Find

Your Financial Advisor

Browse a selection of financial advisors from any firm. No sign up required. Search and filter for an advisor based on your unique needs. You choose who you contact. We never sell your data to advisors and you won't get spammed.

AdvisorFinder
Makes it Easy to Find a Financial Advisor

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1

Filter for advisors for your needs

Start by identifying what you need help with. Whether you're saving up for a house, managing debt, navigating divorce, or planning for retirement, AdvisorFinder makes it easy to find an advisor.

2

Confidently research your advisor

Each advisor has a profile page that makes it easy to understand what they do. From details on what services are provided to the pricing model, you can independently research a professional before choosing to meet with them.

purple gradient graphic accent bubbleA user interface snapshot from AdvisorFinder featuring a profile of a financial advisor named Floyd Miles. The interface showcases a professional headshot of Floyd, indicating his location in Pasadena, Oklahoma, and his credentials as a Financial Advisor (CFP). Below his name, his role as a Private Wealth Manager at Miles & Turner Wealth Management is highlighted. A brief introduction titled 'Allow Me to Introduce Myself' describes Floyd's career in wealth management, his specialized clientele, and his personal background. The UI also includes tags for his areas of expertise, such as 'Asset Management,' 'Estate Planning,' and 'Working with Business Owners.' The visual is framed with AdvisorFinder's signature purple design elements, providing a sleek, informative display for potential clients searching for financial advisors.
purple gradient graphic accent bubbleimage of user interface showing the confirmation of an initial meeting with your chosen financial advisor. AdFi makes it easy to connect with a financial advisor. "your meeting has been scheduled"
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Contact the advisor you choose

Book an intro call with the advisor(s) you choose via their profile. AdvisorFinder gives you confidence, resources, and tools needed to make an informed decision about who you trust with your money.

Review from someone just like you
⭐⭐⭐⭐⭐

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Through AdvisorFinder we were able to connect with a fee-based, fiduciary Financial Advisor who had the rare mix of real estate expertise we were looking for...

AdvisorFinder saved us many hours of time hunting, and rapidly narrowed our search to a short list for vetting for free to unblock us to move to this next phase of our life.
A close-up portrait of a joyful bald man with a warm smile, looking slightly to the left of the viewer. He appears to be in his mid-30s to early 40s and is wearing a casual grey t-shirt with a visible backpack strap, suggesting an active lifestyle or that he is on the move. The image, captured in natural lighting, highlights his cheerful expression and friendly demeanor, with a blurred background that suggests an outdoor setting. The circular crop of the photo focuses on the man's face, making it suitable for a profile picture or personal testimonial.
Michael S.
Director of Digital Marketing, Tech Industry

Note: This is from Google Reviews.

What do you need help with?

AdvisorFinder makes it easy to find a financial advisor based your needs
Silhouette of a family of four, including two adults and two children, standing under a tree against a vibrant sunset sky. One child is playfully lifted high, suggesting joy and playfulness. The scene is peaceful and conveys a sense of unity and hope. The phrase 'saving for my family's future' in bold white font overlays the image, emphasizing the importance of financial planning and security for the well-being of family members over time.A whimsical illustration of a white stork in flight, carrying a classic cloth bundle with its beak, set against a warm beige background. The bundle, suggestive of a baby wrapped in a patterned blue cloth, is a traditional metaphor for the arrival of a new child. Below the image, the phrase 'starting my family' is written in a large black font, evoking the beginning of parenthood and the expansion of a family unit.A dynamic stock market chart with fluctuating bars and lines in shades of blue, symbolizing financial growth and investment strategies. The bright white dots indicate stock prices over time, reflecting the concept of tracking market performance. Below the chart, the phrase 'investing and growing my wealth' in bold white font on a dark background encapsulates the focus on financial prosperity through strategic investments.
A smiling couple carrying cardboard moving boxes inside a well-lit home with a staircase in the background. The man is looking joyfully at the woman, who is also smiling back at him, symbolizing a happy moment of transition. The caption 'combining family finances' in bold black font at the bottom suggests the merger of financial responsibilities, likely coinciding with moving in together or marriage.A person's hand holding a key with a wooden house-shaped keychain in front of a modern two-story house, with the phrase 'making a major purchase' in bold black font at the bottom. The image conveys the concept of buying a new home, which is considered a significant financial decision.A surreal, collage-style image of a person in a business suit against a vibrant purple background. The individual's head is replaced by a money bag with the word 'TAX' printed on a white label covering it, symbolizing the financial burden of taxes. The person's hands are gesturing as if explaining a concept, which, paired with the caption 'optimizing tax liabilities' in bold white font below, conveys the idea of strategic financial planning to manage and reduce tax obligations effectively.
An assortment of estate planning documents spread out on a wooden table, including 'Last Will & Testament,' 'Advance Medical Directive,' 'Life Insurance,' and a '401(k) Statement,' along with a cup of black coffee and reading glasses. Visible in the foreground is a document titled 'ESTATE PLAN' and the caption 'receiving an inheritance' in bold black font, emphasizing the process of inheriting assets after a loved one has passed away.Three joyful graduates embracing and celebrating their achievement, wearing traditional black gowns and mortarboards with tassels. They are standing outside, with the background softly blurred, putting the focus on their happy expressions and the academic success they represent. The phrase 'planning for my child's education' in bold black font at the bottom suggests the importance of preparing financially for a child's academic future, reflecting a significant milestone for many families.Two professionals at a wooden desk are analyzing and discussing complex code on a computer monitor, which displays lines of software code in a development environment. One individual is pointing at the screen while the other is gesturing, suggesting a collaborative effort in managing equity compensation plans. Various work devices, such as a laptop, a smartphone, and a notepad, are arranged around them, implying a tech-driven workplace. The caption 'managing equity comp' in bold white font at the bottom highlights the focus on administering equity-based compensation.

