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Help me find and compare top vetted financial advisors in my area.

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I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find the Best Financial Advisor Near You with Our Financial Advisors Directory

Taking control of your finances starts with the right guidance. WiserAdvisor's financial advisor directory connects you to a vetted network of financial advisors specializing in financial planning, retirement planning, investment strategies, wealth management, education planning, and estate planning. Whether searching for a financial advisor near you or seeking a certified financial planner nationwide, our vetted advisor directory makes finding your match simple and confidential.

Search for Your Local Financial Advisor

With our financial advisor directory, you can filter by location, fee-only financial advisor status, or areas of expertise, such as investment advisor and retirement planner near me. Compare trusted personal financial advisors using clear ratings and profiles. You can utilize this directory tool to locate the best financial advisor by state or the top wealth advisor nearby, ensuring your search is always personalized.

To facilitate a fair and unbiased comparison, we provide you with a list of our vetted financial advisors organised by state and popular cities. Get one step closer to connecting with the best financial advisor near you to consult

Find Top Financial Advisors Organized by State

To facilitate a fair and unbiased comparison, we provide you with a list of vetted financial advisors organised by state. Locate your home state now and get closer to finding the best financial advisor to consult with near you.

Search Our Advisor Directory

Find Top Financial Advisors Organized by Popular Cities

Does the idea of settling comfortably in Tampa sound ideal for your retirement? Do you dream of having enough for retirement and also leaving enough wealth for your grandchildren? Let us help you get closer to that dream. Find a local qualified financial advisor or financial planner and get started on your wealth management and retirement planning needs now.

Top Financial Advisors by State and City

Alabama

Alaska

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

District of Columbia

Florida

Georgia

Hawaii

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

Minnesota

Mississippi

Missouri

Montana

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Puerto Rico

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

Utah

Vermont

Virginia

Washington

West Virginia

Wisconsin

Wyoming

Why WiserAdvisor’s Financial Advisor Network Stands Out

Managing finances alone is not easy, especially without prior experience. Finding a fiduciary financial advisor or independent financial advisor near your city or state ensures you receive professional guidance and regular investment reviews without any hassle. You benefit from up-to-date reports, allowing your financial advisor to help you decide when to stay invested and when to adjust strategies. With verified privacy and unbiased advisor vetting, WiserAdvisers' match service has been helping users find experienced financial advisors since 1998.

How to Choose a Financial Advisor in 5 Simple Steps

Step 1: Understand your financial goal

Decide what financial help you want—investments, retirement or overall planning.

Step 2: Check advisor credentials

Look for respected certifications like CFP or CFA and relevant industry experience. Learn more on advisor designations here.

Step 3: Understand financial advisor fee structures

It's important to confirm the fee structure: fee-only, commissions, or both. This will help you clarify their payment terms and conditions.

Step 4: Meet and evaluate your financial advisor

Talk to a few shortlisted advisors to check if their overall approach, expertise, and communication style click with you.

Step 5: Review Advisor Background and Testimonials Before Hiring

It's critical to check the advisor's background and client testimonials to ensure the advisor is consistently helping users achieve their financial goals. Once satisfied, you may go ahead and hire the advisor.

The above methodology will guide you in selecting the right advisor based on your portfolio and needs. For more detailed insights, explore how to find a financial advisor blog.

Frequently Asked Questions

What is a financial advisor, and do I need one?

A financial advisor is a professional who helps you manage money, plan for goals like retirement, and make informed investment decisions. Apart from this, they can help grow and protect your wealth, simplify complex financial choices, or stay on track with long-term financial goals.

How do I find a financial planner near me?

Use our free advisor match tool to search for WiserAdvisors vetted financial planners in your area.

What is the difference between a financial advisor and a financial planner?

A financial advisor is a qualified professional who helps with money management, including investments, and retirement. On the other hand, a financial planner is a type of advisor who creates comprehensive financial plans for long-term goals like saving for college, retirement, or estate planning. In essence, all financial planners are financial advisors, but not all advisors are financial planners. Uncover, more details on this topic in our financial advisor vs financial planner article.

How does WiserAdvisor protect my privacy?

WiserAdvisor protects your privacy by keeping your personal information secure and confidential. Your details are only shared with eligible, vetted financial advisors who match your needs. Rest assured, your data is never sold to third parties, and we take utmost care to ensure your data is handled responsibly, so you stay in control of who contacts you.

How do advisors charge?

There are multiple compensation structures that financial advisors use to provide advice and manage your investments. Fees may be flat, commission-based, or percentage of assets - ask your financial planner up front for specifics.

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Why do I Need an Advisor

You get professional guidance:

Financial advisors have completed several training programs and are well qualified to anticipate and provide solutions for financial obstacles that come your way.

Your investments are reviewed regularly:

Advisors keep track of your investments and send you regular reports. This helps you stay aware of the state of your funds at any given time and eases the burden of a regular check-up. Additionally, they are also in a better position to tell you whether to stay invested or withdraw funds, based on their professional review.

You can bid farewell to your tax concerns:

Advisors may not only help you reduce your taxable income but also ensure that you are updated with the latest tax laws and amendments.

You can benefit from their research skills:

Their role requires them to be a dynamic researcher. With in-depth research on various industries, they are well equipped to help you make informed decisions.

You can count on them to manage your finances:

While you are busy working, financial advisors make sure your money works for you too. They take care of a wide range of financial challenges and responsibilities on your behalf.

Related Blogs & Articles

The benefits of working with a Financial Advisor

A financial advisor is a professional who helps people manage their funds in the most effective way, thereby ensuring their financial peace. Working with financial advisors brings a host of benefits. This explains why an increasing number of individuals are reaching out to financial advisors. Wondering if hiring such a professional is worth your time and money? Then you must read on...

Are you a Financial Advisor?

Motivated investors are looking for your guidance!

You must qualify to be part of the Advisor Network

3 Advisors were referred. All three contacted me. One required a minimum investment level greater than what I qualified for. The other two advisors were very appropriate referrals.

-- Bev