Ameriprise FinancialAmeriprise Financial
An advisor network offering financial planning and retirement-focused advice.
THE FIRM DIRECTORY
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Ameriprise Financial
Charles Schwab
Offers wealth and investment management choices, including access to advisory services and specialist support.
Integrated wealth firms
Creative Planning
Provides wealth management and family office services, with investment, tax, estate, and business capabilities.
Dynasty Financial Partners
Provides technology, operations, investment infrastructure, and capital strategies for independent RIAs.
Advisor networks
Edward Jones
An advisor-led financial services firm offering financial guidance and wealth strategies.
Fidelity Investments
Offers planning and managed investment services, with different service levels and qualification requirements.
Fincadia Capital Partners
A practice presenting wealth management, tax, insurance, and business services, with attention to coordinating financial decisions.
Integrated wealth firms
Focus Financial Partners
A group of wealth, family office, and business management businesses with shared resources and acquisition activity.
Independent platforms
Hightower Advisors
Supports a community of advisory practices with operating resources and growth partnerships.
LPL Financial
A platform for independent financial advisors with multiple affiliation models and business support services.
Integrated wealth firms
Mariner
A wealth advisory business with financial planning, investment, tax, estate, and trust service capabilities.
Integrated wealth firms
Mercer Advisors
Brings financial planning, portfolio management, tax, estate, and insurance services together across affiliated entities.
Advisor networks
Morgan Stanley
A wealth management business offering financial advice, investment services, and resources for complex financial needs.
Multiple affiliation models
Raymond James
Offers employee and independent advisor paths, RIA custody services, and financial planning through its advisor network.
Advisor networks
UBS Wealth Management
Provides wealth planning and investment services for individuals, families, and business owners.
Brokerage & advice
Vanguard
Offers digital and advisor-supported investment advice services with distinct eligibility and service levels.
Sources checked September 17, 2026. Profiles are research starting points; inclusion does not imply a partnership, current hiring, availability, or endorsement. Check each firm’s current disclosures.
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