Find advisors based on who they work with

Some financial advisors may specialize in working with clients who are in specific industries. Now, you can find an advisor who truly gets you.
Find My Financial AdvisorHow it Works
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Built for trust & transparency

The foundation of any successful financial relationship is built on trust and transparency. AdvisorFinder is committed to making the process as straightforward, secure, and effective as possible, so you can focus on achieving your financial goals with peace of mind.

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In-Depth Insights and Financial Tools

Illustration of a young boy using a magnifying glass, symbolizing a detailed search, with the text 'How to choose a financial advisor' on a vibrant purple background. This image is designed to attract individuals looking for guidance on selecting the "right" financial advisor.
Personal
9 min read

How to Choose a Financial Advisor

In this article, we offer general tips for choosing an advisor. It starts with defining success.

Profile picture of Jason Friedman, CEO and Co-Founder of AdvisorFinder, featuring him smiling, dressed in a leather jacket. The image is encircled by a decorative frame, signifying his key role within the organization.
Jason Friedman
March 12, 2024
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Personal
7 min read

Questions to Ask Your Advisor

Ensure you're asking the 'right' questions to make the most of your advisory relationship.

Iconic logo of AdvisorFinder, featuring a stylized purple 'A' set within a circular purple border, with 'ADVISOR FINDER' text beneath the logo. This simple yet distinctive design represents the AdvisorFinder brand.
AdvisorFinder
June 8, 2024
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Calculator
5 min read

Understanding AUM Fees

Easily calculate the assets under management (AUM) fees with our simple tool.

Iconic logo of AdvisorFinder, featuring a stylized purple 'A' set within a circular purple border, with 'ADVISOR FINDER' text beneath the logo. This simple yet distinctive design represents the AdvisorFinder brand.
AdvisorFinder
June 13, 2024
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Frequently Asked Questions

Find answers to common questions about AdvisorFinder. Learn how our platform works, the types of advisors available, and how we keep your data safe.
What is AdvisorFinder?
AdvisorFinder is an online platform used by families and individuals to find a financial advisor for their unique needs. Each financial advisor has a profile page that helps people learn more about the advisors' clientele, services, backgrounds, and more. AdvisorFinder is not a financial advisor and does not employ financial advisors.
How does AdvisorFinder work?
You can think of AdvisorFinder as a search engine to find a financial advisor. Filter for different advisors based on what you need help with or other criteria you’re looking for. Then, you can contact any advisor you choose. For this to happen, financial advisors create their own profiles.
Is there a fee to use AdvisorFinder?
Using AdvisorFinder to search for and connect with financial advisors is completely free for consumers. Financial advisors pay a subscription fee to be listed on the platform.
What types of advisors are on AdvisorFinder?
There are financial advisors from hundreds of firms around the United States. You can find advisors with differing backgrounds and specializations, from those working for small firms to those working for the largest firms.
How do I know if an advisor is licensed?
Every financial advisor must have a CRD number, which can be found on FINRA’s BrokerCheck or the SEC’s IAPD. You can access any financial advisor’s SEC IAPD record by clicking on their AdvisorFinder profile and viewing the Proof of License section.
Is my personal data safe on AdvisorFinder?
Yes. AdvisorFinder takes information security very seriously and follows strict policies and procedures. Additionally, AdvisorFinder never sells your information to anyone, including financial advisors. You are the only person who can share your contact information with an advisor on the platform.
Is my information sent to advisors without my consent?
No, your information will only be shared with financial advisors when you choose to contact them or book a consultation.
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Can't find what you're looking for?

If you have additional questions, feel free to reach out to us.