Written by AdvisorSearch.org
Use our search tools below to find a financial advisor near you. AdvisorSearch.org 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.
Trust Algorithm
Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Each month, AdvisorSearch.org 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, AdvisorSearch.org serves as a trusted resource to help thousands of Americans research and compare financial advisors.
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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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Mission Advocates
AdvisorSearch.org's consumer advocacy helps hundreds of thousands of Americans each year.
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The “AdvisorSearch.org Star Rating Badge” is only available to RIA firms participating in AdvisorSearch.org’s paid subscription-based program and earning a 4.5 to 5 star review from AdvisorSearch.org; participation in AdvisorSearch.org's paid subscription-based program does not guarantee being awarded an “AdvisorSearch.org Star Rating Badge”. For more information on how AdvisorSearch.org rates and reviews RIA firms, please see the Algorithm page.
Financial Advisor Education
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Questions to Ask a Financial Advisor
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Find a Financial Advisor Near Me
There’s a lot to think about when you’re trying to find and hire a financial advisor. We boil it down to two simple facts.
Infographic: Conflicts of Interest at Financial Advisor Firms
Regulatory data shows that disciplinary actions and conflicts of interest are much more common at a specific type of financial advisor firm.