Find a financial advisor near you.

An advisor can help you create a plan today.

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How It Works

Answer a few questions You let us know what you're looking for in an advisor, so we can find a match.

See your advisor matches You'll then get matched with up to three advisors based on your answers.

Book appointments You can use our online tools or concierge service to book an appointment.

You deserve the right financial advisor.

We know it’s hard to find an advisor who fits your needs. Sifting through the hundreds of thousands of advisors in the country can be intimidating. So we created a financial advisor matching tool that will do most of the work for you. It narrows down your choices so you are in control of who you work with while saving you hours of research.

We created a short questionnaire about your retirement plans, life status, investment goals and advisor preferences. These are all important topics to consider when choosing a financial advisor. We’ll match you with up to three advisors in your area. You then read their profiles, talk to them on the phone and ultimately pick who you want to work with as you plan your financial future.

This financial advisor matching tool is brought to you by SmartAsset, the personal finance company that’s focused on empowering people to make smart decisions. We built this tool to help you find a financial advisor nearby so you can meet all of your financial goals.

Why a Financial Advisor Can Help You Be Financially Secure

Investors [with] a financial plan grew their assets 110% compared to clients that didn't."¹

Individuals using [a financial] advisor are twice as likely to report that they are 'on track' to meet their retirement goals."²

A comprehensive financial plan increases Americans' level of confidence about managing their money.³

Very Confident Comprehensive Planners

Very Confident Non-Planners

Confidence in Managing Finances

1. Fidelity, State of the Wealth Management Industry 2017: The New Value Drivers Presentation
2. Advisor Value, A Voya Retirement Research Institute® Study
3. CFP Board, Financial Planning Profiles of American Households: The 2013 Household Financial Planning Survey and Index

Research Financial Advisors

From big cities to small towns, our matching tool includes financial advisors who cover every county in the U.S. We have researched them all and compiled the information that matters to you into individual profiles. Search by location to find a financial advisor near you who meets all your needs.

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