Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Aegis Wealth Management, Inc. financial advisors

Every SEC-registered investment adviser representative at Aegis Wealth Management, Inc., by the state and city of the office they work from.

The short answer

25 registered advisors work at Aegis Wealth Management, Inc., in 9 states and 13 cities; the most are in Guthrie Center, IA (11). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Aegis Wealth Management, Inc. advisor by name →Who joined and left Aegis Wealth Management, Inc. →Aegis Wealth Management, Inc.: assets, clients and custodians →

Cities with the most Aegis Wealth Management, Inc. advisors

Guthrie Center, IA 11Carmel, IN 2Denver, CO 2Boca Raton, FL 1Holladay, UT 1Laconia, NH 1Lancaster, OH 1Ocala, FL 1Palm City, FL 1Piscataway, NJ 1Springfield, MO 1St. George, UT 1Troy, OH 1

Aegis Wealth Management, Inc. advisors by state

Aegis Wealth Management, Inc. in Iowa 11

Guthrie Center 11

Aegis Wealth Management, Inc. in Florida 3

Boca Raton 1Ocala 1Palm City 1

Aegis Wealth Management, Inc. in Colorado 2

Denver 2

Aegis Wealth Management, Inc. in Indiana 2

Carmel 2

Aegis Wealth Management, Inc. in Ohio 2

Lancaster 1Troy 1

Aegis Wealth Management, Inc. in Utah 2

Holladay 1St. George 1

Aegis Wealth Management, Inc. in Missouri 1

Springfield 1

Aegis Wealth Management, Inc. in New Hampshire 1

Laconia 1

Aegis Wealth Management, Inc. in New Jersey 1

Piscataway 1

Questions

How many financial advisors does Aegis Wealth Management, Inc. have?

25 investment adviser representatives are registered with Aegis Wealth Management, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 13 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Aegis Wealth Management, Inc. have the most advisors?

Guthrie Center, IA, with 11 registered advisors, then Carmel, IN (2). By state, Iowa has the most, with 11.

How do I find a Aegis Wealth Management, Inc. financial advisor near me?

Pick your state below, then your city, to see every Aegis Wealth Management, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Aegis Wealth Management, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →