Search for Financial Advisor Near You
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If you search “financial advisor near me,” you’ll probably end up with a long list of professionals or firms in your area. But to find an experienced, trustworthy financial advisor, you need to look beyond those initial Google results. After all, you may entrust a financial advisor with sensitive information.
That’s why we’ve narrowed the choices for you. Using Form ADV filings obtained from the U.S. Securities & Exchange Commission, we compiled lists of advisors in metro areas nationwide who have measurable experience and stability as investment advisors and financial planners, serve a broad base of clients and have clean disciplinary records, among other criteria.
Search for a financial advisor near you
Select your local metro area to see a list of financial advisors near you.
» Not sure who to pick? Learn how to choose a financial advisor.
More ways to search
Use a financial advisor matching service
If you don’t want to search for a financial advisor on your own, you can work with a matching firm. These services match you with a financial advisor — in your area or online — for free.
Typically, the advisors pay to be part of the service's network, and the service vets the advisors for you.
When you sign up, most services prompt you to take a quiz that determines which advisors fit your service needs and budget.
Here are three of the best financial advisor matching services according to our most recent reviews. (NerdWallet also operates NerdWallet Advisory, a registered investment advisor offering advisor matches. We don't review our own service.)
Provider | Cost | What to Know | |
Network advisors typically charge an annual fee from 0.75% to 1.25% of assets under management. Free initial consultation. | Zoe matches clients with vetted advisors who hold certified financial planner and/or chartered financial analyst designations. Some of Zoe’s advisors can even help you with tax preparation. To get matched, you’ll need at least $150,000 in investable assets. | ||
Network advisors typically charge around 1% of assets under management. Flat fee structures are also available for some services, such as financial plans and tax preparation and filing. | All of the financial advisory firms on the Harness Wealth platform are fiduciaries, which means they legally must work in the best interest of their clients. Network advisors include CFPs, CFAs, CPAs and tax attorneys. Firms require a $250,000 investment minimum for investment management. But one-time financial plans don't have account minimum requirements. | ||
Varies. Typical advisor fees run 0.8% to 1.2% for accounts under $1 million; or flat fee of $1,500 to $10,000 per year. | Wealthramp offers a network of advisors that are vetted fiduciaries. Potential clients fill out an online survey and are matched with up to three advisors — they can then review the advisors' profiles and opt to schedule free initial consultations over phone, Zoom, chat or in person. Wealthramp takes care to match clients based on specific criteria — a local area or other preferences. For example, if you’d prefer to work with an advisor who identifies as a woman, you can filter for that. Wealthramp doesn’t have any account minimum requirements. | ||
Check with professional financial advisor organizations
Here are a few financial planner associations that can help you search for the right financial planner.
The CFP Board sets the standards and requirements for becoming a certified financial planner (CFP). CFPs must prove their competency by passing a rigorous exam that covers a wide range of financial planning topics. They must also fulfill a professional experience requirement. You can search the CFP Board’s directory to find a CFP near you using several criteria.
The Financial Planning Association is a professional organization for financial planners. It also offers access to pro bono services and helps consumers find a financial planner. The site offers a location-based search.
The Association of African American Financial Advisors, or Quad-A, aims to help Black investors grow generational wealth through expert guidance. The organization can help you find a Black advisor who can assist you with all your financial needs. The site has a financial advisor directory.
The National Association of Personal Financial Advisors supports over 4,600 financial planners and advisors across the country. Use the NAPFA directory to find fee-only advisors who follow a strict code of ethics guided by their fiduciary duty, which means they must look out for your best interests when providing financial planning services.
Explore financial planning networks
Financial networks are groups of independent financial pros. They may be able to help with both holistic planning and specialized concerns.
Garrett Planning Network member advisors must be fee-only, offer financial planning services on an hourly or as-needed basis, be financially accessible, hold or be working toward a CFP, CPA or Personal Financial Specialist (PFS) designation, and adhere to a fiduciary oath.
XY Planning Network advisors offer virtual services. Advisors are CFPs and work on a commission-free basis.
CHIP matches clients with Black, Hispanic and Latinx financial advisors and professionals. The advisors can assist with estate planning, tax strategy and financial planning.