Top Independent Financial Advisors

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Part
01

Top Independent Financial Advisors

The requested details for the listed RIA firms and the independent advisors have been entered in the attached spreadsheet and a brief overview of the findings is presented below.

RIA Firms

Independent Advisors

Research Strategy

To obtain the requested information for the registered investment advisory firms and independent advisors, we searched company webpages, databases such as LinkedIn and Bloomberg, industry publications and associations such as The Broker Protocol and the Investment Institute and news articles such as Business Wire, PR Newswire, and others. Although these sources provided us with numerous emails, we were unable to find emails for all the requested individuals. Therefore, we used various email finder and verifier tools such as Mailtester.com, RocketReach, Hunter.io, Contacts+, and Voila Norbert to find emails for the listed persons. We added screenshots in the attached document.
Sources
Sources