Vetted advisors.
Ready to work for you.
Every advisor below has been verified by GillyReach — screened for credentials, experience, and client fit. Browse by name, location, or specialty to find your match.
✦Not sure who's right for you? Book a free call — we'll guide you127,000+
Advisors in network
50
States covered
7
Profiles verified
Your next client is on this page.
Are you?
Every advisor listed here gets found by investors actively looking to hire. Every advisor who isn't — doesn't.
- Advisors here receive inbound leads weekly — without cold outreach.
- GillyReach verifies and promotes your profile to high-net-worth investors.
- We run email, voicemail, and LinkedIn campaigns on your behalf. You just take the calls.
Spots are limited. We cap listings to protect lead quality for every advisor.
Get your profile listedFree strategy call. No obligation.
Showing 7 verified advisors
Dustin S. Dinges
VerifiedCFP® · Managing Partner & Senior Wealth Advisor
Forty North Wealth
Managing Partner at Forty North Wealth with 31+ years of experience. CFP® since 2003. Advises individuals, families, corporations, and nonprofits with a holistic approach to financial planning.
Nick Schneider
VerifiedCFP®, ChFC® · Managing Partner & Senior Wealth Advisor
Forty North Wealth
Managing Partner at Forty North Wealth. CFP® & ChFC® with 17+ years of experience helping clients secure their financial futures since 2008. CFP® designation earned in 2020.
Scott Tremlett
VerifiedCIMA®, CFP®, ChFC® · CEO & Chief Investment Officer
Paramount Associates Wealth Management
CEO & CIO of Paramount Associates Wealth Management with 25+ years of experience. Holds CIMA®, CFP®, and ChFC® designations. Specialises in portfolio construction and wealth management for high-net-worth clients.
Andrew Klein
VerifiedCo-Founder · Wealth Manager & Financial Planning Specialist
Paramount Associates Wealth Management
Co-Founder of Paramount Associates Wealth Management with 38+ years of experience spanning Wall Street fixed income trading, institutional wealth management, and comprehensive financial planning. Former VP at Smith Barney and fixed income trader at Drexel Burnham Lambert.
David Baines
VerifiedPhD · CEO, Founder & Chief Investment Officer
Pantile Investments
Founder & CIO of Pantile Investments. PhD-educated quantitative portfolio manager with 10+ years building institutional-grade investment strategies. Former Corporate Finance Leader at Verizon. Published researcher in portfolio optimization.
Frank E. Oliver, III
VerifiedPresident & Founder · Retirement Specialist
Oliver Asset Management
President & Founder of Oliver Asset Management. 25+ years helping clients navigate Taxes, Income, Money, and Estate planning (T.I.M.E.™). Member of Ed Slott's Master Elite IRA Advisor Group. Active national trainer and coach for financial advisors.
Nate Bengali
VerifiedPrincipal & Senior Wealth Advisor
Compound Planning
Principal & Senior Wealth Advisor at Compound Planning (Forbes Top RIA, $5B+ AUM). 18 years advising ultra-high-net-worth families, institutional nonprofits, and fintech clients. Formerly at Northern Trust (8 yrs) and Personal Capital (9 yrs). Denver, CO.
127,000+ advisors in our full network — more verified profiles coming soon.
Can't find what you're looking for? Talk to us