Find a Financial Advisor

Browse our open marketplace of advisors and planners for free. Feel confident about who manages your money!

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Find a Financial Advisor
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View More Financial Professionals

Financial Advisors

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Virginia Beach, VA
Brett Yang
Financial Advisor
Financial Solutions Plus
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Specialities and Expertise
Financial Planning
Debt Management
Charitable Giving
Alternative Investments
+5
Typical Clientele:
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Business Owners
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RE Developers
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C-suite Executives
+5
Pricing Model:
% of AUM
Years of Experience:
21 years
Number of Clients:
190
4.7
Brett is the man!

Working with Brett was great. He has a lot of knowledge and passion to help his clients. He put my mind at ease and gave me great advice. After leaving my old advisor, AdFi made the process of finding a new one easier and more transparent. Brett has helped me and my family plan for our financial future.

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Accountants and Tax Pros

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small icon for location
Washington, D.C.
Steve Adams
Certified Public Accountant (CPA)
Wealth Strategies P.C.
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Specialities and Expertise
Business Tax Strategy
Annual Tax Filing
Tax Planning
+5
Typical Clientele:
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Doctors
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Lawyers
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Tech Employees
+5
Pricing Model:
Hourly Rate
Years of Experience:
17 years
Number of Clients:
285
4.7
Best in the business!

As a doctor, I have a complicated tax situation, but Steve was there to help me each step of the way. The guidance I received from him and his team was by far the best I’ve gotten. I am so thankful that AdFi was able to make this complicated situation of finding an accountant much easier! If you are having trouble finding an accountant, you’ve come to the right place and Steve is there to help.

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Financial Advisors

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small icon for location
Richmond, VA
Micayla Smith
Portfolio Manager (CFA)
Dean & Wall Wealth Management
adfi verification sample UI, 5 star rating system. This will not be part of the marketplace on AdFi.
Specialities and Expertise
Alternative Investments
Real Estate Investments
Options Trading
Portfolio Management
+5
Typical Clientele:
small grey icon for corporate executives, a gray VIP business card icon
C-suite Executives
star icon, gray outline
Startup Founders
small grey icon for real estate agents, developers, etc. It's a gray icon of a house
RE Developers
+5
Pricing Model:
Fixed Fee
Years of Experience:
13 years
Number of Clients:
172
4.7
Made me feel confident

Micayla and her team took the time to meet with my family and me to discuss financial goals and our current financial situation.  I left the meeting feeling great! Her expertise of the markets and alternative investments really impressed me. We were able to develop a portfolio that I feel confident in!

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Financial Advisors

sample advisor profile picture - brett yang
small icon for location
Virginia Beach, VA
Brett Yang
Financial Advisor
Financial Solutions Plus
Specialities and Expertise
Financial Planning
Debt Management
Charitable Giving
Alternative Investments
+5
Typical Clientele:
small grey icon for business owners, a gray briefcase icon
Business owners
small grey icon for real estate agents, developers, etc. It's a gray icon of a house
RE Developers
small grey icon for corporate executives, a gray VIP business card icon
C-suite Executives
Pricing Model:
% of AUM
Years of Experience:
21 years
Number of Clients:
190
4.7
Brett is the man!

Working with Brett was great. He has a lot of knowledge and passion to help his clients. He put my mind at ease and gave me great advice. After leaving my old advisor, AdFi made the process of finding a new one easier and more transparent. Brett has helped me and my family plan for our financial future.

show more icon, purple text and eye icon

Accountants & Tax Pros

sample advisor profile picture - steve adams
small icon for location
Washington, D.C.
Steve Adams
Certified Public Accountant (CPA)
Wealth Strategies P.C.
Specialities and Expertise
Business Tax Strategy
Annual Filing
Tax Optimization
Bookkeeping
Typical Clientele:
small grey icon for doctors and nurses, a stethoscope
Doctors
small grey icon for lawyers and attorneys, a small judge's gavel
Lawyers
icon for tech employees, a small wand with sparkles around it
Tech Employees
+5
Pricing Model:
Hourly Rate
Years of Experience:
17 years
Number of Clients:
285
4.8
Best in the business!

As a doctor, I have a complicated tax situation, but Steve was there to help me each step of the way. The guidance I received from him and his team was by far the best I’ve gotten. Finding Steve was a breeze thanks to AdFi. If you are having trouble finding an accountant, you’ve come to the right place and Steve is there to help.

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Wealth Managers

sample advisor profile picture - micayla smith
small icon for location
Richmond, VA
Micayla Smith
Portfolio Manager (CFA)
Dean & Wall Wealth Management
Specialities and Expertise
Alternative Investments
Real Estate Investments
Options Trading
Portfolio Management
+5
Typical Clientele:
small grey icon for corporate executives, a gray VIP business card icon
C-suite Executives
star icon, gray outline
Startup Founders
small grey icon for real estate agents, developers, etc. It's a gray icon of a house
RE Developers
Pricing Model:
Fixed Fee
Years of Experience:
13 years
Number of Clients:
172
4.9
Made me feel confident

Micayla and her team took the time to meet with my family and me to discuss financial goals and our current financial situation.  I left the meeting feeling great! Her expertise of the markets and alternative investments really impressed me. We were able to develop a portfolio that I feel confident in, and portfolios for my kids to learn from.

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How We Help

Individuals
Financial Professionals
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With millions of financial professionals to choose from, finding the right one for you and your family can be stressful, confusing, and difficult.

AdvisorFinder is the stress-free way to connect with financial professionals that you want to meet. Our platform empowers you with the resources and information that you need to feel confident about who manages your money.

Make a More Informed Decision

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Search based on your unique needs
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Research what services are offered
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Compare & discover advisors
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Understand what you're paying for
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Read reviews from existing clients
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No more getting cold called

Spending an enormous amount of time, money, and energy trying to attract new clients online, but have nothing to show for it? Unfortunately, most financial professionals are stuck using antiquated platforms and struggle building a strong online presence.

AdvisorFinder helps financial professionals save time and money by enabling them to connect with prospects with ease - all online. Start strengthening your online presence today and begin growing your business the modern way.

Spend More Time Serving Clients

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Reduce your acquisition cost by 400%
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Rely less on referrals to reduce your stress
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Acquire clients beyond your hometown
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Use data to help you find new clients
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Save hundreds of hours on meetings
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Requires just minutes per week

Our Marketplace Helps People
Find a Financial Advisor

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1

Browse financial professionals

Search for financial professionals based on what you need and want. Whether it’s a local financial advisor or a virtual financial planner, we have you covered.

2

Confidently research your advisor

From details on what services are provided, and the pricing model, you can independently research a professional before choosing to work with them. Book an intro call all within the app.

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3

Achieve your financial goals

After reviewing and connecting with a few professionals, pick the one that you liked the most. AdvisorFinder gives you confidence, resources, and tools needed to make an informed decision about who you trust with your money.

Researching financial advisors
shouldn’t be impossible

And now it’s not - AdvisorFinder makes it easy to discover and connect with a financial advisor.