NerdWallet’s Financial Advisor Reviews

Read NerdWallet's reviews of financial advisors, including online advisors and financial advisor search networks.

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.

NerdWallet's editorial team reviews dozens of investing products, including hands-on testing of brokerage accounts, trading platforms and tools. We use a detailed methodology to rate these products on a five-star scale and select the best options for every type of investor.

Our picks for financial advisors

Financial advisor reviews

Zoe Financial Review 2025: Pros, Cons and How It Compares

4.9

NerdWallet rating 
Zoe Financial can help you find a financial advisor specific to your needs — and your budget.

Wealthramp Review 2025: Pros, Cons and How It Compares

5.0

NerdWallet rating 
Wealthramp can help you find a financial advisor specific to your needs and your budget.

Ellevest Wealth Management Review 2025: Pros, Cons and How It Compares

4.1

NerdWallet rating 
Ellevest Wealth Management specializes in helping high-net-worth clients meet their investing goals while prioritizing values and impact.

Facet Review 2025: Pros, Cons and How It Compares

4.7

NerdWallet rating 
Facet offers virtual, full-service financial planning from certified financial planners. The company charges a flat annual fee based on the complexity of a member's planning needs.

Harness Wealth Review 2025: Pros, Cons and How It Compares

4.8

NerdWallet rating 
Harness Wealth curates and connects financial, tax and estate planning firms with individuals based on their specific needs — at no cost to the client.

Vanguard Personal Advisor Review 2025

4.4

NerdWallet rating 
For a reasonable cost, Vanguard Personal Advisor provides unlimited access to financial advisors. It pairs Vanguard's solid fund lineup with technology to design customized financial plans.