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Reviews from people like you

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
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AdvisorFinder makes it easy to find

a financial advisor

A user interface card displaying information about a financial professional named Jennifer Leon, a Certified Public Accountant (CPA) based in New York, NY. The card shows a profile picture and areas of expertise including succession planning, small business strategies, and endowments. It also highlights typical clientele such as business owners, real estate developers, and attorneys, along with details like 19 years of experience, 350 clients, and an AUM fixed fee pricing model.A user interface card displaying information about a financial professional named Jennifer Leon, a Certified Public Accountant (CPA) based in New York, NY. The card shows a profile picture and areas of expertise including succession planning, small business strategies, and endowments. It also highlights typical clientele such as business owners, real estate developers, and attorneys, along with details like 19 years of experience, 350 clients, and an AUM fixed fee pricing model.A close-up of a financial advisor profile card for Jennifer Leon, displayed on a purple gradient background. The card highlights key details such as her firm, expertise in succession planning and small business strategies, and typical clientele including business owners and attorneys. Additional information includes her pricing model, years of experience, and number of clients served. Interactive checkboxes for "AUM Fixed Fee" and "Estate Planning" are also visible, indicating filter selections.

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

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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.

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Crypto
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Access to 
Alternative invest.
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Financial 
Planning
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Assets 
management
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Business 
Banking
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Estate Planning 
Strategies
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Family Business
structure
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Investment
Management
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Personal
Banking
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Tax Consulting
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Insurance
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Advise-only financial planning
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Retirement
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Business Retirement
Planning
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Crypto
Icon of an unlocked padlock on a book, symbolizing access to information or data security.
Access to 
Alternative invest.
Icon of a calendar date with a dollar sign and a calculator, symbolizing financial planning or budgeting.
Financial 
Planning
Icon of a briefcase, symbolizing business, professionalism, or career.
Assets 
management
Icon of a bank building with columns and bar graphs, symbolizing financial services or banking operations.
Business 
Banking
Icon featuring a report with a chart and a house, symbolizing financial analysis or estate planning.
Estate Planning 
Strategies
Icon of two people, one wearing glasses, representing a pair or partnership.
Family Business
structure
Icon depicting a hand placing a coin on a stack of coins, representing financial growth or investment.
Investment
Management
Icon of a piggy bank with a dollar sign symbol above it, representing savings or financial planning.
Personal
Banking
Icon of a tax document with a percentage symbol and a calculator, representing tax calculation or filing.
Tax Consulting
Icon of a hand holding a heart, symbolizing care, support, or compassion.
Insurance
Icon of two speech bubbles with dollar signs, symbolizing financial discussions or conversations.
Advise-only financial planning
Icon of two hourglasses with dollar signs, symbolizing time and money management or investment.
Retirement
Planning
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Business Retirement
Planning
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Built for trust & transparency

At AdvisorFinder, we understand that the foundation of any successful financial relationship is built on trust and transparency. We're 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.

A laptop screen showcasing AdvisorFinder’s assessment results page. The interface presents three financial advisors with their profile photos, names, firms, education, experience, and key details such as average account size and number of clients. Each advisor card includes a call-to-action button labeled “I’m interested” or “View Profile.” The page is designed with a clean, modern layout, helping users compare financial professionals based on their needs.

Simple Steps to Find Financial Advisors Near You

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 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.
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3

Contact the advisor of your choice

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

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Business Owners Athletes & Entertainers Young Families Tax Planning Tech Professionals Retirement Planning Inheritance Buying a Home Military & Veterans Mid-Career Professionals

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our Resources

In-Depth Insights and Financial Tools

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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.

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Jason Friedman
March 12, 2024
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Personal
7 min read

Questions to Ask Your Advisor

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

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AdvisorFinder
June 8, 2024
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Calculator
5 min read

Understanding AUM Fees

Calculate your assets under management (AUM) fees with our detailed fee calculator.

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AdvisorFinder
June 13, 2024
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