Searcy Financial Services Inc
We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. When appropriate, we incorporate multiple...
Roundhill Investments
Roundhill Investments is an SEC-registered investment advisor established in 2018, focusing on innovative exchange-traded funds (ETFs). The firm specializes in thematic equity, options income, and trading vehicles, catering to both investors and traders. As of January 2025, Roundhill manages over $4 billion in assets, bolstered by significant net inflows in...
Guernsey Financial LLC
As a fourth generation, family owned financial company, we know the importance of family and how your investment strategy affects your goals, dreams, and loved ones. We've been helping families work toward their financial goals for over 60 years.
Our purpose is to empower families in discovering their true purpose...
Forthright Capital Partners
Forthright Capital Partners is an Independent Marketing Organization who specializes in the K-12 market. Our firm's goal is to make financial planning accessible to all teachers. Our philosophy is based on Education through Empowerment. Much like our client demographic, we believe that education is more powerful than any financial advice....
FJ Capital Management
FJ Capital Management LLC is an investment advisory firm based in McLean, Virginia, founded in 2007. The firm specializes in investments within the financial services sector, particularly focusing on U.S. community and regional banks. As of December 2024, it manages $861.8 million in disclosed holdings and operates as an SEC-registered...
First Advisors National
First Advisors National (FAN Advisors) offers the best RIA platform for the independent investment advisor. Especially for those who want total freedom to sell insurance-based solutions.
We provide the flexibility to select from over 80 portfolios through a diversified lineup of unaffiliated 3rd party professional money managers.
We have open...
Dock Street Asset Management
Dock Street provides Investment Management for multi-generational families and business owners. We build a close partnership with our clients focused on their long term financial success.
The Dock Street Principles
- Focus on investment performance
- Avoid conflicts of interest
- Clear service model without distractions
- Provide transparent and...
Ausdal Financial
Ausdal Financial Partners is an independent broker-dealer and SEC-registered investment advisory firm. They offer services including fee planning, third-party managers, and rep-driven models, accommodating multiple custodians like Pershing, AXOS, and Charles Schwab[1][3]. Their target audience includes financial advisors and clients seeking investment and insurance solutions. Ausdal's unique selling proposition is...