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Browse our interactive map or search by financial advisor firm name to find a financial advisor in your area. Investor.com 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.
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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.
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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.
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.
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.
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.