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Personal Assessment

Reviews from families just like yours

Through AdvisorFinder we were able to connect with a fee-based financial advisor who had the rare mix of real estate expertise we were looking for...

AdvisorFinder saved us many hours of time hunting, and rapidly narrowed our search to a short list for free to unblock us to move to this next phase of our life.

A close-up portrait of a joyful bald man with a warm smile, looking slightly to the left of the viewer. He appears to be in his mid-30s to early 40s and is wearing a casual grey t-shirt with a visible backpack strap, suggesting an active lifestyle or that he is on the move. The image, captured in natural lighting, highlights his cheerful expression and friendly demeanor, with a blurred background that suggests an outdoor setting. The circular crop of the photo focuses on the man's face, making it suitable for a profile picture or personal testimonial.
Michael S.
California, Marketing Director
Stars

Great service to have accessible, always hard to know who to trust especially when dealing with my financials.

Thanks for providing an easy search process where I have complete control over who receives my information. Those other services just sell your data to the highest bidder.  

Professional headshot of a smiling man wearing a navy blue sweater over a collared shirt, standing in front of a window.
Brandon G.
New York, Business
Stars

I had no idea where to start.

I found AdvisorFinder and was able to understand the filters to search for a financial advisor works with families like mine

Profile picture of a young woman with curly hair, wearing a light gray sweater. This image represents a satisfied client who wrote a review about AdvisorFinder, a platform for connecting clients with financial advisors.
Rachel M.
Illinois, Healthcare
Stars
find an advisor who knows your industry

Don’t settle for an advisor who
doesn’t know your industry. 
Find one who specializes in it.

Healthcare

Advisors who specialize in working with clients in the healthcare industry. Whether you're a physician, nurse, or healthcare administrator, you may face unique financial challenges such as malpractice insurance, complex compensation structures, and student loan management. Advisors in this category are well-versed in the financial intricacies specific to healthcare professionals.

A smiling doctor with gray hair, wearing a white coat and a stethoscope around his neck. This image is ideal for representing healthcare professionals searching for financial advisors on AdvisorFinder, especially those specializing in financial planning for doctors and other medical professionals.

Military & Veterans

Advisors who focus on serving clients in the military and veteran community. Whether you're an active-duty service member, a reservist, or a veteran, navigating the unique financial landscape of military life can be complex. From understanding the nuances of military benefits to planning for civilian transition, these advisors have the expertise to guide you through your specific financial challenges.

A determined US military service member in uniform, looking confidently at the camera. This image is ideal for representing military personnel searching for financial advisors on AdvisorFinder, especially those specializing in military pensions, benefits, and financial planning tailored to the unique needs of service members.

Technology

Advisors who specialize in working with clients in the technology industry. Whether you're a software engineer, a tech sales professional, or a startup founder, the financial landscape of the tech world is often complex and rapidly evolving. You may encounter unique compensation structures such as stock options, RSUs, or even cryptocurrencies, which require specialized financial planning.

A thoughtful software developer or technology worker with glasses and a beard, wearing a plaid shirt, depicted while considering his options. This image is ideal for representing individuals searching for financial advisors on AdvisorFinder, especially those specializing in equity compensation and technology sector financial planning.

Healthcare

simple down arrow vector


Advisors who specialize in working with clients in the healthcare industry. Whether you're a physician, nurse, or healthcare administrator, you may face unique financial challenges such as malpractice insurance, complex compensation structures, and student loan management. Advisors in this category are well-versed in the financial intricacies specific to healthcare professionals.

Military & Veterans

simple down arrow vector


Advisors who focus on serving clients in the military and veteran community. Whether you're an active-duty service member, a reservist, or a veteran, navigating the unique financial landscape of military life can be complex. From understanding the nuances of military benefits to planning for civilian transition, these advisors have the expertise to guide you through your specific financial challenges.

Technology

simple down arrow vector


Advisors who specialize in working with clients in the technology industry. Whether you're a software engineer, a tech sales professional, or a startup founder, the financial landscape of the tech world is often complex and rapidly evolving. You may encounter unique compensation structures such as stock options, RSUs, or even cryptocurrencies, which require specialized financial planning.

Find an Advisor

AdvisorFinder
Makes it Easy to Find a Financial Advisor

purple gradient graphic accent bubbleInteractive selection screen titled 'What do you need help with?' featuring various financial planning options. Each option is represented by an icon in a grid format, including Saving up for a house (highlighted with a checkmark), Supporting My Parents, Single Parent Finances, Navigating Divorce, Managing Debt, Equity Compensation, Real Estate Investing, Education Cost Planning, and Financial Windfall. A 'Next' button is visible at the bottom. This user-friendly design aids in customizing financial advisory services.
1

Begin your advisor search

Answer a few questions to find options of financial advisors who fit your needs and preferences.

2

Review your advisor results

Learn more about the financial advisors on your results page. Each advisor has a profile page that makes it easy to understand what they do and who they work with.

purple gradient graphic accent bubbleView Your Advisor Results - AdvisorFinder Interface: Screen capture showing a webpage from AdvisorFinder titled 'View your advisor results' featuring profile cards of various financial advisors with details like services provided and experience. This user-friendly interface helps users easily compare and contact advisors.
purple gradient graphic accent bubbleScreenshot of a user interface from AdvisorFinder showing a pop-up confirmation 'Contact request sent' with additional resources offered. The design includes a neat, purple-themed layout enhancing user experience on the platform.
3

Contact the advisor you choose

Book an intro call with the advisor(s) you choose via their profile. AdvisorFinder gives you confidence, resources, and tools needed to make an informed decision about who you trust with your money.

Our values

Built for trust & transparency

The foundation of any successful financial relationship is built on trust and transparency. AdvisorFinder is committed to making the process as straightforward, secure, and effective as possible, so you can focus on achieving your financial goals with peace of mind.

clients
advisors
our Resources

In-Depth Insights and Financial Tools

Illustration of a young boy using a magnifying glass, symbolizing a detailed search, with the text 'How to choose a financial advisor' on a vibrant purple background. This image is designed to attract individuals looking for guidance on selecting the "right" financial advisor.
Personal
9 min read

How to Choose a Financial Advisor

In this article, we offer general tips for choosing an advisor. It starts with defining success.

Profile picture of Jason Friedman, CEO and Co-Founder of AdvisorFinder, featuring him smiling, dressed in a leather jacket. The image is encircled by a decorative frame, signifying his key role within the organization.
Jason Friedman
March 12, 2024
A simple, elegant image featuring the text 'Questions to Ask Your Advisor' on a gray textured background with white speech bubbles containing question marks. This image prepares visitors to think critically about engaging with financial advisors.
Personal
7 min read

Questions to Ask Your Advisor

Ensure you're asking the 'right' questions to make the most of your advisory relationship.

Iconic logo of AdvisorFinder, featuring a stylized purple 'A' set within a circular purple border, with 'ADVISOR FINDER' text beneath the logo. This simple yet distinctive design represents the AdvisorFinder brand.
AdvisorFinder
June 8, 2024
thumbnail graphic for an AUM Fee Calculator showing a large white percent symbol on a soft purple background with the text 'AUM Fee Calculator'. This image is intended to direct users to a tool that helps calculate asset management fees efficiently.
Calculator
5 min read

Understanding AUM Fees

Easily calculate the assets under management (AUM) fees with our simple tool.

Iconic logo of AdvisorFinder, featuring a stylized purple 'A' set within a circular purple border, with 'ADVISOR FINDER' text beneath the logo. This simple yet distinctive design represents the AdvisorFinder brand.
AdvisorFinder
June 13, 2024
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