Financial Advisors

Written by

February 28, 2023

Browse our interactive map or search by financial advisor firm name to find a Trusted financial advisor in your area. The “Trusted by” badge is awarded to the advisory firms that meet our strict regulatory requirements.

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. Firms were recognized as a top firm using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC and FINRA.

Search by office address (Trusted firms)

Financial Advisor Education

Read through our introductory course to financial advisors.

Trust Algorithm

Our searchable database of U.S.-based financial advisors includes more than 16,000 firms across the country. Each month, the Trust algorithm downloads the latest regulatory data from the SEC IAPD database. This data is then run through our proprietary scoring algorithm to rate each firm.

Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by" badge. As a Certified B Corporation™, our focus is simple: people before profits. Each month, helps thousands of Americans answer the question, "Can I trust you?"

Trusted by badge

Video walk-through: See how to put's advisor search to work for you.

Financial Advisor Awards

Over the years, we have conducted one-off research to create unique lists of firms to recognize. Here's an archive of past award winners.