# AdvisorFinder

> AdvisorFinder is a free platform that helps consumers find and connect with verified, fiduciary financial advisors matched to their specific financial needs, life stage, and industry. Financial advisors use AdvisorFinder to grow their practice and connect with qualified prospects.

## Start Here

- [Personalized Advisor Match Quiz](https://advisorfinder.com/app/assessment): The best way to find an advisor on AdvisorFinder. A guided assessment that matches you with fiduciary financial advisors based on your unique financial needs, goals, life stage, and preferences.
- [Advisor Marketplace & Directory](https://advisorfinder.com/app/marketplace): Browse all advisor profiles across every firm nationwide. Search and filter by location, specialty, credentials, and more.

## About

- [About AdvisorFinder](https://advisorfinder.com/about-adfi): Company mission, story, and how the platform works
- [Team – Jason Friedman](https://advisorfinder.com/team/jason-friedman): Founder profile
- [Contact](https://advisorfinder.com/contact): Get in touch with AdvisorFinder
- [FAQ for Consumers](https://advisorfinder.com/faq-for-consumers): Frequently asked questions about using the platform
- [Release Notes](https://advisorfinder.com/release-notes): Product updates and changelog

## Browse Advisors

### By Service

- [Investment Management](https://advisorfinder.com/app/find-financial-advisor/service/investment-management)
- [Planning for Retirement](https://advisorfinder.com/app/find-financial-advisor/service/planning-for-retirement)
- [Estate Planning](https://advisorfinder.com/app/find-financial-advisor/service/estate-planning)
- [Managing New Wealth](https://advisorfinder.com/app/find-financial-advisor/service/managing-new-wealth)
- [Managing Equity Compensation](https://advisorfinder.com/app/find-financial-advisor/service/managing-equity-compensation)
- [Tax Planning](https://advisorfinder.com/app/find-financial-advisor/service/tax-planning)
- [Business Ownership Guidance](https://advisorfinder.com/app/find-financial-advisor/service/business-ownership-guidance)

### By Life Stage

- [Building My Financial Foundation](https://advisorfinder.com/app/find-financial-advisor/life-stage/building-my-financial-foundation)
- [Supporting Family & Financial Goals](https://advisorfinder.com/app/find-financial-advisor/life-stage/supporting-family--financial-goals)
- [Navigating Significant Life Changes](https://advisorfinder.com/app/find-financial-advisor/life-stage/navigating-significant-life-changes)
- [Planning My Retirement Transition](https://advisorfinder.com/app/find-financial-advisor/life-stage/planning-my-retirement-transition)
- [Managing My Retirement & Legacy](https://advisorfinder.com/app/find-financial-advisor/life-stage/managing-my-retirement--legacy)

### By Industry

- [Tech](https://advisorfinder.com/app/find-financial-advisor/industry/tech)
- [Healthcare](https://advisorfinder.com/app/find-financial-advisor/industry/healthcare)
- [Real Estate](https://advisorfinder.com/app/find-financial-advisor/industry/real-estate)
- [Business](https://advisorfinder.com/app/find-financial-advisor/industry/business)
- [Legal](https://advisorfinder.com/app/find-financial-advisor/industry/legal)
- [Military](https://advisorfinder.com/app/find-financial-advisor/industry/military)
- [Finance](https://advisorfinder.com/app/find-financial-advisor/industry/finance)

### By State

All 50 US states and DC are available at: `https://advisorfinder.com/app/find-financial-advisor/state/{STATE_CODE}`

## Guides: Choosing & Working with an Advisor

- [How to Choose a Financial Advisor](https://advisorfinder.com/resources-for-clients/how-to-choose-a-financial-advisor): Step-by-step guide to selecting the right advisor
- [10 Questions to Ask Before Hiring](https://advisorfinder.com/resources-for-clients/10-questions-to-ask-your-financial-advisor-before-you-hire-them): Key interview questions for prospective advisors
- [Prepare for Your First Meeting](https://advisorfinder.com/resources-for-clients/prepare-for-meeting): How to prepare for an advisor consultation
- [Financial Advisor Credentials Guide](https://advisorfinder.com/resources-for-clients/financial-advisor-credentials-guide): Understanding CFP, CFA, ChFC, and other designations
- [How Expensive Is a Financial Advisor](https://advisorfinder.com/resources-for-clients/about-advisors/how-expensive-is-a-financial-advisor): Fee structures and what to expect
- [Financial Advisor Transition Checklist](https://advisorfinder.com/resources-for-clients/financial-advisor-transition-checklist): How to switch advisors smoothly
- [Sample Letter to Terminate a Financial Advisor](https://advisorfinder.com/resources-for-clients/sample-letter-to-terminate-a-financial-advisor): Template for ending an advisor relationship

