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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Retirement And Wealth At Alliant, LLC financial advisors in New York City, NY

Every SEC-registered investment adviser representative at a Retirement And Wealth At Alliant, LLC office in New York City, A to Z.

The short answer

8 registered advisors work at Retirement And Wealth At Alliant, LLC in New York City, out of 44 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Retirement And Wealth At Alliant, LLC advisors in New York City, A to Z

Every Retirement And Wealth At Alliant, LLC advisor →

Retirement And Wealth At Alliant, LLC advisors in every city and state →Retirement And Wealth At Alliant, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Retirement And Wealth At Alliant, LLC advisors in other cities

Wayne, PA 16Portsmouth, NH 3Austin, TX 2Houston, TX 2Los Angeles, CA 2Oklahoma City, OK 2Seattle, WA 2Chandler, AZ 1Chicago, IL 1Miami, FL 1Phoenix, AZ 1Sapulpa, OK 1Spokane, WA 1Westfield, NJ 1

Other firms in New York City

All New York City advisors →

Charles Schwab & Co., Inc. 92Citigroup Global Markets Inc. 24Strategic Advisers LLC 15UBS Financial Services Inc. 11Hightower Advisors, LLC 10Hsbc Securities (USA) Inc. 7J. Safra Asset Management Corporation 4Schwab Wealth Advisory, Inc. 4

Questions

How many financial advisors does Retirement And Wealth At Alliant, LLC have in New York City?

8 investment adviser representatives are registered at Retirement And Wealth At Alliant, LLC offices in New York City, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 44 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Retirement And Wealth At Alliant, LLC one of the largest advisor employers in New York City?

Retirement And Wealth At Alliant, LLC ranks number 6 in New York City by registered advisors; Charles Schwab & Co., Inc. has the most, with 92.

How do I check a Retirement And Wealth At Alliant, LLC advisor in New York City?

Each advisor below 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. Advisors are listed at the city of the Retirement And Wealth At Alliant, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.