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Financial Advisor
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Our PlatformUncover more about any financial professional
Find the perfect advisorWe use SEC data to find the top advisors and match them to your exact needs.
Browse entire databaseSearch, filter, and sort through all advisors with our powerful database.
Unveil important detailsLook up reviews, disclosures, and more key details before meeting with an advisor.
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Notable AdvisorsWhat people are saying about advisors on Onesta
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Dale Braun
5.00
"Dale is so knowledgeable and took the needed time to go over every detail with us. I'm con..."
- Kelly Danko
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Daniel Chrzanowski
5.00
"I met Dan at a networking event almost two years ago. After only a few minutes of talking..."
- Randy Lindorff
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Dustin Mccain
5.00
"Dustin is great. He takes the time to really listen to your goals and future plans. He is ..."
- Brian Jones
Latest advisors to join Onesta
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Stacy Bledsoe
5.00
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Thomas Dalton
2.50
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Patrick Foley
5.00
None of these quite right?Try searching for something more specific
How it worksWhat can I do here?
1
Get an advisor background checkWe provide details about legal action taken against advisors so that you can be aware of their history.
2
Look through client reviewsDid you know reviews of advisors were illegal until November 2022? We are working to collect reviews to help you make more informed decisions.
3
Find crucial business informationOnesta collects and processes every advisor’s SEC registration data (form ADV) for your benefit.
4
Get to know an advisor personallyAdvisors can claim their profile and provide personal information so you can get to know them before making a decision.
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Tools & Resources
13 CRUCIAL QUESTIONS TO ASK A FINANCIAL ADVISOR IN YOUR FIRST MEETINGWe've compiled a list of the top 13 questions that should be asked during your initial consultation with an advisor.
5 COMMON MISTAKES WHEN MANAGING A FINANCIAL WINDFALL AND HOW TO BEST MANAGE YOUR MONEYWhen you receive a sudden windfall of money, the most important thing is to stay calm and not make any hasty decisions.
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