All Your AdvisorFinder Questions, Answered

AdvisorFinder is a search platform that helps individuals and families find financial advisors based on their needs and preferences. You can explore profiles, compare advisors, and connect with participating advisors through our marketplace. AdvisorFinder does not provide financial advice or employ the advisors listed on the platform.

Use our search and filtering tools to explore advisors based on your criteria, or follow our guided search to narrow your options. You can review profiles and compare advisors before deciding whether to work with one.

You can browse financial advisors or use our guided search. Guided search asks six questions about your needs and preferences, followed by your name, email, and phone number. Submitting those details creates an account that saves your results. With your express consent, we also share your details with the advisor result that most closely meets your search criteria.

You don't need an account to search for advisors. If you use guided search and submit your name, email, and phone number, an account is created to save your results and associate them with your email so you can return later.

When you send a message through AdvisorFinder, it goes to that advisor. The advisor or someone on their team may follow up to discuss your needs and arrange a conversation.

After you submit your information, our client success team may also reach out to check on your experience and help with questions about using AdvisorFinder.

No. AdvisorFinder is completely free for consumers. You won't pay AdvisorFinder to search, compare profiles, or contact an advisor. If you choose to work with an advisor, any fees are part of the arrangement you agree to with that advisor.

Most advisors on our marketplace offer a free initial consultation to discuss your needs and whether working together makes sense. The meeting may be by phone or in person. Confirm the meeting's format, length, and any cost with the advisor before booking.

Advisors pay to participate in our marketplace, either through an individual monthly subscription or through a firm that pays on their behalf. These payments support the platform and do not buy higher placement in search results. AdvisorFinder remains free for consumers.

You can explore advisors who offer services such as retirement planning, investment management, tax planning, estate planning, and college savings planning. Profiles help you understand an advisor's background, services, fees, and the types of clients they work with.

Yes. Our comparison feature lets you review advisors together, including their areas of expertise, fees, and background information. You can use search filters to narrow your options based on what matters to you.

Our marketplace includes participating advisors who have claimed their profiles and can manage the information on them. You can contact these advisors through AdvisorFinder.

Our broader directory also includes unclaimed profiles. Messaging through AdvisorFinder isn't available on an unclaimed profile because we don't have a reliable way to deliver your message to that advisor.

No. Advisors and firms cannot pay for higher placement in AdvisorFinder search results. Results are based on how well an advisor's information meets your search criteria.

No. AdvisorFinder provides tools to search, filter, and compare advisors based on your criteria. We do not recommend or endorse the advisors listed on the platform. You decide whether to work with an advisor.

You can use FINRA's BrokerCheck and the Investment Adviser Public Disclosure database to research registration status, professional background, and reported disciplinary information. Which records are available depends on the advisor's role and registration.

No. AdvisorFinder shares your information with an advisor with your consent.

During guided search, you can expressly opt in to share your details with the advisor result that most closely meets your search criteria. If you send a message or book a consultation with an advisor, your details are shared with that advisor as part of your request.

No. AdvisorFinder does not sell consumers' personal information to third parties. We use your information to connect you with an advisor with your consent and to follow up on your experience. You can read more in our Privacy Policy.