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Find a financial advisor near you with our comprehensive financial advisor directory. Search by state, city, or name. If you don’t get results use the advanced search feature to the right of the search bar
Important Links
Resources For Financial Advisor Seekers
Regulatory & Certification Bodies
The best advisors are certified through FINRA and SEC. Click the links to find out more.
Looking for a CFP Professional? Search our directory and verify credentials at CFP Board.
Financial Education and Resources
New to financial planning? Learn the terms they use on our glossary page. Also you can learn the basics at investor.gov
Understand different advisor fees with this guide from NAPFA.
Use our wide array of free financial calculators. You have a financial calculation you need to make? We have a calculator for it!
Industry Associations & Networks
Many of our advisors are members of FPA.
Explore fiduciary standards at The National Association of Personal Financial Advisors (NAPFA)
Comparison and Review Sites
Read client reviews on XY Planning Network or Fee-Only Network.
Blog or News Outlets Covering Financial advice
For the latest financial planning trends, read Kitces.com
Find out the latest on precious metals at Kitco.com
Frequently Asked Questions
How can I initiate the process?
Seeking assistance with your finances?
Learn why you want a FINRA registered advisor