Napfa Websites
globeadvisor.com
The best site for financial advisors and planners to stay on top of financial news, manage clients, create financial plans, sales presentations, build client portfolios, and conduct research across broad databases of Canadian mutual funds and North American stocks and companies.
516,261 
$ 1,440.00
Meridian-IQ: Your premier tool for marketing, selling and understanding the Advisor marketplace
Meridian-IQ is the most advanced database of Registered Investment Advisors. We have hundreds of data points on every RIA in the industry with unique data. Meridian-IQ has workflow tools that make it easier to perform your job of selling to Advisors. It is used by wholesalers and recruiters selling to the RIA. It is...
936,416 $ 720.00
Home | Financial Fiduciaries, LLC
Financial Fiduciaries is a fee-only, NAPFA registered investment advisory firm offering planning and investment services to individuals and mutual insurance companies throught the Wisconsin area.
Not Applicable $ 8.95
Chesapeake Financial Advisors: Towson Baltimore MD, Fee Only Financial Planner, Investment Advisor, Wealth Management, CPA, NAPFA
24,173,077 $ 8.95
Equastone - Real Estate Investment Advisors
Equastone is a real estate investment firm based in La Jolla, California specializing in opportunistic, value-add and core-plus commercial real estate investments. Since 1993, Equastone sponsored investments have significantly outperformed REITs and other real estate funds due to our highly selective, value-added...
20,787,976 $ 8.95
Priority Financial Planning, LLC
Priority Financial Planning offers forward-thinking fee-only financial services to cover all aspects of your financial ecosystem.
Not Applicable $ 8.95
CAVU Wealth Advisors - Home - Welcome
CAVU Wealth Advisors is an independent wealth advisory firm with offices in Walnut Creek, CA and Charlotte, NC. We answer to you, not to a product provider or to the shareholders of a big Wall Street firm. We work to bring you financial clarity - an important step towards our ultimate goal for you: financial...
Not Applicable $ 8.95
Landmark Financial Advisory Services, LLC
We are a full service fee-only financial planning and investment advisory firm, located in Pittsford, NY, providing comprehensive financial planning and investment advisory services to individuals and families from all walks of life.
Not Applicable $ 8.95
Atlanta Fee-Only Retirement Planning/Investment Management/Tax Planning in Atlanta, Georgia
Fee-Only Financial Planning / Investment Manager, serving the greater north Atlanta area.
Not Applicable $ 8.95
Alpharetta Fee-Only Retirement Expert Planning/Investments/Tax & Wealth Managment in Alpharetta, Georgia 30004
Fee-Only Financial Planning/Investment/Tax & Wealth Management, Retirement Specialist serving Alpharetta
Not Applicable $ 8.95