Find a Financial Advisor

June 18, 2024

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

verified_user 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.

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

Mission Advocates

Investor.com's consumer advocacy helps hundreds of thousands of Americans each year.
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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.

Financial Advisor Education

What Does a Financial Advisor Do?

Financial advisors offer advice and services aimed at increasing clients' wealth -- but there's more to it. Here's what to know.

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Types of Financial Advisors and How to Choose

There are more types of financial advisors than pumpkin spice products in October. This guide will help you decide which type is best for you.

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What's a Fiduciary (and Why It Matters So Much)

A fiduciary financial advisor is required to put your interests above their own at all times and to disclose any conflicts of interest. Here's what you should know.

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How Much Does a Financial Advisor Cost?

It’s crucial to understand how your advisor gets paid — and how much. Here's what you need to know when hiring a financial advisor.

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Should I Hire a Financial Advisor or DIY It?

It's certainly possible to DIY your personal finances. But there are certain times when it's smart to call in an expert.

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Questions to Ask a Financial Advisor

By asking questions upfront, you’ll find the best financial advisor match for you, and that's going to save you time, and possibly money too. Here are six things to ask.

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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.

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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.

investor.com