Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Financial ADVSR advisor directory · SEC adviser records

Wiser Advisor Group financial advisors

Every SEC-registered investment adviser representative at Wiser Advisor Group, by the state and city of the office they work from.

3 registered advisors work at Wiser Advisor Group, in 1 state and 1 city; the most are in Phoenix, AZ (3). 1 list the CFP designation and 2 are also registered broker representatives.

Cities with the most Wiser Advisor Group advisors

Phoenix, AZ 3

Wiser Advisor Group advisors by state

Questions

How many financial advisors does Wiser Advisor Group have?

3 investment adviser representatives are registered with Wiser Advisor Group, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 2 are also registered as broker representatives.

Where does Wiser Advisor Group have the most advisors?

Phoenix, AZ, with 3 registered advisors. By state, Arizona has the most, with 3.

How do I find a Wiser Advisor Group financial advisor near me?

Pick your state below, then your city, to see every Wiser Advisor Group 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 Wiser Advisor Group 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 →