Welcome to the Advisor Database

Already know what criteria are most important to you in a financial advisor? Great! To help you in your selection, we've compiled a list of over 400,000 financial & investment advisors from across the U.S. that can be easily searched and filtered to identify the best advisors for your specific needs. In order to get started, simply select your primary State of Residence below.

Not sure what criteria is most important to you?

We recommend heading over to our personalized match-making quiz to help walk you through the selection process!

Select Your Primary State of Residence

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Step 1

Note: This is a required field. Advisors can only work with clients who live in states that the advisors are registered in. Keep in mind an advisor can be registered in multiple states.

Step 2 - OPTIONAL

Enter Your Zip Code and Preferred Distance

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This is an optional field. Enter your Zip Code and maximum distance if working with an advisor in person rather than over the phone or Zoom is important to you. Nowadays, it's more common to work with advisors virtually but it's totally up to you what you prefer!

Enter Your Advisor Criteria

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Step 3

Enter your specific advisor criteria (if applicable to you) in any of the filters below to narrow your search. Select 'Update Filter' to view your new results in the table to the right.

Filters

Step 4

See Your Personalized Results in Our Advisor Database

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