Search for Financial Advisor Near You
Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money.
The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments.
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're trusting a financial advisor with sensitive information and relying on them to help you make decisions that affect your finances.
That’s why we’ve narrowed the choices for you. Using Form ADV filings from the U.S. Securities & Exchange Commission, we made 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.
Most will have you fill out a questionnaire that helps find advisors who 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 have certified financial planner (CFP) and/or chartered financial analyst (CFA) designations. Some of Zoe’s advisors can 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 firms on the Harness Wealth platform are fiduciaries, which means they are legally required to 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. You can review the advisors' profiles and schedule free initial consultations over phone, Zoom, chat or in person. Wealthramp matches 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
These financial planner associations and networks can also help you search for a financial planner.
Organization | Who’s included | Directory |
|---|---|---|
CFP Board | Certified financial planners (CFPs). CFPs have to pass a rigorous exam on a wide range of financial planning topics and must meet professional experience requirements. | Search via the CFP Board directory. |
The Financial Planning Association | Financial planners. | The site offers a location-based search. |
The Association of African American Financial Advisors (Quad-A) | Black financial services professionals. | Search via the Quad-A financial advisor directory. |
The National Association of Personal Financial Advisors | Fee-only advisors who maintain a fiduciary duty to clients, which means they are legally required to act in clients’ best interests. | |
Garrett Planning Network | Fee-only advisors offering financial planning services on an hourly or as-needed basis. They must hold or be working toward a CFP, CPA or Personal Financial Specialist (PFS) designation, and they must act as fiduciaries. | Search Garrett Planning Network’s member profiles. |
XY Planning Network | CFPs working on a commission-free basis. They provide virtual services. | Search XY Planning’s database. |
CHIP | Black, Hispanic and Latinx financial advisors and professionals who can assist with estate planning, tax strategy and financial planning. | Search CHIP’s database. |