ChooseAFinancialAdvisor.com

Your guide to choosing a financial advisor.

Find advisors near you, see how they work, how long they’ve been at it, and how to reach them. Then use our guides to interview and hire with confidence. Free for everyday investors.

Near me 10+ years experience CFP®? Fiduciary? Fee-only? Financial planning? Retirement plans?
Official record JM Your advisor 18 years in the industry Series 66 Series 7 12 states Experience at a glance Minimum account: $100,000 Advisors near you 12 nearby Retirement planning Free first meeting Fee-only

Start here: five steps to the right advisor

Choosing an advisor doesn’t have to be intimidating. Follow these steps at your own pace.

  1. 1Know what you needDo you need a financial advisor?
  2. 2Understand the costsHow much does a financial advisor cost?
  3. 3Find advisors near youSearch by city or ZIP code
  4. 4Interview two or threeHow to interview a financial advisor: 15 questions to ask
  5. 5Hire with confidenceHow to hire a financial advisor, step by step

From our guides

Practical advice for every stage, from “do I need one?” to your first annual review.

All guides
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
CostsFee-only vs. commission: how advisors get paidThe main pay models, explained simply, and the one question that clears up the confusion.3 min read
BasicsTypes of financial advisors, explainedPlanner, wealth manager, broker, CFP®: who does what, and how to tell them apart.3 min read

Browse the map

Tap a state to see its advisors and the cities they work in.

Match me with advisorsAll states

Fewer advisorsMore

Financial advisors near you

Search by city or ZIP code, or start with a popular location.

New York, NY 15,435Chicago, IL 6,312Houston, TX 4,968St. Louis, MO 4,762Atlanta, GA 4,533Charlotte, NC 4,490Dallas, TX 3,926Boston, MA 3,764San Diego, CA 3,646Austin, TX 3,498

Browse all states

A faithful guide, not a sales pitch

We help you begin the process with clear information from official registration records and practical guides, so you can make the choice that’s right for you.

How it works
From official recordsExperience, licenses, services, and firm details come from official public records, kept current.
Featured is always labeledAdvisors can pay to be highlighted near their office, and we always say so. Everything else follows your filters.
Guides written for real peoplePlain-English help with every step, from first call to first review.
Always freeSearch, compare, and learn as much as you like.

More ways to find the right fit

Free toolsCost calculator, quote comparison, savings check, and more. Find a CFP® professionalAdvisors with the CERTIFIED FINANCIAL PLANNER™ designation. Browse by specialtyRetirement, small business, physicians, divorce, and more. En españolGuías y búsqueda de asesores en español.

Common questions

Is ChooseAFinancialAdvisor.com free?

Yes. Searching, comparing, and reading our guides is free for everyone.

Do I need an account?

No. You can search, compare, and save advisors without one. A free account lets you build lists, keep private notes, score meetings, and save searches.

Where does the information come from?

From official public records that financial advisors and their firms are required to keep up to date. Our system brings that information together and turns it into simple profiles, and each profile links to the official record so you can double-check anything.

Do advisors pay to be listed or ranked?

Every registered advisor is listed free. Advisors can pay to be Featured, which highlights them only for searches within 10 miles of their office or in their city. Featured listings are always labeled, and all other results follow only your filters.

How do I contact an advisor?

Each profile shows the firm’s office phone, address, and hours. Many advisors offer a free first meeting.

What if I can’t find my advisor?

We’re adding every firm that serves everyday investors. In the meantime, you can look up any registered advisor on the SEC’s official search.