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Data / Hiring / Personal Financial Advisors

Companies hiring Personal Financial Advisors: 415 certified H-1B and PERM cases, FY2023 to FY2026

186 employers had 415 certified H-1B and PERM cases for Personal Financial Advisors (occupation code 13-2052) across 33 states, decided through June 29, 2026; the median offered wage is $93,184 a year.

SpecStream is the live web data engine for teams and agents. It reads the Department of Labor's H-1B and PERM disclosure files and keeps each employer's filings by role, place and wage. Ask for your own cut (a role, a state, a list of companies) and new filings arrive in your sheet, CRM, Slack or agent.

  • 13-2052Occupation code (SOC)

Certified cases by fiscal year

Fiscal yearCases
FY202388
FY202491
FY2025121
FY2026115

By state

StateCasesEmployersMedian offered
Florida8939$150,000
California8141$73,600
New York5820$152,500
Texas4218$93,184
Illinois198$71,400
Massachusetts96$77,500
Pennsylvania96$69,200
Washington85$66,206
Minnesota74$85,000
Georgia64$65,000
Virginia65$70,962
Oregon55$62,400
Missouri43$74,220
New Jersey43$78,000
Kansas31$105,000
Michigan33$60,000
North Carolina32$60,000
Tennessee33$131,821
Arizona32$84,000
Hawaii21$87,500
Alaska22$68,500
Utah21$100,000
Wisconsin11$81,120
Iowa11$48,464
Oklahoma11$77,418
Connecticut11$91,000
Maine11$100,250
Maryland11$161,500
New Hampshire11$66,061
Colorado11$47,050
Alabama11$35,525
Nevada11$55,000
Idaho11$120,000

