Use our search tools below to find a financial advisor near you. Investor.com downloads regulatory data on more than 17,000 financial advisor firms every month, then runs that data through our proprietary Trust Algorithm to generate a star rating for each firm, based on conflicts of interest, disciplinary history and more, to make it easy for you to find a reputable financial advisor.
You can also explore our articles on working with a financial advisor, including a ready-to-use script of questions to ask before you make your choice.
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Search over 17,000 registered investment advisor firms, or RIAs, by firm name or CRD (Central Registration Depository) number.
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Select a state to view a list of top registered investment advisor firms, or RIAs, serving that state. Top firms are identified using our rigorous Trust Algorithm. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest, are included on our state lists.
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What You'll Learn
Finding a financial advisor you can trust isn’t easy. Take a journey through our series to learn what advisors do, how to find a great one, and why it’s so important to work with a fiduciary.
Trust Algorithm
Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest.
As a Certified B Corporation™, our focus is simple: people before profits. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors.
Visualized: Conflicts of interest at financial advisor firms
Proprietary data collected and analyzed by investor.com shows that conflicts of interest and disciplinary actions are far more prevalent at hybrid financial advisor firms than non-hybrid firms. See our infographic for what to know when you search for an advisor.
Financial Advisor Awards
We periodically conduct research utilizing our vast database to create unique lists of standout firms. Here are current and past award winners.
- Best Financial Advisor Firms Serving Everyday Americans 2024
- Best Financial Advisor Firms Serving High Net Worth Clients 2024
- Best Hybrid Financial Advisor Firms 2024
- Top RIA Firms to Watch in 2020
- Best Investment Advisors for Nonprofit Organizations 2020
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.