Find a Financial Advisor

Written by

March 08, 2024

Use our search tools below to find a financial advisor near you. 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.

Find a financial advisor

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

Find a financial advisor in your state

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.

Find a financial advisor near you

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Financial advisor education

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Financial Advisors


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.

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.

Visualized: Conflicts of interest at financial advisor firms

Hybrid vs. non-hybrid financial advisors study

Proprietary data collected and analyzed by 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.

The “ Star Rating Badge” is only available to RIA firms participating in’s paid subscription-based program and earning a 4.5 to 5 star review from; participation in's paid subscription-based program does not guarantee being awarded an “ Star Rating Badge”. For more information on how rates and reviews RIA firms, please see the Algorithm page.