Employers with the most cases

EmployerAddressCases
JPMorgan Chase & Co.Chicago, IL77
The Ayco Company, L.P., a Goldman Sachs CompanyNew York, NY40
UBS Financial Services Inc.Nashville, TN10
Citibank, N.A.New York, NY9
XP Investments US, LLCMiami, FL9
Goldman Sachs & Co. LLCNew York, NY7
Hu Insurance Agency, Inc.Irvine, CA6
Banco Santander InternationalMiami, FL5
Compass Group Holdings Inc.New York, NY5
Noah US LLCMenlo Park, CA4
The Nee AgencyArcadia, CA4
Cole CaruthersDallas, TX4
American International Financial And Insurance Marketing, Inc.City of Industry, CA4
RBC Capital Markets LLCMinneapolis, MN4
Taos Global Group Of Ca, Inc.San Gabriel, CA4
Occidental Asset Management, LLCSan Francisco, CA3
Prosperity Advisors, LLCOverland Park, KS3
Mph Advisory Services CorpSan Jose, CA3
Goldman Sachs Bank USANew York, NY3
Insigneo Securities, LLCMiami, FL3
Dan Combs Insurance Agency, Inc.Dalton, GA3
Accredited Investors Inc.Edina, MN3
Ballentine Partners, LLCWaltham, MA3
The Variable Annuity Life Insurance CompanyJersey City, NJ3
Dohj, LLCSeattle, WA3
United Capital Financial Advisors, LLCIrving, TX2
Investmark LLCLake Forest, IL2
Banorte Securities International LtdHouston, TX2
Christopher M. CiapciakDurham, NC2
International Rescue Committee, Inc.New York, NY2
Bank of HawaiiHonolulu, HI2
TD GroupFresno, CA2
MyCIO Wealth Partners, LLCPhiladelphia, PA2
Hongxin Wealth & Tax Planning Group (US) LLC.Bellevue, WA2
Paxton Consulting Group S Corp. dba Advisor AssociateSanta Maria, CA2
Monex Securities IncHouston, TX2
Azzad Asset Management, Inc.Falls Church, VA2
Paxel Consulting LLCArlington, TX2
Duenna Wealth Associates Corp.Houston, TX2
Benson Bincheng LiaoRowland Heights, CA2
Vestech Securities, Inc.St. Louis, MO2
Bulfinch Group Insurance Agency LLCNeedham, MA2
Banorte-IXE Securities International LTDHouston, TX2
East West BankPasadena, CA2
Mazzmar LLCKing Of Prussia, PA2
TFO Family Office Partners, Inc.Phoenix, AZ2
Trenton M. Christensen AgencySalt Lake City, UT2
Taos Global Group Inc.Chicago, IL2
Eversafe Insurance Agency, Inc.El Monte, CA2
Allworth Financial, L.P.Folsom, CA2
Twin Peaks Wealth Advisors, LLCBurlingame, CA2
Cks Enterprise LLCIrvine, CA2
Jing WangWaltham, MA2
Western Merchants Insurance Services Inc.Diamond Bar, CA2
MNM Consultant LLCGalloway, NJ2
Fog City Advisors LLCAlbany, CA2
Nfn King Of Prussia LLCKing of Prussia, PA2
Corbett Road Wealth Management LLCMcLean, VA1
Next Play Wealth LLCPortland, OR1
Rockefeller Capital Management L.P.New York, NY1
Madison Wealth Partners, Inc.Madison, WI1
Mpc Financial CorporationLincoln Park, MI1
Hampton Bluff Capital PartnersAtlanta, GA1
Convergence Capital, LLCWellesley, MA1
AllStreet Financial, LLCErie, PA1
Stifel Financial CorpSt. Louis, MO1
Benjamin E. FrazierCedar Rapids, IA1
Bradesco BankCoral Gables, FL1
Bluesphere Advisors LLCEast Norriton, PA1
Burk Holdings LLCTulsa, OK1
Abrahamson Wealth Advisors, PCHillsboro, OR1
Richmond Brothers, Inc.Jackson, MI1
Gardenia Advisory LLCCoppell, TX1
Legacy Private Wealth Management LLCOcala, FL1
Veltria Advisors Corp.Miami, FL1
Alterna Securities, Inc.Houston, TX1
Tanager Wealth Management USA LLPHouston, TX1
Enrich Technology IncCarrollton, TX1
Easytransfer CorporationSeattle, WA1
Muse Capital Management LLCSanta Monica, CA1
Safra National Bank of New YorkNew York, NY1
Sbe LLCBloomington, MN1
Tull Financial Group, Inc.Chesapeake, VA1
Gottfried & Somberg Wealth Management, LLCGlastonbury, CT1
Vavane, Inc.San Antonio, TX1
Sterling Wealth Advisors, Inc.Plantation, FL1
Avidian Wealth Enterprises LLCHouston, TX1
Thumper Enterprises LLCBellevue, WA1
Amit Gulecha CPA, PCPortland, OR1
Savant Capital Holdings, LLCPortland, ME1
Amerant Bank N.A.Coral Gables, FL1
Rozencwaig & Nadel LLPHallandale Beach, FL1
Taad LLPDiamond Bar, CA1
American Fundstars Financial GroupNew York, NY1
Pathstone Family Office, LLCEnglewood, NJ1
Lk 12:48 LLCSpringfield, IL1
Golden Ivy Marketing Inc.Irvine, CA1
MOH Financial LLCAnchorage, AK1
CV Advisors, LLCAventura, FL1
Jc&company Inc.Irvine, CA1
BTG Pactual US Capital LLCNew York, NY1
