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The methodology for 360 Reviews by U.S. News & World Report is to evaluate products and services from multiple, diverse vantage points. We make recommendations based on a consensus about what matters to consumers, experts, and the community of professional reviewers. We don't tell you what our investigators think about a product. Instead, we convey what's most important based on an unbiased look at the viable products you should consider.
An advisor doesn't just manage your money - they help you make smarter decisions at every stage of life.
Stop second-guessing every financial decision. Get a clear, personalized strategy built around your actual goals.
Advisors can add up to 3% in net returns annually¹ through smarter tax planning, rebalancing, and behavioral coaching.
From insurance gaps to estate planning, an advisor helps safeguard your family's financial future.
Retirement, inheritance, selling a business - the biggest financial moments deserve expert guidance.
Here's one way an advisor can help: they can take you from point A to point B efficiently by eliminating costly mistakes along the way.
Projected growth over 25 years with and without professional financial advice
Source: Vanguard Advisor's Alpha, 2024. Results not guaranteed. Past performance does not indicate future results.
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AdvisorFinder is an online platform used by families and individuals to find a financial advisor for their unique needs. The service aggregates profiles from hundreds of financial advisors, allowing you to learn about their backgrounds, specializations, and the types of services they offer. AdvisorFinder is not a financial advisory service nor does it employ financial advisors.
You can think of AdvisorFinder as a search engine to find a financial advisor. Filter for different advisors based on what you need help with or other criteria you're looking for. Then, you can contact any advisor you choose. For this to happen, financial advisors create their own profiles.
For consumers, there is no fee. AdvisorFinder is free to use for anyone searching for financial advisors. Financial advisors, on the other hand, pay a subscription fee to be listed on the platform.
On our platform, you can find a range of financial advisors from hundreds of firms across the United States. Whether you're looking for an advisor from a small, boutique firm or one from a large, nationally recognized institution, AdvisorFinder has you covered. You'll find professionals specializing in retirement planning, investment management, tax strategies, estate planning, college savings, and comprehensive financial planning, among other areas. Each advisor profile provides detailed information on their background, credentials, and areas of expertise, along with client reviews to help you assess their suitability for your needs. This extensive selection allows you to compare different advisors and choose one based on your financial goals and personal preferences.
Every financial advisor profile on our platform displays a link to their BrokerCheck and/or their SEC Investment Adviser Public Disclosure. These links include each advisor's CRD number, which is a unique identifier used by regulatory agencies. This is a way to check that an advisor meets industry standards and regulatory requirements. In some cases, you can verify an advisor's licenses or credentials on FINRA's BrokerCheck or the SEC's IAPD.
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Getting started with AdvisorFinder is simple. First, visit our website and take the free personal assessment to find a financial advisor. Answer five questions about your financial needs and preferences. Then, review your personalized advisor results and compare detailed profiles. A step-by-step guide is available to help you understand how to effectively start a new financial advisory relationship and make an informed decision.
Absolutely. AdvisorFinder is designed with comparison in mind. You can view multiple advisor profiles side by side, comparing key details such as their areas of expertise, fees, client reviews, and licensing information. Our filtering tools allow you to narrow down your options based on your specific needs, making it easier to weigh the pros and cons and select the advisor who best fits your financial goals.
1 Vanguard Advisor's Alpha study, 2024. Results not guaranteed. Past performance does not indicate future results. Projected values are hypothetical and for illustrative purposes only. Retirement savings increases depend on market conditions, investment instruments selected, and other factors. AdvisorFinder prepared this content for general informational purposes only. Neither AdvisorFinder nor the individual writers are licensed to sell or advise on financial products. This is not a recommendation to use any particular advisor or firm.
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