Adviseme National Advisors

Adviseme National Advisors (CRD# 141129) is a financial advisory firm headquartered in Cleveland, OH. They manage $911,726,000 in 2,533 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    912
    MILLION
  • Total Number of Accounts
    2,533
    ACCOUNTS
  • Average Account Value
    $359,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, FL, GA, IL, IN, KS, MI, MN, MS, NY, OH, PA, PR, SC, TN, TX, VA, WI

Financial Advisors at Adviseme National Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Douglas A. McCarthy
CRD#: 3021784
35 Brendan Way, Suite D, Greenville, SC 29615
93
Wealthminder
score

Douglas McCarthy (CRD# 3021784) is an Investment Advisor Representative working at Adviseme National Advisors in Greenville, SC and has over 8 years of experience in the finance industry.

2
Scott W. Rivard
CRD#: 1193114
Rochester, NY
93
Wealthminder
score

Scott Rivard (CRD# 1193114) is an Investment Advisor Representative working at Adviseme National Advisors in Rochester, NY and has over 32 years of experience in the finance industry.

3
Daniel S. Watson
CRD#: 4800189
35 Brendan Way, Suite D, Greenville, SC 29615
93
Wealthminder
score

Daniel Watson (CRD# 4800189) is an Investment Advisor Representative working at Adviseme National Advisors in Greenville, SC and has over 12 years of experience in the finance industry.

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