · 250 N Orange Ave Suite 1116 Kenneth Sean Polley is an Orlando-based private wealth manager and the founder of Polley Wealth Management, Polley Life, and Polley Family Office. As a Chartere… Assets Under Management (AUM) Digital Currencies Estate Planning [View Profile](https://financialadvisors.com/advisors/sean-polley/) [Contact Now](https://financialadvisors.com/advisors/sean-polley/#contact) ![Tony Krvaric](https://financialadvisors.com/wp-content/uploads/2023/06/2103171615998584TonyKrvaricProfilePhoto-Square-Centered-800px.jpg) ## Tony Krvaric Certified Exit Planning Advisor (CEPA) · Other · Fiduciary ✓ Krvaric Capital & Risk Management · 16789 Bernardo Center Dr Born and raised in Sweden, Tony Krvaric was inspired by Ronald Reagan’s optimism and unshakable belief in free enterprise, individual liberty and limited govern… Wealth Management Assets Under Management (AUM) Estate Planning Financial Planning [View Profile](https://financialadvisors.com/advisors/tony-krvaric/) [Contact Now](https://financialadvisors.com/advisors/tony-krvaric/#contact) ![Wes Shannon](https://financialadvisors.com/wp-content/uploads/2023/06/23041416814924664x5WesShannon2021.jpg) ## Wes Shannon Certified Financial Planner · Fiduciary ✓ Brazos Wealth Advisors, L.L.C. · USA After working decades in the insurance and financial services industry, Wes left insurance to do full-time financial planning and investment advising. Wes is a … investment Fee-Only Employee Benefit Plans / 401(k) Financial Planning [View Profile](https://financialadvisors.com/advisors/wes-shannon/) [Contact Now](https://financialadvisors.com/advisors/wes-shannon/#contact) ![Ryan Hughes](https://financialadvisors.com/wp-content/uploads/2023/06/ryan-headshot-2.jpg) ## Ryan Hughes Master of Business Administration (MBA) · Fiduciary ✓ Bull Oak · Suite 4-21 Bull Oak is a Fiduciary Financial Advisor in San Diego that provides financial advice to executives, working professionals, and business owners. Ryan Hughes' Bi… Retirement Planning Holistic Financial Planning Portfolio Management [View Profile](https://financialadvisors.com/advisors/ryan-hughes/) [Contact Now](https://financialadvisors.com/advisors/ryan-hughes/#contact) ![Robert Riedl, CPA, CFP®, AWMA®, CFC®](https://financialadvisors.com/wp-content/uploads/2023/06/2103081615231790RobertRiedl4X5.jpg) ## Robert Riedl, CPA, CFP®, AWMA®, CFC® Endowment Wealth Management, Inc. (A Multi-Family Office) · USA Endowment Wealth Management is an SEC-Registered Investment Adviser (RIA) providing fee-only fiduciary advice to clients nationwide. Our independent team collab… Fee-Only Alternative Investing Charitable Planning [View Profile](https://financialadvisors.com/advisors/robert-riedl/) [Contact Now](https://financialadvisors.com/advisors/robert-riedl/#contact) ![Joe Bert](https://financialadvisors.com/wp-content/uploads/2026/07/Joe-Bert-Copy-scaled.jpg) ## Joe Bert Accredited Investment Fiduciary · Certified Financial Planner · Fiduciary ✓ Certified Advisory Corp · USA As a fellow Boomer, I know the juggling act you’re doing: supporting your kids, helping with college and weddings, worrying about aging parents, building your c… investment Fee-Only Investment Counseling Retirement Planning [View Profile](https://financialadvisors.com/advisors/joe-bert/) [Contact Now](https://financialadvisors.com/advisors/joe-bert/#contact) Page 1 of 14 [Next →](https://financialadvisors.com/advisors?cursor=page-2) --- Source: https://financialadvisors.com/advisors/ Site index for AI agents: https://financialadvisors.com/llms.txt Agent directory: https://financialadvisors.com/agents.json