## Guides: Financial Planning Topics

- [What Is Financial Planning](https://advisorfinder.com/resources-for-clients/what-is-financial-planning): Comprehensive overview of financial planning
- [Asset Allocation](https://advisorfinder.com/resources-for-clients/asset-allocation): How to diversify your portfolio
- [Can You Retire with $2 Million](https://advisorfinder.com/resources-for-clients/can-you-retire-with-2-million): Retirement savings analysis
- [RSU Tax Rate Guide](https://advisorfinder.com/resources-for-clients/tax/rsu-tax-rate): How restricted stock units are taxed
- [Five RSU Tax Strategies](https://advisorfinder.com/resources-for-clients/five-rsu-tax-strategies): Strategies to minimize RSU tax burden
- [Gift Tax Guide 2025](https://advisorfinder.com/resources-for-clients/family/gift-tax-guide-2025-annual-exclusion-lifetime-exemption): Annual exclusion and lifetime exemption
- [When You Need a Trust](https://advisorfinder.com/resources-for-clients/when-you-need-a-trust): Understanding trust structures
- [529 Conversion to Roth IRA](https://advisorfinder.com/resources-for-clients/529-conversion-roth): Converting unused 529 funds
- [Inheritance Tax Guide](https://advisorfinder.com/resources-for-clients/inheritance/need-to-know-about-inheritance-tax): Federal and state inheritance tax overview
- [Financial Planning for Life Events](https://advisorfinder.com/resources-for-clients/financial-planning-life-events): Navigating major financial transitions
- [Amazon Stock Compensation Guide](https://advisorfinder.com/resources-for-clients/amazon-stock-compensation-guide): Navigating Amazon RSUs and equity

## Financial Calculators

- [All Calculators](https://advisorfinder.com/resources-for-clients/calculators/all): Full list of available calculators
- [Retirement Nest Egg Calculator](https://advisorfinder.com/resources-for-clients/calculators/retirement-nest-egg-calculator): Project your retirement savings
- [How Long Will Retirement Savings Last](https://advisorfinder.com/resources-for-clients/calculators/how-long-will-retirement-savings-last-calculator): Estimate retirement runway
- [AUM Fee Comparison Calculator](https://advisorfinder.com/resources-for-clients/calculators/aum-fee-comparison): Compare advisor fee structures
- [RSU Tax Calculator](https://advisorfinder.com/resources-for-clients/calculators/rsu-taxes): Estimate taxes on restricted stock units
- [Roth vs Traditional IRA Calculator](https://advisorfinder.com/resources-for-clients/calculators/roth-vs-traditional-ira): Compare Roth and traditional contributions
- [Business Valuation Calculator](https://advisorfinder.com/resources-for-clients/calculators/business-valuation-calculator): Estimate your business value
- [Risk Tolerance Quiz](https://advisorfinder.com/resources-for-clients/risk-quiz): Determine your investment risk tolerance

## Blog (Selected)

- [What Is a Financial Advisor](https://advisorfinder.com/blog-posts/what-is-a-financial-advisor-and-what-do-they-do): Comprehensive overview of what advisors do
- [Fiduciary Financial Advisor](https://advisorfinder.com/blog-posts/fiduciary-financial-advisor): Why fiduciary duty matters
- [Is It Worth Paying for a Financial Advisor](https://advisorfinder.com/blog-posts/is-it-worth-paying-for-a-financial-advisor): Cost-benefit analysis
- [Finding a Financial Advisor](https://advisorfinder.com/blog-posts/finding-a-financial-advisor): Step-by-step guide
- [Certified Financial Planner](https://advisorfinder.com/blog-posts/certified-financial-planner): What the CFP designation means
- [Backdoor Roth IRA Guide](https://advisorfinder.com/blog-posts/backdoor-roth-ira-2025-high-earner-strategy): High-earner Roth strategy
- [Blog Home](https://advisorfinder.com/resources-for-clients/blog): All articles and insights

## For Financial Advisors

- [Financial Professionals Overview](https://advisorfinder.com/financial-professionals): Why advisors join AdvisorFinder
- [Get Started](https://advisorfinder.com/for-financial-advisors/get-started): Sign up as an advisor on the platform
- [Pricing Plans](https://advisorfinder.com/for-financial-advisors/pricing-plans): Subscription tiers and features
- [Request a Demo](https://advisorfinder.com/for-financial-advisors/request-demo): Schedule a platform demo
- [AI Prospect Enrichment](https://advisorfinder.com/for-financial-advisors/ai-prospect-enrichment): AI-powered lead qualification tool
- [Practice Valuation Calculator](https://advisorfinder.com/for-financial-advisors/practice-valuation-calculator): Estimate your practice value
- [Case Study](https://advisorfinder.com/for-financial-advisors/resources/case-study): Advisor success stories
- [Compliance for Financial Advisors](https://advisorfinder.com/compliance-for-financial-advisors): Compliance guidance for using AdvisorFinder

## Reference

- [Glossary](https://advisorfinder.com/resources-for-clients/glossary): Financial terms and definitions
- [Data Protection](https://advisorfinder.com/data-protection): Privacy and data handling practices