Financial Advisors

Written by

April 25, 2023

Browse our interactive map or search by financial advisor firm name to find a financial advisor in your area. downloads the most recent SEC IAPD regulatory data on more than 17,000 financial advisor firms, and then runs that data through our proprietary Trust Algorithm to generate a star rating for each firm, based on a number of metrics, including potential conflicts of interest, disciplinary history and more.

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.

Search by firm name

Search over 17,000 registered investment advisor firms, or RIAs, by firm name or CRD (Central Registration Depository) number.

Search best firms by state

Select a state to view a full list of top registered investment advisor firms, or RIAs, located in that state. Top firms are identified using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Search by office address

Mission Advocates

These firms support’s consumer advocacy efforts.

Financial advisor education

Read through our introductory course to financial advisors.

verified_user Trust Algorithm

Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Each month, 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, serves as a trusted resource to help thousands of Americans research and compare financial advisors.

Financial Advisor Awards

We periodically conduct research utilizing our vast database to create unique lists of standout firms. Here's an archive of past award winners.