Banco Itau InternationalMiami, FL1
Destination Wealth Management, Inc.Walnut Creek, CA1
Patch and Clean Management CorpOrlando, FL1
Transatlantique Private Wealth LLCNew York, NY1
Bank Of America N.A.Charlotte, NC1
Morgan Stanley Services Group Inc.New York, NY1
SVIG Insurance CenterSan Marino, CA1
Vizcaya Capital LLCMiami, FL1
Henrickson Nauta Wealth Advisors, Inc.Belmont, MI1
S3 Global Multi-Strategy H LLCHollywood, FL1
Pence Financial Group LLCNewport Beach, CA1
REGAL CAPITAL & PROPERTY MANAGEMENT, INC - Former Known as DLA & VOI Co.Doral, FL1
Pricewaterhousecoopers Advisory Services LLCTampa, FL1
Silver Edge Financial GroupJupiter, FL1
Blokhaus Real Estate + Investments, Inc.Miami Beach, FL1
Gayle K. TurkNew York, NY1
Ram Investment Partners, LLCBellevue, WA1
USA Accounting 4 Us, Corp.Miramar, FL1
Peoples Tax and Accounting IncChicago, IL1
The One PioneerArcadia, CA1
VestGen Wealth Partners, LLCWheaton, IL1
The Marshall Financial Group LLCHunt Valley, MD1
City National Bank of FloridaMiami, FL1
Dr. Kumo, IncBuena Park, CA1
SJ Law Group, PLLCMiami, FL1
Cerity Partners Management LLCNew York, NY1
Fidelity Brokerage Services LLCBoston, MA1
Hall Capital Partners LLCSan Francisco, CA1
RTI Wealth ManagementFt. Collins, CO1
Martin Financial, LLCLittle Rock, AR1
Professional Financial Advisors, Inc.Radnor, PA1
Famous Financial and Insurance Solutions LLCScottsdale, AZ1
Taos Global Group of New York Inc.Flushing, NY1
Linda S. Lubitz, Cfp, P.A.Coral Gables, FL1
Pacific Wealth Advisors, LLC dba Pacific Portfolio Consulting, LLCSeattle, WA1
Mercer Global Advisors IncDenver, CO1
Gessner Wealth Strategies, LLCHouston, TX1
Range Tax Advisors LLCManhasset, NY1
Wellington Management Company LLPBoston, MA1
Kelvin A. CreytsFairfax, VA1
The Scott S. James CompanyFalls Church, VA1
OEP Capital Advisors L.P.New York, NY1
Invision Global Tech. IncIrving, TX1
Banco Itau InternationalMiami, 1
Anbang Insurance CenterSan Marino, CA1
Patrick Vivies C.P.A., PAHollywood, 1
Best Solution Mortgage IncFlushing, NY1
SCS Capital Management, LLCBoston, MA1
Lesley Jen Inc.Irvine, CA1
Larch Capital Partners LLCMiami, FL1
Wu&Hu Professional Services, LLCMarietta, GA1
Alabama A&M UniversityHuntsville, AL1
Gatewood Wealth SolutionsBrentwood, MO1
Roberts Wealth Management LLCSugar Land, TX1
Taos Investment Advisors, LLCChicago, IL1
Vishria Bird Financial Group LLCMemphis, TN1
Nannette NoconRochester, NY1
Sfg2940 LLCBrooklyn, NY1
Confer Group LLCStateline, NV1
Spire Wealth Management LLCMcLean, VA1
Wealthspire Advisors LLCNew York, NY1
Wealthfront CorporationPalo Alto, CA1
Tax Digital Consulting LLCChicago, IL1
Glocal Financial and Insurance Solutions, LLCSan Jose, CA1
NFP CorpAustin, TX1
MidFirst BankOklahoma City, OK1
Cunningham and Associates, CPA's, Inc.Broadview Heights, OH1
BERGflow, LLCFriendswood, 1
Ernst & Young U.S. LLPSecaucus, NJ1
S Harris Financial Group, LLCSan Antonio, 1
United Capital Financial Advisers, LLCNew York, 1
Deloitte Consulting LLPPhiladelphia, 1
ROI Financial Advisors, LLCBeaverton, OR1
ROI Investment Advisors LLCBeaverton, OR1
United Capital Financial Advisers, LLCNew York, NY1
Resultant Capital IncNew York City, NY1
Stash WealthCharlotte, NC1
Evoke Wealth, LLCLos Angeles, CA1
Bradesco Investments IncCoral Gables, FL1
First Republic BankSan Francisco, CA1
American International Financial And Insurance Marketing, Inc.Pasadena, CA1
APCM Wealth Management for Individuals LLCAnchorage, AK1
JNB Advisors, LLCAlbany, NY1
Credicorp Capital LLCMiami, FL1
Merrill LynchCharlotte, NC1

Updated June 29, 2026. Read from US Department of Labor, Office of Foreign Labor Certification. Public domain (U.S. government work). A certified labor condition application (H-1B, H-1B1, E-3) or PERM labor certification is an employer filing the Department of Labor approved. It is not a count of people hired or visas issued. Wages are as the employer filed them, converted to a yearly figure at 2,080 hours; a wage whose unit is missing is left blank. The files show the first worksite of a case. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.